OMAHVistaShares Target 15 Berkshire Select Income ETF
Primarily seeks income, and secondarily, long term capital appreciation.
By VistaShares Advisors LLC · Launched 2025
Annual Cost
0.98%
#5,069 of 5,861 · expensive
Fund Size
$910M
#1,183 of 5,861 · large
Dividend YieldGoal
5.82%
Track Record
1 year
#4,127 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,469+14.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 61.9% of fundconcentrated
Apple Inc
10.0%
Berkshire Hathaway Inc
9.0%
American Express Co
8.4%
Occidental Petroleum Corp
5.8%
Alphabet Inc
5.4%
Coca-Cola Co/The
5.0%
Bank of America Corp
4.7%
Chevron Corp
4.6%
DaVita Inc
4.5%
Moody's Corp
4.5%
Asset allocation
Stocks
99.5%
Other
0.7%
By sector
Financial Services
39.1%
Communication
19.1%
Consumer Defensive
12.7%
Technology
10.5%
Energy
7.7%
Industrials
5.9%
Healthcare
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.4%Low
Year-on-year price swings
Max drawdown
-11.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Primarily seeks income, and secondarily, long term capital appreciation.
- Strategy
- Actively managed ETF investing in equity securities based on the Solactive VistaShares Berkshire Select Index, aiming for a 15% annual income target through options strategies. Focuses on large- and mid-cap securities, including those publicly disclosed by Berkshire Hathaway.
- Inception date
- March 4, 2025
- Fund family
- VistaShares Advisors LLC
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Data updated on 2026-08-04