| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TCON | Exit | TRACON PHARMACEUTICALS INC | $0 | – | -21,318 | -100.0% | -0.03% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -11,424 | -100.0% | -0.09% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -2,744 | -100.0% | -0.12% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,827 | -100.0% | -0.12% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,512 | -100.0% | -0.12% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,057 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -1,157 | -100.0% | -0.14% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,891 | -100.0% | -0.15% | – |
| NCOM | Exit | NATIONAL COMM CORP | $0 | – | -7,057 | -100.0% | -0.16% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,668 | -100.0% | -0.16% | – |
| T | Exit | AT&T INC | $0 | – | -7,676 | -100.0% | -0.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,020 | -100.0% | -0.20% | – |
| PFE | Exit | PFIZER INC | $0 | – | -10,528 | -100.0% | -0.20% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,673 | -100.0% | -0.20% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -8,160 | -100.0% | -0.22% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,731 | -100.0% | -0.26% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -17,579 | -100.0% | -0.27% | – |
| PRA | Exit | PROASSURANCE CORP | $0 | – | -8,294 | -100.0% | -0.29% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -3,270 | -100.0% | -0.34% | – |
| SFBS | Exit | SERVISFIRST BANCSHARES INC | $0 | – | -21,356 | -100.0% | -0.45% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -6,908 | -100.0% | -0.50% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -20,912 | -100.0% | -0.52% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -63,700 | -100.0% | -0.96% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -24,057 | -100.0% | -1.70% | – |
| PXF | Exit | POWERSHARES ETF TR IIdev mkts ex-us | $0 | – | -218,856 | -100.0% | -5.19% | – |
| PRFZ | Exit | POWERSHARES ETF TRUSTftse us1500 sm | $0 | – | -78,140 | -100.0% | -5.25% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -252,976 | -100.0% | -5.87% | – |
| PXH | Exit | POWERSHARES ETF TR IIemer mrkt port | $0 | – | -608,187 | -100.0% | -6.86% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -119,513 | -100.0% | -7.65% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -329,159 | -100.0% | -7.73% | – |
| PRF | Exit | POWERSHARES ETF TRUSTftse rafi 1000 | $0 | – | -379,412 | -100.0% | -22.28% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -501,796 | -100.0% | -31.66% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 17 | Q2 2017 | 48.4% |
| VANGUARD SCOTTSDALE FDS | 17 | Q2 2017 | 14.0% |
| VANGUARD TAX MANAGED INTL FD | 17 | Q2 2017 | 10.5% |
| VANGUARD INTL EQUITY INDEX F | 17 | Q2 2017 | 7.9% |
| VANGUARD INDEX FDS | 17 | Q2 2017 | 3.1% |
| PROASSURANCE CORP | 17 | Q2 2017 | 0.6% |
| EXXON MOBIL CORP | 17 | Q2 2017 | 0.5% |
| VULCAN MATLS CO | 17 | Q2 2017 | 0.5% |
| GENERAL ELECTRIC CO | 17 | Q2 2017 | 0.4% |
| JOHNSON & JOHNSON | 17 | Q2 2017 | 0.3% |
View Kinsight, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-07-24 |
| 13F-HR | 2017-05-05 |
| 13F-HR | 2017-01-31 |
| 13F-HR | 2016-11-01 |
| 13F-HR | 2016-08-09 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-08 |
| 13F-HR | 2015-11-06 |
| 13F-HR | 2015-08-11 |
| 13F-HR | 2015-05-01 |
View Kinsight, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.