$96 Million is the total value of Financial Insights, Inc.'s 61 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $1,370,000 | +6.9% | 10,724 | 0.0% | 1.43% | -0.2% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $565,000 | -1.6% | 6,327 | 0.0% | 0.59% | -8.1% | |
| VHT | VANGUARD WORLD FDShealth car etf | $448,000 | -1.3% | 2,671 | 0.0% | 0.47% | -7.9% | |
| PGX | INVESCO EXCHNG TRADED FD TRpfd etf | $338,000 | +2.1% | 23,260 | 0.0% | 0.35% | -4.9% | |
| IWB | ISHARES TRrus 1000 etf | $327,000 | +9.0% | 2,000 | 0.0% | 0.34% | +1.8% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $325,000 | +4.2% | 1 | 0.0% | 0.34% | -2.6% | |
| BHP | BHP GROUP LTDsponsored ads | $309,000 | +3.7% | 5,831 | 0.0% | 0.32% | -3.3% | |
| SFBC | SOUND FINL BANCORP INC | $302,000 | +3.8% | 8,742 | 0.0% | 0.32% | -3.1% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $291,000 | +7.4% | 1,957 | 0.0% | 0.30% | 0.0% | |
| NFLX | NETFLIX INC | $285,000 | +9.2% | 770 | 0.0% | 0.30% | +2.1% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $268,000 | +6.8% | 14,700 | 0.0% | 0.28% | -0.4% | |
| EFA | ISHARES TRmsci eafe etf | $266,000 | +6.8% | 3,979 | 0.0% | 0.28% | -0.4% | |
| V | VISA INC | $245,000 | +21.9% | 1,491 | 0.0% | 0.26% | +13.8% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $223,000 | +5.2% | 4,320 | 0.0% | 0.23% | -2.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $213,000 | +3.9% | 4,917 | 0.0% | 0.22% | -3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 19 | Q3 2023 | 14.4% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q3 2023 | 9.6% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 8.4% |
| APPLE INC | 19 | Q3 2023 | 8.3% |
| WISDOMTREE TR | 19 | Q3 2023 | 5.7% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q3 2023 | 5.0% |
| SELECT SECTOR SPDR TR | 19 | Q3 2023 | 2.9% |
| ISHARES TR | 19 | Q3 2023 | 3.1% |
| ISHARES TR | 19 | Q3 2023 | 2.5% |
| STARBUCKS CORP | 19 | Q3 2023 | 1.9% |
View Financial Insights, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-12-07 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-09 |
View Financial Insights, Inc.'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.