$114 Million is the total value of Financial Insights, Inc.'s 80 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEFA | New | ISHARES TRhdg msci eafe | $290,000 | – | 9,512 | +100.0% | 0.25% | – |
| REZ | New | ISHARES TRresidnl real est | $273,000 | – | 3,618 | +100.0% | 0.24% | – |
| CVX | New | CHEVRON CORP NEW | $260,000 | – | 2,154 | +100.0% | 0.23% | – |
| AMAT | New | APPLIED MATLS INC | $236,000 | – | 3,866 | +100.0% | 0.21% | – |
| JPM | New | JPMORGAN CHASE & CO | $229,000 | – | 1,644 | +100.0% | 0.20% | – |
| LGLV | New | SPDR SERIES TRUSTssga us lrg etf | $223,000 | – | 1,956 | +100.0% | 0.20% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $219,000 | – | 4,917 | +100.0% | 0.19% | – |
| INTC | New | INTEL CORP | $212,000 | – | 3,535 | +100.0% | 0.19% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $212,000 | – | 1,118 | +100.0% | 0.19% | – |
| ANGL | New | VANECK VECTORS ETF TRUSTfallen angel hg | $211,000 | – | 7,052 | +100.0% | 0.18% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $210,000 | – | 5,000 | +100.0% | 0.18% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $209,000 | – | 1,080 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
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.