| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -4,536 | -100.0% | -0.08% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -807 | -100.0% | -0.08% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,501 | -100.0% | -0.08% | – |
| EMXF | Exit | ISHARES TRegsadvncdmsci em | $0 | – | -5,860 | -100.0% | -0.08% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -1,382 | -100.0% | -0.09% | – |
| SFBC | Exit | SOUND FINL BANCORP INC | $0 | – | -5,742 | -100.0% | -0.09% | – |
| EFAX | Exit | SPDR INDEX SHS FDSmsci eafe fs etf | $0 | – | -6,011 | -100.0% | -0.09% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,162 | -100.0% | -0.09% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,127 | -100.0% | -0.10% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -1,013 | -100.0% | -0.10% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -5,229 | -100.0% | -0.10% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -2,556 | -100.0% | -0.10% | – |
| VKTX | Exit | VIKING THERAPEUTICS INC | $0 | – | -15,000 | -100.0% | -0.10% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -2,294 | -100.0% | -0.10% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -6,624 | -100.0% | -0.10% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -4,800 | -100.0% | -0.11% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -4,300 | -100.0% | -0.11% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -7,090 | -100.0% | -0.11% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,112 | -100.0% | -0.11% | – |
| STE | Exit | STERIS PLC | $0 | – | -1,435 | -100.0% | -0.11% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -758 | -100.0% | -0.11% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,338 | -100.0% | -0.12% | – |
| EMNT | Exit | PIMCO ETF TRenhancd short | $0 | – | -2,926 | -100.0% | -0.12% | – |
| RAFE | Exit | PIMCO EQUITY SERrafi esg us | $0 | – | -9,896 | -100.0% | -0.12% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,602 | -100.0% | -0.12% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -8,346 | -100.0% | -0.12% | – |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -14,600 | -100.0% | -0.12% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -844 | -100.0% | -0.12% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,800 | -100.0% | -0.12% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -7,868 | -100.0% | -0.12% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,426 | -100.0% | -0.12% | – |
| NUDM | Exit | NUSHARES ETF TRnuveen esg intl | $0 | – | -10,797 | -100.0% | -0.12% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,016 | -100.0% | -0.13% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,171 | -100.0% | -0.13% | – |
| CME | Exit | CME GROUP INC | $0 | – | -1,650 | -100.0% | -0.13% | – |
| Exit | SSGA ACTIVE TRspdr nuveen mun | $0 | – | -10,794 | -100.0% | -0.13% | – | |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -6,913 | -100.0% | -0.14% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -4,349 | -100.0% | -0.14% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -13,743 | -100.0% | -0.14% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,649 | -100.0% | -0.14% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,624 | -100.0% | -0.14% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,893 | -100.0% | -0.14% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,807 | -100.0% | -0.14% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -5,398 | -100.0% | -0.14% | – |
| EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -6,936 | -100.0% | -0.14% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -4,334 | -100.0% | -0.14% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,619 | -100.0% | -0.14% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -11,447 | -100.0% | -0.15% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -838 | -100.0% | -0.15% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -4,888 | -100.0% | -0.15% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -2,340 | -100.0% | -0.16% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,229 | -100.0% | -0.16% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,003 | -100.0% | -0.16% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -7,247 | -100.0% | -0.16% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -5,094 | -100.0% | -0.17% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -1,236 | -100.0% | -0.17% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -1,228 | -100.0% | -0.17% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,843 | -100.0% | -0.17% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -6,764 | -100.0% | -0.17% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -10,993 | -100.0% | -0.17% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -10,882 | -100.0% | -0.18% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -5,522 | -100.0% | -0.18% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -13,767 | -100.0% | -0.18% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -12,899 | -100.0% | -0.18% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -10,870 | -100.0% | -0.18% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -4,511 | -100.0% | -0.18% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,777 | -100.0% | -0.18% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,299 | -100.0% | -0.18% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -1,750 | -100.0% | -0.19% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,754 | -100.0% | -0.19% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -2,340 | -100.0% | -0.19% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.19% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -4,523 | -100.0% | -0.19% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -2,437 | -100.0% | -0.19% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -5,938 | -100.0% | -0.20% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -11,615 | -100.0% | -0.20% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -5,485 | -100.0% | -0.20% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -13,284 | -100.0% | -0.20% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,265 | -100.0% | -0.20% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -4,971 | -100.0% | -0.21% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -2,017 | -100.0% | -0.21% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -10,173 | -100.0% | -0.21% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -18,177 | -100.0% | -0.21% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,884 | -100.0% | -0.22% | – |
| DIAL | Exit | COLUMBIA ETF TR Idiversifid fxd | $0 | – | -30,156 | -100.0% | -0.22% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -3,984 | -100.0% | -0.22% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -2,729 | -100.0% | -0.22% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -3,364 | -100.0% | -0.22% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -2,957 | -100.0% | -0.22% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -1,989 | -100.0% | -0.23% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -3,081 | -100.0% | -0.23% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,242 | -100.0% | -0.23% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -3,568 | -100.0% | -0.25% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -2,632 | -100.0% | -0.26% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,779 | -100.0% | -0.27% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,793 | -100.0% | -0.28% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -18,525 | -100.0% | -0.29% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -5,507 | -100.0% | -0.29% | – |
| BA | Exit | BOEING CO | $0 | – | -3,402 | -100.0% | -0.29% | – |
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -38,341 | -100.0% | -0.30% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -18,327 | -100.0% | -0.30% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -7,406 | -100.0% | -0.30% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -14,834 | -100.0% | -0.32% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,379 | -100.0% | -0.32% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -5,487 | -100.0% | -0.33% | – |
| FISV | Exit | FISERV INC | $0 | – | -7,501 | -100.0% | -0.34% | – |
| WMT | Exit | WALMART INC | $0 | – | -5,878 | -100.0% | -0.35% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -5,700 | -100.0% | -0.35% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -29,495 | -100.0% | -0.35% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -1,377 | -100.0% | -0.36% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -8,385 | -100.0% | -0.36% | – |
| TSLA | Exit | TESLA INC | $0 | – | -4,340 | -100.0% | -0.37% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,642 | -100.0% | -0.37% | – |
| HES | Exit | HESS CORP | $0 | – | -7,160 | -100.0% | -0.39% | – |
| JPIB | Exit | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $0 | – | -20,358 | -100.0% | -0.39% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,154 | -100.0% | -0.41% | – |
| V | Exit | VISA INC | $0 | – | -4,589 | -100.0% | -0.42% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,750 | -100.0% | -0.45% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -8,717 | -100.0% | -0.46% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -16,413 | -100.0% | -0.48% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,908 | -100.0% | -0.49% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -8,949 | -100.0% | -0.50% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -12,195 | -100.0% | -0.52% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -5,312 | -100.0% | -0.53% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -9,911 | -100.0% | -0.62% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -59,560 | -100.0% | -0.64% | – |
| VOTE | Exit | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $0 | – | -34,130 | -100.0% | -0.66% | – |
| ETHO | Exit | ETF MANAGERS TRetho climate lea | $0 | – | -31,224 | -100.0% | -0.66% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -7,708 | -100.0% | -0.68% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -5,246 | -100.0% | -0.68% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -16,334 | -100.0% | -0.69% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -32,861 | -100.0% | -0.70% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -8,997 | -100.0% | -0.75% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -29,290 | -100.0% | -0.80% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -4,400 | -100.0% | -0.89% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -28,767 | -100.0% | -0.91% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -22,700 | -100.0% | -0.96% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -47,403 | -100.0% | -0.96% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -9,134 | -100.0% | -1.03% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -25,175 | -100.0% | -1.06% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -66,314 | -100.0% | -1.09% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -20,029 | -100.0% | -1.23% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -25,022 | -100.0% | -1.26% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -77,061 | -100.0% | -1.29% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -17,045 | -100.0% | -1.32% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -23,212 | -100.0% | -1.37% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -24,785 | -100.0% | -1.55% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -51,865 | -100.0% | -1.56% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -136,925 | -100.0% | -1.90% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -58,349 | -100.0% | -1.97% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -25,120 | -100.0% | -2.16% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -172,375 | -100.0% | -2.25% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -22,265 | -100.0% | -2.80% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -64,779 | -100.0% | -2.84% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -433,389 | -100.0% | -4.50% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -46,936 | -100.0% | -4.77% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -323,824 | -100.0% | -5.96% | – |
| AAPL | Exit | APPLE INC | $0 | – | -94,358 | -100.0% | -6.33% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -223,425 | -100.0% | -6.65% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -75,112 | -100.0% | -8.82% | – |
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.