Financial Insights

Latest statistics and disclosures from Financial Insights's latest quarterly 13F-HR filing:

Companies in the Financial Insights portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F fund 9.37 181085 51.00
Spdr Ser Tr msci usa qual 9.19 105638 85.72
Jp Morgan Exchange Traded Fd fund 8.44 290525 NEW 28.61
Ishares Tr eafe min volat 7.95 109566 71.52
Microsoft Corporation (MSFT) 6.95 50397 135.78
WisdomTree MidCap Dividend Fund (DON) 5.31 150204 +2% 34.81
Vanguard Mortgage Bkd Sects ETF (VMBS) 4.75 88225 53.07
Berkshire Hathaway (BRK.B) 4.69 23441 -36% 197.22
Vanguard Dividend Appreciation ETF (VIG) 4.56 38866 +3% 115.63
Vanguard REIT ETF (VNQ) 4.14 44997 +2% 90.61
Ishares Inc em mkt min vol 3.66 64443 55.99
Apple (AAPL) 2.33 11466 200.51
Starbucks Corporation (SBUX) 1.73 17987 94.90
Technology SPDR (XLK) 1.64 20860 +6% 77.47
iShares Russell 1000 Growth Index (IWF) 1.46 9181 157.06
Vanguard Small-Cap ETF (VB) 1.44 9361 -2% 151.27
iShares Russell 1000 Value Index (IWD) 1.32 10517 123.42
Vanguard Total Stock Market ETF (VTI) 1.26 8467 +6% 147.04
iShares FTSE KLD 400 Social Idx Fd (DSI) 1.07 9745 +85% 107.95
Ishares Tr core div grwth 1.06 27896 +5% 37.50
Ishares Msci Usa Quality Facto invalid 1.02 11183 +12% 89.60
Vanguard High Dividend Yield ETF (VYM) 0.99 11465 +7% 85.22
Amazon (AMZN) 0.89 490 1785.71
Ishares Tr msci eafe esg 0.79 12733 +103% 61.26
Boeing Company (BA) 0.78 2321 333.05
Ishares High Dividend Equity F 0.70 7476 92.03
Johnson & Johnson (JNJ) 0.65 4851 +5% 131.93
Industrial SPDR (XLI) 0.59 7827 +8% 74.36
Health Care SPDR (XLV) 0.58 6327 90.56
Etf Managers Tr etho climate l 0.57 14542 +59% 38.37
Vanguard Health Care ETF (VHT) 0.53 3065 +14% 169.66
Costco Wholesale Corporation (COST) 0.50 1816 271.48
WisdomTree MidCap Earnings Fund (EZM) 0.47 12141 -4% 37.81
Invesco Qqq Trust Series 1 0.41 2209 +15% 184.25
iShares S&P; MidCap 400 Index (IJH) 0.38 1975 187.34
Pgx etf 0.38 25435 +9% 14.86
iShares Cohen & Steers Realty Maj. (ICF) 0.37 3124 NEW 116.84
McDonald's Corporation (MCD) 0.36 1635 217.13
Ishares Inc msci em esg se 0.35 10841 NEW 31.45
Vanguard Int High Dvd Yld In exchange traded funds 0.34 5850 +82% 57.26
Exxon Mobil Corporation (XOM) 0.33 4685 69.58
iShares Russell 1000 Index (IWB) 0.32 2000 160.00
Berkshire Hathaway (BRK.A) 0.30 1 298000.00
Vanguard Consumer Staples ETF (VDC) 0.30 1957 150.74
Sound Finl Ban 0.30 8742 34.32
BHP Billiton (BHP) 0.29 5831 49.56
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.29 6486 +33% 43.63
Vanguard S&p 500 Etf idx fd 0.29 1097 NEW 264.36
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.28 7395 +14% 37.05
Visa (V) 0.27 1491 176.39
Vanguard Information Technology ETF (VGT) 0.27 1262 208.40
AT&T; (T) 0.26 7554 34.42
Vanguard Total Bond Market ETF (BND) 0.26 3023 +2% 84.35
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.26 4068 -9% 63.42
Invesco Exchange Traded Fd Tr etf 0.26 14700 17.48
iShares MSCI EAFE Index Fund (EFA) 0.25 3879 -2% 62.39
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.25 1173 213.13
Procter & Gamble Company (PG) 0.24 2069 116.00
Netflix (NFLX) 0.24 770 310.39
Vanguard Europe Pacific ETF (VEA) 0.24 6100 NEW 39.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.21 4320 48.15
Cisco Systems (CSCO) 0.20 3886 51.47
Alerian Mlp Etf(amlp) 0.09 10050 NEW 8.96

Past 13F-HR SEC Filings by Financial Insights

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