Financial Insights

Financial Insights as of March 31, 2019

Portfolio Holdings for Financial Insights

Financial Insights holds 61 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr msci usa qual (QUS) 9.4 $9.0M 104k 86.46
J P Morgan Exchange Traded F fund (JPIB) 9.2 $8.9M 179k 49.45
Berkshire Hathaway (BRK.B) 8.4 $8.0M 37k 216.70
Ishares Tr eafe min volat (EFAV) 8.1 $7.8M 108k 72.03
Microsoft Corporation (MSFT) 6.8 $6.6M 50k 130.60
WisdomTree MidCap Dividend Fund (DON) 5.6 $5.4M 146k 36.70
Alps Etf sectr div dogs (SDOG) 5.6 $5.3M 121k 44.23
Vanguard Mortgage Bkd Sects ETF (VMBS) 4.8 $4.6M 87k 52.16
Vanguard Dividend Appreciation ETF (VIG) 4.5 $4.3M 38k 113.72
Vanguard REIT ETF (VNQ) 4.0 $3.8M 44k 86.77
Ishares Inc em mkt min vol (EEMV) 4.0 $3.8M 64k 59.92
Apple (AAPL) 2.4 $2.3M 11k 201.17
Technology SPDR (XLK) 1.6 $1.5M 20k 78.69
Vanguard Small-Cap ETF (VB) 1.6 $1.5M 9.6k 158.29
iShares Russell 1000 Growth Index (IWF) 1.5 $1.5M 9.3k 158.08
Starbucks Corporation (SBUX) 1.5 $1.4M 18k 77.69
iShares Russell 1000 Value Index (IWD) 1.4 $1.4M 11k 127.75
Vanguard Total Stock Market ETF (VTI) 1.2 $1.2M 7.9k 150.33
Ishares Tr core div grwth (DGRO) 1.1 $1.0M 27k 38.14
Amazon (AMZN) 1.0 $944k 490.00 1926.53
Vanguard High Dividend Yield ETF (VYM) 1.0 $942k 11k 88.12
Ishares Msci Usa Quality Facto invalid (QUAL) 0.9 $916k 10k 91.87
Boeing Company (BA) 0.9 $871k 2.3k 377.87
Ishares High Dividend Equity F (HDV) 0.8 $726k 7.6k 95.34
Johnson & Johnson (JNJ) 0.7 $650k 4.6k 141.24
iShares FTSE KLD 400 Social Idx (DSI) 0.6 $575k 5.2k 109.69
Health Care SPDR (XLV) 0.6 $565k 6.3k 89.30
Industrial SPDR (XLI) 0.6 $564k 7.2k 78.04
WisdomTree MidCap Earnings Fund (EZM) 0.5 $519k 13k 41.03
Vanguard Health Care ETF (VHT) 0.5 $448k 2.7k 167.73
Costco Wholesale Corporation (COST) 0.5 $446k 1.8k 245.59
Ishares Tr msci eafe esg (ESGD) 0.4 $408k 6.3k 65.12
iShares S&P MidCap 400 Index (IJH) 0.4 $389k 2.0k 196.96
Exxon Mobil Corporation (XOM) 0.4 $372k 4.6k 80.28
Invesco Qqq Trust Series 1 (QQQ) 0.4 $361k 1.9k 189.40
Etf Managers Tr etho climate l 0.4 $352k 9.1k 38.71
Sba Communications Corp (SBAC) 0.4 $357k 1.8k 204.00
Pgx etf (PGX) 0.3 $338k 23k 14.53
Berkshire Hathaway (BRK.A) 0.3 $325k 1.00 325000.00
iShares Russell 1000 Index (IWB) 0.3 $327k 2.0k 163.50
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.3 $326k 4.5k 72.16
McDonald's Corporation (MCD) 0.3 $321k 1.6k 197.30
BHP Billiton (BHP) 0.3 $309k 5.8k 52.99
Sound Finl Ban (SFBC) 0.3 $302k 8.7k 34.55
Netflix (NFLX) 0.3 $285k 770.00 370.13
Vanguard Consumer Staples ETF (VDC) 0.3 $291k 2.0k 148.70
iShares MSCI EAFE Index Fund (EFA) 0.3 $266k 4.0k 66.85
Vanguard Information Technology ETF (VGT) 0.3 $270k 1.3k 213.10
Invesco Exchange Traded Fd Tr etf (PEY) 0.3 $268k 15k 18.23
Visa (V) 0.3 $245k 1.5k 164.32
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.3 $246k 1.2k 209.72
Vanguard Total Bond Market ETF (BND) 0.2 $239k 3.0k 80.91
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $237k 6.5k 36.63
At&t (T) 0.2 $234k 7.6k 30.98
Cisco Systems (CSCO) 0.2 $217k 3.9k 56.04
Procter & Gamble Company (PG) 0.2 $219k 2.1k 106.36
United Technologies Corporation 0.2 $218k 1.5k 142.39
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $223k 4.3k 51.62
Vanguard Emerging Markets ETF (VWO) 0.2 $213k 4.9k 43.32
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.2 $208k 4.9k 42.85
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.2 $200k 3.2k 62.50