Financial Insights

Financial Insights as of Dec. 31, 2019

Portfolio Holdings for Financial Insights

Financial Insights holds 80 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr msci usa qual (QUS) 8.9 $10M 107k 94.69
J P Morgan Exchange Traded F fund (JPIB) 8.0 $9.1M 182k 50.03
Jp Morgan Exchange Traded Fd fund (JQUA) 7.9 $9.0M 288k 31.31
Ishares Tr eafe min volat (EFAV) 7.2 $8.2M 109k 74.54
Microsoft Corporation (MSFT) 7.0 $7.9M 50k 157.71
WisdomTree MidCap Dividend Fund (DON) 5.1 $5.9M 154k 38.04
Berkshire Hathaway (BRK.B) 4.6 $5.2M 23k 226.50
Vanguard Dividend Appreciation ETF (VIG) 4.3 $5.0M 40k 124.66
Vanguard Mortgage Bkd Sects ETF (VMBS) 4.1 $4.7M 88k 53.17
Vanguard REIT ETF (VNQ) 3.8 $4.3M 46k 92.79
Ishares Inc em mkt min vol (EEMV) 3.4 $3.8M 65k 58.66
Apple (AAPL) 2.8 $3.2M 11k 293.41
Technology SPDR (XLK) 1.8 $2.0M 22k 91.69
iShares FTSE KLD 400 Social Idx (DSI) 1.6 $1.8M 15k 120.11
Starbucks Corporation (SBUX) 1.4 $1.6M 18k 87.93
iShares Russell 1000 Growth Index (IWF) 1.3 $1.5M 8.3k 175.92
Ishares Tr msci eafe esg (ESGD) 1.3 $1.4M 21k 68.73
Vanguard Total Stock Market ETF (VTI) 1.2 $1.4M 8.5k 163.59
Vanguard Small-Cap ETF (VB) 1.2 $1.4M 8.4k 165.67
Ishares Tr core div grwth (DGRO) 1.1 $1.2M 30k 42.06
iShares Russell 1000 Value Index (IWD) 1.1 $1.2M 8.8k 136.52
Vanguard High Dividend Yield ETF (VYM) 1.0 $1.1M 12k 93.69
Ishares Msci Usa Quality Facto invalid (QUAL) 0.9 $1.1M 11k 101.04
Amazon (AMZN) 0.8 $913k 494.00 1848.18
Etf Managers Tr etho climate l 0.7 $831k 20k 42.71
Boeing Company (BA) 0.7 $752k 2.3k 325.96
Vanguard Health Care ETF (VHT) 0.6 $728k 3.8k 191.68
Ishares High Dividend Equity F (HDV) 0.6 $733k 7.5k 98.05
Johnson & Johnson (JNJ) 0.6 $690k 4.7k 145.94
Ishares Inc msci em esg se (ESGE) 0.6 $683k 19k 35.93
Invesco Qqq Trust Series 1 (QQQ) 0.6 $688k 3.2k 212.54
Health Care SPDR (XLV) 0.6 $640k 6.3k 101.83
Industrial SPDR (XLI) 0.6 $638k 7.8k 81.51
Costco Wholesale Corporation (COST) 0.5 $542k 1.8k 293.93
iShares Cohen & Steers Realty Maj. (ICF) 0.4 $499k 4.3k 117.00
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.4 $496k 11k 44.01
Vanguard Information Technology ETF (VGT) 0.4 $458k 1.9k 244.79
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.4 $446k 7.0k 63.77
WisdomTree MidCap Earnings Fund (EZM) 0.4 $435k 10k 42.07
iShares S&P MidCap 400 Index (IJH) 0.4 $409k 2.0k 205.63
At&t (T) 0.3 $398k 10k 39.10
iShares Russell Midcap Growth Idx. (IWP) 0.3 $388k 2.5k 152.40
Pgx etf (PGX) 0.3 $390k 26k 15.01
Vanguard Europe Pacific ETF (VEA) 0.3 $375k 8.5k 44.07
Cohen & Steers Glbl Relt (RDOG) 0.3 $373k 7.7k 48.42
Vanguard Consumer Staples ETF (VDC) 0.3 $348k 2.2k 161.04
Berkshire Hathaway (BRK.A) 0.3 $340k 1.00 340000.00
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.3 $345k 4.7k 73.48
Exxon Mobil Corporation (XOM) 0.3 $335k 4.8k 69.86
McDonald's Corporation (MCD) 0.3 $326k 1.7k 197.34
Sound Finl Ban (SFBC) 0.3 $315k 8.7k 36.03
Vanguard S&p 500 Etf idx (VOO) 0.3 $314k 1.1k 295.39
Ishares Tr usa min vo (USMV) 0.3 $304k 4.6k 65.59
BHP Billiton (BHP) 0.3 $295k 5.4k 54.74
Ishares Tr yld optim bd (BYLD) 0.3 $300k 12k 25.65
Visa (V) 0.2 $282k 1.5k 187.87
iShares Russell 1000 Index (IWB) 0.2 $288k 1.6k 178.44
Ishares Tr hdg msci eafe (HEFA) 0.2 $290k 9.5k 30.49
iShares MSCI EAFE Index Fund (EFA) 0.2 $269k 3.9k 69.35
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $271k 7.2k 37.62
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.2 $273k 3.6k 75.46
Invesco Exchange Traded Fd Tr etf (PEY) 0.2 $279k 15k 18.98
Chevron Corporation (CVX) 0.2 $260k 2.2k 120.71
Procter & Gamble Company (PG) 0.2 $263k 2.1k 125.12
Vanguard Total Bond Market ETF (BND) 0.2 $258k 3.1k 83.77
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.2 $260k 1.2k 221.65
Netflix (NFLX) 0.2 $249k 770.00 323.38
Applied Materials (AMAT) 0.2 $236k 3.9k 61.05
SPDR DJ Wilshire Large Cap Value (SPYV) 0.2 $244k 7.0k 34.94
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $238k 2.9k 81.09
JPMorgan Chase & Co. (JPM) 0.2 $229k 1.6k 139.29
United Technologies Corporation 0.2 $232k 1.6k 149.68
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $232k 4.3k 53.70
Spdr Tr russell 1000 lowvol (LGLV) 0.2 $223k 2.0k 114.01
Intel Corporation (INTC) 0.2 $212k 3.5k 59.97
Vanguard Emerging Markets ETF (VWO) 0.2 $219k 4.9k 44.54
Vanguard Consumer Discretionary ETF (VCR) 0.2 $212k 1.1k 189.62
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.2 $211k 7.1k 29.92
iShares S&P 500 Growth Index (IVW) 0.2 $209k 1.1k 193.52
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $210k 5.0k 42.00