Financial Insights

Financial Insights as of Dec. 31, 2020

Portfolio Holdings for Financial Insights

Financial Insights holds 79 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.7 $11M 50k 222.41
Spdr Ser Tr Msci Usa Strtgic (QUS) 8.2 $11M 101k 104.47
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 7.8 $10M 280k 35.88
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 7.2 $9.3M 180k 51.88
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 6.3 $8.2M 151k 54.07
Ishares Tr Msci Eafe Min Vl (EFAV) 6.1 $7.9M 107k 73.41
Apple (AAPL) 4.4 $5.7M 43k 132.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $5.4M 23k 231.85
Wisdomtree Tr Us Midcap Divid (DON) 4.0 $5.2M 148k 34.81
Ishares Msci Emerg Mrkt (EEMV) 2.9 $3.8M 62k 61.09
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $3.5M 25k 141.16
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $3.5M 41k 84.94
Select Sector Spdr Tr Technology (XLK) 2.1 $2.7M 21k 130.00
Ishares Tr Msci Kld400 Soc (DSI) 1.9 $2.5M 35k 71.55
Starbucks Corporation (SBUX) 1.6 $2.0M 19k 106.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.4 $1.8M 25k 73.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $1.8M 5.6k 313.71
Ishares Tr Core Div Grwth (DGRO) 1.3 $1.7M 38k 44.82
Amazon (AMZN) 1.2 $1.5M 463.00 3257.02
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.5M 7.5k 194.66
Etf Managers Tr Etho Climate Lea 1.1 $1.4M 27k 53.09
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 5.6k 241.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.3M 12k 116.22
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.1M 5.4k 194.61
Ishares Esg Awr Msci Em (ESGE) 0.8 $999k 24k 41.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $949k 10k 91.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $905k 6.6k 136.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $904k 11k 83.23
Ishares Tr Yld Optim Bd (BYLD) 0.7 $842k 33k 25.86
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $796k 26k 30.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $785k 7.6k 102.67
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.6 $749k 34k 22.09
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.6 $747k 6.2k 119.88
Costco Wholesale Corporation (COST) 0.6 $745k 2.0k 376.64
Vanguard World Fds Health Car Etf (VHT) 0.6 $741k 3.3k 223.73
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $654k 1.8k 353.70
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $653k 7.4k 88.52
Johnson & Johnson (JNJ) 0.5 $653k 4.2k 157.35
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $617k 5.4k 113.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $596k 2.2k 267.50
Sba Communications Corp Cl A (SBAC) 0.4 $494k 1.8k 282.29
Ishares Tr Core High Dv Etf (HDV) 0.4 $482k 5.5k 87.64
Boeing Company (BA) 0.4 $470k 2.2k 214.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $467k 2.0k 229.60
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.4 $456k 10k 44.39
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.3 $428k 13k 32.08
Netflix (NFLX) 0.3 $416k 770.00 540.26
Ishares Tr Cohen Steer Reit (ICF) 0.3 $386k 7.2k 53.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $378k 1.0k 373.89
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $374k 25k 15.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $371k 6.1k 60.82
McDonald's Corporation (MCD) 0.3 $362k 1.7k 214.46
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $327k 1.9k 173.94
Ishares Tr Msci Eafe Etf (EFA) 0.2 $309k 4.2k 72.88
Visa Com Cl A (V) 0.2 $304k 1.4k 218.55
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $301k 6.9k 43.40
At&t (T) 0.2 $300k 10k 28.74
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $296k 6.3k 47.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $289k 840.00 344.05
Procter & Gamble Company (PG) 0.2 $288k 2.1k 139.06
Sound Finl Ban (SFBC) 0.2 $278k 8.7k 31.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $276k 5.0k 55.20
Ishares Tr Residential Mult (REZ) 0.2 $273k 4.0k 67.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $271k 8.8k 30.70
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $262k 953.00 274.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $253k 4.0k 63.82
Ishares Tr National Mun Etf (MUB) 0.2 $238k 2.0k 117.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $237k 2.7k 88.33
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $235k 3.0k 77.92
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $235k 14k 17.41
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $233k 6.1k 38.49
Monster Beverage Corp (MNST) 0.2 $222k 2.4k 92.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $221k 4.4k 50.09
Chevron Corporation (CVX) 0.2 $215k 2.5k 84.58
Ishares Tr Trans Avg Etf (IYT) 0.2 $213k 966.00 220.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $208k 1.9k 108.28
Cisco Systems (CSCO) 0.2 $206k 4.6k 44.66
Applied Materials (AMAT) 0.2 $204k 2.4k 86.22
Exxon Mobil Corporation (XOM) 0.2 $203k 4.9k 41.23