Financial Insights

Financial Insights as of March 31, 2022

Portfolio Holdings for Financial Insights

Financial Insights holds 84 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.1 $15M 50k 308.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.7 $8.3M 24k 352.93
Apple (AAPL) 6.9 $7.5M 43k 174.86
Vanguard Index Fds Real Estate Etf (VNQ) 4.4 $4.7M 44k 108.38
Wisdomtree Tr Us Midcap Divid (DON) 3.8 $4.2M 94k 44.42
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $4.1M 25k 162.16
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 3.7 $4.0M 82k 48.92
Ishares Tr Msci Kld400 Soc (DSI) 3.0 $3.3M 38k 86.61
Select Sector Spdr Tr Technology (XLK) 2.9 $3.1M 20k 159.02
Ishares Tr Hdg Msci Eafe (HEFA) 2.1 $2.3M 69k 33.95
Ishares Tr Core Div Grwth (DGRO) 2.1 $2.3M 43k 53.42
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $2.3M 31k 73.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.2M 6.1k 362.46
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.0 $2.1M 43k 50.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.0M 8.8k 227.63
Etf Managers Tr Etho Climate Lea 1.7 $1.8M 31k 58.45
Starbucks Corporation (SBUX) 1.5 $1.7M 18k 90.98
Amazon (AMZN) 1.4 $1.6M 482.00 3259.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $1.4M 11k 134.65
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 1.3 $1.4M 9.6k 143.66
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.2 $1.4M 70k 19.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.3M 16k 79.53
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $1.3M 4.7k 277.54
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.3M 12k 112.28
Costco Wholesale Corporation (COST) 1.1 $1.2M 2.0k 575.83
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.2M 5.5k 212.49
Ishares Tr Yld Optim Bd (BYLD) 1.0 $1.1M 48k 23.52
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.1M 29k 36.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.0M 6.2k 166.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.0M 13k 78.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $977k 9.7k 100.52
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $850k 2.0k 416.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $837k 6.1k 137.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $829k 3.3k 248.06
Vanguard World Fds Health Car Etf (VHT) 0.7 $784k 3.1k 254.38
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $772k 7.5k 102.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $682k 14k 48.00
Johnson & Johnson (JNJ) 0.6 $659k 3.7k 177.10
Sba Communications Corp Cl A (SBAC) 0.6 $602k 1.8k 344.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $576k 21k 27.78
Ishares Tr Core High Dv Etf (HDV) 0.5 $531k 5.0k 106.82
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $498k 16k 30.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $497k 1.9k 268.21
Ishares Tr Msci Eafe Etf (EFA) 0.4 $465k 6.3k 73.61
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $441k 6.5k 67.62
Chevron Corporation (CVX) 0.4 $438k 2.7k 162.70
Ishares Tr Cohen Steer Reit (ICF) 0.4 $435k 6.1k 71.02
McDonald's Corporation (MCD) 0.4 $428k 1.7k 247.40
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $423k 10k 41.74
Boeing Company (BA) 0.4 $422k 2.2k 191.56
Exxon Mobil Corporation (XOM) 0.4 $413k 5.0k 82.60
NVIDIA Corporation (NVDA) 0.4 $397k 1.5k 272.66
Wisdomtree Tr Us Midcap Fund (EZM) 0.3 $379k 6.9k 54.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $374k 902.00 414.63
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.3 $346k 8.9k 39.00
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $331k 5.0k 66.20
Procter & Gamble Company (PG) 0.3 $323k 2.1k 152.65
Ishares Tr Residential Mult (REZ) 0.3 $319k 3.3k 95.85
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $314k 1.6k 195.76
Applied Materials (AMAT) 0.3 $312k 2.4k 131.87
Visa Com Cl A (V) 0.3 $308k 1.4k 221.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $303k 4.0k 76.44
Tesla Motors (TSLA) 0.3 $302k 280.00 1078.57
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.3 $295k 14k 21.85
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $270k 886.00 304.74
Coca-Cola Company (KO) 0.2 $268k 4.3k 62.08
Netflix (NFLX) 0.2 $252k 672.00 375.00
Cisco Systems (CSCO) 0.2 $234k 4.2k 55.74
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $229k 3.0k 76.95
Ishares Tr Us Trsprtion (IYT) 0.2 $227k 842.00 269.60
Raymond James Financial (RJF) 0.2 $227k 2.1k 110.14
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $222k 16k 13.59
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $222k 4.5k 48.94
Vanguard Index Fds Growth Etf (VUG) 0.2 $222k 771.00 287.94
Sound Finl Ban (SFBC) 0.2 $219k 5.7k 38.14
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $218k 5.0k 44.04
Select Sector Spdr Tr Financial (XLF) 0.2 $218k 5.7k 38.25
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $217k 2.1k 104.63
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $213k 2.7k 77.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $212k 4.6k 46.08
Verizon Communications (VZ) 0.2 $211k 4.1k 50.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $206k 1.6k 128.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $203k 414.00 490.34
At&t (T) 0.2 $202k 8.6k 23.59