Financial Insights, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Financial Insights, Inc. 13F Holdings
CIK 0001642058 · TACOMA, WA
As of Jun 30, 2025, Financial Insights, Inc. reported
127 positions worth $273.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 442,147 | $32.1M | 11.74% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 908,983 | $24.1M | 8.80% |
| MICROSOFT CORP | MSFT | Technology | 48,337 | $24.0M | 8.78% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 347,238 |
|
5.2M5.55% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 33,005 |
4.5M | 5.29% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 23,944 |
3.2M | 4.82% |
| APPLE INC | AAPL | Technology | 48,806 |
0.0M | 3.66% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 211,555 | $9.0M | 3.29% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 17,899 | $8.7M | 3.18% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 154,460 | $6.6M | 2.41% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 22,218 | $5.3M | 1.92% |
| TCW TRANSFORM 500 ETF | VOTE | — | 71,842 | $5.2M | 1.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 85,242 | $4.9M | 1.78% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 22,443 | $4.6M | 1.68% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 16,680 | $4.2M | 1.54% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 108,121 | $3.9M | 1.42% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 94,532 | $3.8M | 1.40% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 12,626 | $3.6M | 1.32% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 31,575 | $3.3M | 1.20% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 10,682 | $3.0M | 1.09% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 55,296 | $2.8M | 1.01% |
| AMAZON.COM INC | AMZN | Equity | 12,401 | $2.7M | 0.99% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 60,545 | $2.6M | 0.94% |
| PARNASSUS INCOME FDS | PRCS | — | 96,445 | $2.5M | 0.90% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,445 | $2.4M | 0.88% |