FINANCIAL INSIGHTS, INC. Holdings

FINANCIAL INSIGHTS, INC. is an investment fund managing more than 148.61M US dollars. The largest holdings include Microsoft, Apple and Vanguard Developed Markets Index Fund. In Q3 2022 the fund bought assets of total value of 55.78M US dollars and sold assets of total value of 5.38M US dollars.

$148.60M

portfolio value

-6.08%

quarter

-46.12%

1 year

+8.12%

3 years

FINANCIAL INSIGHTS, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	4490000	935000
Q2 2019	12326000	6030000
Q3 2019	5307000	77000
Q4 2019	7032000	1735000
Q1 2020	-7715000	9267000
Q2 2020	7086000	10782000
Q3 2020	3570000	679000
Q4 2020	8108000	2557000
Q1 2021	6489000	1200000
Q2 2021	-28750388	91772994
Q3 2021	45142564	46636674
Q4 2021	3690000	1717000
Q1 2022	-1745000	6069000
Q2 2022	11369000	19038000
Q3 2022	55779000	5383000

FINANCIAL INSIGHTS, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Software—Infrastructure Microsoft Corporation Portfolio share: 11.27% Portfolio value: 16.75M Avg. open price: $218.32 Current price: $253.22 P/L: +15.98% Bought +45.07% shares Q3 2022	share	11.27%	16.75M	$218.32	$253.22	+15.98%	Bought +45.07% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 8.27% Portfolio value: 12.28M Avg. open price: $67.63 Current price: $147.4 P/L: +117.94% Bought +113.97% shares Q3 2022	share	8.27%	12.28M	$67.63	$147.4	+117.94%	Bought +113.97% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 6.54% Portfolio value: 9.71M Avg. open price: $44.66 Current price: $43.74 P/L: -2.07% Bought +77.22% shares Q3 2022	share	6.54%	9.71M	$44.66	$43.74	-2.07%	Bought +77.22% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 4.26% Portfolio value: 6.32M Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.79% shares Q3 2022	share	4.26%	6.32M	N/A	N/A	N/A	Bought +1.79% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 3.29% Portfolio value: 4.88M Avg. open price: N/A Current price: $79.01 P/L: N/A N/A Q3 2022	share	3.29%	4.88M	N/A	$79.01	N/A	N/A Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 2.68% Portfolio value: 3.98M Avg. open price: $67.56 Current price: $87.63 P/L: +29.71% Bought +8.14% shares Q3 2022	share	2.68%	3.98M	$67.56	$87.63	+29.71%	Bought +8.14% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 2.46% Portfolio value: 3.65M Avg. open price: N/A Current price: $148.94 P/L: N/A N/A Q3 2022	share	2.46%	3.65M	N/A	$148.94	N/A	N/A Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 2.31% Portfolio value: 3.42M Avg. open price: $101.82 Current price: $158.38 P/L: +55.55% Bought +0.23% shares Q3 2022	share	2.31%	3.42M	$101.82	$158.38	+55.55%	Bought +0.23% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 2.19% Portfolio value: 3.24M Avg. open price: $23.3 Current price: $25.81 P/L: +10.77% Bought +313.69% shares Q3 2022	share	2.19%	3.24M	$23.3	$25.81	+10.77%	Bought +313.69% shares Q3 2022
WisdomTree U.S. MidCap Dividend Fund Portfolio share: 2.17% Portfolio value: 3.23M Avg. open price: $28.82 Current price: $43.58 P/L: +51.23% Sold -3.95% shares Q3 2022	share	2.17%	3.23M	$28.82	$43.58	+51.23%	Sold -3.95% shares Q3 2022
SPDR Portfolio Emerging Markets ETF Portfolio share: 2.00% Portfolio value: 2.97M Avg. open price: $34.77 Current price: $34.51 P/L: -0.75% Bought +54.83% shares Q3 2022	share	2.00%	2.97M	$34.77	$34.51	-0.75%	Bought +54.83% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 1.88% Portfolio value: 2.79M Avg. open price: $228.17 Current price: $233.17 P/L: +2.19% Bought +717.56% shares Q3 2022	share	1.88%	2.79M	$228.17	$233.17	+2.19%	Bought +717.56% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 1.61% Portfolio value: 2.38M Avg. open price: $80.3 Current price: $135.36 P/L: +68.56% Bought +2.86% shares Q3 2022	share	1.61%	2.38M	$80.3	$135.36	+68.56%	Bought +2.86% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 1.51% Portfolio value: 2.23M Avg. open price: $42.26 Current price: $52.23 P/L: +23.59% Sold -0.95% shares Q3 2022	share	1.51%	2.23M	$42.26	$52.23	+23.59%	Sold -0.95% shares Q3 2022
ISHARES TR Portfolio share: 1.50% Portfolio value: 2.22M Avg. open price: N/A Current price: N/A P/L: N/A Bought +87.08% shares Q3 2022	share	1.50%	2.22M	N/A	N/A	N/A	Bought +87.08% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 1.49% Portfolio value: 2.21M Avg. open price: $57.39 Current price: $76.8 P/L: +33.82% Sold -0.64% shares Q3 2022	share	1.49%	2.21M	$57.39	$76.8	+33.82%	Sold -0.64% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.37% Portfolio value: 2.03M Avg. open price: $273.96 Current price: $93.62 P/L: -65.83% Bought +84.52% shares Q3 2022	share	1.37%	2.03M	$273.96	$93.62	-65.83%	Bought +84.52% shares Q3 2022
ISHARES TR Portfolio share: 1.26% Portfolio value: 1.87M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.11% shares Q3 2022	share	1.26%	1.87M	N/A	N/A	N/A	Sold -0.11% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 1.23% Portfolio value: 1.83M Avg. open price: $292.01 Current price: $494.53 P/L: +69.35% Bought +91.04% shares Q3 2022	share	1.23%	1.83M	$292.01	$494.53	+69.35%	Bought +91.04% shares Q3 2022
Dimensional U.S. Small Cap ETF Portfolio share: 1.22% Portfolio value: 1.80M Avg. open price: $48 Current price: $54.73 P/L: +14.02% Bought +55.87% shares Q3 2022	share	1.22%	1.80M	$48	$54.73	+14.02%	Bought +55.87% shares Q3 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 1.21% Portfolio value: 1.79M Avg. open price: N/A Current price: N/A P/L: N/A Sold -39.29% shares Q3 2022	share	1.21%	1.79M	N/A	N/A	N/A	Sold -39.29% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 1.11% Portfolio value: 1.64M Avg. open price: $175.53 Current price: $203.99 P/L: +16.21% Bought +1.07% shares Q3 2022	share	1.11%	1.64M	$175.53	$203.99	+16.21%	Bought +1.07% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 1.09% Portfolio value: 1.61M Avg. open price: $196.97 Current price: $216.85 P/L: +10.09% Bought +174.33% shares Q3 2022	share	1.09%	1.61M	$196.97	$216.85	+10.09%	Bought +174.33% shares Q3 2022
Invesco QQQ Trust Portfolio share: 1.08% Portfolio value: 1.60M Avg. open price: $192.68 Current price: $290.59 P/L: +50.81% Sold -4.14% shares Q3 2022	share	1.08%	1.60M	$192.68	$290.59	+50.81%	Sold -4.14% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 1.03% Portfolio value: 1.53M Avg. open price: $176.69 Current price: $196.57 P/L: +11.25% Bought +77.64% shares Q3 2022	share	1.03%	1.53M	$176.69	$196.57	+11.25%	Bought +77.64% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.97% Portfolio value: 1.44M Avg. open price: $84.02 Current price: $73.5 P/L: -12.52% Sold -0.19% shares Q3 2022	share	0.97%	1.44M	$84.02	$73.5	-12.52%	Sold -0.19% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 0.93% Portfolio value: 1.38M Avg. open price: $72.71 Current price: $105.05 P/L: +44.48% Sold -9.50% shares Q3 2022	share	0.93%	1.38M	$72.71	$105.05	+44.48%	Sold -9.50% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.93% Portfolio value: 1.37M Avg. open price: $107.32 Current price: $106.24 P/L: -1.01% Bought +262.91% shares Q3 2022	share	0.93%	1.37M	$107.32	$106.24	-1.01%	Bought +262.91% shares Q3 2022
Etho Climate Leadership U.S. ETF Portfolio share: 0.91% Portfolio value: 1.35M Avg. open price: $41.73 Current price: $53.01 P/L: +27.03% Bought +10.32% shares Q3 2022	share	0.91%	1.35M	$41.73	$53.01	+27.03%	Bought +10.32% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.91% Portfolio value: 1.35M Avg. open price: N/A Current price: $99.4 P/L: N/A N/A Q3 2022	share	0.91%	1.35M	N/A	$99.4	N/A	N/A Q3 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.87% Portfolio value: 1.29M Avg. open price: $63.52 Current price: $67.86 P/L: +6.83% Sold -24.53% shares Q2 2022	share	0.87%	1.29M	$63.52	$67.86	+6.83%	Sold -24.53% shares Q2 2022
iShares Core S&P 500 ETF Portfolio share: 0.86% Portfolio value: 1.27M Avg. open price: N/A Current price: $408.71 P/L: N/A N/A Q3 2022	share	0.86%	1.27M	N/A	$408.71	N/A	N/A Q3 2022
SPDR SSGA US Large Cap Low Volatility Index ETF Portfolio share: 0.85% Portfolio value: 1.26M Avg. open price: $112.17 Current price: $141.03 P/L: +25.73% Sold -2.21% shares Q3 2022	share	0.85%	1.26M	$112.17	$141.03	+25.73%	Sold -2.21% shares Q3 2022
Uranium Cameco Corporation Portfolio share: 0.85% Portfolio value: 1.26M Avg. open price: N/A Current price: $23.77 P/L: N/A N/A Q3 2022	share	0.85%	1.26M	N/A	$23.77	N/A	N/A Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.77% Portfolio value: 1.14M Avg. open price: $81.07 Current price: $113 P/L: +39.39% Bought +7.40% shares Q3 2022	share	0.77%	1.14M	$81.07	$113	+39.39%	Bought +7.40% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.70% Portfolio value: 1.03M Avg. open price: $151.46 Current price: $232.34 P/L: +53.40% Bought +10.58% shares Q3 2022	share	0.70%	1.03M	$151.46	$232.34	+53.40%	Bought +10.58% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.67% Portfolio value: 990K Avg. open price: $149.08 Current price: $178.88 P/L: +19.99% Bought +63.80% shares Q3 2022	share	0.67%	990K	$149.08	$178.88	+19.99%	Bought +63.80% shares Q3 2022
iShares Gold Trust Portfolio share: 0.58% Portfolio value: 869K Avg. open price: N/A Current price: $34.12 P/L: N/A N/A Q3 2022	share	0.58%	869K	N/A	$34.12	N/A	N/A Q3 2022
ENGINE NO 1 ETF TRUST Portfolio share: 0.57% Portfolio value: 847K Avg. open price: N/A Current price: N/A P/L: N/A Bought +29.87% shares Q3 2022	share	0.57%	847K	N/A	N/A	N/A	Bought +29.87% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.57% Portfolio value: 844K Avg. open price: $151.59 Current price: $167.12 P/L: +10.24% Bought +377.54% shares Q3 2022	share	0.57%	844K	$151.59	$167.12	+10.24%	Bought +377.54% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.53% Portfolio value: 789K Avg. open price: $96.29 Current price: $158.85 P/L: +64.97% Sold -0.80% shares Q3 2022	share	0.53%	789K	$96.29	$158.85	+64.97%	Sold -0.80% shares Q3 2022
Columbia Diversified Fixed Income Allocation ETF Portfolio share: 0.51% Portfolio value: 756K Avg. open price: $20.98 Current price: $17.86 P/L: -14.88% Sold -2.42% shares Q3 2022	share	0.51%	756K	$20.98	$17.86	-14.88%	Sold -2.42% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.48% Portfolio value: 718K Avg. open price: $123.41 Current price: $149.88 P/L: +21.45% Bought +167.72% shares Q3 2022	share	0.48%	718K	$123.41	$149.88	+21.45%	Bought +167.72% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.47% Portfolio value: 697K Avg. open price: $102.35 Current price: $139.78 P/L: +36.57% Sold -4.29% shares Q3 2022	share	0.47%	697K	$102.35	$139.78	+36.57%	Sold -4.29% shares Q3 2022
Oil & Gas E&P Hess Corporation Portfolio share: 0.47% Portfolio value: 693K Avg. open price: N/A Current price: $144.02 P/L: N/A N/A Q3 2022	share	0.47%	693K	N/A	$144.02	N/A	N/A Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.46% Portfolio value: 683K Avg. open price: $80.77 Current price: $75.65 P/L: -6.34% Sold -22.18% shares Q3 2022	share	0.46%	683K	$80.77	$75.65	-6.34%	Sold -22.18% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.45% Portfolio value: 673K Avg. open price: N/A Current price: $327.99 P/L: N/A N/A Q3 2022	share	0.45%	673K	N/A	$327.99	N/A	N/A Q3 2022
Vanguard Mortgage-Backed Securities Index Fund Portfolio share: 0.44% Portfolio value: 657K Avg. open price: $53.21 Current price: $46.46 P/L: -12.68% Sold -54.11% shares Q3 2022	share	0.44%	657K	$53.21	$46.46	-12.68%	Sold -54.11% shares Q3 2022
Vanguard Health Care Index Fund Portfolio share: 0.43% Portfolio value: 639K Avg. open price: $169.63 Current price: $255.96 P/L: +50.89% Sold -5.30% shares Q3 2022	share	0.43%	639K	$169.63	$255.96	+50.89%	Sold -5.30% shares Q3 2022
Industrial Select Sector SPDR Fund Portfolio share: 0.42% Portfolio value: 621K Avg. open price: $69.44 Current price: $101.55 P/L: +46.23% Bought +4.17% shares Q1 2022	share	0.42%	621K	$69.44	$101.55	+46.23%	Bought +4.17% shares Q1 2022
SPDR Portfolio S&P 500 High Dividend ETF Portfolio share: 0.42% Portfolio value: 617K Avg. open price: $42.18 Current price: $41.6 P/L: -1.38% Bought +45.60% shares Q3 2022	share	0.42%	617K	$42.18	$41.6	-1.38%	Bought +45.60% shares Q3 2022
FlexShares International Quality Dividend Index Fund Portfolio share: 0.41% Portfolio value: 612K Avg. open price: N/A Current price: $21.17 P/L: N/A N/A Q3 2022	share	0.41%	612K	N/A	$21.17	N/A	N/A Q3 2022
iShares ESG Aware MSCI EM ETF Portfolio share: 0.41% Portfolio value: 602K Avg. open price: $33.84 Current price: $31.47 P/L: -7.00% Sold -0.06% shares Q3 2022	share	0.41%	602K	$33.84	$31.47	-7.00%	Sold -0.06% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.39% Portfolio value: 580K Avg. open price: $147.71 Current price: $257 P/L: +73.99% Bought +43.41% shares Q3 2022	share	0.39%	580K	$147.71	$257	+73.99%	Bought +43.41% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.39% Portfolio value: 576K Avg. open price: $42 Current price: $40.67 P/L: -3.16% Bought +211.75% shares Q3 2022	share	0.39%	576K	$42	$40.67	-3.16%	Bought +211.75% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.37% Portfolio value: 554K Avg. open price: N/A Current price: $36.08 P/L: N/A N/A Q3 2022	share	0.37%	554K	N/A	$36.08	N/A	N/A Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.37% Portfolio value: 551K Avg. open price: $225.96 Current price: $347.21 P/L: +53.66% Sold -7.58% shares Q3 2022	share	0.37%	551K	$225.96	$347.21	+53.66%	Sold -7.58% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.37% Portfolio value: 543K Avg. open price: N/A Current price: $560.53 P/L: N/A N/A Q3 2022	share	0.37%	543K	N/A	$560.53	N/A	N/A Q3 2022
ISHARES TR Portfolio share: 0.35% Portfolio value: 523K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.35%	523K	N/A	N/A	N/A	N/A Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.35% Portfolio value: 517K Avg. open price: N/A Current price: $538.57 P/L: N/A N/A Q3 2022	share	0.35%	517K	N/A	$538.57	N/A	N/A Q3 2022
Copper Freeport-McMoRan Inc. Portfolio share: 0.34% Portfolio value: 505K Avg. open price: N/A Current price: $40.22 P/L: N/A N/A Q3 2022	share	0.34%	505K	N/A	$40.22	N/A	N/A Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.34% Portfolio value: 504K Avg. open price: N/A Current price: $133.81 P/L: N/A N/A Q3 2022	share	0.34%	504K	N/A	$133.81	N/A	N/A Q3 2022
REIT—Specialty SBA Communications Corporation Portfolio share: 0.34% Portfolio value: 498K Avg. open price: N/A Current price: $295.25 P/L: N/A Sold -17.96% shares Q3 2020	share	0.34%	498K	N/A	$295.25	N/A	Sold -17.96% shares Q3 2020
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.33% Portfolio value: 491K Avg. open price: N/A Current price: $536.16 P/L: N/A N/A Q3 2022	share	0.33%	491K	N/A	$536.16	N/A	N/A Q3 2022
iShares Russell Mid-Cap Growth ETF Portfolio share: 0.33% Portfolio value: 486K Avg. open price: $84.28 Current price: $89.73 P/L: +6.47% Sold -1.99% shares Q3 2022	share	0.33%	486K	$84.28	$89.73	+6.47%	Sold -1.99% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.33% Portfolio value: 486K Avg. open price: N/A Current price: $274.23 P/L: N/A N/A Q3 2022	share	0.33%	486K	N/A	$274.23	N/A	N/A Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.31% Portfolio value: 463K Avg. open price: N/A Current price: $45.94 P/L: N/A N/A Q3 2022	share	0.31%	463K	N/A	$45.94	N/A	N/A Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.31% Portfolio value: 459K Avg. open price: $77.7 Current price: $108.09 P/L: +39.11% Sold -0.10% shares Q3 2022	share	0.31%	459K	$77.7	$108.09	+39.11%	Sold -0.10% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.31% Portfolio value: 456K Avg. open price: $72.62 Current price: $111.02 P/L: +52.89% Bought +3.14% shares Q3 2022	share	0.31%	456K	$72.62	$111.02	+52.89%	Bought +3.14% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.30% Portfolio value: 445K Avg. open price: $242.61 Current price: $216.05 P/L: -10.95% Sold -2.81% shares Q3 2022	share	0.30%	445K	$242.61	$216.05	-10.95%	Sold -2.81% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.28% Portfolio value: 420K Avg. open price: $185.19 Current price: $273.4 P/L: +47.63% Bought +4.78% shares Q3 2022	share	0.28%	420K	$185.19	$273.4	+47.63%	Bought +4.78% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.28% Portfolio value: 415K Avg. open price: N/A Current price: $110.18 P/L: N/A N/A Q3 2022	share	0.28%	415K	N/A	$110.18	N/A	N/A Q3 2022
Invesco S&P 500 High Dividend Low Volatility ETF Portfolio share: 0.28% Portfolio value: 411K Avg. open price: $44.14 Current price: $45.59 P/L: +3.29% Bought +90.66% shares Q3 2022	share	0.28%	411K	$44.14	$45.59	+3.29%	Bought +90.66% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.28% Portfolio value: 409K Avg. open price: N/A Current price: $102.13 P/L: N/A N/A Q3 2022	share	0.28%	409K	N/A	$102.13	N/A	N/A Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.27% Portfolio value: 399K Avg. open price: $119.31 Current price: $182.65 P/L: +53.08% Bought +5.11% shares Q3 2022	share	0.27%	399K	$119.31	$182.65	+53.08%	Bought +5.11% shares Q3 2022
SPDR Portfolio S&P 500 Value ETF Portfolio share: 0.26% Portfolio value: 393K Avg. open price: $40.44 Current price: $40.67 P/L: +0.56% Bought +15.18% shares Q3 2022	share	0.26%	393K	$40.44	$40.67	+0.56%	Bought +15.18% shares Q3 2022
Electronic Components Amphenol Corporation Portfolio share: 0.26% Portfolio value: 387K Avg. open price: N/A Current price: $80.62 P/L: N/A N/A Q3 2022	share	0.26%	387K	N/A	$80.62	N/A	N/A Q3 2022
Drug Manufacturers—Specialty & Generic Zoetis Inc. Portfolio share: 0.26% Portfolio value: 383K Avg. open price: N/A Current price: $157.42 P/L: N/A N/A Q3 2022	share	0.26%	383K	N/A	$157.42	N/A	N/A Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.26% Portfolio value: 382K Avg. open price: $1,070.34 Current price: $189.49 P/L: -82.30% N/A Q3 2022	share	0.26%	382K	$1,070.34	$189.49	-82.30%	N/A Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.26% Portfolio value: 381K Avg. open price: N/A Current price: $39.54 P/L: N/A N/A Q3 2022	share	0.26%	381K	N/A	$39.54	N/A	N/A Q3 2022
ISHARES TR Portfolio share: 0.26% Portfolio value: 381K Avg. open price: N/A Current price: N/A P/L: N/A Bought +4.39% shares Q3 2022	share	0.26%	381K	N/A	N/A	N/A	Bought +4.39% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.26% Portfolio value: 380K Avg. open price: N/A Current price: $85.2 P/L: N/A N/A Q3 2022	share	0.26%	380K	N/A	$85.2	N/A	N/A Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.25% Portfolio value: 366K Avg. open price: N/A Current price: $98.72 P/L: N/A N/A Q3 2022	share	0.25%	366K	N/A	$98.72	N/A	N/A Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.25% Portfolio value: 366K Avg. open price: $248.81 Current price: $371.35 P/L: +49.25% Bought +12.97% shares Q3 2022	share	0.25%	366K	$248.81	$371.35	+49.25%	Bought +12.97% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.24% Portfolio value: 359K Avg. open price: $30.34 Current price: $24.95 P/L: -17.76% Sold -1.17% shares Q3 2022	share	0.24%	359K	$30.34	$24.95	-17.76%	Sold -1.17% shares Q3 2022
SPDR ICE Preferred Securities ETF Portfolio share: 0.22% Portfolio value: 330K Avg. open price: $38.7 Current price: $35.12 P/L: -9.24% Bought +2.09% shares Q3 2022	share	0.22%	330K	$38.7	$35.12	-9.24%	Bought +2.09% shares Q3 2022
Packaged Foods The Kraft Heinz Company Portfolio share: 0.22% Portfolio value: 323K Avg. open price: N/A Current price: $39.83 P/L: N/A N/A Q3 2022	share	0.22%	323K	N/A	$39.83	N/A	N/A Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.22% Portfolio value: 322K Avg. open price: N/A Current price: $101.01 P/L: N/A N/A Q3 2022	share	0.22%	322K	N/A	$101.01	N/A	N/A Q3 2022
Specialty Industrial Machinery Roper Technologies, Inc. Portfolio share: 0.21% Portfolio value: 315K Avg. open price: N/A Current price: $443.87 P/L: N/A N/A Q3 2022	share	0.21%	315K	N/A	$443.87	N/A	N/A Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.21% Portfolio value: 312K Avg. open price: $60.35 Current price: $63.37 P/L: +5.00% Bought +40.25% shares Q3 2022	share	0.21%	312K	$60.35	$63.37	+5.00%	Bought +40.25% shares Q3 2022
PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF Portfolio share: 0.21% Portfolio value: 312K Avg. open price: N/A Current price: $29.57 P/L: N/A N/A Q2 2022	share	0.21%	312K	N/A	$29.57	N/A	N/A Q2 2022
Discount Stores Walmart Inc. Portfolio share: 0.21% Portfolio value: 311K Avg. open price: N/A Current price: $153.22 P/L: N/A N/A Q3 2022	share	0.21%	311K	N/A	$153.22	N/A	N/A Q3 2022
WisdomTree U.S. MidCap Earnings Fund Portfolio share: 0.21% Portfolio value: 305K Avg. open price: $31.94 Current price: $51.92 P/L: +62.57% Bought +28800.00% shares Q3 2020	share	0.21%	305K	$31.94	$51.92	+62.57%	Bought +28800.00% shares Q3 2020
Vanguard International High Dividend Yield Fund Portfolio share: 0.20% Portfolio value: 302K Avg. open price: $51.89 Current price: $61.17 P/L: +17.89% Sold -2.52% shares Q3 2022	share	0.20%	302K	$51.89	$61.17	+17.89%	Sold -2.52% shares Q3 2022
SSGA ACTIVE TR Portfolio share: 0.20% Portfolio value: 300K Avg. open price: N/A Current price: N/A P/L: N/A Bought +41.15% shares Q3 2022	share	0.20%	300K	N/A	N/A	N/A	Bought +41.15% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.20% Portfolio value: 296K Avg. open price: N/A Current price: $185.69 P/L: N/A N/A Q3 2022	share	0.20%	296K	N/A	$185.69	N/A	N/A Q3 2022
NUSHARES ETF TR Portfolio share: 0.19% Portfolio value: 286K Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.51% shares Q3 2022	share	0.19%	286K	N/A	N/A	N/A	Sold -2.51% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.19% Portfolio value: 286K Avg. open price: $68.63 Current price: $67.72 P/L: -1.32% Sold -4.68% shares Q3 2022	share	0.19%	286K	$68.63	$67.72	-1.32%	Sold -4.68% shares Q3 2022
Specialty Industrial Machinery Parker-Hannifin Corporation Portfolio share: 0.19% Portfolio value: 283K Avg. open price: N/A Current price: $297.38 P/L: N/A N/A Q3 2022	share	0.19%	283K	N/A	$297.38	N/A	N/A Q3 2022
Credit Services Visa Inc. Portfolio share: 0.19% Portfolio value: 283K Avg. open price: $169.24 Current price: $216.14 P/L: +27.72% Bought +14.38% shares Q3 2022	share	0.19%	283K	$169.24	$216.14	+27.72%	Bought +14.38% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.19% Portfolio value: 277K Avg. open price: $49.81 Current price: $49.7 P/L: -0.23% N/A Q3 2022	share	0.19%	277K	$49.81	$49.7	-0.23%	N/A Q3 2022
Invesco High Yield Equity Dividend Achievers ETF Portfolio share: 0.19% Portfolio value: 276K Avg. open price: $14.4 Current price: $21.36 P/L: +48.28% Bought +8.01% shares Q3 2022	share	0.19%	276K	$14.4	$21.36	+48.28%	Bought +8.01% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.17% Portfolio value: 258K Avg. open price: $156.23 Current price: $181.7 P/L: +16.30% Sold -4.99% shares Q3 2022	share	0.17%	258K	$156.23	$181.7	+16.30%	Sold -4.99% shares Q3 2022
VanEck Fallen Angel High Yield Bond ETF Portfolio share: 0.17% Portfolio value: 256K Avg. open price: $27.96 Current price: $27.42 P/L: -1.94% Sold -4.51% shares Q3 2022	share	0.17%	256K	$27.96	$27.42	-1.94%	Sold -4.51% shares Q3 2022
Discount Stores Dollar General Corporation Portfolio share: 0.17% Portfolio value: 249K Avg. open price: N/A Current price: $243.96 P/L: N/A N/A Q3 2022	share	0.17%	249K	N/A	$243.96	N/A	N/A Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.16% Portfolio value: 238K Avg. open price: $56.86 Current price: $64.35 P/L: +13.17% Sold -2.44% shares Q3 2022	share	0.16%	238K	$56.86	$64.35	+13.17%	Sold -2.44% shares Q3 2022
Banks—Regional Sound Financial Bancorp, Inc. Portfolio share: 0.16% Portfolio value: 233K Avg. open price: $23.42 Current price: $39.88 P/L: +70.27% Sold -34.32% shares Q4 2021	share	0.16%	233K	$23.42	$39.88	+70.27%	Sold -34.32% shares Q4 2021
Biotechnology BioMarin Pharmaceutical Inc. Portfolio share: 0.16% Portfolio value: 233K Avg. open price: N/A Current price: $105.56 P/L: N/A N/A Q3 2022	share	0.16%	233K	N/A	$105.56	N/A	N/A Q3 2022
Vanguard Consumer Staples Fund Portfolio share: 0.16% Portfolio value: 231K Avg. open price: $134.22 Current price: $199.45 P/L: +48.60% Sold -12.43% shares Q3 2022	share	0.16%	231K	$134.22	$199.45	+48.60%	Sold -12.43% shares Q3 2022
Vanguard Russell 1000 Growth Index Fund Portfolio share: 0.15% Portfolio value: 228K Avg. open price: N/A Current price: $59.78 P/L: N/A N/A Q3 2022	share	0.15%	228K	N/A	$59.78	N/A	N/A Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 0.15% Portfolio value: 227K Avg. open price: N/A Current price: $60.47 P/L: N/A N/A Q3 2022	share	0.15%	227K	N/A	$60.47	N/A	N/A Q3 2022
iShares Residential and Multisector Real Estate ETF Portfolio share: 0.15% Portfolio value: 226K Avg. open price: $63.14 Current price: $73.14 P/L: +15.83% Sold -5.65% shares Q3 2022	share	0.15%	226K	$63.14	$73.14	+15.83%	Sold -5.65% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.15% Portfolio value: 226K Avg. open price: $106.55 Current price: $104.34 P/L: -2.07% N/A Q3 2022	share	0.15%	226K	$106.55	$104.34	-2.07%	N/A Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.15% Portfolio value: 221K Avg. open price: N/A Current price: $83.35 P/L: N/A N/A Q3 2022	share	0.15%	221K	N/A	$83.35	N/A	N/A Q3 2022
Specialty Industrial Machinery Cummins Inc. Portfolio share: 0.15% Portfolio value: 217K Avg. open price: N/A Current price: $249.75 P/L: N/A N/A Q3 2022	share	0.15%	217K	N/A	$249.75	N/A	N/A Q3 2022
Asset Management Ameriprise Financial, Inc. Portfolio share: 0.14% Portfolio value: 211K Avg. open price: N/A Current price: $330.18 P/L: N/A N/A Q3 2022	share	0.14%	211K	N/A	$330.18	N/A	N/A Q3 2022
Beverages—Non-Alcoholic Monster Beverage Corporation Portfolio share: 0.14% Portfolio value: 209K Avg. open price: N/A Current price: $104.04 P/L: N/A N/A Q2 2022	share	0.14%	209K	N/A	$104.04	N/A	N/A Q2 2022
Capital Markets Raymond James Financial, Inc. Portfolio share: 0.14% Portfolio value: 209K Avg. open price: N/A Current price: $119.16 P/L: N/A N/A Q3 2022	share	0.14%	209K	N/A	$119.16	N/A	N/A Q3 2022
Integrated Freight & Logistics Expeditors International of Washington, Inc. Portfolio share: 0.14% Portfolio value: 203K Avg. open price: N/A Current price: $115.52 P/L: N/A N/A Q3 2022	share	0.14%	203K	N/A	$115.52	N/A	N/A Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.14% Portfolio value: 203K Avg. open price: N/A Current price: $35.93 P/L: N/A N/A Q3 2022	share	0.14%	203K	N/A	$35.93	N/A	N/A Q3 2022
Invesco Preferred ETF Portfolio share: 0.11% Portfolio value: 163K Avg. open price: $13.2 Current price: $12.07 P/L: -8.58% Sold -15.80% shares Q2 2022	share	0.11%	163K	$13.2	$12.07	-8.58%	Sold -15.80% shares Q2 2022
Software—Application E2open Parent Holdings, Inc. Portfolio share: 0.06% Portfolio value: 93K Avg. open price: N/A Current price: $6.17 P/L: N/A N/A Q3 2022	share	0.06%	93K	N/A	$6.17	N/A	N/A Q3 2022
Biotechnology Viking Therapeutics, Inc. Portfolio share: 0.05% Portfolio value: 76K Avg. open price: N/A Current price: $4.26 P/L: N/A N/A Q3 2022	share	0.05%	76K	N/A	$4.26	N/A	N/A Q3 2022
iShares ESG Advanced MSCI EM ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.62 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.62	N/A	Sold -100.00% shares Q3 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $106.71 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$106.71	N/A	Sold -100.00% shares Q3 2022
SPDR Portfolio S&P 500 Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $44.48 Current price: $54.91 P/L: +23.46% Sold -100.00% shares Q3 2022	share	0.00%	0	$44.48	$54.91	+23.46%	Sold -100.00% shares Q3 2022
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $97.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$97.68	N/A	Sold -100.00% shares Q3 2022
Vanguard Consumer Discretionary Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $305.24 Current price: $245.97 P/L: -19.42% Sold -100.00% shares Q3 2022	share	0.00%	0	$305.24	$245.97	-19.42%	Sold -100.00% shares Q3 2022

Showing TOP 128 FINANCIAL INSIGHTS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of FINANCIAL INSIGHTS, INC.?

The biggest position of the FINANCIAL INSIGHTS, INC. is Microsoft Corporation (MSFT) with 11.27% portfolio share worth of 16.76M US dollars.

Top 5 FINANCIAL INSIGHTS's holdings represent 33.63% of the portfolio:

Microsoft Corporation (MSFT) – 11.27%
Apple Inc. (AAPL) – 8.27%
Vanguard Developed Markets Index Fund (VEA) – 6.54%
BERKSHIRE HATHAWAY INC DEL () – 4.26%
Schwab U.S. Dividend Equity ETF (SCHD) – 3.29%

Who is the portfolio manager of FINANCIAL INSIGHTS, INC.?

The portfolio manager of the FINANCIAL INSIGHTS, INC. is .

What is the total asset value of the FINANCIAL INSIGHTS, INC. portfolio?

FINANCIAL INSIGHTS, INC. total asset value (portfolio value) is 148.61M US dollars.

Who is ?

is the portfolio manager of the FINANCIAL INSIGHTS, INC..

What is (FINANCIAL INSIGHTS, INC.) fund performance?

FINANCIAL INSIGHTS's quarterly performance is -6.08%, annualy -46.12%. In the past 3 years, the value of 's portfolio has increased by +8%.

What is the FINANCIAL INSIGHTS, INC. CIK?

FINANCIAL INSIGHTS's Central Index Key is 0001642058 .