Financial Insights, Inc.
131 holdingsFiling period: 2026-03-31Current AUM: $351.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 535.4K | $41.0M | $47.1M | 13.38% | +51.3K | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 941.0K | $28.9M | $31.5M | 8.96% | +31.4K | 2026-03-31 |
| 3 | DBEF | DBX ETF TR | 396.7K | $19.6M | $21.8M | 6.20% | +29.9K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 45.6K | $16.9M | $21.2M | 6.03% | -2,485 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 27.9K | $16.1M | $19.2M | 5.46% | +2.5K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 49.3K | $12.5M | $15.2M | 4.33% | +769 | 2026-03-31 |
| 7 | SPSM | SPDR SERIES TRUST | 251.2K | $12.1M | $14.2M | 4.04% | +21.1K | 2026-03-31 |
| 8 | VUG | VANGUARD INDEX FDS | 27.7K | $12.1M | $14.1M | 4.02% | -2,469 | 2026-03-31 |
| 9 | SPEM | SPDR INDEX SHS FDS | 161.5K | $7.6M | $8.2M | 2.34% | +9.5K | 2026-03-31 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.5K | $7.4M | $7.4M | 2.11% | -- | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 92.8K | $5.9M | $6.5M | 1.86% | -1,417 | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 21.1K | $5.5M | $6.2M | 1.77% | -786 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 22.4K | $4.8M | $5.3M | 1.52% | +53 | 2026-03-31 |
| 14 | XLK | SELECT SECTOR SPDR TR | 32.9K | $4.4M | $5.8M | 1.64% | +215 | 2026-03-31 |
| 15 | SPDW | SPDR INDEX SHS FDS | 93.8K | $4.3M | $4.7M | 1.34% | -60 | 2026-03-31 |
| 16 | VOTE | TCW ETF TRUST | 50.6K | $3.9M | $4.4M | 1.26% | -2,595 | 2026-03-31 |
| 17 | VV | VANGUARD INDEX FDS | 12.3K | $3.7M | $4.2M | 1.20% | -81 | 2026-03-31 |
| 18 | DIVO | AMPLIFY ETF TR | 74.9K | $3.4M | $3.5M | 1.00% | +4.1K | 2026-03-31 |
| 19 | PRCS | PARNASSUS INCOME FDS | 132.2K | $3.3M | $3.8M | 1.08% | +17.1K | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 15.6K | $3.3M | $4.2M | 1.21% | +2.2K | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 78.2K | $3.0M | $3.5M | 0.99% | -4,717 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 16.5K | $2.9M | $3.3M | 0.94% | -1,324 | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 8.9K | $2.8M | $3.3M | 0.93% | +618 | 2026-03-31 |
| 24 | RAFE | PIMCO EQUITY SER | 63.1K | $2.6M | $3.1M | 0.87% | +20 | 2026-03-31 |
| 25 | DON | WISDOMTREE TR | 49.6K | $2.6M | $2.8M | 0.81% | -828 | 2026-03-31 |
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