Financial Insights, Inc.
CIK Number: 0001642058
251.23M
Market Value
108
# of Holdings
15 months
Avg. Holding Period
31.97%
Win Rate
79.77%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 359.87K | -7.66% | 24.81M | 56.63 | 9.59% |
| 2 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 884.71K | +214.03% | 24.17M | 24.1 | 9.34% |
| 3 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 49.54K | -20.56% | 20.88M | 229.93 | 8.07% |
| 4 | VUG | Vanguard Growth... | 418.25 | -1.39% | 40.74K | -7.53% | 16.72M | 239.61 | 6.46% |
| 5 | AAPL | Apple Inc. | 196.25 | -1.48% | 63.35K | -13.69% | 15.86M | 124.16 | 6.13% |
| 6 | DBEF | Xtrackers MSCI ... | 44.87 | -1.08% | 301.55K | +2.54% | 12.48M | 36.43 | 4.82% |
| 7 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 19.43K | +2.84% | 9.93M | 427.75 | 3.84% |
| 8 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 18.33K | -3.39% | 8.31M | 191.69 | 3.21% |
| 9 | VOTE | Engine No. 1 Tr... | 70.20 | -1.09% | 115.51K | +7.78% | 7.95M | 54.35 | 3.07% |
| 10 | SPSM | SPDR Portfolio ... | 41.46 | -1.99% | 176.05K | -9.23% | 7.91M | 38.61 | 3.06% |
| 11 | DFAC | Dimensional U.S... | 34.63 | -1.3% | 198.47K | -16.03% | 6.87M | 24.51 | 2.65% |
| 12 | SPEM | SPDR Portfolio ... | 42.02 | -1.5% | 151.76K | -14.34% | 5.82M | 33.74 | 2.25% |
| 13 | VB | Vanguard Small ... | 229.60 | -1.65% | 20.27K | +2.64% | 4.87M | 185.16 | 1.88% |
| 14 | VEA | Vanguard Develo... | 56.17 | -1.21% | 99.39K | -29.24% | 4.75M | 41.33 | 1.84% |
| 15 | VIG | Vanguard Divide... | 200.24 | -1.18% | 23.14K | -4.39% | 4.53M | 115.81 | 1.75% |
| 16 | XLK | Technology Sele... | 239.10 | -1.43% | 16.71K | +3.08% | 3.89M | 103.91 | 1.50% |
| 17 | MUB | iShares Nationa... | 103.88 | -0.21% | 33.52K | -1.93% | 3.57M | 105.24 | 1.38% |
| 18 | SPDW | SPDR Portfolio ... | 40.24 | -1.23% | 100.61K | -5.81% | 3.43M | 29.78 | 1.33% |
| 19 | VV | Vanguard Large ... | 275.41 | -1.11% | 12.73K | -1.22% | 3.43M | 263.29 | 1.33% |
| 20 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 12.24K | -9.93% | 3.23M | 205.67 | 1.25% |
| 21 | DON | WisdomTree U.S.... | 49.06 | -1.41% | 62.45K | -4.27% | 3.18M | 31.12 | 1.23% |
| 22 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 12.59K | -26.4% | 2.76M | 118.45 | 1.07% |
| 23 | DSI | iShares MSCI KL... | 112.13 | -1.41% | 23.87K | -0.81% | 2.63M | 65 | 1.02% |
| 24 | ETHO | Etho Climate Le... | 56.46 | -2.05% | 44K | +2.47% | 2.63M | 58.07 | 1.02% |
| 25 | VTI | Vanguard Total ... | 293.55 | -1.19% | 8.61K | -5.08% | 2.49M | 176.74 | 0.96% |
| 26 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 17.18K | -61.4% | 2.31M | 20.43 | 0.89% |
| 27 | DGRO | iShares Core Di... | 62.78 | -1.05% | 35.58K | -6.25% | 2.18M | 40.21 | 0.84% |
| 28 | COST | Costco Wholesal... | 990.08 | -1.26% | 2.35K | -17.34% | 2.15M | 400.5 | 0.83% |
| 29 | VYM | Vanguard High D... | 130.54 | -0.99% | 13.72K | -2.49% | 1.75M | 93.26 | 0.68% |
| 30 | QUAL | iShares MSCI US... | 178.22 | -1.64% | 8.34K | -32.5% | 1.49M | 101.38 | 0.57% |
| 31 | PFF | iShares Preferr... | 30.16 | -0.58% | 45.8K | +1.44% | 1.44M | 32.29 | 0.56% |
| 32 | VEU | Vanguard FTSE A... | 66.19 | -1.33% | 24.43K | +0.00% | 1.4M | 63 | 0.54% |
| 33 | IWF | iShares Russell... | 405.56 | -1.27% | 3.27K | -27.34% | 1.32M | 181.81 | 0.51% |
| 34 | LGLV | SPDR SSGA US La... | 173.23 | -0.9% | 7.52K | +1.05% | 1.24M | 121.85 | 0.48% |
| 35 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 27.53K | -9.83% | 1.21M | 39.5 | 0.47% |
| 36 | SBUX | Starbucks Corpo... | 93.27 | -1.11% | 11.92K | -1.84% | 1.09M | 84.07 | 0.42% |
| 37 | DFAS | Dimensional U.S... | 61.68 | -1.8% | 16.56K | -5.93% | 1.08M | 47.47 | 0.42% |
| 38 | IWD | iShares Russell... | 189.82 | -1% | 5.08K | 0.00% | 940.65K | 111.38 | 0.36% |
| 39 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 1.72K | -7.29% | 925.68K | 350.52 | 0.36% |
| 40 | XLI | Industrial Sele... | 142.65 | -0.84% | 6.83K | -4.21% | 899.39K | 77.64 | 0.35% |
| 41 | PSK | SPDR ICE Prefer... | 31.45 | -0.29% | 27.23K | +4.45% | 898.42K | 37.27 | 0.35% |
| 42 | VHT | Vanguard Health... | 250.13 | -0.57% | 3.34K | -6% | 846.56K | 202.17 | 0.33% |
| 43 | V | Visa Inc. | 352.88 | -4.99% | 2.51K | -32.55% | 792.31K | 212.29 | 0.31% |
| 44 | SFBC | Sound Financial... | 48.85 | -1.01% | 14.9K | -15.82% | 784.33K | 35.17 | 0.30% |
| 45 | BND | Vanguard Total ... | 72.69 | -0.36% | 10.5K | -20.23% | 755.25K | 74.75 | 0.29% |
| 46 | SPYV | SPDR Portfolio ... | 51.23 | -1.01% | 14.62K | +0.89% | 747.77K | 42.92 | 0.29% |
| 47 | XLV | Health Care Sel... | 136.13 | -0.5% | 5.13K | +3.97% | 705.5K | 113.37 | 0.27% |
| 48 | VGT | Vanguard Inform... | 623.31 | -1.65% | 1.12K | -1.84% | 697.04K | 267.31 | 0.27% |
| 49 | SPYD | SPDR Portfolio ... | 42.51 | -1.11% | 15.84K | +6.38% | 684.92K | 40.53 | 0.26% |
| 50 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 1.62K | -70.19% | 653.41K | 197.75 | 0.25% |
| 51 | IJH | iShares Core S&... | 60.25 | -1.54% | 10.48K | -21.55% | 653.2K | 41.85 | 0.25% |
| 52 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 2.78K | -72.84% | 644.51K | 78.75 | 0.25% |
| 53 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 2.6K | -59.58% | 623.97K | 127.99 | 0.24% |
| 54 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 5.75K | -3.36% | 618.94K | 53.52 | 0.24% |
| 55 | IWP | iShares Russell... | 133.39 | -1.29% | 4.59K | -2.26% | 582.34K | 92.56 | 0.23% |
| 56 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 652 | -18.6% | 581.14K | 313.88 | 0.22% |
| 57 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 3.06K | -73.97% | 580.21K | 101.94 | 0.22% |
| 58 | ESGD | iShares ESG Awa... | 89.08 | -1.27% | 7.42K | -3.26% | 564.73K | 67.16 | 0.22% |
| 59 | RAFE | PIMCO RAFI ESG ... | 36.86 | -1.29% | 14.69K | +92.25% | 534.13K | 31.88 | 0.21% |
| 60 | MCD | McDonald's Corp... | 301.85 | -0.43% | 1.83K | -0.87% | 529.68K | 190.55 | 0.20% |
| 61 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 3.63K | -26.34% | 524.84K | 158.48 | 0.20% |
| 62 | SPHD | Invesco S&P 500... | 47.42 | -0.95% | 10.81K | +6.39% | 522.47K | 42.77 | 0.20% |
| 63 | WMT | Walmart Inc. | 94.42 | -0.43% | 5.75K | -56.8% | 519.33K | 48.25 | 0.20% |
| 64 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 7.35K | 0.00% | 516.26K | 59.18 | 0.20% |
| 65 | NUDM | Nuveen ESG Inte... | 34.71 | -1.2% | 16.75K | +104.26% | 503.48K | 27.69 | 0.19% |
| 66 | VBK | Vanguard Small ... | 267.24 | -1.65% | 1.71K | +1.79% | 477.57K | 224.91 | 0.18% |
| 67 | NUSC | Nuveen ESG Smal... | 39.63 | -1.61% | 10.93K | +100.00% | 457.56K | 41.88 | 0.18% |
| 68 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 5.12K | -77.74% | 449.61K | 75.97 | 0.17% |
| 69 | PG | The Procter & G... | 160.25 | -1.79% | 2.33K | -14.57% | 391.19K | 129.44 | 0.15% |
| 70 | META | Meta Platforms,... | 682.74 | -1.53% | 668 | -49.55% | 391.12K | 269.88 | 0.15% |
| 71 | IVW | iShares S&P 500... | 105.11 | -1.22% | 3.82K | -7.99% | 388.05K | 55.44 | 0.15% |
| 72 | AMAT | Applied Materia... | 170.59 | -2.52% | 2.37K | -2.07% | 384.78K | 98.21 | 0.15% |
| 73 | EZM | WisdomTree U.S.... | 60.20 | -1.46% | 6.11K | -11.89% | 382K | 34.19 | 0.15% |
| 74 | TT | Trane Technolog... | 421.25 | -0.72% | 983 | -61.75% | 363.07K | 196.61 | 0.14% |
| 75 | SBAC | SBA Communicati... | 227.99 | -0.04% | 1.75K | 0.00% | 356.65K | 297.92 | 0.14% |
| 76 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 1K | -46.33% | 334.66K | 204.87 | 0.13% |
| 77 | HD | The Home Depot,... | 354.54 | -2.37% | 852 | -54.34% | 331.42K | 293.78 | 0.13% |
| 78 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 4.32K | -71.32% | 326.63K | 78.01 | 0.13% |
| 79 | RJF | Raymond James F... | 145.55 | -2.06% | 2.06K | 0.00% | 320.13K | 111.5 | 0.12% |
| 80 | MBNE | SPDR Nuveen Mun... | 28.58 | -0.17% | 10.79K | +55.42% | 317.11K | 29.34 | 0.12% |
| 81 | PEY | Invesco High Yi... | 20.22 | -1.46% | 14.1K | 0.00% | 299.77K | 15.35 | 0.12% |
| 82 | VNQ | Vanguard Real E... | 89.84 | -0.95% | 3.27K | -23.41% | 291.47K | 97.42 | 0.11% |
| 83 | DFUS | Dimensional U.S... | 64.64 | -1.25% | 4.54K | 0.00% | 289.17K | 44.43 | 0.11% |
| 84 | HDV | iShares Core Hi... | 118.05 | -0.27% | 2.53K | 0.00% | 283.68K | 80.88 | 0.11% |
| 85 | CVX | Chevron Corpora... | 145.87 | +0.62% | 1.95K | 0.00% | 282.44K | 96.96 | 0.11% |
| 86 | EMXF | iShares ESG Adv... | 41.85 | -1.74% | 7.37K | +100.00% | 274.79K | 37.27 | 0.11% |
| 87 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 1.44K | -49.24% | 274.57K | 98.17 | 0.11% |
| 88 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 1.5K | -4.4% | 266.31K | 179.64 | 0.10% |
| 89 | KO | The Coca-Cola C... | 70.99 | -1.73% | 4.22K | -8.84% | 262.71K | 53.7 | 0.10% |
| 90 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 4.37K | -52.77% | 258.61K | 48.42 | 0.10% |
| 91 | VYMI | Vanguard Intern... | 79.95 | -1.06% | 3.8K | 0.00% | 257.94K | 54.18 | 0.10% |
| 92 | MSI | Motorola Soluti... | 408.14 | -1.19% | 557 | -65.01% | 257.46K | 286.97 | 0.10% |
| 93 | ETN | Eaton Corporati... | 323.58 | -2.05% | 767 | -69.77% | 254.54K | 186.64 | 0.10% |
| 94 | CMG | Chipotle Mexica... | 50.23 | -1.3% | 4.21K | +100.00% | 253.92K | 60.3 | 0.10% |
| 95 | MNST | Monster Beverag... | 63.07 | -0.97% | 4.8K | 0.00% | 252.29K | 46.35 | 0.10% |
| 96 | VTV | Vanguard Value ... | 173.34 | -0.81% | 1.39K | 0.00% | 235.16K | 149.5 | 0.09% |
| 97 | EAGG | iShares ESG U.S... | 46.93 | -0.4% | 4.83K | 0.00% | 224.12K | 46.84 | 0.09% |
| 98 | SUSA | iShares MSCI US... | 122.59 | -1.48% | 1.84K | 0.00% | 223.73K | 108.77 | 0.09% |
| 99 | IJR | iShares Core S&... | 106.31 | -1.93% | 1.91K | -52.41% | 220.3K | 89.63 | 0.09% |
| 100 | BA | The Boeing Comp... | 200.31 | -1.69% | 1.21K | -22.73% | 214.24K | 210.18 | 0.08% |
| 101 | FI | Fiserv, Inc. | 162.97 | -3.01% | 1.02K | -68.87% | 210.56K | 106.43 | 0.08% |
| 102 | AMD | Advanced Micro ... | 116.17 | -1.96% | 1.7K | -54.21% | 205.83K | 147.41 | 0.08% |
| 103 | LOW | Lowe's Companie... | 217.24 | -2.8% | 833 | 0.00% | 205.58K | 270.85 | 0.08% |
| 104 | SPMD | SPDR Portfolio ... | 52.87 | -1.54% | 3.72K | -83.09% | 203.45K | 52.79 | 0.08% |
| 105 | IBM | International B... | 277.18 | -1.37% | 914 | 0.00% | 200.93K | 221.08 | 0.08% |
| 106 | IQV | IQVIA Holdings ... | 156.81 | -1.45% | 1.02K | -46.7% | 200.24K | 205.06 | 0.08% |
| 107 | PGX | Invesco Preferr... | 10.99 | -0.36% | 14.2K | 0.00% | 163.73K | 12.35 | 0.06% |
| 108 | PGF | Invesco Financi... | 13.99 | -0.29% | 10K | 0.00% | 145.5K | 15.66 | 0.06% |