Financial Insights, Inc.
Q1 2025 13F Holdings
- Locationtacoma, WA
- Num holdings
111
- Value ($000)
$251,233
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001642058
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $25.84M | 10 % | 924,343 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $25.82M | 10 % | 392,624 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.59M | 7 % | 49,514 | ||
AAPL APPLE INC | COM | 037833100 | $14.47M | 6 % | 65,121 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $14.10M | 6 % | 325,707 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.48M | 5 % | 36,342 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.13M | 4 % | 21,599 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.64M | 4 % | 18,104 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $8.23M | 3 % | 201,976 | ||
VOTE TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $6.93M | 3 % | 106,023 |
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