Financial Insights, Inc.
Q2 2025 13F Holdings
- Locationtacoma, WA
- Num holdings
127
- Value ($000)
$273,778
- Date Filed 07/22/2025
- Form type13F-HR
- CIK 0001642058
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $32.14M | 12 % | 442,147 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $24.09M | 9 % | 908,983 | ||
M MICROSOFT CORP | COM | 594918104 | $24.04M | 9 % | 48,337 | ||
D DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $15.19M | 6 % | 347,238 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.47M | 5 % | 33,005 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.21M | 5 % | 23,944 | ||
A APPLE INC | COM | 037833100 | $10.01M | 4 % | 48,806 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $9.01M | 3 % | 211,555 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.69M | 3 % | 17,899 | ||
S SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $6.60M | 2 % | 154,460 |
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