New Insight Wealth Advisors
Q1 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
94
- Value ($000)
$220,222
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002022328
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.18M | 13 % | 50,152 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $16.76M | 8 % | 599,461 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.60M | 7 % | 319,824 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $12.06M | 6 % | 46,631 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.60M | 5 % | 66,972 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $10.93M | 5 % | 113,291 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $8.17M | 4 % | 15,058 | ||
IXN ISHARES TR | GLOBAL TECH ETF | 464287291 | $6.71M | 3 % | 88,545 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.04M | 3 % | 31,771 | ||
TSLA TESLA INC | COM | 88160R101 | $5.89M | 3 % | 22,721 |
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