New Insight Wealth Advisors
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan ramon, CA
- CIK0002022328
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
94 | $220.22M | IVV, SCHD, FBND, VO | 13F-HR | Apr 30, 2025 | 000166773125000559 | ||
90 | $199.66M | IVV, SCHD, VIOO, FBND | 13F-HR | Feb 7, 2025 | 000166773125000218 | ||
91 | $190.02M | IVV, SCHD, VIOO, VO | 13F-HR | Nov 13, 2024 | 000202232824000002 | ||
83 | $169.88M | IVV, SCHD, VIOO, VO | 13F-HR | Aug 15, 2024 | 000202232824000001 | ||
84 | $160.16M | IVV, VIOO, SCHD, VO | 13F-HR | May 8, 2024 | 000117266124002086 | ||
78 | $148.47M | IVV, SCHD, VIOO, TSLA | 13F-HR | May 8, 2024 | 000117266124002085 |