Financial Insights, Inc.
Q4 2024 13F Holdings
- Locationtacoma, WA
- Num holdings
110
- Value ($000)
$269,393
- Date Filed03/05/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $24.81M | 9 % | 359,871 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $24.17M | 9 % | 884,707 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.88M | 8 % | 49,540 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.72M | 6 % | 40,744 | ||
AAPL APPLE INC | COM | 037833100 | $15.86M | 6 % | 63,347 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $12.48M | 5 % | 301,546 | ||
CASH PATHWARD FINANCIAL INC | COM | 59100U108 | $10.60M | 4 % | 0 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.93M | 4 % | 19,432 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.31M | 3 % | 18,332 | ||
VOTE TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $7.95M | 3 % | 115,513 |
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