New Insight Wealth Advisors
Q4 2024 13F Holdings
- Locationsan ramon, CA
- Num holdings
90
- Value ($000)
$199,655
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.52M | 14 % | 46,748 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.27M | 7 % | 522,380 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $11.72M | 6 % | 110,479 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $11.14M | 6 % | 248,192 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.63M | 5 % | 40,246 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $9.53M | 5 % | 54,365 | ||
TSLA TESLA INC | COM | 88160R101 | $8.82M | 4 % | 21,830 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $8.12M | 4 % | 13,051 | ||
IXN ISHARES TR | GLOBAL TECH ETF | 464287291 | $6.67M | 3 % | 78,759 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.29M | 3 % | 28,652 |
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