Insight Wealth Strategies, LLC
Q4 2024 13F Holdings
- Locationsan ramon, CA
- Num holdings
152
- Value ($000)
$745,689
- Date Filed01/06/2025
- Form type13F-HR
- CIK0001749914
- 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 |
|---|---|---|---|---|---|---|---|
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $30.50M | 4 % | 343,489 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $29.11M | 4 % | 201,015 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $28.14M | 4 % | 263,381 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $26.87M | 4 % | 293,125 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $26.39M | 4 % | 148,219 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $25.45M | 3 % | 763,371 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $25.06M | 3 % | 313,227 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $23.85M | 3 % | 257,997 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $23.77M | 3 % | 317,834 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $22.98M | 3 % | 263,090 |
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