Financial Insights, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtacoma, WA
- CIK0001642058
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
110 | $269.39M | KRE, SCHD, MSFT, VUG | 13F-HR | Mar 5, 2025 | 000108514625001806 | ||
145 | $316.68M | MSFT, KRE, SCHD, AAPL | 13F-HR | Oct 22, 2024 | 000108514624005052 | ||
155 | $359.93M | MSFT, KRE, AAPL, SCHD | 13F-HR | Jul 16, 2024 | 000108514624003022 | ||
159 | $358.51M | MSFT, KRE, SCHD, AAPL | 13F-HR | Apr 25, 2024 | 000108514624002027 | ||
154 | $319.75M | MSFT, SCHD, AAPL, VUG | 13F-HR | Jan 25, 2024 | 000108514624000462 | ||
147 | $280.03M | MSFT, SCHD, AAPL, VUG | 13F-HR | Dec 7, 2023 | 000108514623004565 | ||
152 | $272.27M | MSFT, SCHD, AAPL, VEA | 13F-HR | Jan 25, 2024 | 000108514624000465 | ||
160 | $245.64M | MSFT, SCHD, AAPL, VEA | 13F-HR | Apr 18, 2023 | 000108514623001721 | ||
145 | $211.18M | MSFT, AAPL, SCHD, VEA | 13F-HR | Feb 10, 2023 | 000108514623000940 | ||
123 | $148.61M | MSFT, AAPL, VEA, BRK.B | 13F-HR | Oct 27, 2022 | 000108514622003620 | ||
82 | $98.53M | MSFT, BRK.B, VEA, AAPL | 13F-HR | Aug 3, 2022 | 000108514622002725 | ||
84 | $108.83M | MSFT, BRK.B, AAPL, VNQ | 13F-HR | May 11, 2022 | 000108514622001969 | ||
86 | $115.89M | MSFT, AAPL, BRK.B, JPIB | 13F-HR | Feb 9, 2022 | 000108514622000643 | ||
79 | $108.72M | MSFT, JPIB, BRK.B, AAPL | 13F-HR | Nov 12, 2021 | 000108514621003165 | ||
228 | $1.21B | MSFT, JPIB, VANGUARD SCOTTSDALE FDS, BRK.B | 13F-HR | Aug 12, 2021 | 000108514621002398 | ||
80 | $135.43M | MSFT, KRE, JQUA, JPIB | 13F-HR | May 12, 2021 | 000108514621001573 | ||
79 | $129.06M | MSFT, KRE, JQUA, JPIB | 13F-HR | Feb 5, 2021 | 000108514621000497 | ||
74 | $117.48M | MSFT, KRE, JQUA, JPIB | 13F-HR | Nov 16, 2020 | 000108514620003040 | ||
85 | $112.62M | MSFT, KRE, JPIB, JQUA | 13F-HR | Aug 20, 2020 | 000108514620002371 | ||
70 | $94.91M | JPIB, KRE, MSFT, JQUA | 13F-HR | Apr 28, 2020 | 000108514620001226 | ||
80 | $114.03M | KRE, JPIB, JQUA, EFAV | 13F-HR | Feb 7, 2020 | 000108514620000461 | ||
69 | $104.39M | KRE, JPIB, JQUA, EFAV | 13F-HR | Oct 31, 2019 | 000108514619002686 | ||
63 | $98.53M | JPIB, KRE, JQUA, EFAV | 13F-HR | Aug 20, 2019 | 000108514619002390 | ||
61 | $95.95M | KRE, JPIB, BRK.B, EFAV | 13F-HR | May 23, 2019 | 000108514619001740 | ||
58 | $89.57M | JPIB, KRE, BRK.B, EFAV | 13F-HR | Mar 8, 2019 | 000108514619001030 |