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Financial Insights, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
GREAT WEST LIFE ASSURANCE CO /CAN/ GWLCommon186,548186,5485,538,612,0005,538,612,0002.62  Hist 12/31/2022
FISERV INC FISVCommon7,8577,857794,107,000794,107,0000.380.00 Hist 12/31/2022
abrdn Gold ETF Trust SGOLCommon40,52140,521707,902,000707,902,0000.340.03 Hist 12/31/2022
iShares, Inc. IEMGCommon12,54512,545585,852,000585,852,0000.28  Hist 12/31/2022
SCHWAB STRATEGIC TRUST SCHFCommon16,80016,800541,128,000541,128,0000.26  Hist 12/31/2022
BERKSHIRE HATHAWAY INC BRK.ACommon11468,711,000468,711,0000.22  Hist 12/31/2022
iSHARES TRUST AGGLEHMAN AGG BND4,0404,040391,840,000391,840,0000.19  Hist 12/31/2022
Alphabet Inc. GOOGCOM4,2404,240376,215,000376,215,0000.180.00 Hist 12/31/2022
VANGUARD MALVERN FUNDS VTIPCommon7,7457,745361,769,000361,769,0000.17  Hist 12/31/2022
iSHARES TRUST IWMCommon2,0162,016351,510,000351,510,0000.17  Hist 12/31/2022
SPDR INDEX SHARES FUNDS GNRCommon6,0246,024343,488,000343,488,0000.16  Hist 12/31/2022
TRACTOR SUPPLY CO /DE/ TSCOCommon1,5081,508339,321,000339,321,0000.160.00 Hist 12/31/2022
HONEYWELL INTERNATIONAL INC HONCommon1,5461,546331,308,000331,308,0000.16  Hist 12/31/2022
ALLSTATE CORP ALLCommon2,3842,384323,270,000323,270,0000.150.00 Hist 12/31/2022
iSHARES TRUST EAGGCommon6,9136,913323,114,000323,114,0000.15  Hist 12/31/2022
Mastercard Inc MACL A891891309,827,000309,827,0000.15  Hist 12/31/2022
Vanguard BD Index Fund Inc Sho BSVCOM3,6323,632273,394,000273,394,0000.13  Hist 12/31/2022
PIMCO ETF Trust EMNTCommon2,5972,597251,649,000251,649,0000.12  Hist 12/31/2022
iSHARES TRUST USMVCommon3,4533,453248,961,000248,961,0000.12  Hist 12/31/2022
Westfield Emerging Markets Small Cap Fund LP TFIETF5,2295,229238,547,000238,547,0000.11  Hist 12/31/2022
S&P Global Inc. SPGICOM712712238,477,000238,477,0000.110.00 Hist 12/31/2022
APPLIED MATERIALS INC /DE AMATCommon2,4262,426236,244,000236,244,0000.110.00 Hist 12/31/2022
VANGUARD SCOTTSDALE FUNDS VONECommon1,3011,301226,712,000226,712,0000.11  Hist 12/31/2022
iSHARES TRUST PFFOPTIONS7,3997,399225,891,000225,891,0000.11  Hist 12/31/2022
SPDR SERIES TRUST HYMBCommon4,5524,552222,911,000222,911,0000.11  Hist 12/31/2022
Wheaton Precious Metals Corp. WPMCOM5,6095,609219,200,000219,200,0000.10  Hist 12/31/2022
INTUITIVE SURGICAL INC ISRGCommon807807214,137,000214,137,0000.100.00 Hist 12/31/2022
NETFLIX INC NFLXCommon721721212,608,000212,608,0000.100.00 Hist 12/31/2022
Merck & Co., Inc. MRKCOM1,8531,853205,574,000205,574,0000.100.00 Hist 12/31/2022
DEERE & CO DECommon474474203,250,000203,250,0000.100.00 Hist 12/31/2022
SPDR SERIES TRUST SDYCommon1,6001,600200,176,000200,176,0000.09  Hist 12/31/2022
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