Financial Insights, Inc. [Rocket]

Holdings

Financial Insights, Inc.

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	76,817	4,875	18,422,336,000	18,405,581,000	8.72	0.00	Hist	12/31/2022
Apple Inc.	AAPL	Common	96,508	7,695	12,538,503,000	12,526,217,000	5.94	0.00	Hist	12/31/2022
Schwab US Dividend Equity ETF	SCHD	common	140,937	67,354	10,646,381,000	10,641,493,000	5.04		Hist	12/31/2022
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	78,736	65,330	8,308,177,000	8,306,802,000	3.93		Hist	12/31/2022
INVESCO EXCHANGE TRADED FD T	RSP	Common	45,609	16,881	6,442,271,000	6,438,615,000	3.05		Hist	12/31/2022
Vanguard Growth ETF	VUG	ETF	27,414	14,333	5,842,275,000	5,839,476,000	2.77		Hist	12/31/2022
VANGUARD BOND INDEX FUNDS	BND	Common	73,110	52,881	5,252,222,000	5,250,779,000	2.49		Hist	12/31/2022
VANGUARD INDEX FUNDS	VNQ	ETF	51,329	1,647	4,233,593,000	4,229,610,000	2.00		Hist	12/31/2022
iSHARES TRUST	QUAL	Common	33,571	12,169	3,825,751,000	3,823,526,000	1.81		Hist	12/31/2022
VANGUARD INDEX FDS MID CAP	VO	STOCK	15,595	7,014	3,178,442,000	3,176,829,000	1.51		Hist	12/31/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	68,495	52,711	2,669,924,000	2,669,348,000	1.26		Hist	12/31/2022
SELECT SECTOR SPDR TRUST	XLK	COM	20,729	650	2,579,652,000	2,577,265,000	1.22		Hist	12/31/2022
VANGUARD INDEX FUNDS	VB	ETF	13,776	4,814	2,528,447,000	2,526,915,000	1.20		Hist	12/31/2022
iSHARES TRUST	IVV	Common	6,356	2,794	2,442,039,000	2,440,761,000	1.16		Hist	12/31/2022
COSTCO WHOLESALE CORP /NEW	COST	Common	4,543	661	2,073,880,000	2,072,047,000	0.98	0.00	Hist	12/31/2022
Alphabet Inc.	GOOGL	COM	22,464	8,347	1,981,999,000	1,980,649,000	0.94	0.00	Hist	12/31/2022
AMAZON COM INC	AMZN	Common	23,331	5,283	1,959,804,000	1,957,765,000	0.93	0.00	Hist	12/31/2022
STARBUCKS CORP	SBUX	Common	18,906	2,425	1,875,494,000	1,874,105,000	0.89	0.00	Hist	12/31/2022
iSHARES TRUST	IEFA	Common	28,211	18,285	1,738,926,000	1,738,403,000	0.82		Hist	12/31/2022
CAMECO CORP	CCJ	Common	74,353	26,595	1,685,583,000	1,684,317,000	0.80		Hist	12/31/2022
HESS CORP	HES	Common	10,580	4,220	1,500,456,000	1,499,763,000	0.71		Hist	12/31/2022
ETF Managers Trust	ETHO	Common	30,024	638	1,482,585,000	1,481,228,000	0.70		Hist	12/31/2022
JOHNSON & JOHNSON	JNJ	Common	8,347	2,288	1,474,520,000	1,473,530,000	0.70	0.00	Hist	12/31/2022
NVIDIA CORP	NVDA	Common	9,929	2,976	1,451,080,000	1,450,236,000	0.69	0.00	Hist	12/31/2022
VANGUARD WHITEHALL FUNDS	VYM	Common	12,295	250	1,330,442,000	1,329,299,000	0.63		Hist	12/31/2022
BANK OF AMERICA CORP /DE/	BAC	Common	35,605	17,250	1,179,238,000	1,178,684,000	0.56	0.00	Hist	12/31/2022
FREEPORT-MCMORAN INC	FCX	Common	30,938	12,442	1,175,644,000	1,175,139,000	0.56		Hist	12/31/2022
iSHARES TRUST	IWF	Common	5,306	384	1,136,757,000	1,135,721,000	0.54		Hist	12/31/2022
PROCTER & GAMBLE Co	PG	Common	7,378	1,689	1,118,200,000	1,117,482,000	0.53	0.00	Hist	12/31/2022
HOME DEPOT, INC.	HD	Common	3,314	876	1,046,760,000	1,046,087,000	0.50	0.00	Hist	12/31/2022
iSHARES TRUST	IJH	Common	3,893	1,247	941,678,000	941,098,000	0.45		Hist	12/31/2022
UNITEDHEALTH GROUP INC	UNH	Common	1,744	771	924,634,000	924,143,000	0.44	0.00	Hist	12/31/2022
JPMORGAN CHASE & CO	JPM	Common	6,455	1,636	865,616,000	865,112,000	0.41		Hist	12/31/2022
THERMO FISHER SCIENTIFIC INC.	TMO	Common	1,499	429	825,484,000	824,941,000	0.39	0.00	Hist	12/31/2022
WELLS FARGO & COMPANY/MN	WFC	Common	18,468	6,956	762,544,000	762,081,000	0.36	0.00	Hist	12/31/2022
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