News + Filings Holdings
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Financial Insights, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Viking Therapeutics, Inc.
| VKTX | COM | 14,000 | -14,000 | 131,600,000 | 131,524,000 | 0.06 | 0.02 |
Hist
| 12/31/2022 |
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VANGUARD WORLD FUND
| VDC | Common | 1,287 | -58 | 246,620,000 | 246,389,000 | 0.12 | |
Hist
| 12/31/2022 |
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Nushares ETF Trust
| NUDM | Common | 10,983 | -1,836 | 283,361,000 | 283,075,000 | 0.13 | |
Hist
| 12/31/2022 |
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VANGUARD WHITEHALL FUNDS
| VYMI | Common | 4,900 | -900 | 291,893,000 | 291,591,000 | 0.14 | |
Hist
| 12/31/2022 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 4,831 | -266 | 317,077,000 | 316,791,000 | 0.15 | |
Hist
| 12/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 13,997 | -2,011 | 331,309,000 | 330,950,000 | 0.16 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| EEM | Common | 10,893 | -29 | 412,863,000 | 412,482,000 | 0.20 | |
Hist
| 12/31/2022 |
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SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 11,070 | -314 | 430,512,000 | 430,119,000 | 0.20 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IWP | RUSSELL MCP GR | 5,901 | -298 | 493,324,000 | 492,838,000 | 0.23 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| ESGE | Common | 20,555 | -1,213 | 618,089,000 | 617,487,000 | 0.29 | |
Hist
| 12/31/2022 |
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DIAL GLOBAL, INC. /DE/
| DIAL | Common | 36,765 | -8,426 | 635,667,000 | 634,911,000 | 0.30 | |
Hist
| 12/31/2022 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 8,899 | -298 | 669,089,000 | 668,406,000 | 0.32 | |
Hist
| 12/31/2022 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 2,835 | -22 | 703,222,000 | 702,583,000 | 0.33 | |
Hist
| 12/31/2022 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 5,461 | -290 | 741,930,000 | 741,233,000 | 0.35 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IWD | ETF | 5,723 | -81 | 867,893,000 | 867,104,000 | 0.41 | |
Hist
| 12/31/2022 |
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J P MORGAN EXCHANGE TRADED F
| JPIB | Common | 24,181 | -16,162 | 1,111,917,000 | 1,110,123,000 | 0.53 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| HEFA | Common | 49,009 | -13,835 | 1,323,243,000 | 1,321,365,000 | 0.63 | |
Hist
| 12/31/2022 |
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SPDR SERIES TRUST
| LGLV | Common | 10,167 | -102 | 1,378,950,000 | 1,377,683,000 | 0.65 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| ESGD | Common | 22,021 | -1,089 | 1,447,661,000 | 1,446,364,000 | 0.69 | |
Hist
| 12/31/2022 |
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VANGUARD INDEX FUNDS
| VTI | Common | 7,710 | -1,449 | 1,474,081,000 | 1,472,437,000 | 0.70 | |
Hist
| 12/31/2022 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 5,702 | -292 | 1,518,330,000 | 1,516,728,000 | 0.72 | |
Hist
| 12/31/2022 |
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iShares MSCI KLD 400 Social ETF
| DSI | common | 33,081 | -11 | 2,374,885,000 | 2,372,669,000 | 1.12 | |
Hist
| 12/31/2022 |
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DGROYAL, LLC
| DGRO | ETF | 49,812 | -524 | 2,490,600,000 | 2,488,362,000 | 1.18 | |
Hist
| 12/31/2022 |
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SPDR INDEX SHS FDS
| SPEM | Common | 89,494 | -6,341 | 2,949,729,000 | 2,946,754,000 | 1.40 | |
Hist
| 12/31/2022 |
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WisdomTree Trust
| DON | MIDCAP DIVI FD | 79,478 | -6,313 | 3,269,715,000 | 3,266,483,000 | 1.55 | |
Hist
| 12/31/2022 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 25,198 | -164 | 3,826,380,000 | 3,822,952,000 | 1.81 | |
Hist
| 12/31/2022 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 23,142 | -548 | 7,148,564,000 | 7,142,238,000 | 3.39 | |
Hist
| 12/31/2022 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 230,399 | -36,889 | 9,669,827,000 | 9,660,108,000 | 4.58 | |
Hist
| 12/31/2022 |
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