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
VANGUARD TAX-MANAGED FUNDS	VEA	FD	230,399	-36,889	9,669,827,000	9,660,108,000	4.58		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
BERKSHIRE HATHAWAY INC	BRK/B	Common	23,142	-548	7,148,564,000	7,142,238,000	3.39		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
GREAT WEST LIFE ASSURANCE CO /CAN/	GWL	Common	186,548	186,548	5,538,612,000	5,538,612,000	2.62		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
VANGUARD SPECIALIZED FUNDS	VIG	Common	25,198	-164	3,826,380,000	3,822,952,000	1.81		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
WisdomTree Trust	DON	MIDCAP DIVI FD	79,478	-6,313	3,269,715,000	3,266,483,000	1.55		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
SPDR INDEX SHS FDS	SPEM	Common	89,494	-6,341	2,949,729,000	2,946,754,000	1.40		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
DGROYAL, LLC	DGRO	ETF	49,812	-524	2,490,600,000	2,488,362,000	1.18		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
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
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
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	5,702	-292	1,518,330,000	1,516,728,000	0.72		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
VANGUARD INDEX FUNDS	VTI	Common	7,710	-1,449	1,474,081,000	1,472,437,000	0.70		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
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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