13F-HR filed by Financial Insights, Inc.
Financial Insights, Inc. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-04-28, with 70 holding rows worth $94,906,000.
- Accession
- 0001085146-20-001226
- Filer
- CIK 1642058
- Filed
- 2020-04-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 70 entries on the cover page, a total value of $94,906,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,906,000 with VALUE read as thousands by filing date, 13F file number 028-19438. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 181,265 | $8,548,000 | thousands by filing date | |
| SPDR SER TR | 78468R812 | MSCI USA STRTGIC | 107,846 | $8,237,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 50,314 | $7,935,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 287,661 | $7,335,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 109,536 | $6,797,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 91,301 | $4,976,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 23,284 | $4,257,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 38,938 | $4,026,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 155,267 | $3,751,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 46,467 | $3,246,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 65,458 | $3,071,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 11,096 | $2,822,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 22,036 | $1,771,000 | thousands by filing date | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 15,379 | $1,498,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 18,849 | $1,239,000 | thousands by filing date | |
| ISHARES TR | 46435G516 | COM | 21,255 | $1,130,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 34,032 | $1,109,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 7,109 | $1,071,000 | thousands by filing date | |
| VTI | 922908769 | COM | 8,122 | $1,047,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,954 | $1,034,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 523 | $1,020,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 8,721 | $865,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 10,649 | $863,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 11,922 | $843,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 4,147 | $790,000 | thousands by filing date | |
| ETF MANG ETHO CLIMATE LEDRSHP US ETF | 26924G888 | UIT EXCHANGE TRADED | 19,726 | $650,000 | thousands by filing date | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 3,751 | $623,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 4,530 | $594,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,958 | $558,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 6,090 | $539,000 | thousands by filing date | |
| ISHARES INC | 46434G863 | COM | 19,599 | $536,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 2,439 | $517,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 6,961 | $498,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,888 | $487,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 6,022 | $476,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 7,827 | $462,000 | thousands by filing date | |
| SPDR SER TR | 78464A292 | WELLS FG PFD ETF | 11,203 | $439,000 | thousands by filing date | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 17,502 | $424,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 30,682 | $404,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 4,130 | $378,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,042 | $370,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 4,032 | $365,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 2,393 | $357,000 | thousands by filing date | |
| ISHARES TR | 46434V787 | YLD OPTIM BD | 13,318 | $328,000 | thousands by filing date | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 6,994 | $317,000 | thousands by filing date | |
| ISHARES TR | 464288562 | RESIDENTIAL MULT | 5,712 | $315,000 | thousands by filing date | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 2,211 | $305,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 10,180 | $297,000 | thousands by filing date | |
| IJH | 464287507 | COM | 2,034 | $293,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 770 | $289,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 8,625 | $288,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F437 | COM | 11,084 | $280,000 | thousands by filing date | |
| ISHARES TR | 464288182 | MSCI AC ASIA ETF | 4,695 | $280,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 1,662 | $275,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $272,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,149 | $269,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,063 | $252,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 4,588 | $248,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 9,351 | $247,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,491 | $240,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,030 | $229,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 7,154 | $228,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,614 | $228,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78470E106 | ST STR MSCI EAFE | 4,078 | $228,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,043 | $225,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,990 | $213,000 | thousands by filing date | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,369 | $206,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 1,921 | $204,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 3,730 | $202,000 | thousands by filing date | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 14,700 | $190,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-20-001226 | this filing | 2020-04-28 | acceptance time not in the bulk data set |