Portfolio (Quarterly)
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Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CSCO | CISCO SYS INC | Technology | 6,220.0 | $483K | 0.16% | +92.0 | +1.5% | $77.58 | +52.3% |
| 82 | GLD | SPDR GOLD TR | Financial Services | 1,110.0 | $478K | 0.15% | NEW | — | $430.29 | -8.6% |
| 83 | DFUS | DIMENSIONAL ETF TRUST | — | 6,631.0 | $470K | 0.15% | — | — | $70.91 | +15.2% |
| 84 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 9,309.0 | $464K | 0.15% | -625.0 | -6.3% | $49.83 | +0.7% |
| 85 | SGOL | ETFS GOLD TR | Financial Services | 10,318.0 | $460K | 0.15% | — | — | $44.62 | -8.6% |
| 86 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,225.0 | $453K | 0.15% | -174.0 | -7.2% | $203.43 | +156.7% |
| 87 | KO | COCA COLA CO | Consumer Defensive | 5,832.0 | $444K | 0.14% | -169.0 | -2.8% | $76.05 | +4.8% |
| 88 | ABBV | ABBVIE INC | Healthcare | 2,038.0 | $443K | 0.14% | +62.0 | +3.1% | $217.53 | +1.7% |
| 89 | VBK | VANGUARD INDEX FDS | — | 1,449.0 | $438K | 0.14% | — | — | $302.28 | +17.5% |
| 90 | TSLA | TESLA INC | Consumer Cyclical | 1,119.0 | $416K | 0.14% | +96.0 | +9.4% | $371.75 | +7.8% |
| 91 | EFA | ISHARES TR | — | 4,158.0 | $404K | 0.13% | +103.0 | +2.5% | $97.13 | +7.8% |
| 92 | IVW | ISHARES TR | — | 3,526.0 | $399K | 0.13% | -991.0 | -21.9% | $113.11 | +20.9% |
| 93 | VHT | VANGUARD WORLD FD | — | 1,417.0 | $386K | 0.12% | +35.0 | +2.5% | $272.33 | +3.7% |
| 94 | SPYX | SPDR SERIES TRUST | — | 7,168.0 | $380K | 0.12% | — | — | $53.03 | +15.2% |
| 95 | CAT | CATERPILLAR INC | Industrials | 529.0 | $375K | 0.12% | — | — | $708.40 | +37.2% |
| 96 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,549.0 | $368K | 0.12% | — | — | $144.43 | +4.2% |
| 97 | ESGD | ISHARES TR | — | 3,753.0 | $359K | 0.12% | — | — | $95.62 | +8.2% |
| 98 | HDV | ISHARES TR | — | 2,527.0 | $343K | 0.11% | — | — | $135.72 | -80.0% |
| 99 | LDUR | PIMCO ETF TR | — | 3,478.0 | $333K | 0.11% | +1K | +53.3% | $95.81 | -0.4% |
| 100 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,237.0 | $313K | 0.10% | NEW | — | $50.20 | -9.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
26.3%
Consumer Cyclical
7.8%
Consumer Defensive
5.7%
Communication Services
3.8%
Industrials
2.9%
Energy
2.7%
Healthcare
2.6%
Utilities
0.8%
Real Estate
0.4%