Portfolio (Quarterly)
Guide ↗
New Insight Wealth Advisors
· CIK 0002022328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MOAT | VANECK ETF TRUST | — | 2,852.0 | $296K | 0.09% | NEW | — | $103.96 | +10.6% |
| 102 | EWY | ISHARES INC | — | 1,428.0 | $288K | 0.09% | NEW | — | $201.90 | -10.7% |
| 103 | — | BERKSHIRE HATHAWAY INC DEL | — | 568.0 | $284K | 0.08% | NEW | — | $500.39 | — |
| 104 | UBER | UBER TECHNOLOGIES INC | Technology | 3,917.0 | $283K | 0.08% | NEW | — | $72.16 | +9.2% |
| 105 | PANW | PALO ALTO NETWORKS INC | Technology | 828.0 | $282K | 0.08% | NEW | — | $341.02 | +9.0% |
| 106 | IJK | ISHARES TR | — | 2,355.0 | $277K | 0.08% | NEW | — | $117.50 | -3.2% |
| 107 | PFM | INVESCO EXCHANGE TRADED FD T | — | 4,942.0 | $274K | 0.08% | NEW | — | $55.45 | +3.4% |
| 108 | DASH | DOORDASH INC | Communication Services | 1,423.0 | $263K | 0.08% | NEW | — | $184.53 | +28.3% |
| 109 | BND | VANGUARD BD INDEX FDS | — | 3,541.0 | $260K | 0.08% | NEW | — | $73.41 | -1.5% |
| 110 | PHYL | PGIM ETF TR | — | 7,352.0 | $256K | 0.08% | NEW | — | $34.88 | -0.3% |
| 111 | ILCG | ISHARES TR | — | 2,191.0 | $256K | 0.08% | NEW | — | $117.02 | -1.6% |
| 112 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 247.0 | $231K | 0.07% | NEW | — | $934.38 | +1.2% |
| 113 | VOT | VANGUARD INDEX FDS | — | 743.0 | $228K | 0.07% | NEW | — | $306.30 | -1.1% |
| 114 | INDE | MATTHEWS INTL FDS | — | 7,621.0 | $225K | 0.07% | NEW | — | $29.58 | +2.0% |
| 115 | IJT | ISHARES TR | — | 1,165.0 | $208K | 0.06% | NEW | — | $178.60 | -4.2% |
| 116 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,995.0 | $204K | 0.06% | NEW | — | $51.05 | +32.1% |
| 117 | NNN | NNN REIT INC | Real Estate | 4,351.0 | $202K | 0.06% | NEW | — | $46.53 | -1.8% |
| 118 | CHGX | EA SERIES TRUST | — | 6,073.0 | $202K | 0.06% | NEW | — | $33.21 | +2.0% |
| 119 | UA | UNDER ARMOUR INC | — | 17,409.0 | $108K | 0.03% | NEW | — | $6.22 | — |
| 120 | BLND | BLEND LABS INC | Technology | 45,355.0 | $78K | 0.02% | NEW | — | $1.71 | -11.1% |
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
33.2%
Consumer Cyclical
26.8%
Real Estate
14.4%
Communication Services
12.4%
Healthcare
7.4%
Financial Services
5.6%
Consumer Defensive
0.2%