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Financial Insights, Inc.

Q4 2018 Holdings

Filed 2019-03-08 | 58 holdings | $89.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
ETF Managers TRETHO CLIMATE LEA26924G888$2015,7160.2%
Visa Inc(V)COM CL A92826C839$2011,4910.2%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2054,9170.2%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2082,6020.2%
Alps ETF TR(RDOG)C&S GLOBL ETF00162Q106$2104,6080.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2124,3200.2%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$2148,2500.2%
Ishares TR(ITA)US AER DEF ETF464288760$2321,1930.3%
Vanguard World FDS(VGT)INF TECH ETF92204A702$2361,3080.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2399630.3%
AT&T Inc(T)COM00206R102$2397,9530.3%
Ishares TR(EFA)MSCI EAFE ETF464287465$2493,9790.3%
Invesco Exchange Traded FD T(PEY)HIG YLD EQ DIV46137V563$25114,7000.3%
Netflix Inc(NFLX)COM64110L106$2617700.3%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$2711,9570.3%
Ishares TR(PFF)S&P US PFD STK464288687$2727,5250.3%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$2811,6720.3%
Sound Finl Bancorp Inc(SFBC)COM83607A100$2918,7420.3%
Mcdonalds Corp(MCD)COM580135101$2921,6340.3%
BHP Group Limited(BHP)SPONSORED ADS088606108$2985,8310.3%
Ishares TR(IWB)RUS 1000 ETF464287622$3002,0000.3%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$31210.3%
Ishares TR(ESGD)ESG MSCI EAFE46435G516$3165,1720.4%
Ishares TR(AAXJ)MSCI AC ASIA ETF464288182$3224,6680.4%
Invesco Exchng Traded FD TR(PGX)PFD ETF46138E511$33123,2600.4%
SBA Communications Corp New(SBAC)CL A78410G104$3381,8500.4%
Ishares TR(IJH)CORE S&P MCP ETF464287507$3511,9150.4%
Ishares TR(DSI)MSCI KLD400 SOC464288570$4334,3050.5%
Costco Whsl Corp New(COST)COM22160K105$4472,0840.5%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$4542,6710.5%
Wisdomtree TR(EZM)US MIDCP EARNING97717W570$50413,0860.6%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$5557,7270.6%
Johnson & Johnson(JNJ)COM478160104$5654,2440.6%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$5746,3270.6%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$6607,4670.7%
Amazon COM Inc(AMZN)COM023135106$8304830.9%
Boeing Co(BA)COM097023105$8932,3161.0%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$96711,6901.1%
Ishares TR(QUAL)USA QUALITY FCTR46432F339$1.1K12,9871.2%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$1.1K30,9761.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.2K8,3791.3%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$1.3K10,7241.4%
Starbucks Corp(SBUX)COM855244109$1.3K18,8541.4%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.3K9,1851.5%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.4K21,2441.6%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.5K9,8891.6%
Apple Inc(AAPL)COM037833100$1.9K11,3232.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3.6K43,4654.0%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$3.7K62,3884.1%
Vanguard Group(VIG)DIV APP ETF921908844$4.4K42,7055.0%
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