IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Financial Insights, Inc.

Q3 2019 Holdings

Filed 2019-10-31 | 69 holdings | $626.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Alps ETF TR(AMLPUSD)ALERIAN MLP00162Q866$9210,0500.0%
Netflix Inc(NFLX)COM64110L106$2067700.0%
United Technologies Corp(UTXZ)COM913017109$2091,5310.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$2102,5860.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2164,3200.0%
Spdr Series Trust(SPYV)PRTFLO S&P500 VL78464A508$2236,9840.0%
Ishares TR(BYLD)YLD OPTIM BD46434V787$2359,1850.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$2533,8790.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2553,0230.0%
Visa Inc(V)COM CL A92826C839$2561,4910.0%
Procter & Gamble Co(PG)COM742718109$2592,0790.0%
Ishares TR(ITA)US AER DEF ETF464288760$2641,1730.0%
Invesco Exchange Traded FD T(PEY)HIG YLD EQ DIV46137V563$26914,7000.0%
Vanguard World FDS(VGT)INF TECH ETF92204A702$2701,2520.0%
BHP Group LTD(BHP)SPONSORED ADS088606108$2765,5930.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$2761,9520.0%
Ishares TR(PFF)PFD AND INCM SEC464288687$2787,3950.0%
Ishares TR(IWB)RUS 1000 ETF464287622$2801,7000.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2901,0630.0%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$2944,5880.0%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$3041,9440.0%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$31210.0%
Sound Finl Bancorp Inc(SFBC)COM83607A100$3168,7420.1%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$3167,7000.1%
Exxon Mobil Corp(XOM)COM30231G102$3354,7390.1%
Spdr Series Trust(PSK)WELLS FG PFD ETF78464A292$3407,7080.1%
Mcdonalds Corp(MCD)COM580135101$3531,6430.1%
Alps ETF TR(RDOG)C&S GLOBL ETF00162Q106$3777,7670.1%
Ishares TR(AAXJ)MSCI AC ASIA ETF464288182$3805,7350.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$3821,9750.1%
Invesco Exchng Traded FD TR(PGX)PFD ETF46138E511$38225,4350.1%
AT&T Inc(T)COM00206R102$38510,1800.1%
Ishares Inc(ESGE)ESG MSCI EM ETF46434G863$39812,2420.1%
Ishares TR(ICF)COHEN STEER REIT464287564$4043,3670.1%
Wisdomtree TR(EZM)US MIDCAP FUND97717W570$40810,3410.1%
Vanguard Whitehall FDS Inc(VYMI)INTL HIGH ETF921946794$4096,8940.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$4662,4690.1%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$5706,3270.1%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$5763,4370.1%
ETF Managers TRETHO CLIMATE LEA26924G888$59114,9370.1%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$6087,8270.1%
Johnson & Johnson(JNJ)COM478160104$6134,7340.1%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$7047,4760.1%
Amazon COM Inc(AMZN)COM023135106$8384830.1%
Boeing Co(BA)COM097023105$8802,3130.1%
Ishares TR(ESGD)ESG MSCI EAFE46435G516$1.0K15,7810.2%
Ishares TR(QUAL)USA QUALITY FCTR46432F339$1.0K11,1830.2%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$1.1K11,8650.2%
Ishares TR(DSI)MSCI KLD400 SOC464288570$1.1K10,1950.2%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$1.1K29,2290.2%
Page 1 of 2Next