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Financial Insights, Inc.

Q3 2019 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.3K8,4530.2%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$1.3K10,4840.2%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.4K8,8950.2%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.5K9,3410.2%
Starbucks Corp(SBUX)COM855244109$1.6K17,5490.2%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.8K21,8350.3%
Apple Inc(AAPL)COM037833100$2.4K10,9550.4%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$3.8K66,0330.6%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$4.3K46,3580.7%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$4.7K88,8740.8%
Vanguard Group(VIG)DIV APP ETF921908844$4.8K39,8000.8%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$4.9K23,5320.8%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$5.7K155,9170.9%
Microsoft Corp(MSFT)COM594918104$7.0K50,2461.1%
Ishares TR(EFAV)MIN VOL EAFE ETF46429B689$8.1K110,3081.3%
JP Morgan Exchange Traded FD(JQUA)US QUALTY FCTR46641Q761$8.6K291,1671.4%
JP Morgan Exchange Traded FD(JPIB)GLOBAL BD OPRT46641Q852$9.4K183,1941.5%
Spdr Series Trust(QUS)MSCI USA STRTGIC78468R812$9.6K107,8081.5%
Costco Whsl Corp New(COST)COM22160K105$523.0K1,81683.4%
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