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Financial Insights, Inc.

Q2 2020 Holdings

Filed 2020-08-20 | 85 holdings | $112.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Conocophillips(COP)COM20825C104$3312,1660.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$7614,7000.1%
Spdr SER TR(SPTS)PORTFOLIO SH TSR78468R101$13030,6820.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$13117,5020.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$13413,3180.1%
Vanguard World FDS(VOX)COMM SRVC ETF92204A884$13434,0320.1%
Invesco Exchange Traded FD T(PGF)FINL PFD ETF46137V621$13711,0840.1%
Alps ETF TR(IDOG)INTL SEC DV DOG00162Q718$15010,6490.1%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$2021,9700.2%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2061,4050.2%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$2075660.2%
Intel Corp(INTC)COM458140100$2116,9900.2%
Sound Finl Bancorp Inc(SFBC)COM83607A100$2114,0780.2%
Invesco Exchange Traded FD T(PEY)HIG YLD EQ DIV46137V563$2123,4070.2%
Chevron Corp New(CVX)COM166764100$2164,6950.2%
AT&T Inc(T)COM00206R102$22210,1800.2%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$2255490.2%
Wisdomtree TR(EZM)US MIDCAP FUND97717W570$226240.2%
Paypal Hldgs Inc(PYPL)COM70450Y103$2295340.2%
Columbia ETF TR I(DIAL)DIVERSIFID FXD19761L508$2305030.2%
Vanguard World FDS(VCR)CONSUM DIS ETF92204A108$2324,5880.2%
Applied Matls Inc(AMAT)COM038222105$2347,1540.2%
Ishares TR(MUB)NATIONAL MUN ETF464288414$2341000.2%
Ishares TR(EFA)MSCI EAFE ETF464287465$2442,1730.2%
Procter and Gamble Co(PG)COM742718109$2466,0900.2%
Ishares TR(PFF)PFD AND INCM SEC464288687$2482,2110.2%
Exxon Mobil Corp(XOM)COM30231G102$2509660.2%
Vanguard Tax-Managed FDS(VEA)FTSE DEV MKT ETF921943858$2533170.2%
BHP Group LTD(BHP)SPONSORED ADS088606108$2633,2320.2%
Visa Inc(V)COM CL A92826C839$2692,0530.2%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2816940.2%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2913,5240.3%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$3001,3750.3%
Mcdonalds Corp(MCD)COM580135101$3081,9680.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3274660.3%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$3284,9350.3%
Vanguard Whitehall FDS(VYMI)INTL HIGH ETF921946794$332310.3%
Netflix Inc(NFLX)COM64110L106$3501,9580.3%
Vaneck Vectors ETF TR(ANGL)FALLEN ANGEL HG92189F437$3531,6530.3%
Ishares TR(IJH)CORE S&P MCP ETF464287507$36211,9220.3%
Ishares TR(REZ)RESIDNL REAL EST464288562$3738,6250.3%
Ishares TR(BYLD)YLD OPTIM BD46434V787$4106,0220.4%
Boeing Co(BA)COM097023105$4136,9840.4%
Ishares TR(ICF)COHEN STEER REIT464287564$4183,8150.4%
Invesco Exch Traded FD TR II(PGX)PFD ETF46138E511$4227000.4%
Ishares TR(IWP)RUS MD CP GR ETF464287481$4613600.4%
Spdr SER TR(LGLV)SSGA US LRG ETF78468R804$4657000.4%
Spdr SER TR(PSK)WELLS FG PFD ETF78464A292$475500.4%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$5037700.4%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$518140.5%
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