Financial Insights, Inc. — Q4 2021 13F Holdings

Name: Financial Insights, Inc. — 13F Holdings, Q4 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001642058

Total reported value

$308.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	14.38%	-2.33%	-0.22%
2	AAPL	Apple INC	Stock-Tech	6.52%	-0.36%	-0.95%
3	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	6.18%	+2.41%	NEW
4	JPIB	Jpmorgan Intl Bnd ETF	ETF-Other	4.43%	—	-27.82%
5	VNQ	Vanguard Real Estate ETF	ETF-Other	4.33%	—	-1.29%
6	DON	Wisdomtree US Midcap Dividen	ETF-Other	4.23%	—	-20.53%
7	VIG	Vanguard Dividend Apprec ETF	ETF-Other	3.70%	—	-0.13%
8	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	3.08%	-0.08%	+0.36%
9	XLK	Ss Technology Select Sector	ETF-Tech	2.93%	-0.16%	-3.08%
10	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	2.57%	—	-28.11%
11	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	2.11%	—	+2.93%
12	DGRO	Ishares Core Dividend Growth	ETF-Other	2.08%	—	-1.41%
13	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.06%	-0.01%	-2.17%
14	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	1.93%	—	+8.12%
15	SBUX	Starbucks CORP	Stock-Consumer Disc	1.88%	—	-0.20%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.78%	—	+5.79%
17	✓		Stock-Other	1.76%	—	+0.19%
18	AMZN	Amazon.com INC	Stock-Consumer Disc	1.34%	+0.01%	—
19	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.31%	—	—
20	IWF	Ishares Russell 1000 Growth	ETF-Other	1.27%	—	-0.72%
21	DIAL	Columbia Divers Fix INC ETF	ETF-Other	1.26%	—	+9.70%
22	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.25%	—	-12.87%
23	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	1.22%	—	-3.78%
24	VB	Vanguard Small-cap ETF	ETF-Other	1.06%	-0.10%	-2.84%
25	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.05%	—	+0.93%
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.01%	+0.10%	—
27	BYLD	Ishares Yield Optimized Bond	ETF-Other	0.99%	—	-2.32%
28	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.99%	—	+4.28%
29	BND	Vanguard Total Bond Market	ETF-Other	0.93%	-0.09%	EXIT
30	IWP	Ishares Russell Mid-cap Grow	ETF-Other	0.93%	—	-4.91%
31	IWD	Ishares Russell 1000 Value E	ETF-Other	0.89%	—	-1.75%
32	VGT	Vanguard Info Tech ETF	ETF-Tech	0.80%	—	+1.56%
33	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.78%	—	+5.03%
34	XLV	Ss Health Care Select Sector	ETF-Other	0.71%	—	+1.89%
35	VHT	Vanguard Health Care ETF	ETF-Other	0.69%	—	—
36	XLI	Ss Industrial Select Sector	ETF-Other	0.66%	—	+0.33%
37	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.61%	—	+6.51%
38	SBAC	Sba Communications CORP	Stock-Real Estate	0.59%	—	—
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.57%	+0.04%	-1.72%
40	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.48%	—	-3.27%
41	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.46%	—	—
42	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.45%	—	+1.49%
43	HDV	Ishares Core High Dividend E	ETF-Other	0.43%	—	—
44	ICF	Ishares Select U.s. Reit ETF	ETF-Other	0.40%	—	-0.41%
45	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.40%	—	+0.47%
46	NVDA	Nvidia CORP	Stock-Tech	0.37%	-0.18%	—
47	EFA	Ishares Msci Eafe ETF	ETF-Other	0.36%	—	+7.04%
48	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	0.36%	—	—
49	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.36%	—	-1.80%
50	BA	Boeing Co/the	Stock-Industrials	0.35%	—	-9.01%

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