13F HOLDINGS REPORT

Financial Insights, Inc.

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001085146-25-004028

Total Value

$273.8M

Positions

127

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (127)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A854	442,147	$32.1M	11.74%
2	SCHWAB STRATEGIC TR	808524797	908,983	$24.1M	8.80%
3	MICROSOFT CORP	MSFT	48,337	$24.0M	8.78%
4	DBX ETF TR	233051200	347,238	$15.2M	5.55%
5	VANGUARD INDEX FDS	922908736	33,005	$14.5M	5.29%
6	INVESCO QQQ TR	IVZ	23,944	$13.2M	4.82%
7	APPLE INC	AAPL	48,806	$10.0M	3.66%
8	SPDR SERIES TRUST	78468R853	211,555	$9.0M	3.29%
9	BERKSHIRE HATHAWAY INC DEL	BRK-A	17,899	$8.7M	3.18%
10	SPDR INDEX SHS FDS	78463X509	154,460	$6.6M	2.41%
11	VANGUARD INDEX FDS	922908751	22,218	$5.3M	1.92%
12	TCW ETF TRUST	29287L106	71,842	$5.2M	1.91%
13	VANGUARD TAX-MANAGED FDS	921943858	85,242	$4.9M	1.78%
14	VANGUARD SPECIALIZED FUNDS	921908844	22,443	$4.6M	1.68%
15	SELECT SECTOR SPDR TR	81369Y803	16,680	$4.2M	1.54%
16	DIMENSIONAL ETF TRUST	25434V708	108,121	$3.9M	1.42%
17	SPDR INDEX SHS FDS	78463X889	94,532	$3.8M	1.40%
18	VANGUARD INDEX FDS	922908637	12,626	$3.6M	1.32%
19	ISHARES TR	464288414	31,575	$3.3M	1.20%
20	VANGUARD INDEX FDS	922908629	10,682	$3.0M	1.09%
21	WISDOMTREE TR	WT	55,296	$2.8M	1.01%
22	AMAZON COM INC	AMZN	12,401	$2.7M	0.99%
23	AMPLIFY ETF TR	032108409	60,545	$2.6M	0.94%
24	PARNASSUS INCOME FDS	701769507	96,445	$2.5M	0.90%
25	COSTCO WHSL CORP NEW	22160K105	2,445	$2.4M	0.88%
26	NVIDIA CORPORATION	NVDA	15,067	$2.4M	0.87%
27	ISHARES TR	46434V621	34,146	$2.2M	0.80%
28	ISHARES TR	464288570	17,442	$2.0M	0.74%
29	PIMCO EQUITY SER	72201T342	49,333	$1.9M	0.69%
30	VANGUARD WHITEHALL FDS	921946406	13,327	$1.8M	0.65%
31	VANGUARD INDEX FDS	922908769	5,583	$1.7M	0.62%
32	VANGUARD INTL EQUITY INDEX F	922042775	24,434	$1.6M	0.60%
33	ISHARES TR	464288687	51,366	$1.6M	0.58%
34	NUSHARES ETF TR	NU	16,078	$1.5M	0.55%
35	ISHARES TR	46432F339	7,632	$1.4M	0.51%
36	VANGUARD INTL EQUITY INDEX F	922042858	26,871	$1.3M	0.49%
37	SPDR SERIES TRUST	78468R804	7,219	$1.3M	0.46%
38	MORGAN STANLEY ETF TRUST	MS-PQ	18,895	$1.2M	0.45%
39	J P MORGAN EXCHANGE TRADED F	46641Q142	22,006	$1.1M	0.39%
40	BROADCOM INC	AVGO	3,895	$1.1M	0.39%
41	SELECT SECTOR SPDR TR	81369Y704	6,851	$1.0M	0.37%
42	DIMENSIONAL ETF TRUST	25434V500	15,701	$1.0M	0.37%
43	STARBUCKS CORP	SBUX	10,373	$950,478	0.35%
44	VISA INC	V	2,604	$924,550	0.34%
45	VANGUARD WORLD FD	92204A504	3,410	$846,839	0.31%
46	VANGUARD WORLD FD	92204A702	1,260	$835,733	0.31%
47	JPMORGAN CHASE & CO.	VYLD	2,769	$802,761	0.29%
48	SPDR SERIES TRUST	78464A508	15,127	$791,747	0.29%
49	NETFLIX INC	NFLX	582	$779,374	0.28%
50	VANGUARD INDEX FDS	922908363	1,327	$753,776	0.28%
51	TCW ETF TRUST	29287L205	8,079	$728,483	0.27%
52	SELECT SECTOR SPDR TR	81369Y209	5,284	$712,201	0.26%
53	ISHARES TR	464287614	1,625	$689,943	0.25%
54	SOUND FINL BANCORP INC	83607A100	14,897	$685,262	0.25%
55	SPDR SERIES TRUST	78468R788	15,590	$661,640	0.24%
56	WALMART INC	WMT	6,651	$650,335	0.24%
57	AMPLIFY ETF TR	032108557	11,113	$645,999	0.24%
58	EXXON MOBIL CORP	XOM	5,857	$631,376	0.23%
59	MCDONALDS CORP	MCD	2,156	$629,885	0.23%
60	JOHNSON & JOHNSON	JNJ	4,065	$620,931	0.23%
61	ISHARES TR	464287507	9,973	$618,525	0.23%
62	ISHARES TR	464287598	3,156	$612,990	0.22%
63	WELLS FARGO CO NEW	949746101	7,350	$588,882	0.22%
64	ALPHABET INC	GOOG	3,311	$583,498	0.21%
65	ISHARES TR	464287481	4,163	$577,325	0.21%
66	COHEN & STEERS ETF TRUST	19249U203	21,133	$538,274	0.20%
67	TRANE TECHNOLOGIES PLC	TT	1,226	$536,265	0.20%
68	VANGUARD BD INDEX FDS	921937835	7,057	$519,607	0.19%
69	INVESCO EXCH TRADED FD TR II	IVZ	10,915	$519,117	0.19%
70	META PLATFORMS INC	META	677	$499,687	0.18%
71	VANGUARD INDEX FDS	922908744	2,619	$462,882	0.17%
72	GE VERNOVA INC	GEV	853	$451,365	0.16%
73	ELI LILLY & CO	LLY	578	$450,568	0.16%
74	PIMCO ETF TR	72201R585	16,179	$429,391	0.16%
75	PGIM ETF TR	69344A818	6,726	$419,229	0.15%
76	SBA COMMUNICATIONS CORP NEW	SBAC	1,750	$410,970	0.15%
77	ISHARES TR	464287309	3,732	$410,893	0.15%
78	VANGUARD INDEX FDS	922908595	1,463	$405,241	0.15%
79	PROCTER AND GAMBLE CO	742718109	2,514	$400,595	0.15%
80	ABBVIE INC	ABBV	2,127	$394,873	0.14%
81	ISHARES TR	464287465	4,144	$370,432	0.14%
82	SPDR SERIES TRUST	78468R796	7,266	$370,057	0.14%
83	APPLIED MATLS INC	038222105	1,921	$351,677	0.13%
84	ISHARES TR	46435G516	3,921	$349,832	0.13%
85	CISCO SYS INC	CSCO	4,886	$339,007	0.12%
86	SPDR SERIES TRUST	78464A292	10,640	$337,926	0.12%
87	COCA COLA CO	KO	4,774	$337,734	0.12%
88	ADVANCED MICRO DEVICES INC	AMD	2,272	$322,397	0.12%
89	HOME DEPOT INC	HD	832	$305,044	0.11%
90	DIMENSIONAL ETF TRUST	25434V401	4,536	$304,003	0.11%
91	SALESFORCE INC	CRM	1,093	$298,050	0.11%
92	VANGUARD WHITEHALL FDS	921946794	3,708	$297,048	0.11%
93	ISHARES TR	46429B663	2,527	$296,089	0.11%
94	INVESCO EXCHANGE TRADED FD T	IVZ	14,100	$287,781	0.11%
95	WASTE MGMT INC DEL	94106L109	1,250	$286,025	0.10%
96	VANGUARD INDEX FDS	922908553	3,183	$283,478	0.10%
97	TESLA INC	TSLA	889	$282,400	0.10%
98	PIMCO ETF TR	72201R643	2,856	$282,073	0.10%
99	INTERNATIONAL BUSINESS MACHS	INTR	914	$269,429	0.10%
100	NUSHARES ETF TR	NU	6,594	$268,640	0.10%
101	TJX COS INC NEW	872540109	2,161	$266,862	0.10%
102	DEXCOM INC	DXCM	3,057	$266,846	0.10%
103	CHIPOTLE MEXICAN GRILL INC	CMG	4,743	$266,319	0.10%
104	CHUBB LIMITED	CB	899	$260,458	0.10%
105	ALPHABET INC	GOOG	1,450	$257,158	0.09%
106	ISHARES TR	464287200	412	$255,811	0.09%
107	ETFS GOLD TR	00326A104	7,829	$246,927	0.09%
108	AB ACTIVE ETFS INC	00039J871	10,074	$246,813	0.09%
109	JOHNSON CTLS INTL PLC	G51502105	2,237	$236,225	0.09%
110	ISHARES TR	464288802	1,840	$233,220	0.09%
111	SPDR SERIES TRUST	78464A763	1,714	$232,641	0.08%
112	ISHARES TR	46435U549	4,826	$229,428	0.08%
113	S&P GLOBAL INC	SPGI	434	$228,844	0.08%
114	NUSHARES ETF TR	NU	6,440	$228,556	0.08%
115	NXP SEMICONDUCTORS N V	NXPI	1,043	$227,885	0.08%
116	BOEING CO	BA-PA	1,086	$227,634	0.08%
117	STERIS PLC	STE	937	$225,086	0.08%
118	EATON CORP PLC	ETN	624	$222,762	0.08%
119	GRAYSCALE BITCOIN TRUST ETF	GBTC	2,616	$221,915	0.08%
120	WISDOMTREE TR	WT	3,563	$220,087	0.08%
121	MOTOROLA SOLUTIONS INC	MSI	523	$219,901	0.08%
122	PROSHARES TR	74347X831	2,569	$213,227	0.08%
123	ISHARES TR	464287804	1,912	$208,962	0.08%
124	DEERE & CO	DE	401	$204,072	0.07%
125	CATERPILLAR INC	CAT	516	$200,455	0.07%
126	INVESCO EXCH TRADED FD TR II	IVZ	14,600	$162,498	0.06%
127	INVESCO EXCHANGE TRADED FD T	IVZ	10,000	$141,100	0.05%