Notify me when Financial Insights, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 127 | $273,777,782 | +$21,603,632 | -$18,761,645 | +$2,841,987 | SPLG, SCHD, MSFT, DBEF, VUG | 13F-HR | 21 Jul 2025, 17:52 |
| Q1 2025 | 111 | $251,232,697 | +$11,876,417 | -$10,660,733 | +$1,215,684 | SCHD, SPLG, MSFT, AAPL, DBEF | 13F-HR | 24 Apr 2025, 19:05 |
| Q4 2024 | 109 | $258,793,099 | +$21,533,030 | -$57,375,499 | -$35,842,469 | SPLG, SCHD, MSFT, VUG, AAPL | 13F-HR | 05 Mar 2025, 12:44 |
| Q3 2024 | 144 | $307,024,275 | +$11,230,638 | -$79,138,371 | -$67,907,733 | MSFT, SPLG, SCHD, AAPL, VUG | 13F-HR | 22 Oct 2024, 10:44 |
| Q2 2024 | 155 | $359,929,526 | +$23,154,455 | -$15,013,031 | +$8,141,424 | MSFT, SPLG, AAPL, SCHD, VUG | 13F-HR | 16 Jul 2024, 13:31 |
| Q1 2024 | 158 | $348,002,097 | +$30,238,258 | -$26,003,952 | +$4,234,306 | MSFT, SPLG, SCHD, AAPL, VUG | 13F-HR | 25 Apr 2024, 12:11 |
| Q4 2023 | 154 | $319,746,948 | +$25,438,823 | -$10,225,932 | +$15,212,891 | MSFT, SCHD, AAPL, VUG, SPLG | 13F-HR | 24 Jan 2024, 18:05 |
| Q3 2023 | 146 | $269,523,970 | +$37,269,690 | -$24,800,321 | +$12,469,369 | MSFT, SCHD, AAPL, VUG, VEA | 13F-HR | 06 Dec 2023, 18:34 |
| Q2 2023 | 152 | $272,266,412 | +$25,212,405 | -$16,857,409 | +$8,354,996 | MSFT, SCHD, AAPL, VEA, VUG | 13F-HR | 24 Jan 2024, 18:10 |
| Q1 2023 | 160 | $245,640,568 | +$43,666,221 | -$25,323,862 | +$18,342,359 | MSFT, SCHD, AAPL, VEA, VUG | 13F-HR | 17 Apr 2023, 21:31 |
| Q4 2022 | 145 | $211,181,573 | +$61,465,845 | -$8,589,056 | +$52,876,789 | MSFT, AAPL, SCHD, VEA, MUB | 13F-HR | 09 Feb 2023, 20:39 |
| Q3 2022 | 123 | $148,609,000 | +$59,698,696 | -$3,929,590 | +$55,769,106 | MSFT, AAPL, VEA, BRKB, SCHD | 13F-HR | 26 Oct 2022, 18:25 |
| Q2 2022 | 82 | $98,535,000 | +$16,015,409 | -$9,146,360 | +$6,869,049 | MSFT, BRKB, VEA, AAPL, VNQ | 13F-HR | 02 Aug 2022, 20:50 |
| Q1 2022 | 84 | $108,828,000 | +$2,135,849 | -$4,317,900 | -$2,182,051 | MSFT, BRKB, AAPL, VNQ, DON | 13F-HR | 10 May 2022, 20:10 |
| Q4 2021 | 86 | $115,888,000 | +$2,442,478 | -$5,634,825 | -$3,192,347 | MSFT, AAPL, BRKB, JPIB, VNQ | 13F-HR | 08 Feb 2022, 17:35 |
| Q3 2021 | 79 | $108,720,000 | +$225,000 | $0 | +$225,000 | MSFT, JPIB, BRKB, AAPL, DON | 13F-HR | 12 Nov 2021, 10:35 |
| Q2 2021 | 228 | $0 | $0 | $0 | $0 | 13F-HR | 11 Aug 2021, 21:35 | |
| Q1 2021 | 80 | $135,431,000 | +$4,851,424 | -$3,549,156 | +$1,302,268 | MSFT, QUS, JQUA, JPIB, EFAV | 13F-HR | 12 May 2021, 09:55 |
| Q4 2020 | 79 | $129,065,000 | +$6,475,239 | -$3,890,159 | +$2,585,080 | MSFT, QUS, JQUA, JPIB, VMBS | 13F-HR | 05 Feb 2021, 17:30 |
| Q3 2020 | 74 | $117,481,000 | +$377,627 | -$391,940 | -$14,313 | MSFT, QUS, JQUA, JPIB, VMBS | 13F-HR | 16 Nov 2020, 15:27 |
| Q2 2020 | 85 | $3,216,000 | $0 | $0 | $0 | QUAL, VHT, SBAC, ICF, MCD | 13F-HR | 20 Aug 2020, 16:31 |
| Q1 2020 | 70 | $94,906,000 | +$3,533,427 | -$4,402,146 | -$868,719 | JPIB, QUS, MSFT, JQUA, EFAV | 13F-HR | 28 Apr 2020, 13:40 |
| Q4 2019 | 80 | $114,035,000 | +$5,230,160 | -$1,326,349 | +$3,903,811 | QUS, JPIB, JQUA, EFAV, MSFT | 13F-HR | 07 Feb 2020, 17:26 |
| Q3 2019 | 69 | $104,395,000 | +$3,824,861 | -$627,964 | +$3,196,897 | QUS, JPIB, JQUA, EFAV, MSFT | 13F-HR | 31 Oct 2019, 15:36 |
| Q2 2019 | 63 | $98,527,000 | +$12,476,422 | -$8,983,853 | +$3,492,569 | JPIB, QUS, JQUA, EFAV, MSFT | 13F-HR | 20 Aug 2019, 13:26 |
| Q1 2019 | 61 | $95,953,000 | +$2,366,724 | -$2,408,819 | -$42,095 | QUS, JPIB, BRKB, EFAV, MSFT | 13F-HR | 23 May 2019, 17:01 |
| Q4 2018 | 58 | $89,307,000 | $0 | $0 | $0 | JPIB, QUS, BRKB, EFAV, MSFT | 13F-HR | 07 Mar 2019, 18:00 |