FINANCIAL INSIGHTS, INC.

Filed: 4/25/2025ACC: 0001085146-25-002342

📋 What this filing means

FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $251.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

111

Positions

$251.23M

Total AUM (reported)

3.51M

Total Shares

Allocation by class

COM$52.65M21.0%

US DIVIDEND EQ$25.84M10.3%

PORTFOLIO S&P500$25.82M10.3%

XTRACK MSCI EAFE$14.10M5.6%

GROWTH ETF$13.48M5.4%

UNIT SER 1$10.13M4.0%

CL B NEW$9.64M3.8%

Portfolio Concentration

Top 3$70.25M28.0%

4–10$76.98M30.6%

11–25$53.98M21.5%

Rest$50.02M19.9%

Top 3 weight

28.0%

Top 10 weight

58.6%

Voting Authority Distribution

Total shares with voting rights: 3.51M

Sole

Full voting authority

3.51M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole111

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings111

Rows:

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares924.34K

TypeSH

Market value$25.84M

10.29%

Sole

924.34K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares392.62K

TypeSH

Market value$25.82M

10.28%

Sole

392.62K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares49.51K

TypeSH

Market value$18.59M

7.40%

Sole

49.51K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares65.12K

TypeSH

Market value$14.47M

5.76%

Sole

65.12K

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares325.71K

TypeSH

Market value$14.10M

5.61%

Sole

325.71K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares36.34K

TypeSH

Market value$13.48M

5.36%

Sole

36.34K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares21.60K

TypeSH

Market value$10.13M

4.03%

Sole

21.60K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.10K

TypeSH

Market value$9.64M

3.84%

Sole

18.10K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares201.98K

TypeSH

Market value$8.23M

3.28%

Sole

201.98K

Shared

0.00

None

0.00

TCW ETF TRUST

SOLE

TRANSFRM 500 ETF

Shares106.02K

TypeSH

Market value$6.93M

2.76%

Sole

106.02K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares153.32K

TypeSH

Market value$6.04M

2.40%

Sole

153.32K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares160.76K

TypeSH

Market value$5.30M

2.11%

Sole

160.76K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares20.68K

TypeSH

Market value$4.59M

1.83%

Sole

20.68K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares88.53K

TypeSH

Market value$4.50M

1.79%

Sole

88.53K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares22.69K

TypeSH

Market value$4.40M

1.75%

Sole

22.69K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares96.57K

TypeSH

Market value$3.52M

1.40%

Sole

96.57K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares16.88K

TypeSH

Market value$3.49M

1.39%

Sole

16.88K

Shared

0.00

None

0.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares31.64K

TypeSH

Market value$3.34M

1.33%

Sole

31.64K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares12.63K

TypeSH

Market value$3.25M

1.29%

Sole

12.63K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares12.07K

TypeSH

Market value$3.12M

1.24%

Sole

12.07K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares59.09K

TypeSH

Market value$2.93M

1.16%

Sole

59.09K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares12.86K

TypeSH

Market value$2.45M

0.97%

Sole

12.86K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares2.50K

TypeSH

Market value$2.37M

0.94%

Sole

2.50K

Shared

0.00

None

0.00

AMPLIFY ETF TR

SOLE

AMPLIFY ETHO CLI

Shares42.89K

TypeSH

Market value$2.36M

0.94%

Sole

42.89K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares8.54K

TypeSH

Market value$2.35M

0.93%

Sole

8.54K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	924.34K	SH	$25.84M 10.29%	924.34K
SPDR SER TRSOLE	PORTFOLIO S&P500	392.62K	SH	$25.82M 10.28%	392.62K
MICROSOFT CORPSOLE	COM	49.51K	SH	$18.59M 7.40%	49.51K
APPLE INCSOLE	COM	65.12K	SH	$14.47M 5.76%	65.12K
DBX ETF TRSOLE	XTRACK MSCI EAFE	325.71K	SH	$14.10M 5.61%	325.71K
VANGUARD INDEX FDSSOLE	GROWTH ETF	36.34K	SH	$13.48M 5.36%	36.34K
INVESCO QQQ TRSOLE	UNIT SER 1	21.60K	SH	$10.13M 4.03%	21.60K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.10K	SH	$9.64M 3.84%	18.10K
SPDR SER TRSOLE	PORTFOLIO S&P600	201.98K	SH	$8.23M 3.28%	201.98K
TCW ETF TRUSTSOLE	TRANSFRM 500 ETF	106.02K	SH	$6.93M 2.76%	106.02K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	153.32K	SH	$6.04M 2.40%	153.32K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	160.76K	SH	$5.30M 2.11%	160.76K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	20.68K	SH	$4.59M 1.83%	20.68K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	88.53K	SH	$4.50M 1.79%	88.53K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	22.69K	SH	$4.40M 1.75%	22.69K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	96.57K	SH	$3.52M 1.40%	96.57K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	16.88K	SH	$3.49M 1.39%	16.88K
ISHARES TRSOLE	NATIONAL MUN ETF	31.64K	SH	$3.34M 1.33%	31.64K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	12.63K	SH	$3.25M 1.29%	12.63K
VANGUARD INDEX FDSSOLE	MID CAP ETF	12.07K	SH	$3.12M 1.24%	12.07K
WISDOMTREE TRSOLE	US MIDCAP DIVID	59.09K	SH	$2.93M 1.16%	59.09K
AMAZON COM INCSOLE	COM	12.86K	SH	$2.45M 0.97%	12.86K
COSTCO WHSL CORP NEWSOLE	COM	2.50K	SH	$2.37M 0.94%	2.50K
AMPLIFY ETF TRSOLE	AMPLIFY ETHO CLI	42.89K	SH	$2.36M 0.94%	42.89K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	8.54K	SH	$2.35M 0.93%	8.54K

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