Financial Insights, Inc.
CIK 1642058 · Holdings on Dec 31, 2023 · First reported Jan 25, 2024
Top ten holdings
Q4 2023- MSFT8.56%
- SCHD6.96%
- AAPL6.51%
- VUG4.98%
- SPYM4.68%
- VEA4.11%
- DFAC3.99%
- SPSM3.64%
- DBEF2.97%
- SPEM2.61%
Share classes counted separately49.01%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $27.37M | 8.56% | 72.77K shares | — | ↗▾ | |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $22.27M | 6.96% | 292.51K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $20.81M | 6.51% | 108.10K shares | — | ↗▾ | |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $15.91M | 4.98% | 51.19K shares | — | ↗▾ | |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $14.95M | 4.68% | 267.53K shares | — | ↗▾ | |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $13.14M | 4.11% | 274.23K shares | — | ↗▾ | |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $12.75M | 3.99% | 436.06K shares | — | ↗▾ | |
| 08 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $11.63M | 3.64% | 275.77K shares | — | ↗▾ | |
| 09 | DBEFXTRACKERS MSCI EAFE HEDGED EXTRACK MSCI EAFE View history and evidence | $9.50M | 2.97% | 256.89K shares | — | ↗▾ | |
| 10 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $8.36M | 2.61% | 236.04K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CASH PATHWARD FINANCIAL INC | Non-derivative | — | — | SEC filing ↗ | |
| KEYS KEYSIGHT TECHNOLOGIES IN | Non-derivative | — | — | SEC filing ↗ | |
| EMNT PIMCO ENHCD ST M-ACTIVE ESG | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1642058 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 319746948
}Research all 154 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.