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| Name: |
Financial Insights Inc. |
| City: |
TACOMA |
| State: |
WA |
| Zip: |
98402 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
32 |
New |
$74.74 |
$2,341,000 |
31,997 |
0.65% |
2,341,000 |
31,997 |
0.002 |
Closed - End Fund - E... |
|
|
EMM |
Global X Emerging Markets Etf |
36 |
New |
$27.57 |
$2,249,000 |
42,156 |
0.63% |
2,249,000 |
42,156 |
0.005 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
38 |
New |
$83.19 |
$2,023,000 |
24,061 |
0.56% |
2,023,000 |
24,061 |
0.007 |
Closed - End Fund - E... |
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VTWO |
Vanguard Russell 2000 Etf |
45 |
New |
$84.11 |
$1,595,000 |
18,753 |
0.44% |
1,595,000 |
18,753 |
0.028 |
N/A |
|
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SUM |
Summit Materials, Inc. |
106 |
New |
$40.13 |
$510,000 |
11,447 |
0.14% |
510,000 |
11,447 |
0.009 |
N/A |
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SDY |
streetTRACKS Series Trust -... |
134 |
New |
$132.14 |
$295,000 |
2,250 |
0.08% |
295,000 |
2,250 |
0.001 |
Closed - End Fund - E... |
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ABBV |
Abbvie Inc. |
150 |
New |
$164.35 |
$250,000 |
1,373 |
0.07% |
250,000 |
1,373 |
0 |
Drug Manufacturers - ... |
|
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LLY |
Eli Lilly & Co |
152 |
New |
$771.12 |
$233,000 |
299 |
0.06% |
233,000 |
299 |
0 |
Drug Manufacturers - ... |
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WFC |
Wells Fargo & Co |
156 |
New |
$61.06 |
$213,000 |
3,675 |
0.06% |
213,000 |
3,675 |
0 |
Domestic Money Center... |
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LOW |
Lowes Companies Inc |
157 |
New |
$232.26 |
$212,000 |
833 |
0.06% |
212,000 |
833 |
0 |
Home Improvement Stores |
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KLD |
iShares KLD Select Social I... |
159 |
New |
$110.09 |
$201,000 |
1,840 |
0.06% |
201,000 |
1,840 |
0.002 |
Closed - End Fund - E... |
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