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☆Financial Insights, Inc.

CIK 0001642058 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.472
AUM ($M)
380
Positions
147
Turnover
0.11
Top-10 wt
56%
Herfindahl
0.042
History (qtrs)
7
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 151 positions · portfolio value $380M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 12.6% -0.7% 47.7 542,614 +7,183 6 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 8.1% -1.3% 30.6 965,398 +24,348 6 —
☆DBEF funds › DBX ETF TR ADD — 5.8% -0.6% 22.0 402,788 +6,087 6 —
☆QQQ funds › INVESCO QQQ TR ADD — 5.8% +0.6% 21.9 29,790 +1,901 6 —
☆AVLC funds › AMERICAN CENTY ETF TR NEW — 4.9% +4.9% 18.6 206,355 +206,355 1 —
☆MSFT funds › MICROSOFT CORP ADD — 4.5% -0.9% 17.2 46,108 +482 6 —
☆SPSM funds › SPDR SERIES TRUST ADD — 4.2% +0.3% 16.1 278,497 +27,311 6 —
☆AAPL funds › APPLE INC TRIM — 3.8% -0.3% 14.3 49,296 -17 6 —
☆VUG funds › VANGUARD INDEX FDS ADD — 3.4% -0.5% 12.9 149,643 +121,987 6 —
☆CASH funds › PATHWARD FINANCIAL INC NEW — 2.9% +2.9% 11.0 0 +0 1 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 2.2% -0.3% 8.4 161,493 +24 6 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.7% -0.2% 6.6 92,812 +55 6 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 1.6% +0.2% 6.1 32,275 -600 6 —
☆VB funds › VANGUARD INDEX FDS TRIM — 1.6% -0.2% 6.1 20,176 -934 6 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.6% -0.8% 6.1 12,157 -3,334 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 1.3% -0.2% 5.1 21,545 -812 6 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 1.2% -0.1% 4.7 93,637 -175 6 —
☆VV funds › VANGUARD INDEX FDS ADD — 1.1% -0.1% 4.3 12,461 +177 6 —
☆VOTE funds › TCW ETF TRUST TRIM — 1.1% -0.2% 4.1 46,806 -3,804 6 —
☆AMZN funds › AMAZON COM INC ADD — 1.0% -0.0% 3.9 16,536 +906 6 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.9% -0.2% 3.5 75,545 +625 6 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.9% -0.0% 3.3 9,035 +165 6 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.9% -0.1% 3.3 16,681 +219 6 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.9% -0.1% 3.2 72,907 -5,288 6 —
☆RAFE funds › PIMCO EQUITY SER TRIM — 0.8% -0.1% 2.9 61,530 -1,582 5 —
☆PWRD funds › TCW ETF TRUST TRIM — 0.7% -0.0% 2.7 22,209 -639 5 —
☆DON funds › WISDOMTREE TR TRIM — 0.7% -0.1% 2.7 48,305 -1,246 6 —
☆CVIE funds › MORGAN STANLEY ETF TRUST TRIM — 0.7% -0.0% 2.7 31,990 -233 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.7% -0.1% 2.5 31,180 +22,638 6 —
☆DGRO funds › ISHARES TR TRIM — 0.7% -0.1% 2.5 32,636 -374 6 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.6% -0.2% 2.5 2,632 +29 6 —
☆PRCS funds › PARNASSUS INCOME FDS TRIM — 0.6% -0.4% 2.4 82,368 -49,850 5 —
☆NULG funds › NUSHARES ETF TR TRIM — 0.6% +0.0% 2.3 19,500 -702 5 —
☆IDVO funds › AMPLIFY ETF TR ADD — 0.6% -0.1% 2.3 54,234 +3,575 4 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.6% -0.1% 2.2 14,068 +0 6 —
☆INEQ funds › COLUMBIA ETF TR I ADD — 0.6% -0.1% 2.2 57,093 +992 4 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.5% -0.1% 2.0 24,238 +0 6 —
☆MUB funds › ISHARES TR TRIM — 0.5% -0.2% 2.0 18,241 -3,750 6 —
☆DSI funds › ISHARES TR TRIM — 0.5% -0.0% 2.0 13,724 -427 6 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.5% -0.1% 1.9 31,571 -100 6 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -0.1% 1.5 6,792 -445 6 —
☆IVV funds › ISHARES TR ADD — 0.4% -0.0% 1.5 1,956 +81 6 —
☆PFF funds › ISHARES TR ADD — 0.4% -0.1% 1.4 47,116 +2,350 6 —
☆GOOGL funds › ALPHABET INC ADD — 0.4% +0.1% 1.4 3,993 +751 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.4% -0.0% 1.4 3,586 -264 6 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.3% -0.0% 1.3 7,148 +0 6 —
☆LGLV funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 1.3 6,905 -46 6 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 1.2 15,169 -810 6 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.2% 1.2 2,106 -119 6 —
☆CSPF funds › COHEN & STEERS ETF TRUST TRIM — 0.3% -0.1% 1.2 46,903 -1,074 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 1.1 1,536 +81 6 —
☆IJH funds › ISHARES TR TRIM — 0.3% -0.0% 1.1 14,398 -175 6 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 1.1 1,615 +3 6 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.3% -0.0% 1.1 18,245 +427 6 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.3% -0.0% 1.1 10,502 -325 6 —
☆PSK funds › SPDR SERIES TRUST ADD — 0.3% -0.0% 1.1 34,845 +2,750 6 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% +0.0% 1.0 3,089 +602 6 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 1.0 817 +34 6 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% -0.0% 0.9 7,668 +6,455 6 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.1% 0.9 7,459 +1,239 6 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.9 3,380 +32 6 —
☆PJIO funds › PGIM ETF TR ADD — 0.2% +0.0% 0.8 11,843 +1,499 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.2% +0.0% 0.8 699 -10 5 —
☆PYLD funds › PIMCO ETF TR ADD — 0.2% -0.0% 0.8 30,632 +25 5 —
☆SPYD funds › SPDR SERIES TRUST HOLD — 0.2% -0.0% 0.8 16,990 +0 6 —
☆V funds › VISA INC TRIM — 0.2% -0.0% 0.8 2,255 -135 6 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 0.8 6,225 +4,576 6 —
☆BLDX funds › IMPAX FUNDS SERIES TRUST I TRIM — 0.2% -0.0% 0.8 29,228 -554 2 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.2% +0.0% 0.8 9,745 +3,393 3 —
☆IWD funds › ISHARES TR HOLD — 0.2% -0.0% 0.7 3,078 +0 6 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% -0.0% 0.7 2,034 -25 6 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.2% +0.2% 0.7 732 +732 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 0.7 7,008 +0 6 —
☆IJR funds › ISHARES TR TRIM — 0.2% -0.0% 0.7 4,594 -1,000 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.2% -0.1% 0.7 8,055 -700 6 —
☆SFBC funds › SOUND FINL BANCORP INC HOLD — 0.2% -0.0% 0.6 14,897 +0 6 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.1% 0.6 5,569 -7 6 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II HOLD — 0.2% -0.0% 0.6 12,350 +0 6 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.1% 0.6 2,212 -80 6 —
☆KO funds › COCA COLA CO ADD — 0.2% +0.0% 0.6 7,201 +1,369 6 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.0% 0.6 537 +8 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.5 2,505 +0 6 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.5 6,631 +0 6 —
☆ACWI funds › ISHARES TR NEW — 0.1% +0.1% 0.5 3,423 +3,423 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.5 3,841 +3,841 1 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 1,441 -8 6 —
☆ABBV funds › ABBVIE INC ADD — 0.1% -0.0% 0.5 2,083 +45 6 —
☆IWP funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 3,522 -400 6 —
☆JMHI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.5 9,946 +637 4 —
☆TQQQ funds › PROSHARES TR ADD — 0.1% +0.1% 0.5 6,161 +828 5 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 0.5 879 +23 6 —
☆IVW funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 3,526 +0 6 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.1% 0.5 1,297 +473 4 —
☆TSLA funds › TESLA INC HOLD — 0.1% -0.0% 0.5 1,119 +0 6 —
☆SPYX funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.4 7,168 +0 5 —
☆EFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 4,158 +0 6 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.4 1,170 +60 2 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.1% -0.0% 0.4 1,417 +0 6 —
☆NFLX funds › NETFLIX INC. HOLD — 0.1% -0.1% 0.4 5,670 +0 6 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.4 1,580 +1,580 1 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 0.4 611 -125 2 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.1% -0.0% 0.4 10,318 +0 6 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 0.4 1,784 +270 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.4 2,575 +26 6 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.4 1,325 +142 6 —
☆ESGD funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,555 -198 6 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.3 12,635 +10,108 6 —
☆LDUR funds › PIMCO ETF TR ADD — 0.1% -0.0% 0.3 3,527 +49 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.1% +0.0% 0.3 3,495 +495 4 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.1% -0.0% 0.3 681 -16 6 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 3,435 +1 6 —
☆UPRO funds › PROSHARES TR NEW — 0.1% +0.1% 0.3 2,251 +2,251 1 —
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.3 10,995 +10,995 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.3 7,323 +1,086 2 —
☆SBAC funds › SBA COMMUNICATIONS CORP HOLD — 0.1% -0.0% 0.3 1,750 +0 6 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 257 +257 1 —
☆RTX funds › RTX CORPORATION HOLD — 0.1% -0.0% 0.3 1,527 +0 4 —
☆SUSA funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 1,840 +0 6 —
☆ETHO funds › AMPLIFY ETF TR TRIM — 0.1% -0.0% 0.3 3,406 -60 6 —
☆DE funds › DEERE & CO ADD — 0.1% -0.0% 0.3 433 +1 3 —
☆NUSC funds › NUSHARES ETF TR HOLD — 0.1% -0.0% 0.3 5,250 +0 6 —
☆EZM funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.3 3,563 +0 6 —
☆PEY funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.3 11,600 +0 6 —
☆EMNT funds › PIMCO ETF TR HOLD — 0.1% -0.0% 0.3 2,715 +0 6 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 4,852 +0 4 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 1,714 +0 6 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.1% -0.0% 0.3 5,029 +19 4 —
☆IGM funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 1,589 -690 4 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.3 603 +603 1 —
☆MCK funds › MCKESSON CORP NEW — 0.1% +0.1% 0.2 330 +330 1 —
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.1% -0.0% 0.2 1,682 -34 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 0.2 1,596 -27 6 —
☆IQV funds › IQVIA HLDGS INC NEW — 0.1% +0.1% 0.2 1,250 +1,250 1 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.1% -0.0% 0.2 1,080 +0 6 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.1% +0.1% 0.2 5,254 +5,254 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.1% +0.1% 0.2 3,123 +3,123 1 —
☆CB funds › CHUBB LIMITED NEW — 0.1% +0.1% 0.2 683 +683 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V NEW — 0.1% +0.1% 0.2 823 +823 1 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 0.2 1,372 -1,750 4 —
☆IYT funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,613 +2,613 1 —
☆MRK funds › MERCK & CO INC NEW — 0.1% +0.1% 0.2 1,764 +1,764 1 —
☆HYMB funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 8,479 +8,479 1 —
☆NUDM funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 0.2 5,387 -529 6 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.2 1,450 +5 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.1% +0.1% 0.2 277 +277 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.1% +0.1% 0.2 513 +513 1 —
☆PGX funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 10,600 +0 6 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.4% 0.0 0 -7,155 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -0.1% 0.0 0 -875 0 —
☆FANG funds › DIAMONDBACK ENERGY INC EXIT — 0.0% -0.1% 0.0 0 -1,044 0 —
☆AVUV funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.1% 0.0 0 -2,237 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 380 147 0.11 56% 0.042 0.471 — in
2026Q1 309 130 0.07 56% 0.045 0.550 — in
2025Q4 298 128 0.06 58% 0.046 0.515 — in
2025Q3 302 143 0.05 57% 0.044 0.534 — in
2025Q2 274 127 0.10 58% 0.045 0.478 — in
2025Q1 251 111 0.08 59% 0.045 0.522 — entered
2024Q4 269 110 0.00 56% 0.042 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status