StockDriftsStockDriftsTop 50 Financial Insights, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.28% | 535.4K | $41.0M | +10.60%(+51.32K) | $61.33(+42.94%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.36% | 941.0K | $28.9M | +3.45%(+31.38K) | $24.40(+32.77%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 6.35% | 396.7K | $19.6M | +8.15%(+29.90K) | $38.39(+42.58%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.47% | 45.6K | $16.9M | -5.17%(-2.48K) | $232.19(+68.18%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.22% | 27.9K | $16.1M | +9.69%(+2.46K) | $416.31(+71.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 49.3K | $12.5M | +1.58%(+769) | $124.67(+147.55%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.93% | 251.2K | $12.1M | +9.15%(+21.06K) | $40.36(+41.10%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.91% | 27.7K | $12.1M | -8.20%(-2.47K) | $38.50(+122.08%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.45% | 161.5K | $7.6M | +6.25%(+9.50K) | $35.30(+44.80%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.41% | 15.5K | $7.4M | new | $194.67(+160.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.55% |
| Top 20 Holdings Unweighted | +15.64% | +54.64% |
Sign up free to track Financial Insights, Inc., compare funds side by side, and get alerts the moment positions change.