New Insight Wealth Advisors
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
San Ramon, CA
CIK
0002022328
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
83
169,884
IVV, SCHD, VIOO, VO
13F-HR
8/15/2024
000202232824000001
Q1 2024
84
160,163
IVV, VIOO, SCHD, VO
13F-HR
5/8/2024
000117266124002086
Q4 2023
78
148,474
IVV, SCHD, VIOO, TSLA
13F-HR
5/8/2024
000117266124002085