Estatísticas Básicas
Valor do Portfólio $ 265,839,550
Posições Atuais 106
Últimas Participações, Desempenho, AUM (de 13F, 13D)

New Insight Wealth Advisors divulgou 106 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 265,839,550 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de New Insight Wealth Advisors são iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) , Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) , Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) , and Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) . As novas posições de New Insight Wealth Advisors incluem Federal Realty Investment Trust (US:FRT) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF (US:JMUB) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) , .

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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.10 5.73 2.1556 1.7147
0.02 8.78 3.3018 0.5573
0.01 1.48 0.5568 0.5568
0.02 1.17 0.4398 0.4398
0.02 4.70 1.7681 0.3868
0.04 2.89 1.0856 0.3687
0.01 3.42 1.2860 0.3679
0.00 1.15 0.4337 0.3292
0.02 2.77 1.0432 0.3191
0.03 1.61 0.6075 0.2831
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.39 10.78 4.0543 -2.2795
0.06 10.48 3.9426 -0.8223
0.05 1.09 0.4096 -0.7713
0.10 10.56 3.9709 -0.4531
0.05 4.35 1.6347 -0.4432
0.02 4.36 1.6417 -0.3136
0.03 2.01 0.7565 -0.2265
0.01 4.00 1.5055 -0.2159
0.15 3.90 1.4680 -0.2060
0.02 5.14 1.9338 -0.2000
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-10-29 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.05 3.73 33.94 11.82 12.7683 0.2778
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.37 8.05 16.97 9.21 6.3836 -0.0106
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.05 6.58 15.12 11.89 5.6862 0.1269
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.01 -0.71 10.93 11.76 4.1097 0.0873
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.39 -32.03 10.78 -29.98 4.0543 -2.2795
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF 0.10 -10.03 10.56 -1.81 3.9709 -0.4531
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.06 -13.29 10.48 -9.49 3.9426 -0.8223
IXN / iShares Trust - iShares Global Tech ETF 0.09 -0.95 8.90 10.72 3.3483 0.0401
TSLA / Tesla, Inc. 0.02 -6.00 8.78 31.61 3.3018 0.5573
AMZN / Amazon.com, Inc. 0.03 2.66 7.29 2.74 2.7415 -0.1772
KMID / Virtus ETF Trust II - Virtus KAR Mid-Cap ETF 0.24 4.66 5.86 2.97 2.2062 -0.1372
MSFT / Microsoft Corporation 0.01 5.32 5.85 9.68 2.1998 0.0056
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.10 399.38 5.73 435.01 2.1556 1.7147
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.02 -5.98 5.14 -0.87 1.9338 -0.2000
GLBE / Global-E Online Ltd. 0.14 16.26 4.99 23.98 1.8767 0.2206
GOOGL / Alphabet Inc. 0.02 1.50 4.70 40.05 1.7681 0.3868
SPG / Simon Property Group, Inc. 0.02 -21.32 4.36 -8.15 1.6417 -0.3136
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.05 -13.42 4.35 -13.94 1.6347 -0.4432
META / Meta Platforms, Inc. 0.01 -3.85 4.00 -4.33 1.5055 -0.2159
AAPL / Apple Inc. 0.02 -12.79 3.92 8.22 1.4764 -0.0156
PFE / Pfizer Inc. 0.15 -8.74 3.90 -4.08 1.4680 -0.2060
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 24.25 3.42 53.20 1.2860 0.3679
NVDA / NVIDIA Corporation 0.02 -2.43 3.08 15.26 1.1594 0.0587
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.03 -3.09 2.90 -2.98 1.0901 -0.1388
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.04 53.69 2.89 65.67 1.0856 0.3687
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.02 0.00 2.77 57.65 1.0432 0.3191
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0.03 10.48 2.71 18.05 1.0183 0.0746
ACLS / Axcelis Technologies, Inc. 0.03 -15.18 2.64 18.84 0.9922 0.0789
GS / The Goldman Sachs Group, Inc. 0.00 -0.17 2.39 12.29 0.9005 0.0236
AVGO / Broadcom Inc. 0.01 -3.26 2.35 15.83 0.8836 0.0489
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF 0.03 0.44 2.06 8.67 0.7731 -0.0053
WPC / W. P. Carey Inc. 0.03 -22.28 2.01 -15.79 0.7565 -0.2265
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 -8.94 1.95 -3.76 0.7323 -0.0997
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.01 -5.44 1.67 10.62 0.6270 0.0072
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.03 105.07 1.61 104.82 0.6075 0.2831
MINV / Matthews International Funds - Matthews Asia Innovators Active ETF 0.04 -2.53 1.59 15.95 0.5962 0.0334
ROST / Ross Stores, Inc. 0.01 0.00 1.49 19.50 0.5602 0.0472
FRT / Federal Realty Investment Trust 0.01 1.48 0.5568 0.5568
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 -2.20 1.32 -0.90 0.4975 -0.0515
MRVL / Marvell Technology, Inc. 0.02 44.82 1.31 57.45 0.4928 0.1501
O / Realty Income Corporation 0.02 39.86 1.22 47.71 0.4602 0.1191
RIVN / Rivian Automotive, Inc. 0.08 -5.72 1.18 0.77 0.4443 -0.0382
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 3.19 1.18 3.70 0.4426 -0.0241
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0.02 1.17 0.4398 0.4398
UNH / UnitedHealth Group Incorporated 0.00 310.20 1.15 355.34 0.4337 0.3292
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 53.60 1.12 56.56 0.4218 0.1271
NOW / ServiceNow, Inc. 0.00 110.80 1.10 88.97 0.4123 0.1733
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF 0.05 -63.24 1.09 -62.09 0.4096 -0.7713
INTF / iShares Trust - iShares International Equity Factor ETF 0.03 50.27 1.08 57.83 0.4056 0.1242
ABBV / AbbVie Inc. 0.00 -0.90 0.95 23.63 0.3563 0.0410
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF 0.04 -15.25 0.85 -14.79 0.3187 -0.0903
JPM / JPMorgan Chase & Co. 0.00 -5.48 0.83 2.85 0.3129 -0.0200
GOOG / Alphabet Inc. 0.00 -1.87 0.81 34.84 0.3028 0.0570
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 0.03 255.50 0.80 258.48 0.3024 0.2099
CRM / Salesforce, Inc. 0.00 -15.22 0.72 -26.35 0.2726 -0.1321
UBER / Uber Technologies, Inc. 0.01 -5.74 0.72 -0.96 0.2716 -0.0286
IYK / iShares Trust - iShares U.S. Consumer Staples ETF 0.01 -2.33 0.72 -5.28 0.2700 -0.0416
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 2.20 0.72 7.66 0.2698 -0.0046
FDEM / Fidelity Covington Trust - Fidelity Emerging Markets Multifactor ETF 0.02 9.71 0.71 17.97 0.2669 0.0193
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.01 7.33 0.70 7.55 0.2627 -0.0047
PINS / Pinterest, Inc. 0.02 -3.53 0.66 -13.44 0.2474 -0.0653
V / Visa Inc. 0.00 0.00 0.65 -3.86 0.2441 -0.0336
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 0.01 -13.78 0.64 -12.38 0.2398 -0.0595
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 -9.65 0.63 -1.26 0.2356 -0.0255
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -0.26 0.62 7.79 0.2344 -0.0037
RBLX / Roblox Corporation 0.00 20.68 0.60 59.09 0.2241 0.0698
APP / AppLovin Corporation 0.00 -17.14 0.59 70.14 0.2208 0.0788
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.01 0.58 0.2191 0.2191
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.01 -8.98 0.58 -5.10 0.2174 -0.0330
IYG / iShares Trust - iShares U.S. Financial Services ETF 0.01 -8.55 0.57 -4.19 0.2154 -0.0306
SHOP / Shopify Inc. 0.00 -5.17 0.57 22.22 0.2153 0.0225
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 0.02 -2.88 0.57 -0.87 0.2135 -0.0222
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund 0.03 5.42 0.56 6.84 0.2117 -0.0051
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.01 79.91 0.52 83.75 0.1956 0.0791
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.00 -9.85 0.50 -3.09 0.1888 -0.0240
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 0.01 -14.06 0.49 -3.96 0.1825 -0.0257
NAC / Nuveen California Quality Municipal Income Fund 0.04 0.24 0.47 3.27 0.1784 -0.0107
PLTR / Palantir Technologies Inc. 0.00 -9.03 0.46 21.75 0.1729 0.0175
VBIL / Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF 0.01 -20.96 0.46 -20.76 0.1723 -0.0659
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.00 0.44 13.18 0.1648 0.0053
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 18.16 0.43 26.76 0.1624 0.0223
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF 0.01 -6.98 0.42 1.21 0.1577 -0.0127
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -3.55 0.42 4.01 0.1565 -0.0081
DASH / DoorDash, Inc. 0.00 -6.59 0.40 3.12 0.1494 -0.0092
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 0.02 0.00 0.39 2.10 0.1465 -0.0106
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.01 -9.05 0.39 -1.52 0.1460 -0.0162
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.00 -4.16 0.35 1.16 0.1315 -0.0105
CSCO / Cisco Systems, Inc. 0.01 -6.14 0.34 -7.28 0.1294 -0.0235
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 31.42 0.34 32.05 0.1289 0.0221
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund 0.01 -20.74 0.31 -15.99 0.1169 -0.0352
COST / Costco Wholesale Corporation 0.00 -1.80 0.30 -8.18 0.1141 -0.0218
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 0.00 0.00 0.30 6.71 0.1139 -0.0026
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -9.07 0.29 -6.25 0.1074 -0.0177
LLY / Eli Lilly and Company 0.00 -5.33 0.28 -7.49 0.1072 -0.0193
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF 0.00 0.00 0.27 5.84 0.1025 -0.0035
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -1.88 0.27 6.83 0.1003 -0.0025
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -28.62 0.26 -28.06 0.0977 -0.0505
QQQ / Invesco QQQ Trust, Series 1 0.00 4.76 0.25 13.64 0.0944 0.0038
MRNA / Moderna, Inc. 0.01 -3.57 0.24 -9.63 0.0919 -0.0195
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 -12.78 0.24 -10.07 0.0909 -0.0197
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -16.60 0.22 -15.79 0.0845 -0.0252
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -0.48 0.22 4.76 0.0830 -0.0036
IXJ / iShares Trust - iShares Global Healthcare ETF 0.00 -28.85 0.22 -26.76 0.0826 -0.0408
ADSK / Autodesk, Inc. 0.00 0.00 0.22 2.38 0.0811 -0.0054
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.20 0.0765 0.0765
UA / Under Armour, Inc. 0.02 0.00 0.12 -25.32 0.0433 -0.0204
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF 0.00 -100.00 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 -100.00 0.00 0.0000
MSTR / Strategy Inc 0.00 -100.00 0.00 0.0000
RMBS / Rambus Inc. 0.00 -100.00 0.00 0.0000