Advertisement
Screener

Insight Folios Inc Current Holdings: USA ETF

Insight Folios Inc current holdings: USA ETF

Insight Folios Inc reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 6 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are BSV, EQL, IXUS.

  • BSV: Country of operation —; Class SHORT TRM BOND; Shares 15,100; Value $1,188,203.
  • EQL: Country of operation —; Class EQUAL SEC ETF; Shares 4,166; Value $531,443.
  • IXUS: Country of operation —; Class CORE MSCI TOTAL; Shares 7,133; Value $518,041.
  • TFLO: Country of operation —; Class TRS FLT RT BD; Shares 7,677; Value $388,446.

Form 13F-HR as filed (SEC CIK 1792942): quarter ended 2024-09-30, filed 2024-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND15,100$1,188,2032024-09-302024-10-24
EQL
ALPS ETF TR
EQUAL SEC ETF4,166$531,4432024-09-302024-10-24
IXUS
ISHARES TR
CORE MSCI TOTAL7,133$518,0412024-09-302024-10-24
TFLO
ISHARES TR
TRS FLT RT BD7,677$388,4462024-09-302024-10-24
SPY
SPDR S&P 500 ETF TR
TR UNIT502$288,0282024-09-302024-10-24
IUSB
ISHARES TR
CORE TOTAL USD4,843$228,2022024-09-302024-10-24

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet