Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 28, 2021. Long positions only.
- Positions
- 24
- No 13F data for Q4 2020
- Portfolio value
- $127.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 92,292 | $36.7M | 28.7% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 222,072 | $10.7M | 8.4% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 207,871 | $10.7M | 8.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 114,051 | $9.66M | 7.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 110,615 | $9.54M | 7.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,578 | $7.33M | 5.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,625 | $7.15M | 5.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,388 | $7.13M | 5.6% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 189,033 | $6.06M | 4.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 54,347 | $5.42M | 4.2% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 83,845 | $4.58M | 3.6% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 24,397 | $2.72M | 2.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 12,213 | $2.16M | 1.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,923 | $2.04M | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,783 | $1.60M | 1.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,766 | $884.0K | 0.7% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,301 | $738.0K | 0.6% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 20,872 | $573.0K | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,277 | $553.0K | 0.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,179 | $471.0K | 0.4% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,931 | $380.0K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 482 | $321.0K | 0.3% | – | – | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,863 | $210.0K | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 631 | $201.0K | 0.2% | – | – | – |