0002022328-24-000001.txt : 20240815 0002022328-24-000001.hdr.sgml : 20240815 20240815160028 ACCESSION NUMBER: 0002022328-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240815 DATE AS OF CHANGE: 20240815 EFFECTIVENESS DATE: 20240815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New Insight Wealth Advisors CENTRAL INDEX KEY: 0002022328 ORGANIZATION NAME: IRS NUMBER: 874215565 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24111 FILM NUMBER: 241212291 BUSINESS ADDRESS: STREET 1: 111 DEERWOOD ROAD STREET 2: SUITE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 925-236-2525 MAIL ADDRESS: STREET 1: 111 DEERWOOD ROAD STREET 2: SUITE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002022328 XXXXXXXX 06-30-2024 06-30-2024 false New Insight Wealth Advisors

111 Deerwood Road Suite 250 San Ramon CA 94583

13F HOLDINGS REPORT 028-24111 000318083 801-123002 N Josephine Lee 925-236-2525 /s/ Josephine Lee San Ramon CA 08-15-2024 0 83 169884724 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 845594 4930 SH SOLE 0 0 4930 ALPHABET INC CAP STK CL A 02079K305 3131095 17190 SH SOLE 0 0 17190 ALPHABET INC CAP STK CL C 02079K107 444101 2421 SH SOLE 0 0 2421 AMAZON COM INC COM 023135106 5600385 28980 SH SOLE 0 0 28980 APPLE INC COM 037833100 4165854 19779 SH SOLE 0 0 19779 BROADCOM INC COM 11135F101 1515011 944 SH SOLE 0 0 944 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2575919 146004 SH SOLE 0 0 146004 COLUMBIA ETF TR I MULTI SEC MUNI 19761L607 490937 24101 SH SOLE 0 0 24101 COSTCO WHSL CORP NEW COM 22160K105 240914 283 SH SOLE 0 0 283 CROWDSTRIKE HLDGS INC CL A 22788C105 240260 627 SH SOLE 0 0 627 DISNEY WALT CO COM 254687106 238127 2398 SH SOLE 0 0 2398 DOORDASH INC CL A 25809K105 212882 1957 SH SOLE 0 0 1957 FIDELITY COVINGTON TRUST EMERG MKTS MLTFT 316092543 390584 15260 SH SOLE 0 0 15260 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 7139088 158894 SH SOLE 0 0 158894 FIRST TR EXCH TRADED FD III CALIF MUN INCM 33739P863 1150498 23233 SH SOLE 0 0 23233 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 1033522 88262 SH SOLE 0 0 88262 GOLDMAN SACHS GROUP INC COM 38141G104 1049835 2321 SH SOLE 0 0 2321 INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 46138G672 315738 2876 SH SOLE 0 0 2876 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 323245 8067 SH SOLE 0 0 8067 INVESCO EXCH TRADED FD TR II S&P INTL QULTY 46138E214 287621 9455 SH SOLE 0 0 9455 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 3829853 195003 SH SOLE 0 0 195003 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4033074 24550 SH SOLE 0 0 24550 ISHARES INC JP MRGN EM HI BD 464286285 264500 7139 SH SOLE 0 0 7139 ISHARES TR GLOBAL TECH ETF 464287291 5074827 61275 SH SOLE 0 0 61275 ISHARES TR CORE S&P500 ETF 464287200 23897837 43671 SH SOLE 0 0 43671 ISHARES TR GLOB HLTHCRE ETF 464287325 1720450 18531 SH SOLE 0 0 18531 ISHARES TR CORE US AGGBD ET 464287226 226756 2336 SH SOLE 0 0 2336 ISHARES TR MSCI USA MIN VOL 46429B697 1185935 14125 SH SOLE 0 0 14125 ISHARES TR CORE S&P MCP ETF 464287507 691999 11825 SH SOLE 0 0 11825 ISHARES TR PFD AND INCM SEC 464288687 288115 9132 SH SOLE 0 0 9132 ISHARES TR U.S. MED DVC ETF 464288810 500364 8929 SH SOLE 0 0 8929 ISHARES TR U.S. FIN SVC ETF 464287770 455492 6985 SH SOLE 0 0 6985 ISHARES TR FLTG RATE NT ETF 46429B655 444892 8708 SH SOLE 0 0 8708 ISHARES TR MRGSTR MD CP VAL 464288406 238254 3392 SH SOLE 0 0 3392 ISHARES TR CORE S&P SCP ETF 464287804 342485 3211 SH SOLE 0 0 3211 ISHARES TR US CONSM STAPLES 464287812 488457 7429 SH SOLE 0 0 7429 ISHARES TR MRGSTR SM CP ETF 464288505 428891 7961 SH SOLE 0 0 7961 JPMORGAN CHASE & CO. COM 46625H100 617696 3054 SH SOLE 0 0 3054 MATTHEWS ASIA FDS ASIA INNOV ACTIV 577125826 1251593 46356 SH SOLE 0 0 46356 META PLATFORMS INC CL A 30303M102 2150499 4265 SH SOLE 0 0 4265 MICROSOFT CORP COM 594918104 3299120 7381 SH SOLE 0 0 7381 MODERNA INC COM 60770K107 978619 8241 SH SOLE 0 0 8241 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 203821 5181 SH SOLE 0 0 5181 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 208117 18050 SH SOLE 0 0 18050 NVIDIA CORPORATION COM 67066G104 1749583 14162 SH SOLE 0 0 14162 PFIZER INC COM 717081103 271300 9696 SH SOLE 0 0 9696 PINTEREST INC CL A 72352L106 1249825 28360 SH SOLE 0 0 28360 QUALCOMM INC COM 747525103 236028 1185 SH SOLE 0 0 1185 REALTY INCOME CORP COM 756109104 404337 7655 SH SOLE 0 0 7655 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1160749 86494 SH SOLE 0 0 86494 ROSS STORES INC COM 778296103 1430239 9842 SH SOLE 0 0 9842 SALESFORCE INC COM 79466L302 2177844 8471 SH SOLE 0 0 8471 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11894078 152959 SH SOLE 0 0 152959 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 495729 4916 SH SOLE 0 0 4916 SERVICENOW INC COM 81762P102 241508 307 SH SOLE 0 0 307 SHOPIFY INC CL A 82509L107 244055 3695 SH SOLE 0 0 3695 SIMON PPTY GROUP INC NEW COM 828806109 6688758 44063 SH SOLE 0 0 44063 SPDR SER TR PORTFOLIO S&P500 78464A854 433136 6768 SH SOLE 0 0 6768 SPDR SER TR HLTH CR EQUIP 78464A581 222420 2635 SH SOLE 0 0 2635 SPDR SER TR PORTFLI HIGH YLD 78468R606 568787 24485 SH SOLE 0 0 24485 SPDR SER TR NUVEEN BLOOMBERG 78464A284 213495 8392 SH SOLE 0 0 8392 SPDR SER TR S&P DIVID ETF 78464A763 240625 1892 SH SOLE 0 0 1892 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1123160 6462 SH SOLE 0 0 6462 TESLA INC COM 88160R101 7026125 35507 SH SOLE 0 0 35507 UBER TECHNOLOGIES INC COM 90353T100 808056 11118 SH SOLE 0 0 11118 UNDER ARMOUR INC CL C 904311206 76714 11748 SH SOLE 0 0 11748 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 458167 5290 SH SOLE 0 0 5290 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 748991 2873 SH SOLE 0 0 2873 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 11294296 115001 SH SOLE 0 0 115001 VANGUARD INDEX FDS MID CAP ETF 922908629 9018538 37251 SH SOLE 0 0 37251 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 260321 1134 SH SOLE 0 0 1134 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 316972 634 SH SOLE 0 0 634 VANGUARD INDEX FDS TOTAL STK MKT 922908769 506931 1895 SH SOLE 0 0 1895 VANGUARD INDEX FDS SML CP GRW ETF 922908595 342928 1371 SH SOLE 0 0 1371 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 258330 3343 SH SOLE 0 0 3343 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3874441 21224 SH SOLE 0 0 21224 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1850634 15604 SH SOLE 0 0 15604 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6913840 85062 SH SOLE 0 0 85062 VANGUARD WORLD FD INF TECH ETF 92204A702 6583129 11417 SH SOLE 0 0 11417 VISA INC COM CL A 92826C839 430976 1642 SH SOLE 0 0 1642 WISDOMTREE TR US MIDCAP DIVID 97717W505 389126 8320 SH SOLE 0 0 8320 WISDOMTREE TR US SMALLCAP DIVD 97717W604 222224 7134 SH SOLE 0 0 7134 WP CAREY INC COM 92936U109 3245473 58955 SH SOLE 0 0 58955