0001085146-20-002371.txt : 20200820 0001085146-20-002371.hdr.sgml : 20200820 20200820163114 ACCESSION NUMBER: 0001085146-20-002371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200820 DATE AS OF CHANGE: 20200820 EFFECTIVENESS DATE: 20200820 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Insights, Inc. CENTRAL INDEX KEY: 0001642058 IRS NUMBER: 911132992 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19438 FILM NUMBER: 201120376 BUSINESS ADDRESS: STREET 1: 3110 RUSTON WAY STREET 2: SUITE C CITY: TACOMA STATE: WA ZIP: 98402 BUSINESS PHONE: 2536276010 MAIL ADDRESS: STREET 1: 3110 RUSTON WAY STREET 2: SUITE C CITY: TACOMA STATE: WA ZIP: 98402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001642058 XXXXXXXX 06-30-2020 06-30-2020 false Financial Insights, Inc.

3110 Ruston Way Suite C TACOMA WA 98402

13F HOLDINGS REPORT 028-19438 N Alexandria Criss 253-627-6010 /s/ Alexandria Criss Tacoma WA 08-12-2020 0 85 112621 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 821 523 SH SOLE 0 0 523 COSTCO WHSL CORP NEW COM 22160K105 594 22036 SH SOLE 0 0 22036 ISHARES TR PFD AND INCM SEC 464288687 248 2211 SH SOLE 0 0 2211 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 591 70 SH SOLE 0 0 70 ISHARES TR CORE HIGH DV ETF 46429B663 518 14 SH SOLE 0 0 14 ISHARES TR RESIDNL REAL EST 464288562 373 8625 SH SOLE 0 0 8625 SPDR SER TR PRTFLO S&P500 VL 78464A508 202 1970 SH SOLE 0 0 1970 ISHARES TR RUS 1000 GRW ETF 464287614 1147 19599 SH SOLE 0 0 19599 INTEL CORP COM 458140100 211 6990 SH SOLE 0 0 6990 MCDONALDS CORP COM 580135101 308 1968 SH SOLE 0 0 1968 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1045 4130 SH SOLE 0 0 4130 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 353 1653 SH SOLE 0 0 1653 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 607 1173 SH SOLE 0 0 1173 SBA COMMUNICATIONS CORP NEW CL A 78410G104 521 2133 SH SOLE 0 0 2133 VANGUARD INDEX FDS SML CP GRW ETF 922908595 300 1375 SH SOLE 0 0 1375 AT&T INC COM 00206R102 222 10180 SH SOLE 0 0 10180 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 503 770 SH SOLE 0 0 770 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 134 34032 SH SOLE 0 0 34032 ISHARES TR CORE DIV GRWTH 46434V621 1339 21255 SH SOLE 0 0 21255 AMAZON COM INC COM 023135106 1390 167 SH SOLE 0 0 167 NETFLIX INC COM 64110L106 350 1958 SH SOLE 0 0 1958 SPDR SER TR SSGA US LRG ETF 78468R804 465 700 SH SOLE 0 0 700 ISHARES TR MSCI EAFE ETF 464287465 244 2173 SH SOLE 0 0 2173 JOHNSON & JOHNSON COM 478160104 596 630 SH SOLE 0 0 630 PROCTER AND GAMBLE CO COM 742718109 246 6090 SH SOLE 0 0 6090 APPLE INC COM 037833100 4037 181265 SH SOLE 0 0 181265 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 212 3407 SH SOLE 0 0 3407 VANGUARD INDEX FDS SMALL CP ETF 922908751 878 8122 SH SOLE 0 0 8122 ISHARES TR COHEN STEER REIT 464287564 418 3815 SH SOLE 0 0 3815 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 253 317 SH SOLE 0 0 317 CHEVRON CORP NEW COM 166764100 216 4695 SH SOLE 0 0 4695 CONOCOPHILLIPS COM 20825C104 33 12166 SH SOLE 0 0 12166 ISHARES TR RUS MD CP GR ETF 464287481 461 360 SH SOLE 0 0 360 ISHARES TR MSCI KLD400 SOC 464288570 1891 2393 SH SOLE 0 0 2393 VANGUARD WORLD FDS INF TECH ETF 92204A702 617 4147 SH SOLE 0 0 4147 VISA INC COM CL A 92826C839 269 2053 SH SOLE 0 0 2053 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3161 91301 SH SOLE 0 0 91301 STARBUCKS CORP COM 855244109 1405 3730 SH SOLE 0 0 3730 SPDR S&P 500 ETF TR TR UNIT 78462F103 327 466 SH SOLE 0 0 466 PAYPAL HLDGS INC COM 70450Y103 229 534 SH SOLE 0 0 534 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 281 694 SH SOLE 0 0 694 ISHARES INC MIN VOL EMRG MKT 464286533 3327 107846 SH SOLE 0 0 107846 WISDOMTREE TR US MIDCAP FUND 97717W570 226 24 SH SOLE 0 0 24 ISHARES INC ESG MSCI EM ETF 46434G863 679 4530 SH SOLE 0 0 4530 ISHARES TR SHRT NAT MUN ETF 464288158 207 566 SH SOLE 0 0 566 BHP GROUP LTD SPONSORED ADS 088606108 263 3232 SH SOLE 0 0 3232 ISHARES TR YLD OPTIM BD 46434V787 410 6022 SH SOLE 0 0 6022 INVESCO QQQ TR UNIT SER 1 46090E103 1081 19726 SH SOLE 0 0 19726 ISHARES TR RUS 1000 VAL ETF 464287598 822 11096 SH SOLE 0 0 11096 ISHARES TR CORE S&P MCP ETF 464287507 362 11922 SH SOLE 0 0 11922 ISHARES TR S&P 500 GRWT ETF 464287309 206 1405 SH SOLE 0 0 1405 ISHARES TR MIN VOL EAFE ETF 46429B689 7306 155267 SH SOLE 0 0 155267 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 8820 18849 SH SOLE 0 0 18849 ISHARES TR HDG MSCI EAFE 46434V803 559 2360 SH SOLE 0 0 2360 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 232 4588 SH SOLE 0 0 4588 APPLIED MATLS INC COM 038222105 234 7154 SH SOLE 0 0 7154 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2219 46467 SH SOLE 0 0 46467 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 328 4935 SH SOLE 0 0 4935 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 332 31 SH SOLE 0 0 31 SPDR SER TR PRTFLO S&P500 GW 78464A409 225 549 SH SOLE 0 0 549 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4451 65458 SH SOLE 0 0 65458 SPDR SER TR WELLS FG PFD ETF 78464A292 475 50 SH SOLE 0 0 50 EXXON MOBIL CORP COM 30231G102 250 966 SH SOLE 0 0 966 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 291 3524 SH SOLE 0 0 3524 SOUND FINL BANCORP INC COM 83607A100 211 4078 SH SOLE 0 0 4078 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 134 13318 SH SOLE 0 0 13318 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 8451 23284 SH SOLE 0 0 23284 ALPHABET INC CAP STK CL C 02079K107 76 14700 SH SOLE 0 0 14700 SPDR SER TR MSCI USA STRTGIC 78468R812 9480 38938 SH SOLE 0 0 38938 WISDOMTREE TR US MIDCAP DIVID 97717W505 4325 109536 SH SOLE 0 0 109536 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 422 700 SH SOLE 0 0 700 ISHARES TR USA QUALITY FCTR 46432F339 1021 11203 SH SOLE 0 0 11203 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3690 287661 SH SOLE 0 0 287661 ISHARES TR NATIONAL MUN ETF 464288414 234 100 SH SOLE 0 0 100 J P MORGAN EXCHANGE-TRADED F GLOBAL BD OPRT 46641Q852 8940 50314 SH SOLE 0 0 50314 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 887 3149 SH SOLE 0 0 3149 VANGUARD INDEX FDS GROWTH ETF 922908736 131 17502 SH SOLE 0 0 17502 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 137 11084 SH SOLE 0 0 11084 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 230 503 SH SOLE 0 0 503 ISHARES TR ESG MSCI EAFE 46435G516 1351 15379 SH SOLE 0 0 15379 MICROSOFT CORP COM 594918104 10239 1108 SH SOLE 0 0 1108 BOEING CO COM 097023105 413 6984 SH SOLE 0 0 6984 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 648 4032 SH SOLE 0 0 4032 SPDR SER TR PORTFOLIO SH TSR 78468R101 130 30682 SH SOLE 0 0 30682 ALPS ETF TR INTL SEC DV DOG 00162Q718 150 10649 SH SOLE 0 0 10649