0001085146-21-001573.txt : 20210512 0001085146-21-001573.hdr.sgml : 20210512 20210512095521 ACCESSION NUMBER: 0001085146-21-001573 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 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: 21913821 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 03-31-2021 03-31-2021 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 05-11-2021 0 80 135431 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1433 463 SH SOLE 463 0 0 APPLE INC COM 037833100 5210 42718 SH SOLE 42718 0 0 APPLIED MATLS INC COM 038222105 316 2366 SH SOLE 2366 0 0 AT&T INC COM 00206R102 297 9809 SH SOLE 9809 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5968 23359 SH SOLE 23359 0 0 BOEING CO COM 097023105 572 2246 SH SOLE 2246 0 0 CHEVRON CORP NEW COM 166764100 266 2542 SH SOLE 2542 0 0 CISCO SYS INC COM 17275R102 240 4632 SH SOLE 4632 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1073 50827 SH SOLE 50827 0 0 COSTCO WHSL CORP NEW COM 22160K105 759 2154 SH SOLE 2154 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 1736 30150 SH SOLE 30150 0 0 EXXON MOBIL CORP COM 30231G102 276 4938 SH SOLE 4938 0 0 INTEL CORP COM 458140100 220 3443 SH SOLE 3443 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 325 21667 SH SOLE 21667 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 273 13500 SH SOLE 13500 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1064 24567 SH SOLE 24567 0 0 ISHARES INC MSCI EMERG MRKT 464286533 3836 60728 SH SOLE 60728 0 0 ISHARES TR COHEN STEER REIT 464287564 368 6365 SH SOLE 6365 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2100 43495 SH SOLE 43495 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 472 4971 SH SOLE 4971 0 0 ISHARES TR CORE S&P MCP ETF 464287507 529 2034 SH SOLE 2034 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1993 26262 SH SOLE 26262 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1421 43113 SH SOLE 43113 0 0 ISHARES TR MSCI EAFE ETF 464287465 328 4327 SH SOLE 4327 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 7681 105238 SH SOLE 105238 0 0 ISHARES TR MSCI KLD400 SOC 464288570 2705 35429 SH SOLE 35429 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 201 2901 SH SOLE 2901 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1403 11521 SH SOLE 11521 0 0 ISHARES TR NATIONAL MUN ETF 464288414 236 2030 SH SOLE 2030 0 0 ISHARES TR PFD AND INCM SEC 464288687 201 5244 SH SOLE 5244 0 0 ISHARES TR RESIDENTIAL MULT 464288562 312 4213 SH SOLE 4213 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1358 5588 SH SOLE 5588 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 982 6477 SH SOLE 6477 0 0 ISHARES TR RUS MD CP GR ETF 464287481 940 9209 SH SOLE 9209 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 258 3964 SH SOLE 3964 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 207 1921 SH SOLE 1921 0 0 ISHARES TR TRANS AVG ETF 464287192 249 966 SH SOLE 966 0 0 ISHARES TR YLD OPTIM BD 46434V787 1178 47270 SH SOLE 47270 0 0 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 9214 179608 SH SOLE 179608 0 0 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 10381 275242 SH SOLE 275242 0 0 JOHNSON & JOHNSON COM 478160104 671 4082 SH SOLE 4082 0 0 MCDONALDS CORP COM 580135101 380 1697 SH SOLE 1697 0 0 MICROSOFT CORP COM 594918104 11742 49803 SH SOLE 49803 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 219 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 351 672 SH SOLE 672 0 0 PROCTER AND GAMBLE CO COM 742718109 282 2080 SH SOLE 2080 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 486 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 596 18769 SH SOLE 18769 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 635 5439 SH SOLE 5439 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 707 7177 SH SOLE 7177 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2790 21021 SH SOLE 21021 0 0 SOUND FINL BANCORP INC COM 83607A100 364 8742 SH SOLE 8742 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 379 956 SH SOLE 956 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 10981 98853 SH SOLE 98853 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 282 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 215 5684 SH SOLE 5684 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 1140 9095 SH SOLE 9095 0 0 SPDR SER TR WELLS FG PFD ETF 78464A292 459 10572 SH SOLE 10572 0 0 STARBUCKS CORP COM 855244109 2084 19072 SH SOLE 19072 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 530 16611 SH SOLE 16611 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 573 6758 SH SOLE 6758 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3877 42202 SH SOLE 42202 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 306 840 SH SOLE 840 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1267 5920 SH SOLE 5920 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 806 2936 SH SOLE 2936 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1549 7492 SH SOLE 7492 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 230 4412 SH SOLE 4412 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 7628 142925 SH SOLE 142925 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1192 14450 SH SOLE 14450 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3627 24662 SH SOLE 24662 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 377 7676 SH SOLE 7676 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1053 10415 SH SOLE 10415 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 399 6100 SH SOLE 6100 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 281 953 SH SOLE 953 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 335 1880 SH SOLE 1880 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 708 3095 SH SOLE 3095 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 692 1930 SH SOLE 1930 0 0 VISA INC COM CL A 92826C839 295 1391 SH SOLE 1391 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 6009 148670 SH SOLE 148670 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 353 6936 SH SOLE 6936 0 0