0001085146-19-002390.txt : 20190820 0001085146-19-002390.hdr.sgml : 20190820 20190820132644 ACCESSION NUMBER: 0001085146-19-002390 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190820 DATE AS OF CHANGE: 20190820 EFFECTIVENESS DATE: 20190820 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: 191038644 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 true false 0001642058 XXXXXXXX 06-30-2019 06-30-2019 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 08-14-2019 0 63 98527 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 90 10050 SH SOLE 0 0 10050 AMAZON COM INC COM 023135106 875 490 SH SOLE 0 0 490 APPLE INC COM 037833100 2299 11466 SH SOLE 0 0 11466 AT&T INC COM 00206R102 260 7554 SH SOLE 0 0 7554 BERKSHIRE HATHAWAY INC DEL CL A 084670108 298 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4623 23441 SH SOLE 0 0 23441 BHP GROUP LTD SPONSORED ADS 088606108 289 5831 SH SOLE 0 0 5831 BOEING CO COM 097023105 773 2321 SH SOLE 0 0 2321 CISCO SYS INC COM 17275R102 200 3886 SH SOLE 0 0 3886 COSTCO WHSL CORP NEW COM 22160K105 493 1816 SH OTR 0 0 1416 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 558 14542 SH SOLE 0 0 14542 EXXON MOBIL CORP COM 30231G102 326 4685 SH SOLE 0 0 4685 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 257 14700 SH SOLE 0 0 14700 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 378 25435 SH SOLE 0 0 25435 INVESCO QQQ TR UNIT SER 1 46090E103 407 2209 SH OTR 0 0 1988 ISHARES INC MIN VOL EMRG MKT 464286533 3608 64443 SH SOLE 0 0 64443 ISHARES INC ESG MSCI EM ETF 46434G863 341 10841 SH SOLE 0 0 10841 ISHARES TR MSCI EAFE ETF 464287465 242 3879 SH SOLE 0 0 3879 ISHARES TR CORE S&P MCP ETF 464287507 370 1975 SH SOLE 0 0 1975 ISHARES TR COHEN STEER REIT 464287564 365 3124 SH SOLE 0 0 3124 ISHARES TR RUS 1000 VAL ETF 464287598 1298 10517 SH SOLE 0 0 10517 ISHARES TR RUS 1000 GRW ETF 464287614 1442 9181 SH OTR 0 0 8777 ISHARES TR RUS 1000 ETF 464287622 320 2000 SH SOLE 0 0 2000 ISHARES TR MSCI AC ASIA ETF 464288182 258 4068 SH SOLE 0 0 4068 ISHARES TR MSCI KLD400 SOC 464288570 1052 9745 SH SOLE 0 0 9745 ISHARES TR PFD AND INCM SEC 464288687 274 7395 SH SOLE 0 0 7395 ISHARES TR US AER DEF ETF 464288760 250 1173 SH SOLE 0 0 1173 ISHARES TR CORE HIGH DV ETF 46429B663 688 7476 SH SOLE 0 0 7476 ISHARES TR MIN VOL EAFE ETF 46429B689 7836 109566 SH SOLE 0 0 109566 ISHARES TR USA QUALITY FCTR 46432F339 1002 11183 SH SOLE 0 0 11183 ISHARES TR CORE DIV GRWTH 46434V621 1046 27896 SH SOLE 0 0 27896 ISHARES TR ESG MSCI EAFE 46435G516 780 12733 SH SOLE 0 0 12733 JOHNSON & JOHNSON COM 478160104 640 4851 SH OTR 0 0 4751 JP MORGAN EXCHANGE TRADED FD US QUALTY FCTR 46641Q761 8312 290525 SH SOLE 0 0 290525 JP MORGAN EXCHANGE TRADED FD GLOBAL BD OPRT 46641Q852 9235 181085 SH SOLE 0 0 181085 MCDONALDS CORP COM 580135101 355 1635 SH SOLE 0 0 1635 MICROSOFT CORP COM 594918104 6843 50397 SH OTR 0 0 49507 NETFLIX INC COM 64110L106 239 770 SH SOLE 0 0 770 PROCTER AND GAMBLE CO COM 742718109 240 2069 SH OTR 0 0 1569 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 573 6327 SH SOLE 0 0 6327 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 582 7827 SH SOLE 0 0 7827 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1616 20860 SH SOLE 0 0 20860 SOUND FINL BANCORP INC COM 83607A100 300 8742 SH SOLE 0 0 8742 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 283 6486 SH SOLE 0 0 6486 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 9055 105638 SH SOLE 0 0 105638 STARBUCKS CORP COM 855244109 1707 17987 SH SOLE 0 0 15987 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 255 3023 SH SOLE 0 0 3023 VANGUARD GROUP DIV APP ETF 921908844 4494 38866 SH SOLE 0 0 38866 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 290 1097 SH SOLE 0 0 1097 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4077 44997 SH SOLE 0 0 44997 VANGUARD INDEX FDS SMALL CP ETF 922908751 1416 9361 SH SOLE 0 0 9361 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1245 8467 SH SOLE 0 0 8467 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 208 4320 SH SOLE 0 0 4320 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 4682 88225 SH SOLE 0 0 88225 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 241 6100 SH SOLE 0 0 6100 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 977 11465 SH SOLE 0 0 11465 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 335 5850 SH SOLE 0 0 5850 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 295 1957 SH SOLE 0 0 1957 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 520 3065 SH SOLE 0 0 3065 VANGUARD WORLD FDS INF TECH ETF 92204A702 263 1262 SH SOLE 0 0 1262 VISA INC COM CL A 92826C839 263 1491 SH SOLE 0 0 1491 WISDOMTREE TR US MIDCAP DIVID 97717W505 5229 150204 SH SOLE 0 0 150204 WISDOMTREE TR US MIDCAP FUND 97717W570 459 12141 SH SOLE 0 0 12141