0001085146-21-003165.txt : 20211112 0001085146-21-003165.hdr.sgml : 20211112 20211112103546 ACCESSION NUMBER: 0001085146-21-003165 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211401199 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 09-30-2021 09-30-2021 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 11-12-2021 0 79 108720 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1531 466 SH SOLE 466 0 0 APPLE INC COM 037833100 6082 42949 SH SOLE 42949 0 0 APPLIED MATLS INC COM 038222105 305 2366 SH SOLE 2366 0 0 AT&T INC COM 00206R102 305 11308 SH SOLE 11308 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6567 24060 SH SOLE 24060 0 0 BOEING CO COM 097023105 489 2221 SH SOLE 2221 0 0 CHEVRON CORP NEW COM 166764100 273 2692 SH SOLE 2692 0 0 CISCO SYS INC COM 17275R102 254 4665 SH SOLE 4665 0 0 COCA COLA CO COM 191216100 225 4286 SH SOLE 4286 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1334 62476 SH SOLE 62476 0 0 COSTCO WHSL CORP NEW COM 22160K105 923 2054 SH SOLE 2054 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 1882 31670 SH SOLE 31670 0 0 EXXON MOBIL CORP COM 30231G102 292 4972 SH SOLE 4972 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 264 17548 SH SOLE 17548 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 267 13500 SH SOLE 13500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2191 6120 SH SOLE 6120 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1143 27589 SH SOLE 27589 0 0 ISHARES TR COHEN STEER REIT 464287564 402 6148 SH SOLE 6148 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2208 43952 SH SOLE 43952 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 469 4971 SH SOLE 4971 0 0 ISHARES TR CORE S&P MCP ETF 464287507 494 1879 SH SOLE 1879 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2339 29845 SH SOLE 29845 0 0 ISHARES TR HDG MSCI EAFE 46434V803 2017 58647 SH SOLE 58647 0 0 ISHARES TR MSCI EAFE ETF 464287465 390 4998 SH SOLE 4998 0 0 ISHARES TR MSCI KLD400 SOC 464288570 3183 38253 SH SOLE 38253 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 213 2901 SH SOLE 2901 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1378 10464 SH SOLE 10464 0 0 ISHARES TR RESIDENTIAL MULT 464288562 382 4467 SH SOLE 4467 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1333 4865 SH SOLE 4865 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 983 6283 SH SOLE 6283 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1097 9788 SH SOLE 9788 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 293 3964 SH SOLE 3964 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 207 1921 SH SOLE 1921 0 0 ISHARES TR US TRSPRTION 464287192 205 842 SH SOLE 842 0 0 ISHARES TR YLD OPTIM BD 46434V787 1186 47245 SH SOLE 47245 0 0 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 7213 140376 SH SOLE 140376 0 0 JOHNSON & JOHNSON COM 478160104 638 3950 SH SOLE 3950 0 0 MCDONALDS CORP COM 580135101 413 1713 SH SOLE 1713 0 0 MICROSOFT CORP COM 594918104 14004 49673 SH SOLE 49673 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 213 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 410 672 SH SOLE 672 0 0 NVIDIA CORPORATION COM 67066G104 302 1456 SH SOLE 1456 0 0 PROCTER AND GAMBLE CO COM 742718109 293 2098 SH SOLE 2098 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 578 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 531 17434 SH SOLE 17434 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 726 5701 SH SOLE 5701 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 702 7177 SH SOLE 7177 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3008 20141 SH SOLE 20141 0 0 SOUND FINL BANCORP INC COM 83607A100 393 8742 SH SOLE 8742 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 249 3008 SH SOLE 3008 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 382 889 SH SOLE 889 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 412 9469 SH SOLE 9469 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 320 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 229 5884 SH SOLE 5884 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 1306 9791 SH SOLE 9791 0 0 STARBUCKS CORP COM 855244109 2060 18678 SH SOLE 18678 0 0 TESLA INC COM 88160R101 203 262 SH SOLE 262 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 571 17291 SH SOLE 17291 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 870 10177 SH SOLE 10177 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4463 43853 SH SOLE 43853 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 329 834 SH SOLE 834 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1223 5593 SH SOLE 5593 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 852 3040 SH SOLE 3040 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1792 8070 SH SOLE 8070 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 225 4500 SH SOLE 4500 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 4184 78518 SH SOLE 78518 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1692 20527 SH SOLE 20527 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3843 25020 SH SOLE 25020 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 659 13056 SH SOLE 13056 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1107 10715 SH SOLE 10715 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 410 6200 SH SOLE 6200 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 277 894 SH SOLE 894 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 337 1880 SH SOLE 1880 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 747 3022 SH SOLE 3022 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 797 1987 SH SOLE 1987 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 214 3956 SH SOLE 3956 0 0 VISA INC COM CL A 92826C839 310 1391 SH SOLE 1391 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 5766 139106 SH SOLE 139106 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 361 6936 SH SOLE 6936 0 0