0001085146-22-000643.txt : 20220209 0001085146-22-000643.hdr.sgml : 20220209 20220208173530 ACCESSION NUMBER: 0001085146-22-000643 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220209 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: 22602990 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 12-31-2021 12-31-2021 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 02-07-2022 0 86 115888 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1554 466 SH SOLE 466 0 0 APPLE INC COM 037833100 7556 42543 SH SOLE 42543 0 0 APPLIED MATLS INC COM 038222105 372 2366 SH SOLE 2366 0 0 AT&T INC COM 00206R102 206 8360 SH SOLE 8360 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7157 23937 SH SOLE 23937 0 0 BOEING CO COM 097023105 407 2021 SH SOLE 2021 0 0 CHEVRON CORP NEW COM 166764100 316 2692 SH SOLE 2692 0 0 CISCO SYS INC COM 17275R102 297 4681 SH SOLE 4681 0 0 COCA COLA CO COM 191216100 256 4317 SH SOLE 4317 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1460 68534 SH SOLE 68534 0 0 COSTCO WHSL CORP NEW COM 22160K105 1166 2054 SH SOLE 2054 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 235 4536 SH SOLE 4536 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 2043 31729 SH SOLE 31729 0 0 EXXON MOBIL CORP COM 30231G102 305 4988 SH SOLE 4988 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 258 17171 SH SOLE 17171 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 284 13500 SH SOLE 13500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2382 5987 SH SOLE 5987 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1144 28771 SH SOLE 28771 0 0 ISHARES TR COHEN STEER REIT 464287564 466 6123 SH SOLE 6123 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2408 43333 SH SOLE 43333 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 502 4971 SH SOLE 4971 0 0 ISHARES TR CORE S&P MCP ETF 464287507 532 1879 SH SOLE 1879 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2441 30720 SH SOLE 30720 0 0 ISHARES TR HDG MSCI EAFE 46434V803 2240 63407 SH SOLE 63407 0 0 ISHARES TR MSCI EAFE ETF 464287465 421 5350 SH SOLE 5350 0 0 ISHARES TR MSCI KLD400 SOC 464288570 3567 38391 SH SOLE 38391 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 235 2901 SH SOLE 2901 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1523 10464 SH SOLE 10464 0 0 ISHARES TR RESIDENTIAL MULT 464288562 372 3782 SH SOLE 3782 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1476 4830 SH SOLE 4830 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1037 6173 SH SOLE 6173 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1072 9307 SH SOLE 9307 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 332 3964 SH SOLE 3964 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 206 1921 SH SOLE 1921 0 0 ISHARES TR US TRSPRTION 464287192 233 842 SH SOLE 842 0 0 ISHARES TR YLD OPTIM BD 46434V787 1153 46147 SH SOLE 46147 0 0 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 5131 101325 SH SOLE 101325 0 0 JOHNSON & JOHNSON COM 478160104 664 3882 SH SOLE 3882 0 0 LOWES COS INC COM 548661107 215 833 SH SOLE 833 0 0 MCDONALDS CORP COM 580135101 461 1721 SH SOLE 1721 0 0 MICROSOFT CORP COM 594918104 16670 49566 SH SOLE 49566 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 230 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 405 672 SH SOLE 672 0 0 NVIDIA CORPORATION COM 67066G104 428 1456 SH SOLE 1456 0 0 PROCTER AND GAMBLE CO COM 742718109 345 2107 SH SOLE 2107 0 0 PROSHARES TR ULTRPRO S&P500 74347X864 204 1335 SH SOLE 1335 0 0 RAYMOND JAMES FINL INC COM 754730109 207 2061 SH SOLE 2061 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 681 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 524 17694 SH SOLE 17694 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 818 5809 SH SOLE 5809 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 762 7201 SH SOLE 7201 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3395 19520 SH SOLE 19520 0 0 SOUND FINL BANCORP INC COM 83607A100 253 5742 SH SOLE 5742 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 252 3001 SH SOLE 3001 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 415 873 SH SOLE 873 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 214 414 SH SOLE 414 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 385 8969 SH SOLE 8969 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 362 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 256 6084 SH SOLE 6084 0 0 SPDR SER TR S&P DIVID ETF 78464A763 208 1608 SH SOLE 1608 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 1419 9421 SH SOLE 9421 0 0 STARBUCKS CORP COM 855244109 2180 18641 SH SOLE 18641 0 0 TESLA INC COM 88160R101 277 262 SH SOLE 262 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 551 16726 SH SOLE 16726 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1079 12737 SH SOLE 12737 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 209 650 SH SOLE 650 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5022 43286 SH SOLE 43286 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 364 834 SH SOLE 834 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1228 5434 SH SOLE 5434 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 900 3193 SH SOLE 3193 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2061 8537 SH SOLE 8537 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 223 4500 SH SOLE 4500 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2983 56449 SH SOLE 56449 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1453 17886 SH SOLE 17886 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4292 24988 SH SOLE 24988 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 710 13906 SH SOLE 13906 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1212 10815 SH SOLE 10815 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 416 6200 SH SOLE 6200 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 302 886 SH SOLE 886 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 368 1843 SH SOLE 1843 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 805 3022 SH SOLE 3022 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 925 2018 SH SOLE 2018 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 215 4140 SH SOLE 4140 0 0 VISA INC COM CL A 92826C839 301 1391 SH SOLE 1391 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 4904 110545 SH SOLE 110545 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 390 6936 SH SOLE 6936 0 0