0001085146-22-001969.txt : 20220511 0001085146-22-001969.hdr.sgml : 20220511 20220510201017 ACCESSION NUMBER: 0001085146-22-001969 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220511 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: 22911699 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 03-31-2022 03-31-2022 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 05-10-2022 0 84 108828 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1571 482 SH SOLE 482 0 0 APPLE INC COM 037833100 7459 42657 SH SOLE 42657 0 0 APPLIED MATLS INC COM 038222105 312 2366 SH SOLE 2366 0 0 AT&T INC COM 00206R102 202 8562 SH SOLE 8562 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8328 23597 SH SOLE 23597 0 0 BOEING CO COM 097023105 422 2203 SH SOLE 2203 0 0 CHEVRON CORP NEW COM 166764100 438 2692 SH SOLE 2692 0 0 CISCO SYS INC COM 17275R102 234 4198 SH SOLE 4198 0 0 COCA COLA CO COM 191216100 268 4317 SH SOLE 4317 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1358 69689 SH SOLE 69689 0 0 COSTCO WHSL CORP NEW COM 22160K105 1177 2044 SH SOLE 2044 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 222 4536 SH SOLE 4536 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 1823 31189 SH SOLE 31189 0 0 EXXON MOBIL CORP COM 30231G102 413 5000 SH SOLE 5000 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 222 16331 SH SOLE 16331 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 295 13500 SH SOLE 13500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2194 6053 SH SOLE 6053 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1058 28796 SH SOLE 28796 0 0 ISHARES TR COHEN STEER REIT 464287564 435 6125 SH SOLE 6125 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2278 42642 SH SOLE 42642 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 531 4971 SH SOLE 4971 0 0 ISHARES TR CORE S&P MCP ETF 464287507 497 1853 SH SOLE 1853 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2258 30622 SH SOLE 30622 0 0 ISHARES TR HDG MSCI EAFE 46434V803 2334 68757 SH SOLE 68757 0 0 ISHARES TR MSCI EAFE ETF 464287465 465 6317 SH SOLE 6317 0 0 ISHARES TR MSCI KLD400 SOC 464288570 3300 38100 SH SOLE 38100 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 213 2741 SH SOLE 2741 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1409 10464 SH SOLE 10464 0 0 ISHARES TR RESIDENTIAL MULT 464288562 319 3328 SH SOLE 3328 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1305 4702 SH SOLE 4702 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1025 6173 SH SOLE 6173 0 0 ISHARES TR RUS MD CP GR ETF 464287481 977 9719 SH SOLE 9719 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 303 3964 SH SOLE 3964 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 217 2074 SH SOLE 2074 0 0 ISHARES TR US TRSPRTION 464287192 227 842 SH SOLE 842 0 0 ISHARES TR YLD OPTIM BD 46434V787 1126 47881 SH SOLE 47881 0 0 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 4003 81830 SH SOLE 81830 0 0 JOHNSON & JOHNSON COM 478160104 659 3721 SH SOLE 3721 0 0 MCDONALDS CORP COM 580135101 428 1730 SH SOLE 1730 0 0 MICROSOFT CORP COM 594918104 15353 49798 SH SOLE 49798 0 0 NETFLIX INC COM 64110L106 252 672 SH SOLE 672 0 0 NVIDIA CORPORATION COM 67066G104 397 1456 SH SOLE 1456 0 0 PROCTER AND GAMBLE CO COM 742718109 323 2116 SH SOLE 2116 0 0 RAYMOND JAMES FINL INC COM 754730109 227 2061 SH SOLE 2061 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 602 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 576 20733 SH SOLE 20733 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 218 5700 SH SOLE 5700 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 837 6109 SH SOLE 6109 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 772 7501 SH SOLE 7501 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3120 19620 SH SOLE 19620 0 0 SOUND FINL BANCORP INC COM 83607A100 219 5742 SH SOLE 5742 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 229 2976 SH SOLE 2976 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 203 414 SH SOLE 414 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 346 8871 SH SOLE 8871 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 331 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 218 4950 SH SOLE 4950 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 423 10134 SH SOLE 10134 0 0 SPDR SER TR S&P DIVID ETF 78464A763 206 1608 SH SOLE 1608 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 1376 9578 SH SOLE 9578 0 0 STARBUCKS CORP COM 855244109 1656 18201 SH SOLE 18201 0 0 TESLA INC COM 88160R101 302 280 SH SOLE 280 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 498 16376 SH SOLE 16376 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1308 16446 SH SOLE 16446 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 222 771 SH SOLE 771 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4743 43764 SH SOLE 43764 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 374 902 SH SOLE 902 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1164 5478 SH SOLE 5478 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 829 3342 SH SOLE 3342 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2012 8839 SH SOLE 8839 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 212 4601 SH SOLE 4601 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2138 42667 SH SOLE 42667 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1020 13066 SH SOLE 13066 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4106 25320 SH SOLE 25320 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 682 14208 SH SOLE 14208 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1300 11578 SH SOLE 11578 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 441 6522 SH SOLE 6522 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 270 886 SH SOLE 886 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 314 1604 SH SOLE 1604 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 784 3082 SH SOLE 3082 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 850 2041 SH SOLE 2041 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 211 4141 SH SOLE 4141 0 0 VISA INC COM CL A 92826C839 308 1391 SH SOLE 1391 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 4172 93926 SH SOLE 93926 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 379 6936 SH SOLE 6936 0 0