0001085146-22-003620.txt : 20221027 0001085146-22-003620.hdr.sgml : 20221027 20221026182513 ACCESSION NUMBER: 0001085146-22-003620 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221027 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: 221334337 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 09-30-2022 09-30-2022 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 10-26-2022 0 123 148609 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 1350 14117 SH SOLE 14117 0 0 AMAZON COM INC COM 023135106 2039 18048 SH SOLE 18048 0 0 AMERIPRISE FINL INC COM 03076C106 211 836 SH SOLE 836 0 0 AMPHENOL CORP NEW CL A 032095101 387 5785 SH SOLE 5785 0 0 APPLE INC COM 037833100 12286 88813 SH SOLE 88813 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6326 23690 SH SOLE 23690 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 233 2747 SH SOLE 2747 0 0 BK OF AMERICA CORP COM 060505104 554 18355 SH SOLE 18355 0 0 BOEING CO COM 097023105 258 2134 SH SOLE 2134 0 0 BROADCOM INC COM 11135F101 517 1164 SH SOLE 1164 0 0 CAMECO CORP COM 13321L108 1266 47758 SH SOLE 47758 0 0 CHEVRON CORP NEW COM 166764100 399 2777 SH SOLE 2777 0 0 CISCO SYS INC COM 17275R102 277 6928 SH SOLE 6928 0 0 COCA COLA CO COM 191216100 238 4240 SH SOLE 4240 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 756 45191 SH SOLE 45191 0 0 COSTCO WHSL CORP NEW COM 22160K105 1833 3882 SH SOLE 3882 0 0 CUMMINS INC COM 231021106 217 1066 SH SOLE 1066 0 0 DANAHER CORPORATION COM 235851102 486 1880 SH SOLE 1880 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3248 146058 SH SOLE 146058 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1807 38842 SH SOLE 38842 0 0 DISNEY WALT CO COM 254687106 366 3884 SH SOLE 3884 0 0 DOLLAR GEN CORP NEW COM 256677105 249 1038 SH SOLE 1038 0 0 DOMINION ENERGY INC COM 25746U109 227 3281 SH SOLE 3281 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 93 15343 SH SOLE 15343 0 0 ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 847 20355 SH SOLE 20355 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 1357 29386 SH SOLE 29386 0 0 EXPEDITORS INTL WASH INC COM 302130109 203 2294 SH SOLE 2294 0 0 EXXON MOBIL CORP COM 30231G102 456 5221 SH SOLE 5221 0 0 FLEXSHARES TR INTL QLTDV IDX 33939L837 612 34409 SH SOLE 34409 0 0 FREEPORT-MCMORAN INC CL B 35671D857 505 18496 SH SOLE 18496 0 0 HESS CORP COM 42809H107 693 6360 SH SOLE 6360 0 0 HOME DEPOT INC COM 437076102 673 2438 SH SOLE 2438 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 163 13750 SH SOLE 13750 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 411 10515 SH SOLE 10515 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 276 14826 SH SOLE 14826 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3656 28728 SH SOLE 28728 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1602 5994 SH SOLE 5994 0 0 ISHARES GOLD TR ISHARES NEW 464285204 869 27552 SH SOLE 27552 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 602 21768 SH SOLE 21768 0 0 ISHARES TR COHEN STEER REIT 464287564 381 7093 SH SOLE 7093 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2238 50336 SH SOLE 50336 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 459 5029 SH SOLE 5029 0 0 ISHARES TR CORE MSCI EAFE 46432F842 523 9926 SH SOLE 9926 0 0 ISHARES TR CORE S&P MCP ETF 464287507 580 2646 SH SOLE 2646 0 0 ISHARES TR CORE S&P SCP ETF 464287804 409 4690 SH SOLE 4690 0 0 ISHARES TR CORE S&P500 ETF 464287200 1278 3562 SH SOLE 3562 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1297 23110 SH SOLE 23110 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1878 62844 SH SOLE 62844 0 0 ISHARES TR MSCI EAFE ETF 464287465 286 5097 SH SOLE 5097 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 381 10922 SH SOLE 10922 0 0 ISHARES TR MSCI KLD400 SOC 464288570 2216 33092 SH SOLE 33092 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 2225 21402 SH SOLE 21402 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1375 13406 SH SOLE 13406 0 0 ISHARES TR RESIDENTIAL MULT 464288562 226 3140 SH SOLE 3140 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1036 4922 SH SOLE 4922 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 789 5804 SH SOLE 5804 0 0 ISHARES TR RUS MD CP GR ETF 464287481 486 6199 SH SOLE 6199 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 312 5397 SH SOLE 5397 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 226 2201 SH SOLE 2201 0 0 ISHARES TR TIPS BD ETF 464287176 415 3957 SH SOLE 3957 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 1794 40343 SH SOLE 40343 0 0 JOHNSON & JOHNSON COM 478160104 990 6059 SH SOLE 6059 0 0 JPMORGAN CHASE & CO COM 46625H100 504 4819 SH SOLE 4819 0 0 KRAFT HEINZ CO COM 500754106 323 9700 SH SOLE 9700 0 0 MCDONALDS CORP COM 580135101 420 1821 SH SOLE 1821 0 0 MICROSOFT CORP COM 594918104 16755 71942 SH SOLE 71942 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 209 2400 SH SOLE 2400 0 0 NEXTERA ENERGY INC COM 65339F101 380 4846 SH SOLE 4846 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 286 12819 SH SOLE 12819 0 0 NVIDIA CORPORATION COM 67066G104 844 6953 SH SOLE 6953 0 0 ORACLE CORP COM 68389X105 221 3624 SH SOLE 3624 0 0 PARKER-HANNIFIN CORP COM 701094104 283 1167 SH SOLE 1167 0 0 PEPSICO INC COM 713448108 296 1810 SH SOLE 1810 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 312 12279 SH SOLE 12279 0 0 PROCTER AND GAMBLE CO COM 742718109 718 5689 SH SOLE 5689 0 0 RAYMOND JAMES FINL INC COM 754730109 209 2115 SH SOLE 2115 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 322 3930 SH SOLE 3930 0 0 ROPER TECHNOLOGIES INC COM 776696106 315 876 SH SOLE 876 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 498 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 359 16008 SH SOLE 16008 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4888 73583 SH SOLE 73583 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 203 6700 SH SOLE 6700 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 697 5751 SH SOLE 5751 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 621 7501 SH SOLE 7501 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2387 20079 SH SOLE 20079 0 0 SOUND FINL BANCORP INC COM 83607A100 233 5742 SH SOLE 5742 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2975 95835 SH SOLE 95835 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 330 9468 SH SOLE 9468 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 617 17403 SH SOLE 17403 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 393 11384 SH SOLE 11384 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 1267 10269 SH SOLE 10269 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 300 10499 SH SOLE 10499 0 0 STARBUCKS CORP COM 855244109 1389 16481 SH SOLE 16481 0 0 TESLA INC COM 88160R101 382 1442 SH SOLE 1442 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 543 1070 SH SOLE 1070 0 0 UNITEDHEALTH GROUP INC COM 91324P102 491 973 SH SOLE 973 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 256 9777 SH SOLE 9777 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1443 20229 SH SOLE 20229 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2799 13081 SH SOLE 13081 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1613 8581 SH SOLE 8581 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3983 49682 SH SOLE 49682 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 366 1115 SH SOLE 1115 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1532 8962 SH SOLE 8962 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 445 2279 SH SOLE 2279 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1644 9159 SH SOLE 9159 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 576 15784 SH SOLE 15784 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 657 14560 SH SOLE 14560 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 683 9197 SH SOLE 9197 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 228 4200 SH SOLE 4200 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3428 25362 SH SOLE 25362 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9719 267288 SH SOLE 267288 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1143 12045 SH SOLE 12045 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 302 5800 SH SOLE 5800 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 231 1345 SH SOLE 1345 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 639 2857 SH SOLE 2857 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 551 1793 SH SOLE 1793 0 0 VIKING THERAPEUTICS INC COM 92686J106 76 28000 SH SOLE 28000 0 0 VISA INC COM CL A 92826C839 283 1591 SH SOLE 1591 0 0 WALMART INC COM 931142103 311 2394 SH SOLE 2394 0 0 WELLS FARGO CO NEW COM 949746101 463 11512 SH SOLE 11512 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 3232 85791 SH SOLE 85791 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 305 6936 SH SOLE 6936 0 0 ZOETIS INC CL A 98978V103 383 2585 SH SOLE 2585 0 0