Managing Partner

0001085146-23-000940.txt : 20230210 0001085146-23-000940.hdr.sgml : 20230210 20230209203958 ACCESSION NUMBER: 0001085146-23-000940 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230210 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: 23608136 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 X0202 13F-HR LIVE false false false 0001642058 XXXXXXXX 12-31-2022 12-31-2022 false Financial Insights, Inc.

3110 RUSTON WAY SUITE C TACOMA WA 98402

13F HOLDINGS REPORT 028-19438 N Alexandria Criss Managing Partner 253-627-6010 /s/ Alexandria Criss Tacoma WA 02-09-2023 0 145 211181573 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 707902 40521 SH SOLE 40521 0 0 ALLSTATE CORP COM 020002101 BBG001S9BM06 323270 2384 SH SOLE 2384 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1981999 22464 SH SOLE 22464 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 376215 4240 SH SOLE 4240 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1959804 23331 SH SOLE 23331 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 352782 1133 SH SOLE 1133 0 0 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 683128 8972 SH SOLE 8972 0 0 APPLE INC COM 037833100 BBG001S5N8V8 12538503 96508 SH SOLE 96508 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 236244 2426 SH SOLE 2426 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1179238 35605 SH SOLE 35605 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 468711 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7148564 23142 SH SOLE 23142 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 499132 4823 SH SOLE 4823 0 0 BOEING CO COM 097023105 BBG001S5P0V3 628122 3297 SH SOLE 3297 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 1685583 74353 SH SOLE 74353 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 498444 2777 SH SOLE 2777 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 369481 7756 SH SOLE 7756 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 292743 4602 SH SOLE 4602 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 635667 36765 SH SOLE 36765 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2073880 4543 SH SOLE 4543 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 438060 1808 SH SOLE 1808 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 723535 2726 SH SOLE 2726 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 203250 474 SH SOLE 474 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 6675261 274928 SH SOLE 274928 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1808963 35366 SH SOLE 35366 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 434313 4999 SH SOLE 4999 0 0 DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 427736 1737 SH SOLE 1737 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 220077 3589 SH SOLE 3589 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 BBG00S91HBN8 119519 20361 SH SOLE 20361 0 0 ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 BBG011KFPMT3 1146404 25925 SH SOLE 25925 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 BBG00BDQVV46 1482585 30024 SH SOLE 30024 0 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 238392 2294 SH SOLE 2294 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 577060 5232 SH SOLE 5232 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 794107 7857 SH SOLE 7857 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1175644 30938 SH SOLE 30938 0 0 HESS CORP COM 42809H107 BBG001S5NHS2 1500456 10580 SH SOLE 10580 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1046760 3314 SH SOLE 3314 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 331308 1546 SH SOLE 1546 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 214137 807 SH SOLE 807 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 531000 12115 SH SOLE 12115 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 306750 14826 SH SOLE 14826 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 6442271 45609 SH SOLE 45609 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1518330 5702 SH SOLE 5702 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 585852 12545 SH SOLE 12545 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 618089 20555 SH SOLE 20555 0 0 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 404774 7381 SH SOLE 7381 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2490600 49812 SH SOLE 49812 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 527350 5059 SH SOLE 5059 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1738926 28211 SH SOLE 28211 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 941678 3893 SH SOLE 3893 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 510394 5393 SH SOLE 5393 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2442039 6356 SH SOLE 6356 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 391840 4040 SH SOLE 4040 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1447661 22021 SH SOLE 22021 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 323114 6913 SH SOLE 6913 0 0 ISHARES TR HDG MSCI EAFE 46434V803 BBG005XKVF72 1323243 49009 SH SOLE 49009 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 317077 4831 SH SOLE 4831 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 412863 10893 SH SOLE 10893 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2374885 33081 SH SOLE 33081 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 248961 3453 SH SOLE 3453 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 3825751 33571 SH SOLE 33571 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 8308177 78736 SH SOLE 78736 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 225891 7399 SH SOLE 7399 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1136757 5306 SH SOLE 5306 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 867893 5723 SH SOLE 5723 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 493324 5901 SH SOLE 5901 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 351510 2016 SH SOLE 2016 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 315725 5397 SH SOLE 5397 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 1111917 24181 SH SOLE 24181 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1474520 8347 SH SOLE 8347 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 865616 6455 SH SOLE 6455 0 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 597704 14682 SH SOLE 14682 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 309827 891 SH SOLE 891 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 503016 1909 SH SOLE 1909 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 205574 1853 SH SOLE 1853 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 18422336 76817 SH SOLE 76817 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 243672 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 212608 721 SH SOLE 721 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 593177 7095 SH SOLE 7095 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 BBG00GVWYK25 283361 10983 SH SOLE 10983 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1451080 9929 SH SOLE 9929 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 380418 4654 SH SOLE 4654 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 568614 1954 SH SOLE 1954 0 0 PEPSICO INC COM 713448108 BBG001S695T1 385348 2133 SH SOLE 2133 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 276248 9896 SH SOLE 9896 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 BBG00QQFDTV8 251649 2597 SH SOLE 2597 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1118200 7378 SH SOLE 7378 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 227377 2128 SH SOLE 2128 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 573932 5687 SH SOLE 5687 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 559989 1296 SH SOLE 1296 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 238477 712 SH SOLE 712 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 490543 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 331309 13997 SH SOLE 13997 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 541128 16800 SH SOLE 16800 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 10646381 140937 SH SOLE 140937 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 231363 6765 SH SOLE 6765 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 741930 5461 SH SOLE 5461 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 761226 7751 SH SOLE 7751 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2579652 20729 SH SOLE 20729 0 0 SOUND FINL BANCORP INC COM 83607A100 BBG001S7WQB6 225488 5742 SH SOLE 5742 0 0 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 BBG001TC9HP5 343488 6024 SH SOLE 6024 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 5538612 186548 SH SOLE 186548 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 2949729 89494 SH SOLE 89494 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 360692 10990 SH SOLE 10990 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 238547 5229 SH SOLE 5229 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 222911 4552 SH SOLE 4552 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 737178 18625 SH SOLE 18625 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 430512 11070 SH SOLE 11070 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 200176 1600 SH SOLE 1600 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 BBG0045LC1R4 1378950 10167 SH SOLE 10167 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 BBG016HPRMH5 317371 10854 SH SOLE 10854 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 1875494 18906 SH SOLE 18906 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 390481 3170 SH SOLE 3170 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 825484 1499 SH SOLE 1499 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 339321 1508 SH SOLE 1508 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 924634 1744 SH SOLE 1744 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 273394 3632 SH SOLE 3632 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 5252222 73110 SH SOLE 73110 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 5842275 27414 SH SOLE 27414 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3178442 15595 SH SOLE 15595 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 4233593 51329 SH SOLE 51329 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 711815 2026 SH SOLE 2026 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2528447 13776 SH SOLE 13776 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 463648 2312 SH SOLE 2312 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1474081 7710 SH SOLE 7710 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2669924 68495 SH SOLE 68495 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 361769 7745 SH SOLE 7745 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 669089 8899 SH SOLE 8899 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 461024 8364 SH SOLE 8364 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 226712 1301 SH SOLE 1301 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 3826380 25198 SH SOLE 25198 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 9669827 230399 SH SOLE 230399 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1330442 12295 SH SOLE 12295 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 291893 4900 SH SOLE 4900 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 246620 1287 SH SOLE 1287 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 703222 2835 SH SOLE 2835 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 584520 1830 SH SOLE 1830 0 0 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 131600 14000 SH SOLE 14000 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 357139 1719 SH SOLE 1719 0 0 WALMART INC COM 931142103 BBG001S5XH92 449049 3167 SH SOLE 3167 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 762544 18468 SH SOLE 18468 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 219200 5609 SH SOLE 5609 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 3269715 79478 SH SOLE 79478 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 337228 6936 SH SOLE 6936 0 0 ZOETIS INC CL A 98978V103 BBG0039320P7 558795 3813 SH SOLE 3813 0 0