0001085146-20-000461.txt : 20200207 0001085146-20-000461.hdr.sgml : 20200207 20200207172658 ACCESSION NUMBER: 0001085146-20-000461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 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: 20588516 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 12-31-2019 12-31-2019 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 02-06-2020 0 80 114035 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR C&S GLOBL ETF 00162Q106 373 7704 SH SOLE 0 0 7704 AMAZON COM INC COM 023135106 913 494 SH SOLE 0 0 494 APPLE INC COM 037833100 3217 10964 SH SOLE 0 0 10964 APPLIED MATLS INC COM 038222105 236 3866 SH SOLE 0 0 3866 AT&T INC COM 00206R102 398 10180 SH SOLE 0 0 10180 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5249 23174 SH SOLE 0 0 23174 BHP GROUP LTD SPONSORED ADS 088606108 295 5389 SH SOLE 0 0 5389 BOEING CO COM 097023105 752 2307 SH SOLE 0 0 2307 CHEVRON CORP NEW COM 166764100 260 2154 SH SOLE 0 0 2154 COSTCO WHSL CORP NEW COM 22160K105 542 1844 SH OTR 0 0 1844 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 831 19455 SH SOLE 0 0 19455 EXXON MOBIL CORP COM 30231G102 335 4795 SH SOLE 0 0 4795 INTEL CORP COM 458140100 212 3535 SH SOLE 0 0 3535 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 279 14700 SH SOLE 0 0 14700 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 390 25987 SH SOLE 0 0 25987 INVESCO QQQ TR UNIT SER 1 46090E103 688 3237 SH OTR 0 0 3237 ISHARES INC MIN VOL EMRG MKT 464286533 3835 65381 SH SOLE 0 0 65381 ISHARES INC ESG MSCI EM ETF 46434G863 683 19008 SH SOLE 0 0 19008 ISHARES TR S&P 500 GRWT ETF 464287309 209 1080 SH SOLE 0 0 1080 ISHARES TR MSCI EAFE ETF 464287465 269 3879 SH SOLE 0 0 3879 ISHARES TR RUS MD CP GR ETF 464287481 388 2546 SH SOLE 0 0 2546 ISHARES TR CORE S&P MCP ETF 464287507 409 1989 SH SOLE 0 0 1989 ISHARES TR COHEN STEER REIT 464287564 499 4265 SH SOLE 0 0 4265 ISHARES TR RUS 1000 VAL ETF 464287598 1206 8834 SH SOLE 0 0 8834 ISHARES TR RUS 1000 GRW ETF 464287614 1467 8339 SH OTR 0 0 8339 ISHARES TR RUS 1000 ETF 464287622 288 1614 SH SOLE 0 0 1614 ISHARES TR MSCI AC ASIA ETF 464288182 345 4695 SH SOLE 0 0 4695 ISHARES TR RESIDNL REAL EST 464288562 273 3618 SH SOLE 0 0 3618 ISHARES TR MSCI KLD400 SOC 464288570 1817 15128 SH SOLE 0 0 15128 ISHARES TR PFD AND INCM SEC 464288687 271 7204 SH SOLE 0 0 7204 ISHARES TR US AER DEF ETF 464288760 260 1173 SH SOLE 0 0 1173 ISHARES TR CORE HIGH DV ETF 46429B663 733 7476 SH SOLE 0 0 7476 ISHARES TR MIN VOL EAFE ETF 46429B689 8158 109445 SH SOLE 0 0 109445 ISHARES TR MSCI MIN VOL ETF 46429B697 304 4635 SH SOLE 0 0 4635 ISHARES TR USA QUALITY FCTR 46432F339 1076 10649 SH SOLE 0 0 10649 ISHARES TR CORE DIV GRWTH 46434V621 1250 29719 SH SOLE 0 0 29719 ISHARES TR YLD OPTIM BD 46434V787 300 11696 SH SOLE 0 0 11696 ISHARES TR HDG MSCI EAFE 46434V803 290 9512 SH SOLE 0 0 9512 ISHARES TR ESG MSCI EAFE 46435G516 1444 21010 SH SOLE 0 0 21010 JOHNSON & JOHNSON COM 478160104 690 4728 SH OTR 0 0 4728 JP MORGAN EXCHANGE TRADED FD US QUALTY FCTR 46641Q761 9009 287739 SH SOLE 0 0 287739 JP MORGAN EXCHANGE TRADED FD GLOBAL BD OPRT 46641Q852 9121 182307 SH SOLE 0 0 182307 JPMORGAN CHASE & CO COM 46625H100 229 1644 SH SOLE 0 0 1644 MCDONALDS CORP COM 580135101 326 1652 SH SOLE 0 0 1652 MICROSOFT CORP COM 594918104 7923 50239 SH OTR 0 0 50239 NETFLIX INC COM 64110L106 249 770 SH SOLE 0 0 770 PROCTER & GAMBLE CO COM 742718109 263 2102 SH OTR 0 0 2102 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 640 6285 SH SOLE 0 0 6285 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 638 7827 SH SOLE 0 0 7827 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2002 21835 SH SOLE 0 0 21835 SOUND FINL BANCORP INC COM 83607A100 315 8742 SH SOLE 0 0 8742 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 496 11269 SH SOLE 0 0 11269 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 210 5000 SH SOLE 0 0 5000 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 244 6984 SH SOLE 0 0 6984 SPDR SERIES TRUST SSGA US LRG ETF 78468R804 223 1956 SH SOLE 0 0 1956 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 10127 106952 SH SOLE 0 0 106952 STARBUCKS CORP COM 855244109 1579 17958 SH OTR 0 0 17958 UNITED TECHNOLOGIES CORP COM 913017109 232 1550 SH SOLE 0 0 1550 VANECK VECTORS ETF TRUST FALLEN ANGEL HG 92189F437 211 7052 SH SOLE 0 0 7052 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 258 3080 SH SOLE 0 0 3080 VANGUARD GROUP DIV APP ETF 921908844 4962 39804 SH SOLE 0 0 39804 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 314 1063 SH SOLE 0 0 1063 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4275 46070 SH SOLE 0 0 46070 VANGUARD INDEX FDS SMALL CP ETF 922908751 1390 8390 SH SOLE 0 0 8390 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1391 8503 SH SOLE 0 0 8503 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 232 4320 SH SOLE 0 0 4320 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 219 4917 SH SOLE 0 0 4917 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 238 2935 SH SOLE 0 0 2935 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 4663 87702 SH SOLE 0 0 87702 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 375 8510 SH SOLE 0 0 8510 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1135 12115 SH SOLE 0 0 12115 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 446 6994 SH SOLE 0 0 6994 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 212 1118 SH SOLE 0 0 1118 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 348 2161 SH SOLE 0 0 2161 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 728 3798 SH SOLE 0 0 3798 VANGUARD WORLD FDS INF TECH ETF 92204A702 458 1871 SH SOLE 0 0 1871 VISA INC COM CL A 92826C839 282 1501 SH SOLE 0 0 1501 WISDOMTREE TR US MIDCAP DIVID 97717W505 5863 154120 SH SOLE 0 0 154120 WISDOMTREE TR US MIDCAP FUND 97717W570 435 10341 SH SOLE 0 0 10341