Managing Partner

0001085146-24-000462.txt : 20240125 0001085146-24-000462.hdr.sgml : 20240125 20240124180537 ACCESSION NUMBER: 0001085146-24-000462 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Insights, Inc. CENTRAL INDEX KEY: 0001642058 ORGANIZATION NAME: IRS NUMBER: 911132992 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19438 FILM NUMBER: 24558098 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 12-31-2023 12-31-2023 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 01-24-2024 0 154 319746948 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 497033 25179 SH SOLE 25179 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1395973 9470 SH SOLE 9470 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 490650 1792 SH SOLE 1792 0 0 ALLSTATE CORP COM 020002101 BBG001S9BM06 714038 5101 SH SOLE 5101 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3306881 23673 SH SOLE 23673 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 372055 2640 SH SOLE 2640 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 3967609 26113 SH SOLE 26113 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 404899 1066 SH SOLE 1066 0 0 APPLE INC COM 037833100 BBG001S5N8V8 20812213 108099 SH SOLE 108099 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 401285 2476 SH SOLE 2476 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 382071 1640 SH SOLE 1640 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 452222 13431 SH SOLE 13431 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 542625 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7276221 20401 SH SOLE 20401 0 0 BEST BUY INC COM 086516101 BBG001S5P285 418563 5347 SH SOLE 5347 0 0 BOEING CO COM 097023105 BBG001S5P0V3 484932 1860 SH SOLE 1860 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 2207497 1978 SH SOLE 1978 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 2248268 52164 SH SOLE 52164 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 440022 2950 SH SOLE 2950 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 1027848 4548 SH SOLE 4548 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 1126755 22303 SH SOLE 22303 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 624640 2966 SH SOLE 2966 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 268871 4563 SH SOLE 4563 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 291684 16160 SH SOLE 16160 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 896900 20454 SH SOLE 20454 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3002044 4548 SH SOLE 4548 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 410397 1774 SH SOLE 1774 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 681681 4149 SH SOLE 4149 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 9499755 256889 SH SOLE 256889 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 762218 16826 SH SOLE 16826 0 0 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 257433 1660 SH SOLE 1660 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 12745873 436055 SH SOLE 436055 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 235101 4536 SH SOLE 4536 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1305917 21904 SH SOLE 21904 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1497419 6218 SH SOLE 6218 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 839665 11012 SH SOLE 11012 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 BBG00BDQVV46 2137745 38451 SH SOLE 38451 0 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 282893 2224 SH SOLE 2224 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 527251 5274 SH SOLE 5274 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 842737 6344 SH SOLE 6344 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 490406 11520 SH SOLE 11520 0 0 HALLIBURTON CO COM 406216101 BBG001S5RS59 836547 23141 SH SOLE 23141 0 0 HESS CORP COM 42809H107 BBG001S5NHS2 695716 4826 SH SOLE 4826 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1627399 4696 SH SOLE 4696 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1116827 8696 SH SOLE 8696 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 272250 807 SH SOLE 807 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 BBG001T0NSB6 115847 10100 SH SOLE 10100 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 403531 9515 SH SOLE 9515 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 287504 13600 SH SOLE 13600 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1483636 9402 SH SOLE 9402 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 5871749 14338 SH SOLE 14338 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 1177261 5088 SH SOLE 5088 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 380648 11873 SH SOLE 11873 0 0 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 336347 5727 SH SOLE 5727 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2346581 43601 SH SOLE 43601 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 257729 2527 SH SOLE 2527 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1979860 28143 SH SOLE 28143 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 781840 2821 SH SOLE 2821 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 526420 4863 SH SOLE 4863 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 609934 1277 SH SOLE 1277 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1071988 14191 SH SOLE 14191 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 290689 6089 SH SOLE 6089 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 306276 4065 SH SOLE 4065 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 403213 10028 SH SOLE 10028 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2318770 25467 SH SOLE 25467 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2266692 15405 SH SOLE 15405 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 5101532 47058 SH SOLE 47058 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 318138 10200 SH SOLE 10200 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1474013 4862 SH SOLE 4862 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 878800 5318 SH SOLE 5318 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 491421 4704 SH SOLE 4704 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 423498 2110 SH SOLE 2110 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 398856 5311 SH SOLE 5311 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 349871 7321 SH SOLE 7321 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1610662 10276 SH SOLE 10276 0 0 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 571828 9921 SH SOLE 9921 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1940092 11406 SH SOLE 11406 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 888395 4218 SH SOLE 4218 0 0 LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 301860 2064 SH SOLE 2064 0 0 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1279457 8624 SH SOLE 8624 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 339928 797 SH SOLE 797 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 553124 1865 SH SOLE 1865 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 763745 9271 SH SOLE 9271 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1314495 12057 SH SOLE 12057 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 932685 2635 SH SOLE 2635 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 27366103 72774 SH SOLE 72774 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 276528 4800 SH SOLE 4800 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 1359437 4342 SH SOLE 4342 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 399728 821 SH SOLE 821 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 228831 2212 SH SOLE 2212 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 BBG00GVWYK25 278078 9452 SH SOLE 9452 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3799571 7672 SH SOLE 7672 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 1341331 5840 SH SOLE 5840 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 387455 3675 SH SOLE 3675 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 214686 466 SH SOLE 466 0 0 PEPSICO INC COM 713448108 BBG001S695T1 335434 1975 SH SOLE 1975 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 278377 8560 SH SOLE 8560 0 0 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 346540 1541 SH SOLE 1541 0 0 PPL CORP COM 69351T106 BBG001S5VC31 254550 9393 SH SOLE 9393 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 590738 4031 SH SOLE 4031 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 229802 2061 SH SOLE 2061 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 215867 1309 SH SOLE 1309 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 264407 485 SH SOLE 485 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 827737 1879 SH SOLE 1879 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 1105188 4200 SH SOLE 4200 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 443958 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 308468 8346 SH SOLE 8346 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 22268788 292510 SH SOLE 292510 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 815142 7151 SH SOLE 7151 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 638033 4678 SH SOLE 4678 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3037334 15780 SH SOLE 15780 0 0 SOUND FINL BANCORP INC COM 83607A100 BBG001S7WQB6 697983 17897 SH SOLE 17897 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 4942189 145316 SH SOLE 145316 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 8358118 236038 SH SOLE 236038 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 210055 414 SH SOLE 414 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 520331 15523 SH SOLE 15523 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 14954985 267531 SH SOLE 267531 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 11631894 275768 SH SOLE 275768 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 593729 15150 SH SOLE 15150 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 498475 10690 SH SOLE 10690 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 BBG0045LC1R4 1098886 7578 SH SOLE 7578 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 BBG016HPRMH5 208200 6940 SH SOLE 6940 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 1445307 15054 SH SOLE 15054 0 0 STERIS PLC SHS USD G8473T100 BBG00MRHG532 785964 3575 SH SOLE 3575 0 0 TCW TRANSFORM ETF TRUST TRANSFRM 500 ETF 29287L106 BBG011KFPMT3 4108149 73861 SH SOLE 73861 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 998641 4019 SH SOLE 4019 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 618901 1166 SH SOLE 1166 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 958175 10214 SH SOLE 10214 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1589252 6516 SH SOLE 6516 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 742264 3022 SH SOLE 3022 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1441475 2738 SH SOLE 2738 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1696353 23064 SH SOLE 23064 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 15913420 51188 SH SOLE 51188 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 5263140 22624 SH SOLE 22624 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 894130 2047 SH SOLE 2047 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3838233 17992 SH SOLE 17992 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 380016 1572 SH SOLE 1572 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2256567 9513 SH SOLE 9513 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 348485 2331 SH SOLE 2331 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1921776 46759 SH SOLE 46759 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 527727 6764 SH SOLE 6764 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 207395 956 SH SOLE 956 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 3959086 23234 SH SOLE 23234 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 13135620 274230 SH SOLE 274230 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1361328 12195 SH SOLE 12195 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 319152 4800 SH SOLE 4800 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 917311 3659 SH SOLE 3659 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 972840 2010 SH SOLE 2010 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 512795 13602 SH SOLE 13602 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 1841195 7072 SH SOLE 7072 0 0 WALMART INC COM 931142103 BBG001S5XH92 1293203 8203 SH SOLE 8203 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 3267668 71518 SH SOLE 71518 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 398057 6936 SH SOLE 6936 0 0 ZOETIS INC CL A 98978V103 BBG0039320P7 238423 1208 SH SOLE 1208 0 0