Managing Partner

0001085146-24-000465.txt : 20240125 0001085146-24-000465.hdr.sgml : 20240125 20240124181009 ACCESSION NUMBER: 0001085146-24-000465 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 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: 24558111 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 06-30-2023 06-30-2023 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 0 152 272266412 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 667143 36317 SH SOLE 36317 0 0 ALLSTATE CORP COM 020002101 BBG001S9BM06 459822 4217 SH SOLE 4217 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2465700 20599 SH SOLE 20599 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 320450 2649 SH SOLE 2649 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 3189518 24467 SH SOLE 24467 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 333156 1003 SH SOLE 1003 0 0 APPLE INC COM 037833100 BBG001S5N8V8 18017376 92887 SH SOLE 92887 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 350654 2426 SH SOLE 2426 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 725307 3300 SH SOLE 3300 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 348440 12145 SH SOLE 12145 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 517810 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7208399 21139 SH SOLE 21139 0 0 BEST BUY INC COM 086516101 BBG001S5P285 297151 3626 SH SOLE 3626 0 0 BOEING CO COM 097023105 BBG001S5P0V3 401289 1900 SH SOLE 1900 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 1524075 1757 SH SOLE 1757 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 1390958 44397 SH SOLE 44397 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 442783 2814 SH SOLE 2814 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 712279 3699 SH SOLE 3699 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 989362 19122 SH SOLE 19122 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 476566 2572 SH SOLE 2572 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 279123 4635 SH SOLE 4635 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 452052 25670 SH SOLE 25670 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 708718 17057 SH SOLE 17057 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2414634 4485 SH SOLE 4485 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 383040 1596 SH SOLE 1596 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 396314 2372 SH SOLE 2372 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 862772 17848 SH SOLE 17848 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 13522880 498080 SH SOLE 498080 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 218454 4536 SH SOLE 4536 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1528552 27893 SH SOLE 27893 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1068645 5314 SH SOLE 5314 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 783316 8304 SH SOLE 8304 0 0 ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 BBG011KFPMT3 2323703 45033 SH SOLE 45033 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 BBG00BDQVV46 2022557 37980 SH SOLE 37980 0 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 277872 2294 SH SOLE 2294 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 563273 5252 SH SOLE 5252 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 863118 6842 SH SOLE 6842 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 473440 11836 SH SOLE 11836 0 0 HALLIBURTON CO COM 406216101 BBG001S5RS59 689161 20890 SH SOLE 20890 0 0 HESS CORP COM 42809H107 BBG001S5NHS2 559162 4113 SH SOLE 4113 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1218951 3924 SH SOLE 3924 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 737621 6523 SH SOLE 6523 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 275946 807 SH SOLE 807 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 465808 11265 SH SOLE 11265 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 280612 14600 SH SOLE 14600 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1832491 12246 SH SOLE 12246 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2230944 6039 SH SOLE 6039 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 869635 3869 SH SOLE 3869 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 227838 6261 SH SOLE 6261 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 386234 12211 SH SOLE 12211 0 0 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 502797 9048 SH SOLE 9048 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2419445 46952 SH SOLE 46952 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 501027 4971 SH SOLE 4971 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1973970 29244 SH SOLE 29244 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1012189 3871 SH SOLE 3871 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 511703 5135 SH SOLE 5135 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 862003 1934 SH SOLE 1934 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 441852 4511 SH SOLE 4511 0 0 ISHARES TR EGSADVNCDMSCI EM 46436E742 BBG00XR16C66 211955 5973 SH SOLE 5973 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1062663 14571 SH SOLE 14571 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 349011 7399 SH SOLE 7399 0 0 ISHARES TR HDG MSCI EAFE 46434V803 BBG005XKVF72 718549 23179 SH SOLE 23179 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 284925 3930 SH SOLE 3930 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 415815 10511 SH SOLE 10511 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2307100 27410 SH SOLE 27410 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2520181 18686 SH SOLE 18686 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 6538805 61265 SH SOLE 61265 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1427359 5187 SH SOLE 5187 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 841865 5334 SH SOLE 5334 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 508759 5265 SH SOLE 5265 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 413679 2209 SH SOLE 2209 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 427179 6061 SH SOLE 6061 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 208484 835 SH SOLE 835 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 679847 14589 SH SOLE 14589 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1602639 9682 SH SOLE 9682 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1469962 10107 SH SOLE 10107 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 872582 5211 SH SOLE 5211 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 634882 3243 SH SOLE 3243 0 0 LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 353091 1798 SH SOLE 1798 0 0 MARATHON PETE CORP COM 56585A102 BBG001S169P1 708928 6080 SH SOLE 6080 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 357116 908 SH SOLE 908 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 548256 1837 SH SOLE 1837 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 645949 7332 SH SOLE 7332 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1252667 10856 SH SOLE 10856 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 528904 1843 SH SOLE 1843 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 24566910 72141 SH SOLE 72141 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 275712 4800 SH SOLE 4800 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 1042317 3554 SH SOLE 3554 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 375297 852 SH SOLE 852 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 BBG00GVWYK25 294176 10158 SH SOLE 10158 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3295515 7790 SH SOLE 7790 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 1007026 4920 SH SOLE 4920 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 437656 3675 SH SOLE 3675 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 237144 608 SH SOLE 608 0 0 PEPSICO INC COM 713448108 BBG001S695T1 358030 1933 SH SOLE 1933 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 301254 9908 SH SOLE 9908 0 0 PIMCO ETF TR ENHANCD SHORT 72201R643 BBG00QQFDTV8 312431 3191 SH SOLE 3191 0 0 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 529966 2558 SH SOLE 2558 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 684170 4509 SH SOLE 4509 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 213870 2061 SH SOLE 2061 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 234124 2390 SH SOLE 2390 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 287038 597 SH SOLE 597 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 562449 1403 SH SOLE 1403 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 737931 3493 SH SOLE 3493 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 405580 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 334585 13584 SH SOLE 13584 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 297535 8346 SH SOLE 8346 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 20342031 280116 SH SOLE 280116 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 632040 4762 SH SOLE 4762 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 788909 7351 SH SOLE 7351 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2747857 15805 SH SOLE 15805 0 0 SOUND FINL BANCORP INC COM 83607A100 BBG001S7WQB6 203841 5742 SH SOLE 5742 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 BBG00F161GP7 225561 5991 SH SOLE 5991 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 5214782 160258 SH SOLE 160258 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5884446 171159 SH SOLE 171159 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 531269 15873 SH SOLE 15873 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 680418 18350 SH SOLE 18350 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 469584 10870 SH SOLE 10870 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 BBG0045LC1R4 1218389 8665 SH SOLE 8665 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 BBG016HPRMH5 308895 10487 SH SOLE 10487 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 1543788 15584 SH SOLE 15584 0 0 STERIS PLC SHS USD G8473T100 BBG00MRHG532 571449 2540 SH SOLE 2540 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 1130585 4319 SH SOLE 4319 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 575490 1103 SH SOLE 1103 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 702655 8287 SH SOLE 8287 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 930097 4863 SH SOLE 4863 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 639028 3123 SH SOLE 3123 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1253509 2608 SH SOLE 2608 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 242687 3211 SH SOLE 3211 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 2493497 34303 SH SOLE 34303 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 16138848 57036 SH SOLE 57036 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 6847568 31103 SH SOLE 31103 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 4696131 56201 SH SOLE 56201 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 669161 1643 SH SOLE 1643 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 4092758 20578 SH SOLE 20578 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 2620600 11407 SH SOLE 11407 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1917104 8703 SH SOLE 8703 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2618570 64370 SH SOLE 64370 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 478621 6764 SH SOLE 6764 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 210026 1042 SH SOLE 1042 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 3816590 23497 SH SOLE 23497 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 16307540 353130 SH SOLE 353130 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1293524 12195 SH SOLE 12195 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 278080 4400 SH SOLE 4400 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 692841 2830 SH SOLE 2830 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 784834 1775 SH SOLE 1775 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 565548 15207 SH SOLE 15207 0 0 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 243150 15000 SH SOLE 15000 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 1400657 5898 SH SOLE 5898 0 0 WALMART INC COM 931142103 BBG001S5XH92 1119436 7122 SH SOLE 7122 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 3114868 74075 SH SOLE 74075 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 367192 6936 SH SOLE 6936 0 0