Managing Partner

0001085146-24-002027.txt : 20240425 0001085146-24-002027.hdr.sgml : 20240425 20240425121136 ACCESSION NUMBER: 0001085146-24-002027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 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: 24874276 BUSINESS ADDRESS: STREET 1: 1551 BROADWAY STREET 2: SUITE 600 CITY: TACOMA STATE: WA ZIP: 98402 BUSINESS PHONE: 2536276010 MAIL ADDRESS: STREET 1: 1551 BROADWAY STREET 2: SUITE 600 CITY: TACOMA STATE: WA ZIP: 98402 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001642058 XXXXXXXX 03-31-2024 03-31-2024 false Financial Insights, Inc.

1551 BROADWAY SUITE 600 TACOMA WA 98402

13F HOLDINGS REPORT 028-19438 N Alexandria Criss Managing Partner 253-627-6010 /s/ Alexandria Criss Tacoma WA 04-25-2024 0 159 358508608 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 250100 1373 SH SOLE 1373 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 534802 25179 SH SOLE 25179 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1678196 9298 SH SOLE 9298 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 325853 1345 SH SOLE 1345 0 0 ALLSTATE CORP COM 020002101 BBG001S9BM06 790137 4567 SH SOLE 4567 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3627904 24037 SH SOLE 24037 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 430744 2829 SH SOLE 2829 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 4767624 26431 SH SOLE 26431 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 459047 1047 SH SOLE 1047 0 0 AMPLIFY ETF TR AMPLIFY ETHO CLI 032108557 BBG01L6XZJS3 2282943 39032 SH SOLE 39032 0 0 APPLE INC COM 037833100 BBG001S5N8V8 18137919 105773 SH SOLE 105773 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 510625 2476 SH SOLE 2476 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 397364 10479 SH SOLE 10479 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 634440 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8444462 20081 SH SOLE 20081 0 0 BEST BUY INC COM 086516101 BBG001S5P285 232883 2839 SH SOLE 2839 0 0 BOEING CO COM 097023105 BBG001S5P0V3 387987 2010 SH SOLE 2010 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 2684752 2026 SH SOLE 2026 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 2259744 52164 SH SOLE 52164 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 498143 3158 SH SOLE 3158 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 959299 3702 SH SOLE 3702 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 1005924 20155 SH SOLE 20155 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 565136 2625 SH SOLE 2625 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 279137 4563 SH SOLE 4563 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 254288 14302 SH SOLE 14302 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 740714 17087 SH SOLE 17087 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3319547 4531 SH SOLE 4531 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 335873 1345 SH SOLE 1345 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 375753 2248 SH SOLE 2248 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 11704629 285967 SH SOLE 285967 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 510983 10183 SH SOLE 10183 0 0 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 401294 2025 SH SOLE 2025 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 10018954 313582 SH SOLE 313582 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 258461 4536 SH SOLE 4536 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1201333 19271 SH SOLE 19271 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1833243 5863 SH SOLE 5863 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 892435 9339 SH SOLE 9339 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 232610 299 SH SOLE 299 0 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 270372 2224 SH SOLE 2224 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 631722 5435 SH SOLE 5435 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 959080 6001 SH SOLE 6001 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 503678 10712 SH SOLE 10712 0 0 HALLIBURTON CO COM 406216101 BBG001S5RS59 687524 17441 SH SOLE 17441 0 0 HESS CORP COM 42809H107 BBG001S5NHS2 736641 4826 SH SOLE 4826 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1301555 3393 SH SOLE 3393 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1103013 8026 SH SOLE 8026 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 322066 807 SH SOLE 807 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 433566 9765 SH SOLE 9765 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 280840 13600 SH SOLE 13600 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1572770 9286 SH SOLE 9286 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7326691 16501 SH SOLE 16501 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 1193388 4719 SH SOLE 4719 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 359945 11168 SH SOLE 11168 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2470629 42553 SH SOLE 42553 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 278501 2527 SH SOLE 2527 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 2074597 27952 SH SOLE 27952 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 856738 14105 SH SOLE 14105 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 537459 4863 SH SOLE 4863 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 679243 1292 SH SOLE 1292 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1085258 13581 SH SOLE 13581 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 286548 6089 SH SOLE 6089 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2391464 29946 SH SOLE 29946 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 411526 10018 SH SOLE 10018 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2557751 25372 SH SOLE 25372 0 0 ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 200873 1840 SH SOLE 1840 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2498449 15202 SH SOLE 15202 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 4080860 37926 SH SOLE 37926 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 536630 16650 SH SOLE 16650 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1689969 5014 SH SOLE 5014 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 929760 5191 SH SOLE 5191 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 503451 4411 SH SOLE 4411 0 0 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 2023289 24061 SH SOLE 24061 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 433008 2059 SH SOLE 2059 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 448461 5311 SH SOLE 5311 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1325636 8380 SH SOLE 8380 0 0 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 562522 8612 SH SOLE 8612 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2320595 11586 SH SOLE 11586 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 705787 3312 SH SOLE 3312 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 212190 833 SH SOLE 833 0 0 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1557998 7732 SH SOLE 7732 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 359733 747 SH SOLE 747 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 522638 1854 SH SOLE 1854 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 681774 7823 SH SOLE 7823 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1488716 11282 SH SOLE 11282 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1348456 2777 SH SOLE 2777 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 32116114 76336 SH SOLE 76336 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 284544 4800 SH SOLE 4800 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 1412465 3979 SH SOLE 3979 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 486471 801 SH SOLE 801 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 284021 2212 SH SOLE 2212 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 BBG00GVWYK25 291654 9387 SH SOLE 9387 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6995815 7743 SH SOLE 7743 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 1424430 5749 SH SOLE 5749 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 461617 3675 SH SOLE 3675 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 258998 466 SH SOLE 466 0 0 PATHWARD FINANCIAL INC COM 59100U108 BBG001S7G4Q7 10506511 0 SH SOLE 0 0 0 PEPSICO INC COM 713448108 BBG001S695T1 339869 1942 SH SOLE 1942 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 301849 8485 SH SOLE 8485 0 0 PPL CORP COM 69351T106 BBG001S5VC31 258589 9393 SH SOLE 9393 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 639749 3943 SH SOLE 3943 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 264674 2061 SH SOLE 2061 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 250595 1309 SH SOLE 1309 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 254061 453 SH SOLE 453 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 699440 1644 SH SOLE 1644 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 1266462 4205 SH SOLE 4205 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 379225 1750 SH SOLE 1750 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 325661 8346 SH SOLE 8346 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 22497654 279023 SH SOLE 279023 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 900740 7151 SH SOLE 7151 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 666935 4515 SH SOLE 4515 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3182366 15280 SH SOLE 15280 0 0 SOUND FINL BANCORP INC COM 83607A100 BBG001S7WQB6 728229 17897 SH SOLE 17897 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 4577619 127724 SH SOLE 127724 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 7314156 202104 SH SOLE 202104 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 230350 414 SH SOLE 414 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 530791 15222 SH SOLE 15222 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 2248601 42156 SH SOLE 42156 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 25157249 408862 SH SOLE 408862 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 10825292 251517 SH SOLE 251517 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 2340581 31997 SH SOLE 31997 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 607597 14925 SH SOLE 14925 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 525299 10485 SH SOLE 10485 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 295290 2250 SH SOLE 2250 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 BBG0045LC1R4 1129738 7254 SH SOLE 7254 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P853 BBG016HPRMH5 207160 6940 SH SOLE 6940 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 1192731 13051 SH SOLE 13051 0 0 STERIS PLC SHS USD G8473T100 BBG00MRHG532 743255 3306 SH SOLE 3306 0 0 SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 510193 11447 SH SOLE 11447 0 0 TCW TRANSFORM ETF TRUST TRANSFRM 500 ETF 29287L106 BBG011KFPMT3 5318397 86827 SH SOLE 86827 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 690327 3927 SH SOLE 3927 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 677691 1166 SH SOLE 1166 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 659940 6507 SH SOLE 6507 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1866644 6218 SH SOLE 6218 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 686391 2791 SH SOLE 2791 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1074488 2172 SH SOLE 2172 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1538368 21181 SH SOLE 21181 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 17183413 49923 SH SOLE 49923 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 4473743 17905 SH SOLE 17905 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1053214 2191 SH SOLE 2191 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3632067 15889 SH SOLE 15889 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 400519 1536 SH SOLE 1536 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2453630 9441 SH SOLE 9441 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 226213 1389 SH SOLE 1389 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1690841 40480 SH SOLE 40480 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 586236 6764 SH SOLE 6764 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 227834 956 SH SOLE 956 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 BBG001TCH7W0 1595130 18753 SH SOLE 18753 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 4242839 23234 SH SOLE 23234 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 10854759 216360 SH SOLE 216360 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1475473 12195 SH SOLE 12195 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 330240 4800 SH SOLE 4800 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 1103451 4079 SH SOLE 4079 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1047631 1998 SH SOLE 1998 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 514975 12273 SH SOLE 12273 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 1621176 5809 SH SOLE 5809 0 0 WALMART INC COM 931142103 BBG001S5XH92 1446246 24036 SH SOLE 24036 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 213003 3675 SH SOLE 3675 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 3317212 68017 SH SOLE 68017 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 423235 6936 SH SOLE 6936 0 0