0001104659-22-110212.txt : 20221020
0001104659-22-110212.hdr.sgml : 20221020
20221020121959
ACCESSION NUMBER: 0001104659-22-110212
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221020
DATE AS OF CHANGE: 20221020
EFFECTIVENESS DATE: 20221020
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPITAL INSIGHT PARTNERS, LLC
CENTRAL INDEX KEY: 0001664385
IRS NUMBER: 000000000
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17100
FILM NUMBER: 221320532
BUSINESS ADDRESS:
STREET 1: 7328 E. DEER VALLEY RD.
STREET 2: STE 105
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85255
BUSINESS PHONE: 480-295-7070
MAIL ADDRESS:
STREET 1: 7328 E. DEER VALLEY RD.
STREET 2: STE 105
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85255
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001664385
XXXXXXXX
09-30-2022
09-30-2022
false
CAPITAL INSIGHT PARTNERS, LLC
7328 E. Deer Valley Rd.
Ste 105
Scottsdale
AZ
85255
13F HOLDINGS REPORT
028-17100
N
Susan C. Anastasiadis
Member
480-295-7070
/s/ Susan C. Anastasiadis
Scottsdale
AZ
10-19-2022
0
143
371121
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
227
2344
SH
SOLE
2344
0
0
ALPHABET INC
CAP STK CL A
02079K305
4753
49691
SH
SOLE
47517
0
2174
ALPHABET INC
CAP STK CL C
02079K107
630
6550
SH
SOLE
6450
0
100
ALTRIA GROUP INC
COM
02209S103
307
7600
SH
SOLE
7415
0
185
AMAZON COM INC
COM
023135106
2006
17754
SH
SOLE
17160
0
594
APPLE INC
COM
037833100
8442
61082
SH
SOLE
58151
0
2931
BECTON DICKINSON & CO
COM
075887109
768
3446
SH
SOLE
3381
0
65
BK OF AMERICA CORP
COM
060505104
3617
119767
SH
SOLE
113510
0
6257
BOOKING HOLDINGS INC
COM
09857L108
3298
2007
SH
SOLE
1916
0
91
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
1704
41672
SH
SOLE
40110
0
1562
CANADIAN PAC RY LTD
COM
13645T100
1851
27746
SH
SOLE
26579
0
1167
CASEYS GEN STORES INC
COM
147528103
3041
15015
SH
SOLE
14371
0
644
CHARLES RIV LABS INTL INC
COM
159864107
2146
10905
SH
SOLE
10326
0
579
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
322
2872
SH
SOLE
2872
0
0
CHEMED CORP NEW
COM
16359R103
3976
9108
SH
SOLE
8719
0
389
CHEVRON CORP NEW
COM
166764100
362
2519
SH
SOLE
2103
0
416
COCA COLA CO
COM
191216100
227
4047
SH
SOLE
4047
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
2813
53921
SH
SOLE
51427
0
2494
COLGATE PALMOLIVE CO
COM
194162103
2164
30808
SH
SOLE
29444
0
1364
COMCAST CORP NEW
CL A
20030N101
2675
91219
SH
SOLE
86828
0
4391
DIAGEO PLC
SPON ADR NEW
25243Q205
1117
6580
SH
SOLE
6273
0
307
EDWARDS LIFESCIENCES CORP
COM
28176E108
3616
43765
SH
SOLE
41837
0
1928
EXXON MOBIL CORP
COM
30231G102
413
4729
SH
SOLE
4608
0
121
FACTSET RESH SYS INC
COM
303075105
4297
10740
SH
SOLE
10275
0
465
FASTENAL CO
COM
311900104
263
5714
SH
SOLE
5714
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
2376
31447
SH
SOLE
30059
0
1388
FIRST REP BK SAN FRANCISCO C
COM
33616C100
2973
22770
SH
SOLE
21636
0
1134
FTI CONSULTING INC
COM
302941109
1754
10584
SH
SOLE
10026
0
558
GENTEX CORP
COM
371901109
387
16241
SH
SOLE
15581
0
660
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
426
16840
SH
SOLE
16840
0
0
GODADDY INC
CL A
380237107
2299
32437
SH
SOLE
30746
0
1691
GORES HLDGS VIII INC
CL A
382863108
2033
206000
SH
SOLE
206000
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
412
20880
SH
SOLE
20880
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
2063
35308
SH
SOLE
33898
0
1410
HOME DEPOT INC
COM
437076102
2947
10680
SH
SOLE
10175
0
505
HONEYWELL INTL INC
COM
438516106
4236
25367
SH
SOLE
23237
0
2130
HUMANA INC
COM
444859102
542
1117
SH
SOLE
1117
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
878
9721
SH
SOLE
9521
0
200
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
269
13332
SH
SOLE
13332
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
849
19756
SH
SOLE
19183
0
573
ISHARES TR
CORE 1 5 YR USD
46432F859
30486
661291
SH
SOLE
627870
0
33421
ISHARES TR
NATIONAL MUN ETF
464288414
17020
165915
SH
SOLE
159457
0
6458
ISHARES TR
CORE US AGGBD ET
464287226
14279
148215
SH
SOLE
139796
0
8419
ISHARES TR
ISHS 1-5YR INVS
464288646
12806
259866
SH
SOLE
249153
0
10713
ISHARES TR
CORE S&P500 ETF
464287200
10124
28229
SH
SOLE
25734
0
2495
ISHARES TR
SHRT NAT MUN ETF
464288158
7324
71338
SH
SOLE
69290
0
2048
ISHARES TR
GLB INFRASTR ETF
464288372
5906
141192
SH
SOLE
131610
0
9582
ISHARES TR
CORE MSCI TOTAL
46432F834
5136
100866
SH
SOLE
94594
0
6272
ISHARES TR
ISHS 5-10YR INVT
464288638
4760
98593
SH
SOLE
92514
0
6079
ISHARES TR
GRWT ALLOCAT ETF
464289867
1176
26263
SH
SOLE
25232
0
1031
ISHARES TR
AGGRES ALLOC ETF
464289859
851
15355
SH
SOLE
13761
0
1594
ISHARES TR
RUS 1000 GRW ETF
464287614
655
3112
SH
SOLE
3112
0
0
ISHARES TR
INTRM GOV CR ETF
464288612
531
5226
SH
SOLE
5226
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
406
2982
SH
SOLE
2982
0
0
ISHARES TR
INTL DEV RE ETF
464288489
318
16718
SH
SOLE
16718
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
254
3130
SH
SOLE
3130
0
0
JOHNSON & JOHNSON
COM
478160104
4660
28524
SH
SOLE
27117
0
1407
JPMORGAN CHASE & CO
COM
46625H100
3457
33079
SH
SOLE
30793
0
2286
KEYCORP
COM
493267108
393
24517
SH
SOLE
24517
0
0
LILLY ELI & CO
COM
532457108
731
2261
SH
SOLE
763
0
1498
LOWES COS INC
COM
548661107
541
2882
SH
SOLE
2832
0
50
MANHATTAN ASSOCIATES INC
COM
562750109
2001
15039
SH
SOLE
14354
0
685
MANPOWERGROUP INC WIS
COM
56418H100
204
3150
SH
SOLE
3150
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3779
13291
SH
SOLE
12747
0
544
MCDONALDS CORP
COM
580135101
260
1128
SH
SOLE
1028
0
100
MEDTRONIC PLC
SHS
G5960L103
2787
34518
SH
SOLE
32884
0
1634
META PLATFORMS INC
CL A
30303M102
2308
17008
SH
SOLE
16100
0
908
METLIFE INC
COM
59156R108
366
6027
SH
SOLE
6027
0
0
MICROSOFT CORP
COM
594918104
4015
17240
SH
SOLE
16504
0
736
MOODYS CORP
COM
615369105
2603
10709
SH
SOLE
10194
0
515
NEXTERA ENERGY INC
COM
65339F101
212
2700
SH
SOLE
2700
0
0
NICE LTD
SPONSORED ADR
653656108
275
1460
SH
SOLE
1460
0
0
NIKE INC
CL B
654106103
1935
23284
SH
SOLE
22164
0
1120
NORDSON CORP
COM
655663102
3048
14360
SH
SOLE
13612
0
748
NOVO-NORDISK A S
ADR
670100205
2050
20574
SH
SOLE
19443
0
1131
NVIDIA CORPORATION
COM
67066G104
308
2537
SH
SOLE
2537
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
3116
12526
SH
SOLE
12044
0
482
ON SEMICONDUCTOR CORP
COM
682189105
2501
40129
SH
SOLE
38202
0
1927
ORACLE CORP
COM
68389X105
2280
37341
SH
SOLE
35545
0
1796
ORANGE
SPONSORED ADR
684060106
195
21665
SH
SOLE
21665
0
0
PACIRA BIOSCIENCES INC
COM
695127100
2924
54966
SH
SOLE
52228
0
2738
PALO ALTO NETWORKS INC
COM
697435105
529
3228
SH
SOLE
3228
0
0
PEPSICO INC
COM
713448108
3867
23684
SH
SOLE
22558
0
1126
PFIZER INC
COM
717081103
3282
75006
SH
SOLE
67396
0
7610
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
712
7206
SH
SOLE
7206
0
0
POLARIS INC
COM
731068102
1951
20394
SH
SOLE
19377
0
1017
PROGRESSIVE CORP
COM
743315103
2464
21205
SH
SOLE
20214
0
991
RELX PLC
SPONSORED ADR
759530108
1615
66440
SH
SOLE
63529
0
2911
REPUBLIC SVCS INC
COM
760759100
2644
19434
SH
SOLE
18563
0
871
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
5873
211629
SH
SOLE
202182
0
9447
SCHWAB STRATEGIC TR
US REIT ETF
808524847
3904
208888
SH
SOLE
197748
0
11140
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1931
51072
SH
SOLE
47080
0
3992
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
931
17982
SH
SOLE
17742
0
240
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
538
9193
SH
SOLE
9193
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
525
9408
SH
SOLE
9408
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
448
9277
SH
SOLE
9277
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
278
9876
SH
SOLE
9435
0
441
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
266
5869
SH
SOLE
5869
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
6543
181707
SH
SOLE
168234
0
13473
SELECT SECTOR SPDR TR
ENERGY
81369Y506
4046
56174
SH
SOLE
53207
0
2967
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3375
28418
SH
SOLE
27028
0
1390
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
2393
35179
SH
SOLE
33552
0
1627
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2259
18656
SH
SOLE
17848
0
808
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1368
20504
SH
SOLE
19538
0
966
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1176
8259
SH
SOLE
7801
0
458
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1090
35912
SH
SOLE
34353
0
1559
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
436
5263
SH
SOLE
4863
0
400
SHP ETF TRUST
FIS BIBLICALLY R
78433H204
17191
850280
SH
SOLE
846545
0
3735
SKYWORKS SOLUTIONS INC
COM
83088M102
252
2954
SH
SOLE
2954
0
0
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
310
6485
SH
SOLE
6485
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2266
6344
SH
SOLE
5563
0
781
SPDR SER TR
PORTFOLIO SHORT
78464A474
1124
38451
SH
SOLE
38451
0
0
SPDR SER TR
S&P REGL BKG
78464A698
1117
18977
SH
SOLE
18977
0
0
SPDR SER TR
S&P BIOTECH
78464A870
493
6215
SH
SOLE
6117
0
98
STATE STR CORP
COM
857477103
794
13056
SH
SOLE
12711
0
345
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1203
17544
SH
SOLE
16695
0
849
TJX COS INC NEW
COM
872540109
329
5304
SH
SOLE
5304
0
0
TOLL BROTHERS INC
COM
889478103
2350
55957
SH
SOLE
53255
0
2702
TOYOTA MOTOR CORP
ADS
892331307
1345
10324
SH
SOLE
9902
0
422
TRACTOR SUPPLY CO
COM
892356106
986
5304
SH
SOLE
5224
0
80
TREX CO INC
COM
89531P105
1471
33474
SH
SOLE
31956
0
1518
TRUIST FINL CORP
COM
89832Q109
3672
84345
SH
SOLE
79837
0
4508
UNILEVER PLC
SPON ADR NEW
904767704
1779
40573
SH
SOLE
38546
0
2027
UNITED PARCEL SERVICE INC
CL B
911312106
896
5544
SH
SOLE
5434
0
110
UNITEDHEALTH GROUP INC
COM
91324P102
3995
7911
SH
SOLE
7514
0
397
US BANCORP DEL
COM NEW
902973304
228
5650
SH
SOLE
5650
0
0
VALVOLINE INC
COM
92047W101
1899
74931
SH
SOLE
71588
0
3343
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
10127
135347
SH
SOLE
128783
0
6564
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2052
28763
SH
SOLE
26986
0
1777
VANGUARD INDEX FDS
MID CAP ETF
922908629
3238
17223
SH
SOLE
16091
0
1132
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2811
15661
SH
SOLE
15530
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
730
9101
SH
SOLE
8956
0
145
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
4376
114684
SH
SOLE
106525
0
8159
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
790
21648
SH
SOLE
20402
0
1246
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1065
22133
SH
SOLE
22133
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3367
45328
SH
SOLE
43119
0
2209
VANGUARD STAR FDS
VG TL INTL STK F
921909768
2547
55641
SH
SOLE
52910
0
2731
VANGUARD WORLD FDS
ENERGY ETF
92204A306
512
5036
SH
SOLE
5036
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
436
1420
SH
SOLE
1420
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
324
8537
SH
SOLE
8537
0
0
VISA INC
COM CL A
92826C839
1025
5769
SH
SOLE
5443
0
326
XYLEM INC
COM
98419M100
706
8076
SH
SOLE
7642
0
434
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
411
3930
SH
SOLE
3930
0
0