0001104659-23-051552.txt : 20230428
0001104659-23-051552.hdr.sgml : 20230428
20230427175716
ACCESSION NUMBER: 0001104659-23-051552
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230428
DATE AS OF CHANGE: 20230427
EFFECTIVENESS DATE: 20230428
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: 23858862
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
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false
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0001664385
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03-31-2023
03-31-2023
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
04-27-2023
0
163
425379113
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
230671
2278
SH
SOLE
2278
0
0
AGCO CORP
COM
001084102
294601
2179
SH
SOLE
2179
0
0
ALPHABET INC
CAP STK CL A
02079K305
5305064
51143
SH
SOLE
50045
0
1098
ALPHABET INC
CAP STK CL C
02079K107
656136
6309
SH
SOLE
6209
0
100
ALTRIA GROUP INC
COM
02209S103
318587
7140
SH
SOLE
6955
0
185
AMAZON COM INC
COM
023135106
2400770
23243
SH
SOLE
23024
0
219
APPLE INC
COM
037833100
10336917
62686
SH
SOLE
60832
0
1854
ARCH CAP GROUP LTD
ORD
G0450A105
678700
10000
SH
SOLE
10000
0
0
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
223202
2675
SH
SOLE
2675
0
0
BANK AMERICA CORP
COM
060505104
3614840
126393
SH
SOLE
122869
0
3524
BECTON DICKINSON & CO
COM
075887109
788663
3186
SH
SOLE
3121
0
65
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
347058
1124
SH
SOLE
1124
0
0
BOOKING HOLDINGS INC
COM
09857L108
5047537
1903
SH
SOLE
1866
0
37
BROOKFIELD CORP
CL A LTD VT SH
11271J107
1630250
50023
SH
SOLE
49212
0
811
CANADIAN PAC RY LTD
COM
13645T100
2307816
29995
SH
SOLE
29430
0
565
CASEYS GEN STORES INC
COM
147528103
3275473
15132
SH
SOLE
14857
0
275
CHARLES RIV LABS INTL INC
COM
159864107
2268255
11239
SH
SOLE
10959
0
280
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
1584960
12192
SH
SOLE
11921
0
271
CHEMED CORP NEW
COM
16359R103
4866638
9050
SH
SOLE
8880
0
170
CHEVRON CORP NEW
COM
166764100
532881
3266
SH
SOLE
2926
0
340
COCA COLA CO
COM
191216100
261519
4216
SH
SOLE
4216
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
3475353
54541
SH
SOLE
53412
0
1129
COLGATE PALMOLIVE CO
COM
194162103
2370532
31544
SH
SOLE
30929
0
615
COMCAST CORP NEW
CL A
20030N101
3467325
91462
SH
SOLE
89211
0
2251
CONOCOPHILLIPS
COM
20825C104
317572
3201
SH
SOLE
3201
0
0
CROWN CASTLE INC
COM
22822V101
332994
2488
SH
SOLE
2488
0
0
DBX ETF TR
XTRACK USD HIGH
233051432
5445152
156695
SH
SOLE
150323
0
6372
DIAGEO PLC
SPON ADR NEW
25243Q205
1230575
6792
SH
SOLE
6677
0
115
EDWARDS LIFESCIENCES CORP
COM
28176E108
3799210
45923
SH
SOLE
45112
0
811
EOG RES INC
COM
26875P101
239233
2087
SH
SOLE
2087
0
0
EXXON MOBIL CORP
COM
30231G102
581637
5304
SH
SOLE
5304
0
0
FACTSET RESH SYS INC
COM
303075105
4179127
10068
SH
SOLE
9861
0
207
FASTENAL CO
COM
311900104
330167
6121
SH
SOLE
6121
0
0
FEDEX CORP
COM
31428X106
200843
879
SH
SOLE
734
0
145
FIDELITY NATL INFORMATION SV
COM
31620M106
1922902
35393
SH
SOLE
34724
0
669
FIRST REP BK SAN FRANCISCO C
COM
33616C100
679201
48549
SH
SOLE
47525
0
1024
FORD MTR CO DEL
COM
345370860
264600
21000
SH
SOLE
21000
0
0
FTI CONSULTING INC
COM
302941109
2146971
10879
SH
SOLE
10641
0
238
GENTEX CORP
COM
371901109
1848187
65936
SH
SOLE
63951
0
1985
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
656461
19061
SH
SOLE
19061
0
0
GODADDY INC
CL A
380237107
633729
8154
SH
SOLE
7974
0
180
GRAPHIC PACKAGING HLDG CO
COM
388689101
608064
23855
SH
SOLE
23735
0
120
HDFC BANK LTD
SPONSORED ADS
40415F101
2480591
37207
SH
SOLE
36507
0
700
HOME DEPOT INC
COM
437076102
3171360
10746
SH
SOLE
10542
0
204
HONEYWELL INTL INC
COM
438516106
4959947
25952
SH
SOLE
24455
0
1497
HUMANA INC
COM
444859102
595660
1227
SH
SOLE
1227
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
918483
8807
SH
SOLE
8607
0
200
INTUITIVE SURGICAL INC
COM NEW
46120E602
3247024
12710
SH
SOLE
12538
0
172
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
277306
13332
SH
SOLE
13332
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
382173
7833
SH
SOLE
7448
0
385
ISHARES TR
CORE US AGGBD ET
464287226
24157918
242452
SH
SOLE
233289
0
9163
ISHARES TR
CORE 1 5 YR USD
46432F859
22903044
485697
SH
SOLE
468072
0
17625
ISHARES TR
NATIONAL MUN ETF
464288414
18366546
170471
SH
SOLE
167418
0
3053
ISHARES TR
CORE S&P500 ETF
464287200
11875691
28889
SH
SOLE
27729
0
1160
ISHARES TR
SHRT NAT MUN ETF
464288158
8657455
82704
SH
SOLE
81459
0
1245
ISHARES TR
ISHS 5-10YR INVT
464288638
7531135
146863
SH
SOLE
139529
0
7334
ISHARES TR
CORE MSCI TOTAL
46432F834
6191345
99941
SH
SOLE
96492
0
3449
ISHARES TR
GLB INFRASTR ETF
464288372
4020013
84277
SH
SOLE
81885
0
2392
ISHARES TR
ISHS 1-5YR INVS
464288646
3856708
76310
SH
SOLE
75005
0
1305
ISHARES TR
GRWT ALLOCAT ETF
464289867
1405193
28087
SH
SOLE
26971
0
1116
ISHARES TR
ISHARES BIOTECH
464287556
1133767
8778
SH
SOLE
8419
0
359
ISHARES TR
AGGRES ALLOC ETF
464289859
1082112
17017
SH
SOLE
15281
0
1736
ISHARES TR
RUS 1000 GRW ETF
464287614
748139
3062
SH
SOLE
3062
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
454040
2982
SH
SOLE
2982
0
0
ISHARES TR
INTRM GOV CR ETF
464288612
302604
2896
SH
SOLE
2896
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
231692
2820
SH
SOLE
2820
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
213137
852
SH
SOLE
852
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
200700
1125
SH
SOLE
1125
0
0
JOHNSON & JOHNSON
COM
478160104
4524295
29189
SH
SOLE
28522
0
667
JPMORGAN CHASE & CO
COM
46625H100
4560590
34998
SH
SOLE
33390
0
1608
KEYCORP
COM
493267108
330841
26425
SH
SOLE
26425
0
0
KROGER CO
COM
501044101
346677
7022
SH
SOLE
7022
0
0
LILLY ELI & CO
COM
532457108
1001413
2916
SH
SOLE
2916
0
0
LOGITECH INTL S A
SHS
H50430232
1747084
30091
SH
SOLE
29551
0
540
LOWES COS INC
COM
548661107
578114
2891
SH
SOLE
2841
0
50
MANHATTAN ASSOCIATES INC
COM
562750109
2396614
15477
SH
SOLE
15279
0
198
MANPOWERGROUP INC WIS
COM
56418H100
285967
3465
SH
SOLE
3465
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
4304955
11846
SH
SOLE
11640
0
206
MCDONALDS CORP
COM
580135101
312604
1118
SH
SOLE
1018
0
100
MEDTRONIC PLC
SHS
G5960L103
3112013
38601
SH
SOLE
37944
0
657
MERCK & CO INC
COM
58933Y105
270231
2540
SH
SOLE
2540
0
0
META PLATFORMS INC
CL A
30303M102
3202626
15111
SH
SOLE
14723
0
388
METLIFE INC
COM
59156R108
275389
4753
SH
SOLE
4753
0
0
MICROSOFT CORP
COM
594918104
5348542
18552
SH
SOLE
18256
0
296
MOODYS CORP
COM
615369105
3276557
10707
SH
SOLE
10500
0
207
NETAPP INC
COM
64110D104
215303
3372
SH
SOLE
3372
0
0
NEXTERA ENERGY INC
COM
65339F101
303310
3935
SH
SOLE
3935
0
0
NICE LTD
SPONSORED ADR
653656108
363936
1590
SH
SOLE
1590
0
0
NIKE INC
CL B
654106103
2669996
21771
SH
SOLE
21339
0
432
NORDSON CORP
COM
655663102
3275891
14739
SH
SOLE
14375
0
364
NOVO-NORDISK A S
ADR
670100205
3388569
21293
SH
SOLE
20701
0
592
NVIDIA CORPORATION
COM
67066G104
849421
3058
SH
SOLE
3058
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
3880123
11384
SH
SOLE
11189
0
195
ON SEMICONDUCTOR CORP
COM
682189105
3446163
41863
SH
SOLE
40866
0
997
ORACLE CORP
COM
68389X105
3491655
37577
SH
SOLE
36856
0
721
ORANGE
SPONSORED ADR
684060106
297308
24921
SH
SOLE
24921
0
0
PALO ALTO NETWORKS INC
COM
697435105
663337
3321
SH
SOLE
3321
0
0
PEPSICO INC
COM
713448108
3981432
21840
SH
SOLE
21282
0
558
PFIZER INC
COM
717081103
3497540
85724
SH
SOLE
79728
0
5996
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
516200
5201
SH
SOLE
5201
0
0
POLARIS INC
COM
731068102
988590
8936
SH
SOLE
8858
0
78
PROCTER AND GAMBLE CO
COM
742718109
333512
2243
SH
SOLE
2243
0
0
PROGRESSIVE CORP
COM
743315103
2806981
19621
SH
SOLE
19256
0
365
RELX PLC
SPONSORED ADR
759530108
2386157
73556
SH
SOLE
72211
0
1345
REPUBLIC SVCS INC
COM
760759100
2589328
19149
SH
SOLE
18801
0
348
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
7332499
217517
SH
SOLE
213985
0
3532
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2565236
61179
SH
SOLE
58817
0
2362
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1457742
74756
SH
SOLE
71531
0
3225
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
562742
8581
SH
SOLE
8581
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
542139
11557
SH
SOLE
11557
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
484539
7435
SH
SOLE
7435
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
477264
9782
SH
SOLE
9782
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
386385
11103
SH
SOLE
11103
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
220398
4606
SH
SOLE
4606
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7053638
85158
SH
SOLE
82781
0
2377
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4584433
122644
SH
SOLE
120091
0
2553
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
4009044
49703
SH
SOLE
48315
0
1388
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3895001
25793
SH
SOLE
24403
0
1390
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2314616
17879
SH
SOLE
17071
0
808
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1372722
18374
SH
SOLE
17408
0
966
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1177329
7873
SH
SOLE
7415
0
458
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1052720
32744
SH
SOLE
31185
0
1559
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
516018
5100
SH
SOLE
4700
0
400
SERVICENOW INC
COM
81762P102
325769
701
SH
SOLE
701
0
0
SHP ETF TRUST
FIS BIBLICALLY R
78433H204
21618520
959118
SH
SOLE
935983
0
23135
SHP ETF TRUST
NEOS ENH INM CAS
78433H501
1089935
21740
SH
SOLE
20740
0
1000
SKYWORKS SOLUTIONS INC
COM
83088M102
2059931
17460
SH
SOLE
17245
0
215
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
235747
4328
SH
SOLE
4328
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2663082
6505
SH
SOLE
5789
0
716
SPDR SER TR
BLOOMBERG EMERGI
78464A391
8258909
389204
SH
SOLE
376050
0
13154
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
4125666
164763
SH
SOLE
162806
0
1957
SPDR SER TR
PORTFOLIO SHORT
78464A474
403887
13631
SH
SOLE
13631
0
0
SPDR SER TR
S&P BIOTECH
78464A870
251112
3295
SH
SOLE
3197
0
98
STATE STR CORP
COM
857477103
852800
11267
SH
SOLE
10922
0
345
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
586026
6300
SH
SOLE
6231
0
69
TENARIS S A
SPONSORED ADS
88031M109
1790716
63009
SH
SOLE
61909
0
1100
TJX COS INC NEW
COM
872540109
1649400
21049
SH
SOLE
20650
0
399
TOLL BROTHERS INC
COM
889478103
1479380
24644
SH
SOLE
23702
0
942
TOYOTA MOTOR CORP
ADS
892331307
1606623
11339
SH
SOLE
11138
0
201
TRACTOR SUPPLY CO
COM
892356106
1182957
5033
SH
SOLE
4953
0
80
TREX CO INC
COM
89531P105
1713379
35204
SH
SOLE
34781
0
423
TRUIST FINL CORP
COM
89832Q109
2987433
87608
SH
SOLE
85252
0
2356
UNILEVER PLC
SPON ADR NEW
904767704
2142217
41252
SH
SOLE
40342
0
910
UNION PAC CORP
COM
907818108
227223
1129
SH
SOLE
1129
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
958311
4940
SH
SOLE
4830
0
110
UNITEDHEALTH GROUP INC
COM
91324P102
4004728
8474
SH
SOLE
8300
0
174
VALVOLINE INC
COM
92047W101
2573681
73660
SH
SOLE
71989
0
1671
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11146200
145721
SH
SOLE
139871
0
5850
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2030252
27499
SH
SOLE
25722
0
1777
VANGUARD INDEX FDS
MID CAP ETF
922908629
4176006
19799
SH
SOLE
19045
0
754
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3171714
15540
SH
SOLE
15409
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
639408
7700
SH
SOLE
7700
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2661474
65602
SH
SOLE
64298
0
1304
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
418464
10358
SH
SOLE
10358
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1337070
26393
SH
SOLE
26393
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1388149
18210
SH
SOLE
17881
0
329
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3031306
54905
SH
SOLE
51854
0
3051
VANGUARD WORLD FDS
ENERGY ETF
92204A306
565667
4952
SH
SOLE
4952
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
547368
1420
SH
SOLE
1420
0
0
VISA INC
COM CL A
92826C839
1288730
5716
SH
SOLE
5390
0
326
XYLEM INC
COM
98419M100
208144
1988
SH
SOLE
1945
0
43
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
575716
4456
SH
SOLE
4456
0
0
ZOETIS INC
CL A
98978V103
518128
3113
SH
SOLE
3113
0
0