Member

0001104659-23-083122.txt : 20230724 0001104659-23-083122.hdr.sgml : 20230724 20230721174248 ACCESSION NUMBER: 0001104659-23-083122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230724 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: 231103399 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 X0202 13F-HR LIVE false false false 0001664385 XXXXXXXX 06-30-2023 06-30-2023 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 07-20-2023 0 171 447014264 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE US AGGBD ET 464287226 32684936 333690 SH SOLE 319016 0 14674 SHP ETF TRUST FIS CHRISTIAN 78433H204 23853836 986511 SH SOLE 963376 0 23135 ISHARES TR NATIONAL MUN ETF 464288414 23486150 220052 SH SOLE 215571 0 4481 VANGUARD BD INDEX FDS INTERMED TERM 921937819 20143134 267754 SH SOLE 257572 0 10182 ISHARES TR CORE 1 5 YR USD 46432F859 13735620 294503 SH SOLE 285142 0 9361 ISHARES TR CORE S&P500 ETF 464287200 12489240 28021 SH SOLE 26899 0 1122 APPLE INC COM 037833100 11906649 61384 SH SOLE 59412 0 1972 SPDR SER TR BLOOMBERG EMERGI 78464A391 10533470 497801 SH SOLE 479913 0 17888 ISHARES TR ISHS 5-10YR INVT 464288638 8183693 161829 SH SOLE 152802 0 9027 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 7457396 220829 SH SOLE 216834 0 3995 SELECT SECTOR SPDR TR ENERGY 81369Y506 7178675 88440 SH SOLE 85839 0 2601 MICROSOFT CORP COM 594918104 6279558 18440 SH SOLE 18104 0 336 ISHARES TR CORE MSCI TOTAL 46432F834 6253797 99869 SH SOLE 95694 0 4175 ALPHABET INC CAP STK CL A 02079K305 6103144 50987 SH SOLE 49812 0 1175 DBX ETF TR XTRACK USD HIGH 233051432 5690258 164935 SH SOLE 157431 0 7504 SPDR SER TR NUVEEN BLOOMBERG 78464A284 5282813 211228 SH SOLE 206381 0 4847 HONEYWELL INTL INC COM 438516106 5122968 24689 SH SOLE 23198 0 1491 JPMORGAN CHASE & CO COM 46625H100 4984520 34272 SH SOLE 32607 0 1665 CHEMED CORP NEW COM 16359R103 4818697 8896 SH SOLE 8712 0 184 JOHNSON & JOHNSON COM 478160104 4793460 28960 SH SOLE 28229 0 731 MASTERCARD INCORPORATED CL A 57636Q104 4618522 11743 SH SOLE 11512 0 231 INTUITIVE SURGICAL INC COM NEW 46120E602 4480782 13104 SH SOLE 12844 0 260 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4450469 25598 SH SOLE 24208 0 1390 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4430724 117557 SH SOLE 114720 0 2837 VANGUARD INDEX FDS MID CAP ETF 922908629 4387129 19927 SH SOLE 19170 0 757 BOOKING HOLDINGS INC COM 09857L108 4382636 1623 SH SOLE 1583 0 40 ORACLE CORP COM 68389X105 4359528 36607 SH SOLE 35826 0 781 EDWARDS LIFESCIENCES CORP COM 28176E108 4316541 45760 SH SOLE 44861 0 899 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4299876 51887 SH SOLE 50385 0 1502 ON SEMICONDUCTOR CORP COM 682189105 4265464 45099 SH SOLE 44037 0 1062 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4247964 37566 SH SOLE 36634 0 932 UNITEDHEALTH GROUP INC COM 91324P102 4139272 8612 SH SOLE 8419 0 193 META PLATFORMS INC CL A 30303M102 4117016 14346 SH SOLE 13936 0 410 OLD DOMINION FREIGHT LINE IN COM 679580100 4112730 11123 SH SOLE 10911 0 212 PEPSICO INC COM 713448108 3945742 21303 SH SOLE 20702 0 601 FACTSET RESH SYS INC COM 303075105 3893918 9719 SH SOLE 9570 0 149 COMCAST CORP NEW CL A 20030N101 3746356 90165 SH SOLE 87771 0 2394 CASEYS GEN STORES INC COM 147528103 3724780 15273 SH SOLE 14970 0 303 ISHARES TR GLB INFRASTR ETF 464288372 3724403 79327 SH SOLE 77143 0 2184 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 3719253 55272 SH SOLE 54041 0 1231 BANK AMERICA CORP COM 060505104 3704855 129134 SH SOLE 125281 0 3853 NORDSON CORP COM 655663102 3689693 14867 SH SOLE 14474 0 393 NOVO-NORDISK A S ADR 670100205 3412510 21087 SH SOLE 20459 0 628 SPDR S&P 500 ETF TR TR UNIT 78462F103 3399072 7668 SH SOLE 6885 0 783 HOME DEPOT INC COM 437076102 3343419 10763 SH SOLE 10532 0 231 VANGUARD STAR FDS VG TL INTL STK F 921909768 3200318 57067 SH SOLE 54016 0 3051 AMAZON COM INC COM 023135106 3147934 24148 SH SOLE 23867 0 281 PFIZER INC COM 717081103 3142853 85683 SH SOLE 79581 0 6102 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3138990 14250 SH SOLE 14119 0 131 MEDTRONIC PLC SHS G5960L103 3045177 34565 SH SOLE 33829 0 736 MANHATTAN ASSOCIATES INC COM 562750109 3018988 15104 SH SOLE 14877 0 227 REPUBLIC SVCS INC COM 760759100 2893075 18888 SH SOLE 18510 0 378 VALVOLINE INC COM 92047W101 2791757 74427 SH SOLE 72636 0 1791 HDFC BANK LTD SPONSORED ADS 40415F101 2700666 38747 SH SOLE 37960 0 787 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2679816 61183 SH SOLE 58821 0 2362 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2537718 63143 SH SOLE 61871 0 1272 RELX PLC SPONSORED ADR 759530108 2536903 75887 SH SOLE 74399 0 1488 CANADIAN PACIFIC KANSAS CITY COM 13646K108 2462839 30492 SH SOLE 29869 0 623 NIKE INC CL B 654106103 2432335 22038 SH SOLE 21541 0 497 TREX CO INC COM 89531P105 2376223 36245 SH SOLE 35747 0 498 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2352507 17724 SH SOLE 16916 0 808 SKYWORKS SOLUTIONS INC COM 83088M102 2315193 20916 SH SOLE 20585 0 331 PROGRESSIVE CORP COM 743315103 2300459 17379 SH SOLE 16978 0 401 TENARIS S A SPONSORED ADS 88031M109 2288839 76422 SH SOLE 74813 0 1609 GENTEX CORP COM 371901109 2222590 75960 SH SOLE 73655 0 2305 LOGITECH INTL S A SHS H50430232 2193405 36926 SH SOLE 36184 0 742 UNILEVER PLC SPON ADR NEW 904767704 2157453 41386 SH SOLE 40383 0 1003 COLGATE PALMOLIVE CO COM 194162103 2153654 27955 SH SOLE 27281 0 674 FTI CONSULTING INC COM 302941109 2068806 10877 SH SOLE 10619 0 258 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1928394 26529 SH SOLE 24752 0 1777 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1889402 25002 SH SOLE 25002 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1887446 37621 SH SOLE 37621 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 1876512 14938 SH SOLE 14467 0 471 TOYOTA MOTOR CORP ADS 892331307 1656368 10304 SH SOLE 10074 0 230 TJX COS INC NEW COM 872540109 1572346 18544 SH SOLE 18028 0 516 ISHARES TR GRWT ALLOCAT ETF 464289867 1448267 28149 SH SOLE 26513 0 1636 NVIDIA CORPORATION COM 67066G104 1399774 3309 SH SOLE 3309 0 0 ISHARES TR ISHARES BIOTECH 464287556 1388308 10935 SH SOLE 10505 0 430 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1339485 17704 SH SOLE 17375 0 329 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1339016 26663 SH SOLE 26663 0 0 VISA INC COM CL A 92826C839 1334876 5621 SH SOLE 5295 0 326 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1323119 17839 SH SOLE 16873 0 966 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1304651 7683 SH SOLE 7225 0 458 SCHWAB STRATEGIC TR US REIT ETF 808524847 1297671 66445 SH SOLE 63220 0 3225 DIAGEO PLC SPON ADR NEW 25243Q205 1245413 7179 SH SOLE 7042 0 137 ISHARES TR AGGRES ALLOC ETF 464289859 1208185 18212 SH SOLE 16476 0 1736 LILLY ELI & CO COM 532457108 1073027 2288 SH SOLE 2288 0 0 TRACTOR SUPPLY CO COM 892356106 1072999 4853 SH SOLE 4773 0 80 SHP ETF TRUST NEOS ENH INM CAS 78433H501 1001400 20000 SH SOLE 19000 0 1000 ISHARES TR RUS 1000 GRW ETF 464287614 976889 3550 SH SOLE 3520 0 30 PALO ALTO NETWORKS INC COM 697435105 916770 3588 SH SOLE 3588 0 0 UNITED PARCEL SERVICE INC CL B 911312106 872231 4866 SH SOLE 4756 0 110 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 815926 21029 SH SOLE 21029 0 0 BECTON DICKINSON & CO COM 075887109 780942 2958 SH SOLE 2893 0 65 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 774218 22967 SH SOLE 22263 0 704 ALPHABET INC CAP STK CL C 02079K107 760781 6289 SH SOLE 6189 0 100 ARCH CAP GROUP LTD ORD G0450A105 748500 10000 SH SOLE 10000 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 714023 4904 SH SOLE 4904 0 0 LOWES COS INC COM 548661107 712535 3157 SH SOLE 3107 0 50 STATE STR CORP COM 857477103 705748 9644 SH SOLE 9299 0 345 TOLL BROTHERS INC COM 889478103 663635 8393 SH SOLE 8393 0 0 POLARIS INC COM 731068102 646613 5347 SH SOLE 5347 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 644528 6195 SH SOLE 6156 0 39 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 639234 7650 SH SOLE 7650 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 634513 26405 SH SOLE 26135 0 270 VANGUARD WORLD FDS INF TECH ETF 92204A702 627868 1420 SH SOLE 1420 0 0 HUMANA INC COM 444859102 600049 1342 SH SOLE 1342 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 590285 3740 SH SOLE 3693 0 47 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 583214 8693 SH SOLE 8693 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 581478 12597 SH SOLE 12597 0 0 ZOETIS INC CL A 98978V103 579487 3365 SH SOLE 3365 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 559032 4952 SH SOLE 4952 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 555455 7411 SH SOLE 7411 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 547332 5100 SH SOLE 4700 0 400 MCDONALDS CORP COM 580135101 538631 1805 SH SOLE 1705 0 100 EXXON MOBIL CORP COM 30231G102 499893 4661 SH SOLE 4661 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 477665 11742 SH SOLE 11658 0 84 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 472286 9827 SH SOLE 9827 0 0 SERVICENOW INC COM 81762P102 441147 785 SH SOLE 785 0 0 LENNAR CORP CL A 526057104 426054 3400 SH SOLE 3400 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 419092 4201 SH SOLE 4201 0 0 CHEVRON CORP NEW COM 166764100 402974 2561 SH SOLE 2261 0 300 BUNGE LIMITED COM G16962105 397780 4216 SH SOLE 4216 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 395822 11103 SH SOLE 11103 0 0 ISHARES INC CORE MSCI EMKT 46434G103 371549 7538 SH SOLE 7153 0 385 SPDR SER TR PORTFOLIO SHORT 78464A474 368707 12524 SH SOLE 12524 0 0 NICE LTD SPONSORED ADR 653656108 360549 1746 SH SOLE 1746 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 354761 3682 SH SOLE 3682 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 345248 3421 SH SOLE 3421 0 0 CONOCOPHILLIPS COM 20825C104 343157 3312 SH SOLE 3312 0 0 COSTCO WHSL CORP NEW COM 22160K105 338103 628 SH SOLE 628 0 0 AGCO CORP COM 001084102 321060 2443 SH SOLE 2443 0 0 CALIBERCOS INC COM CL A 13000T109 318912 166100 SH SOLE 166100 0 0 FORD MTR CO DEL COM 345370860 317730 21000 SH SOLE 21000 0 0 CROWN CASTLE INC COM 22822V101 316754 2780 SH SOLE 2780 0 0 UNITED RENTALS INC COM 911363109 316213 710 SH SOLE 710 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311674 914 SH SOLE 914 0 0 MANPOWERGROUP INC WIS COM 56418H100 308469 3885 SH SOLE 3885 0 0 ALTRIA GROUP INC COM 02209S103 294450 6500 SH SOLE 6315 0 185 ISHARES TR INTRM GOV CR ETF 464288612 289252 2811 SH SOLE 2811 0 0 NETAPP INC COM 64110D104 288792 3780 SH SOLE 3780 0 0 STRYKER CORPORATION COM 863667101 283734 930 SH SOLE 930 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 274873 8510 SH SOLE 8510 0 0 FREEPORT-MCMORAN INC CL B 35671D857 270000 6750 SH SOLE 6750 0 0 EOG RES INC COM 26875P101 268934 2350 SH SOLE 2350 0 0 DEXCOM INC COM 252131107 267301 2080 SH SOLE 2080 0 0 EQUITABLE HLDGS INC COM 29452E101 265625 9780 SH SOLE 9780 0 0 MERCK & CO INC COM 58933Y105 265167 2298 SH SOLE 2298 0 0 DATADOG INC CL A COM 23804L103 253821 2580 SH SOLE 2580 0 0 EVEREST RE GROUP LTD COM G3223R108 251268 735 SH SOLE 735 0 0 COCA COLA CO COM 191216100 249070 4136 SH SOLE 4136 0 0 NEXTERA ENERGY INC COM 65339F101 248941 3355 SH SOLE 3355 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 248828 7410 SH SOLE 7410 0 0 ABBOTT LABS COM 002824100 248348 2278 SH SOLE 2278 0 0 METLIFE INC COM 59156R108 248224 4391 SH SOLE 4391 0 0 GRAND CANYON ED INC COM 38526M106 243576 2360 SH SOLE 2360 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 238131 4606 SH SOLE 4606 0 0 PROCTER AND GAMBLE CO COM 742718109 232163 1530 SH SOLE 1530 0 0 DOMINOS PIZZA INC COM 25754A201 226121 671 SH SOLE 671 0 0 PARKER-HANNIFIN CORP COM 701094104 224273 575 SH SOLE 575 0 0 ISHARES TR CORE S&P MCP ETF 464287507 222781 852 SH SOLE 852 0 0 GARTNER INC COM 366651107 211938 605 SH SOLE 605 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 211668 930 SH SOLE 930 0 0 BLUE OWL CAPITAL INC COM CL A 09581B103 211215 18130 SH SOLE 18130 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 210679 1125 SH SOLE 1125 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 209673 2586 SH SOLE 2586 0 0 TRIMBLE INC COM 896239100 206466 3900 SH SOLE 3900 0 0 FEDEX CORP COM 31428X106 205262 828 SH SOLE 683 0 145 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 204301 3828 SH SOLE 3828 0 0 SPDR SER TR S&P BIOTECH 78464A870 203258 2443 SH SOLE 2345 0 98 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 200790 493 SH SOLE 493 0 0