0001104659-22-005779.txt : 20220120 0001104659-22-005779.hdr.sgml : 20220120 20220120101959 ACCESSION NUMBER: 0001104659-22-005779 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220120 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: 22541093 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 12-31-2021 12-31-2021 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 01-19-2022 0 152 491297
INFORMATION TABLE 2 infotable.xml ISHARES TR CORE 1 5 YR USD 46432F859 31464 623910 SH SOLE 584972 0 38938 ISHARES TR ISHS 5-10YR INVT 464288638 24032 405466 SH SOLE 382322 0 23144 ISHARES TR ISHS 1-5YR INVS 464288646 15432 286408 SH SOLE 270145 0 16263 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 8699 212533 SH SOLE 204749 0 7784 CELESTICA INC SUB VTG SHS 15101Q108 2225 199881 SH SOLE 199881 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 7871 151919 SH SOLE 140466 0 11453 ISHARES TR GLB INFRASTR ETF 464288372 6433 135170 SH SOLE 126478 0 8692 SCHWAB STRATEGIC TR US REIT ETF 808524847 6543 124183 SH SOLE 117323 0 6860 ISHARES TR CORE US AGGBD ET 464287226 14093 123533 SH SOLE 113196 0 10337 BK OF AMERICA CORP COM 060505104 5286 118807 SH SOLE 114092 0 4715 ISHARES TR NATIONAL MUN ETF 464288414 12267 105495 SH SOLE 101140 0 4355 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5682 105313 SH SOLE 98207 0 7106 COMCAST CORP NEW CL A 20030N101 5164 102594 SH SOLE 98652 0 3942 TRUIST FINL CORP COM 89832Q109 5194 88707 SH SOLE 84770 0 3937 SHP ETF TRUST FIS KNIGHTS 78433H105 2281 88262 SH SOLE 88262 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 5232 82306 SH SOLE 79710 0 2596 ISHARES TR CORE MSCI TOTAL 46432F834 5652 79668 SH SOLE 72895 0 6773 PFIZER INC COM 717081103 4476 75795 SH SOLE 67308 0 8487 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5969 73451 SH SOLE 71432 0 2019 VALVOLINE INC COM 92047W101 2671 71617 SH SOLE 68721 0 2896 SELECT SECTOR SPDR TR ENERGY 81369Y506 3911 70468 SH SOLE 67552 0 2916 APPLE INC COM 037833100 12158 68471 SH SOLE 65859 0 2612 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5524 68335 SH SOLE 63666 0 4669 SPDR SER TR PORTFOLIO SHORT 78464A474 2067 66746 SH SOLE 66746 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5548 65459 SH SOLE 63224 0 2235 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1983 61092 SH SOLE 58252 0 2840 RELX PLC SPONSORED ADR 759530108 1941 59514 SH SOLE 56940 0 2574 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2288 58604 SH SOLE 57045 0 1559 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9918 57043 SH SOLE 55454 0 1589 GENTEX CORP COM 371901109 1974 56654 SH SOLE 53994 0 2660 PACIRA BIOSCIENCES INC COM 695127100 3294 54744 SH SOLE 52233 0 2511 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 3529 48217 SH SOLE 46824 0 1393 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2373 47988 SH SOLE 46742 0 1246 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4145 45747 SH SOLE 43980 0 1767 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 1663 45139 SH SOLE 42912 0 2227 COLGATE PALMOLIVE CO COM 194162103 3678 43100 SH SOLE 41976 0 1124 ISHARES INC CORE MSCI EMKT 46434G103 2473 41321 SH SOLE 40073 0 1248 EDWARDS LIFESCIENCES CORP COM 28176E108 5217 40272 SH SOLE 38806 0 1466 YUM CHINA HLDGS INC COM 98850P109 1989 39900 SH SOLE 38159 0 1741 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2185 39794 SH SOLE 39794 0 0 UNILEVER PLC SPON ADR NEW 904767704 2110 39223 SH SOLE 37479 0 1744 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2266 37537 SH SOLE 36092 0 1445 DBX ETF TR XTRACK USD HIGH 233051432 1474 36988 SH SOLE 36988 0 0 TOLL BROTHERS INC COM 889478103 2620 36195 SH SOLE 34779 0 1416 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2258 35911 SH SOLE 35671 0 240 ORACLE CORP COM 68389X105 3086 35387 SH SOLE 33846 0 1541 MANPOWERGROUP INC WIS COM 56418H100 3328 34192 SH SOLE 32820 0 1372 TREX CO INC COM 89531P105 4443 32901 SH SOLE 31989 0 912 SPDR SER TR S&P REGL BKG 78464A698 2284 32241 SH SOLE 31186 0 1055 JOHNSON & JOHNSON COM 478160104 5424 31705 SH SOLE 30418 0 1287 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2436 31596 SH SOLE 30630 0 966 JPMORGAN CHASE & CO COM 46625H100 4916 31046 SH SOLE 29390 0 1656 GODADDY INC CL A 380237107 2582 30425 SH SOLE 29136 0 1289 HDFC BANK LTD SPONSORED ADS 40415F101 1968 30241 SH SOLE 29010 0 1231 MEDTRONIC PLC SHS G5960L103 2982 28821 SH SOLE 27670 0 1151 ISHARES TR GRWT ALLOCAT ETF 464289867 1629 28532 SH SOLE 27077 0 1455 STATE STR CORP COM 857477103 2611 28079 SH SOLE 26941 0 1138 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3892 27625 SH SOLE 26817 0 808 ISHARES TR CORE S&P500 ETF 464287200 13101 27467 SH SOLE 24982 0 2485 HONEYWELL INTL INC COM 438516106 5531 26528 SH SOLE 24589 0 1939 FIDELITY NATL INFORMATION SV COM 31620M106 2840 26022 SH SOLE 25047 0 975 ISHARES TR US TREAS BD ETF 46429B267 687 25754 SH SOLE 25754 0 0 ISHARES TR INTRM GOV CR ETF 464288612 2884 25355 SH SOLE 25025 0 330 CANADIAN PAC RY LTD COM 13645T100 1803 25067 SH SOLE 24095 0 972 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1250 24585 SH SOLE 24332 0 253 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2493 24343 SH SOLE 21997 0 2346 PEPSICO INC COM 713448108 3785 21789 SH SOLE 20758 0 1031 MANHATTAN ASSOCIATES INC COM 562750109 3250 20901 SH SOLE 20227 0 674 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2824 20651 SH SOLE 20325 0 326 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 456 20631 SH SOLE 19345 0 1286 NOVO-NORDISK A S ADR 670100205 2307 20595 SH SOLE 19750 0 845 PROGRESSIVE CORP COM 743315103 2046 19934 SH SOLE 19173 0 761 FIRST REP BK SAN FRANCISCO C COM 33616C100 4078 19745 SH SOLE 19106 0 639 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4668 19332 SH SOLE 19201 0 131 NIKE INC CL B 654106103 3210 19261 SH SOLE 18540 0 721 SAP SE SPON ADR 803054204 2645 18881 SH SOLE 17981 0 900 REPUBLIC SVCS INC COM 760759100 2598 18631 SH SOLE 17909 0 722 ALTRIA GROUP INC COM 02209S103 864 18238 SH SOLE 17544 0 694 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 959 18141 SH SOLE 18141 0 0 SPDR SER TR S&P BIOTECH 78464A870 1918 17133 SH SOLE 16865 0 268 META PLATFORMS INC CL A 30303M102 5729 17032 SH SOLE 16183 0 849 ISHARES TR INTL DEV RE ETF 464288489 481 16868 SH SOLE 16868 0 0 MICROSOFT CORP COM 594918104 5503 16362 SH SOLE 15792 0 570 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1662 16360 SH SOLE 15942 0 418 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1941 16131 SH SOLE 15468 0 663 VANGUARD INDEX FDS MID CAP ETF 922908629 3938 15457 SH SOLE 14049 0 1408 METLIFE INC COM 59156R108 922 14754 SH SOLE 14620 0 134 ISHARES TR AGGRES ALLOC ETF 464289859 1041 14298 SH SOLE 12748 0 1486 NORDSON CORP COM 655663102 3365 13183 SH SOLE 12747 0 436 CASEYS GEN STORES INC COM 147528103 2581 13080 SH SOLE 12716 0 364 MASTERCARD INCORPORATED CL A 57636Q104 4604 12813 SH SOLE 12345 0 468 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2608 12758 SH SOLE 12300 0 458 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 669 12131 SH SOLE 11588 0 543 OLD DOMINION FREIGHT LINE IN COM 679580100 4205 11734 SH SOLE 11382 0 352 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 851 11616 SH SOLE 11616 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2455 11453 SH SOLE 10947 0 506 TRACTOR SUPPLY CO COM 892356106 2576 10798 SH SOLE 10494 0 304 HOME DEPOT INC COM 437076102 4218 10164 SH SOLE 9787 0 377 SPDR SER TR NUVEEN BLMBRG SH 78468R739 500 10159 SH SOLE 10159 0 0 MOODYS CORP COM 615369105 3948 10107 SH SOLE 9736 0 371 SPDR S&P 500 ETF TR TR UNIT 78462F103 4784 10072 SH SOLE 9191 0 881 FACTSET RESH SYS INC COM 303075105 4843 9964 SH SOLE 9670 0 294 FTI CONSULTING INC COM 302941109 1481 9650 SH SOLE 9260 0 390 CHARLES RIV LABS INTL INC COM 159864107 3494 9274 SH SOLE 9008 0 266 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1075 9265 SH SOLE 9265 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 974 9202 SH SOLE 8757 0 445 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 350 9001 SH SOLE 8560 0 441 TOYOTA MOTOR CORP ADS 892331307 1633 8812 SH SOLE 8443 0 369 XYLEM INC COM 98419M100 1036 8636 SH SOLE 8311 0 325 CHEMED CORP NEW COM 16359R103 4443 8399 SH SOLE 8137 0 262 VISA INC COM CL A 92826C839 1717 7924 SH SOLE 7598 0 326 GLOBAL X FDS US INFR DEV ETF 37954Y673 226 7859 SH SOLE 7859 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3914 7794 SH SOLE 7450 0 344 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1204 7350 SH SOLE 7350 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 1612 7321 SH SOLE 7032 0 289 3M CO COM 88579Y101 1275 7176 SH SOLE 7117 0 59 ISHARES TR 1 3 YR TREAS BD 464287457 610 7130 SH SOLE 7130 0 0 BECTON DICKINSON & CO COM 075887109 1772 7047 SH SOLE 6811 0 236 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 378 6966 SH SOLE 6966 0 0 US BANCORP DEL COM NEW 902973304 313 5575 SH SOLE 5575 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 299 5541 SH SOLE 5541 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 425 5471 SH SOLE 5471 0 0 ABBOTT LABS COM 002824100 704 5001 SH SOLE 5001 0 0 NEXTERA ENERGY INC COM 65339F101 460 4925 SH SOLE 4925 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 725 4320 SH SOLE 4320 0 0 COCA COLA CO COM 191216100 253 4275 SH SOLE 4275 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1234 4037 SH SOLE 4037 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 200 3952 SH SOLE 3952 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 204 3933 SH SOLE 3733 0 200 FEDEX CORP COM 31428X106 942 3643 SH SOLE 3207 0 436 SJW GROUP COM 784305104 220 3000 SH SOLE 3000 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 224 2784 SH SOLE 2784 0 0 ALPHABET INC CAP STK CL A 02079K305 7938 2740 SH SOLE 2651 0 89 LILLY ELI & CO COM 532457108 666 2411 SH SOLE 763 0 1648 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 260 2303 SH SOLE 2303 0 0 ISHARES TR CORE S&P SCP ETF 464287804 247 2156 SH SOLE 2156 0 0 BOOKING HOLDINGS INC COM 09857L108 4242 1768 SH SOLE 1700 0 68 VANGUARD WORLD FDS INF TECH ETF 92204A702 692 1510 SH SOLE 1510 0 0 MCDONALDS CORP COM 580135101 351 1311 SH SOLE 1117 0 194 TARGET CORP COM 87612E106 295 1275 SH SOLE 1275 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 279 1256 SH SOLE 1256 0 0 NVIDIA CORPORATION COM 67066G104 294 1000 SH SOLE 1000 0 0 ISHARES TR CORE S&P MCP ETF 464287507 241 852 SH SOLE 852 0 0 AMAZON COM INC COM 023135106 2768 830 SH SOLE 800 0 30 LOWES COS INC COM 548661107 214 826 SH SOLE 751 0 75 GARTNER INC COM 366651107 246 735 SH SOLE 735 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 214 717 SH SOLE 645 0 72 VANGUARD INDEX FDS GROWTH ETF 922908736 222 693 SH SOLE 693 0 0 TELEFLEX INCORPORATED COM 879369106 210 640 SH SOLE 640 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 249 571 SH SOLE 571 0 0 ALPHABET INC CAP STK CL C 02079K107 1612 557 SH SOLE 552 0 5 TESLA INC COM 88160R101 206 195 SH SOLE 195 0 0