0001104659-23-011775.txt : 20230207
0001104659-23-011775.hdr.sgml : 20230207
20230207164104
ACCESSION NUMBER: 0001104659-23-011775
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230207
DATE AS OF CHANGE: 20230207
EFFECTIVENESS DATE: 20230207
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: 23595630
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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0001664385
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12-31-2022
12-31-2022
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
02-07-2023
0
157
385625213
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
257348
2344
SH
SOLE
2344
0
0
AGCO CORP
COM
001084102
290001
2091
SH
SOLE
2091
0
0
ALPHABET INC
CAP STK CL A
02079K305
4437616
50296
SH
SOLE
49198
0
1098
ALPHABET INC
CAP STK CL C
02079K107
514634
5800
SH
SOLE
5700
0
100
ALTRIA GROUP INC
COM
02209S103
342139
7485
SH
SOLE
7300
0
185
AMAZON COM INC
COM
023135106
1728888
20582
SH
SOLE
20303
0
279
APPLE INC
COM
037833100
8018756
61716
SH
SOLE
59834
0
1882
BANK AMERICA CORP
COM
060505104
4128011
124638
SH
SOLE
121114
0
3524
BECTON DICKINSON & CO
COM
075887109
828001
3256
SH
SOLE
3191
0
65
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
269979
874
SH
SOLE
874
0
0
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
305422
10653
SH
SOLE
10453
0
200
BROOKFIELD CORP
CL A LTD VT SH
11271J107
1373260
43651
SH
SOLE
42840
0
811
CANADIAN PAC RY LTD
COM
13645T100
2137451
28656
SH
SOLE
28091
0
565
CASEYS GEN STORES INC
COM
147528103
3368615
15015
SH
SOLE
14740
0
275
CHARLES RIV LABS INTL INC
COM
159864107
2405834
11041
SH
SOLE
10761
0
280
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
1100620
8724
SH
SOLE
8588
0
136
CHEVRON CORP NEW
COM
166764100
529496
2950
SH
SOLE
2610
0
340
COCA COLA CO
COM
191216100
271742
4272
SH
SOLE
4272
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
3092651
54181
SH
SOLE
53052
0
1129
COLGATE PALMOLIVE CO
COM
194162103
2481727
31498
SH
SOLE
30883
0
615
COMCAST CORP NEW
CL A
20030N101
3197377
91432
SH
SOLE
89181
0
2251
CROWN CASTLE INC
COM
22822V101
324451
2392
SH
SOLE
2392
0
0
DBX ETF TR
XTRACK USD HIGH
233051432
4791405
142136
SH
SOLE
137300
0
4836
DIAGEO PLC
SPON ADR NEW
25243Q205
1184607
6648
SH
SOLE
6533
0
115
EDWARDS LIFESCIENCES CORP
COM
28176E108
3359838
45032
SH
SOLE
44221
0
811
EOG RES INC
COM
26875P101
233136
1800
SH
SOLE
1800
0
0
EXXON MOBIL CORP
COM
30231G102
582384
5280
SH
SOLE
5280
0
0
FACTSET RESH SYS INC
COM
303075105
4267270
10636
SH
SOLE
10429
0
207
FASTENAL CO
COM
311900104
281507
5949
SH
SOLE
5949
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
2241696
33039
SH
SOLE
32370
0
669
FIRST REP BK SAN FRANCISCO C
COM
33616C100
2799813
22970
SH
SOLE
22372
0
598
FTI CONSULTING INC
COM
302941109
1713452
10790
SH
SOLE
10552
0
238
GARTNER INC
COM
366651107
203365
605
SH
SOLE
605
0
0
GENTEX CORP
COM
371901109
1177137
43166
SH
SOLE
42046
0
1120
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
536663
18360
SH
SOLE
18360
0
0
GLOBAL X FDS
US INFR DEV ETF
37954Y673
208185
7859
SH
SOLE
7859
0
0
GODADDY INC
CL A
380237107
1455623
19455
SH
SOLE
19215
0
240
GRAPHIC PACKAGING HLDG CO
COM
388689101
509191
22885
SH
SOLE
22885
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
2484378
36316
SH
SOLE
35616
0
700
HOME DEPOT INC
COM
437076102
3409393
10794
SH
SOLE
10590
0
204
HONEYWELL INTL INC
COM
438516106
5516939
25744
SH
SOLE
24194
0
1550
HUMANA INC
COM
444859102
607970
1187
SH
SOLE
1187
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
948034
9241
SH
SOLE
9041
0
200
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
273706
13332
SH
SOLE
13332
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
476293
10199
SH
SOLE
9814
0
385
ISHARES TR
CORE 1 5 YR USD
46432F859
28900076
622310
SH
SOLE
598811
0
23499
ISHARES TR
NATIONAL MUN ETF
464288414
16785805
159077
SH
SOLE
156128
0
2949
ISHARES TR
ISHS 1-5YR INVS
464288646
13649684
273980
SH
SOLE
264913
0
9067
ISHARES TR
CORE US AGGBD ET
464287226
13237971
136488
SH
SOLE
131299
0
5189
ISHARES TR
CORE S&P500 ETF
464287200
11362627
29574
SH
SOLE
28280
0
1294
ISHARES TR
SHRT NAT MUN ETF
464288158
8177479
78426
SH
SOLE
77186
0
1240
ISHARES TR
CORE MSCI TOTAL
46432F834
5901098
101954
SH
SOLE
98134
0
3820
ISHARES TR
ISHS 5-10YR INVT
464288638
5005956
101110
SH
SOLE
97078
0
4032
ISHARES TR
GLB INFRASTR ETF
464288372
4058078
88527
SH
SOLE
85841
0
2686
ISHARES TR
GRWT ALLOCAT ETF
464289867
1299777
27561
SH
SOLE
26609
0
952
ISHARES TR
AGGRES ALLOC ETF
464289859
971176
16254
SH
SOLE
14660
0
1594
ISHARES TR
ISHARES BIOTECH
464287556
698725
5322
SH
SOLE
5223
0
99
ISHARES TR
RUS 1000 GRW ETF
464287614
656003
3062
SH
SOLE
3062
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
452220
2982
SH
SOLE
2982
0
0
ISHARES TR
INTRM GOV CR ETF
464288612
389655
3803
SH
SOLE
3803
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
210393
2592
SH
SOLE
2592
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
206090
852
SH
SOLE
852
0
0
JOHNSON & JOHNSON
COM
478160104
5108188
28917
SH
SOLE
28250
0
667
JPMORGAN CHASE & CO
COM
46625H100
4726623
35247
SH
SOLE
33639
0
1608
KEYCORP
COM
493267108
445551
25577
SH
SOLE
25577
0
0
KROGER CO
COM
501044101
300113
6732
SH
SOLE
6732
0
0
LILLY ELI & CO
COM
532457108
775947
2121
SH
SOLE
2121
0
0
LOGITECH INTL S A
SHS
H50430232
1263675
20300
SH
SOLE
20050
0
250
LOWES COS INC
COM
548661107
557673
2799
SH
SOLE
2749
0
50
MANHATTAN ASSOCIATES INC
COM
562750109
1872352
15423
SH
SOLE
15225
0
198
MANPOWERGROUP INC WIS
COM
56418H100
276673
3325
SH
SOLE
3325
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
4174846
12006
SH
SOLE
11800
0
206
MCDONALDS CORP
COM
580135101
297262
1128
SH
SOLE
1028
0
100
MEDTRONIC PLC
SHS
G5960L103
2788360
35877
SH
SOLE
35220
0
657
MERCK & CO INC
COM
58933Y105
250303
2256
SH
SOLE
2256
0
0
META PLATFORMS INC
CL A
30303M102
1832658
15229
SH
SOLE
14841
0
388
METLIFE INC
COM
59156R108
391666
5412
SH
SOLE
5412
0
0
MICROSOFT CORP
COM
594918104
4270954
17809
SH
SOLE
17513
0
296
MOODYS CORP
COM
615369105
3046152
10933
SH
SOLE
10726
0
207
NEXTERA ENERGY INC
COM
65339F101
267102
3195
SH
SOLE
3195
0
0
NICE LTD
SPONSORED ADR
653656108
295757
1538
SH
SOLE
1538
0
0
NIKE INC
CL B
654106103
2520629
21542
SH
SOLE
21110
0
432
NORDSON CORP
COM
655663102
3447891
14504
SH
SOLE
14140
0
364
NOVO-NORDISK A S
ADR
670100205
2807628
20745
SH
SOLE
20193
0
552
NVIDIA CORPORATION
COM
67066G104
451865
3092
SH
SOLE
3092
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
3499575
12332
SH
SOLE
12137
0
195
ON SEMICONDUCTOR CORP
COM
682189105
2569769
41202
SH
SOLE
40205
0
997
ORACLE CORP
COM
68389X105
3121160
38184
SH
SOLE
37428
0
756
ORANGE
SPONSORED ADR
684060106
237960
24085
SH
SOLE
24085
0
0
PACIRA BIOSCIENCES INC
COM
695127100
1822006
47190
SH
SOLE
45907
0
1283
PALO ALTO NETWORKS INC
COM
697435105
470668
3373
SH
SOLE
3373
0
0
PEPSICO INC
COM
713448108
4342886
24039
SH
SOLE
23481
0
558
PFIZER INC
COM
717081103
4205164
82068
SH
SOLE
76072
0
5996
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
666479
6756
SH
SOLE
6756
0
0
POLARIS INC
COM
731068102
1351380
13380
SH
SOLE
12985
0
395
PROCTER AND GAMBLE CO
COM
742718109
224460
1481
SH
SOLE
1481
0
0
PROGRESSIVE CORP
COM
743315103
2605485
20087
SH
SOLE
19722
0
365
RELX PLC
SPONSORED ADR
759530108
1892528
68273
SH
SOLE
66928
0
1345
REPUBLIC SVCS INC
COM
760759100
2495312
19345
SH
SOLE
18997
0
348
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
6725139
213700
SH
SOLE
210120
0
3580
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2453083
60555
SH
SOLE
58054
0
2501
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1831701
94956
SH
SOLE
91322
0
3634
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
705365
14622
SH
SOLE
14622
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
534102
8090
SH
SOLE
8090
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
402921
7252
SH
SOLE
7252
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
303096
9410
SH
SOLE
9410
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
253540
5554
SH
SOLE
5554
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
216171
4174
SH
SOLE
4174
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
206395
4606
SH
SOLE
4606
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7238842
82758
SH
SOLE
80406
0
2352
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4683389
126818
SH
SOLE
123846
0
2972
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
3668749
47229
SH
SOLE
45870
0
1359
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3321055
26688
SH
SOLE
25298
0
1390
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2461874
18122
SH
SOLE
17314
0
808
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1447686
19419
SH
SOLE
18453
0
966
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1171589
34257
SH
SOLE
32698
0
1559
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1029534
7971
SH
SOLE
7513
0
458
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
496550
5056
SH
SOLE
4656
0
400
SERVICENOW INC
COM
81762P102
261306
673
SH
SOLE
673
0
0
SHP ETF TRUST
FIS BIBLICALLY R
78433H204
20092684
930036
SH
SOLE
906901
0
23135
SJW GROUP
COM
784305104
211094
2600
SH
SOLE
2600
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
1235267
13555
SH
SOLE
13370
0
185
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
339157
6470
SH
SOLE
6470
0
0
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
2769205
56549
SH
SOLE
55860
0
689
SPDR SER TR
PORTFOLIO SHORT
78464A474
1055153
35914
SH
SOLE
35914
0
0
SPDR SER TR
S&P REGL BKG
78464A698
964335
16417
SH
SOLE
16417
0
0
SPDR SER TR
S&P BIOTECH
78464A870
344450
4150
SH
SOLE
4052
0
98
STATE STR CORP
COM
857477103
907259
11696
SH
SOLE
11351
0
345
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
832053
11170
SH
SOLE
11073
0
97
TENARIS S A
SPONSORED ADS
88031M109
1577242
44859
SH
SOLE
44109
0
750
TJX COS INC NEW
COM
872540109
1228308
15431
SH
SOLE
15257
0
174
TOLL BROTHERS INC
COM
889478103
1696332
33981
SH
SOLE
33039
0
942
TOYOTA MOTOR CORP
ADS
892331307
1489268
10904
SH
SOLE
10703
0
201
TRACTOR SUPPLY CO
COM
892356106
1132499
5034
SH
SOLE
4954
0
80
TREX CO INC
COM
89531P105
1475793
34864
SH
SOLE
34441
0
423
TRUIST FINL CORP
COM
89832Q109
3690941
85776
SH
SOLE
83420
0
2356
UNILEVER PLC
SPON ADR NEW
904767704
2079757
41306
SH
SOLE
40396
0
910
UNITED PARCEL SERVICE INC
CL B
911312106
915268
5265
SH
SOLE
5155
0
110
US BANCORP DEL
COM NEW
902973304
226772
5200
SH
SOLE
5200
0
0
VALVOLINE INC
COM
92047W101
2480714
75979
SH
SOLE
74308
0
1671
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11079409
147176
SH
SOLE
141232
0
5944
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2060228
28678
SH
SOLE
26901
0
1777
VANGUARD INDEX FDS
MID CAP ETF
922908629
3993861
19596
SH
SOLE
18801
0
795
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2868424
15003
SH
SOLE
14872
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
666108
8076
SH
SOLE
8076
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2977596
72027
SH
SOLE
70211
0
1816
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
397440
10196
SH
SOLE
10196
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1276496
25793
SH
SOLE
25793
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2932260
38998
SH
SOLE
36789
0
2209
VANGUARD STAR FDS
VG TL INTL STK F
921909768
2870253
55496
SH
SOLE
52445
0
3051
VANGUARD WORLD FDS
ENERGY ETF
92204A306
600579
4952
SH
SOLE
4952
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
453562
1420
SH
SOLE
1420
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
362638
9204
SH
SOLE
9204
0
0
VISA INC
COM CL A
92826C839
1191296
5734
SH
SOLE
5408
0
326
XYLEM INC
COM
98419M100
444491
4020
SH
SOLE
3962
0
58
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
548250
4300
SH
SOLE
4300
0
0
ZOETIS INC
CL A
98978V103
443167
3024
SH
SOLE
3024
0
0