Capital Insight Partners

Capital Insight Partners as of Dec. 31, 2020

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 143 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.2 $21M 400k 51.64
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $12M 103k 118.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.0 $12M 87k 138.13
Apple (AAPL) 2.8 $11M 84k 132.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $9.9M 119k 82.90
Select Sector Spdr Tr Technology (XLK) 2.3 $9.0M 69k 130.03
Ishares Tr National Mun Etf (MUB) 2.3 $8.9M 76k 117.19
Ishares Tr Core S&p500 Etf (IVV) 2.2 $8.7M 23k 375.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $8.2M 99k 83.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $7.8M 88k 88.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $6.4M 171k 37.65
Honeywell International (HON) 1.6 $6.2M 29k 212.69
Schwab Strategic Tr Us Reit Etf (SCHH) 1.6 $6.2M 162k 37.97
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $6.0M 108k 55.17
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.5M 3.1k 1752.73
Comcast Corp Cl A (CMCSA) 1.3 $5.2M 99k 52.40
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $4.9M 46k 108.12
Facebook Cl A (META) 1.2 $4.8M 18k 273.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $4.5M 76k 60.15
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.5M 23k 194.63
Ishares Tr Intrm Gov Cr Etf (GVI) 1.1 $4.5M 38k 117.64
Johnson & Johnson (JNJ) 1.1 $4.5M 28k 157.40
Mastercard Incorporated Cl A (MA) 1.1 $4.4M 12k 356.95
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $4.4M 100k 43.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.3M 12k 373.88
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.1 $4.2M 78k 54.07
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $4.2M 77k 54.32
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $4.1M 48k 86.38
Ishares Tr Core Msci Total (IXUS) 1.0 $3.8M 57k 67.19
JPMorgan Chase & Co. (JPM) 1.0 $3.8M 30k 127.07
Microsoft Corporation (MSFT) 0.9 $3.8M 17k 222.40
Trex Company (TREX) 0.9 $3.6M 43k 83.72
Bank of America Corporation (BAC) 0.9 $3.6M 118k 30.31
Booking Holdings (BKNG) 0.9 $3.5M 1.6k 2227.30
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $3.4M 22k 160.78
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.4M 30k 113.44
Edwards Lifesciences (EW) 0.8 $3.3M 37k 91.23
Chemed Corp Com Stk (CHE) 0.8 $3.3M 6.2k 532.67
Colgate-Palmolive Company (CL) 0.8 $3.3M 38k 85.52
Old Dominion Freight Line (ODFL) 0.8 $3.2M 16k 195.16
Truist Financial Corp equities (TFC) 0.8 $3.1M 65k 47.92
Medtronic SHS (MDT) 0.8 $3.0M 26k 117.16
Spdr Ser Tr S&p Biotech (XBI) 0.8 $3.0M 22k 140.79
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $3.0M 95k 31.40
Intercontinental Exchange (ICE) 0.7 $2.9M 25k 115.28
Ishares Core Msci Emkt (IEMG) 0.7 $2.9M 47k 62.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $2.8M 46k 62.08
Fidelity National Information Services (FIS) 0.7 $2.8M 20k 141.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.8M 56k 50.11
Pepsi (PEP) 0.7 $2.8M 19k 148.31
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $2.8M 27k 102.05
FactSet Research Systems (FDS) 0.7 $2.8M 8.3k 332.49
Moody's Corporation (MCO) 0.7 $2.7M 9.2k 290.25
Dbx Etf Tr Xtrack Usd High (HYLB) 0.7 $2.6M 52k 50.09
First Republic Bank/san F (FRCB) 0.6 $2.6M 18k 146.91
Nike CL B (NKE) 0.6 $2.5M 18k 141.49
UnitedHealth (UNH) 0.6 $2.5M 7.1k 350.65
Gentex Corporation (GNTX) 0.6 $2.5M 73k 33.93
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.5M 12k 206.78
Select Sector Spdr Tr Energy (XLE) 0.6 $2.5M 65k 37.90
Home Depot (HD) 0.6 $2.5M 9.3k 265.64
Manhattan Associates (MANH) 0.6 $2.4M 23k 105.17
Cogent Communications Hldgs Com New (CCOI) 0.6 $2.4M 40k 59.86
Select Sector Spdr Tr Sbi Materials (XLB) 0.6 $2.4M 33k 72.39
United Parcel Service CL B (UPS) 0.6 $2.3M 14k 168.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.3M 44k 51.40
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $2.3M 33k 67.46
State Street Corporation (STT) 0.6 $2.2M 31k 72.78
Godaddy Cl A (GDDY) 0.5 $2.1M 26k 82.94
Becton, Dickinson and (BDX) 0.5 $2.1M 8.6k 250.26
Oracle Corporation (ORCL) 0.5 $2.1M 33k 64.70
Charles River Laboratories (CRL) 0.5 $2.1M 8.5k 249.82
Nordson Corporation (NDSN) 0.5 $2.1M 10k 200.93
Amazon (AMZN) 0.5 $2.1M 636.00 3256.29
Hdfc Bank Sponsored Ads (HDB) 0.5 $2.0M 28k 72.26
Gartner (IT) 0.5 $2.0M 13k 160.21
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $2.0M 55k 36.55
Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $1.9M 37k 51.96
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $1.9M 65k 29.48
Pfizer (PFE) 0.5 $1.9M 52k 36.82
Casey's General Stores (CASY) 0.5 $1.9M 11k 178.59
Visa Com Cl A (V) 0.5 $1.9M 8.5k 218.72
Tractor Supply Company (TSCO) 0.4 $1.8M 13k 140.58
Yum China Holdings (YUMC) 0.4 $1.8M 31k 57.08
Unilever Spon Adr New (UL) 0.4 $1.7M 29k 60.35
Progressive Corporation (PGR) 0.4 $1.7M 17k 98.85
Republic Services (RSG) 0.4 $1.7M 17k 96.32
Watsco, Incorporated (WSO) 0.4 $1.7M 7.3k 226.58
Diageo Spon Adr New (DEO) 0.4 $1.6M 10k 158.85
Xylem (XYL) 0.4 $1.6M 16k 101.77
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.4 $1.6M 29k 54.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.6M 18k 88.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.5M 14k 109.07
Canadian Pacific Railway 0.4 $1.5M 4.3k 346.74
3M Company (MMM) 0.4 $1.5M 8.5k 174.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.5M 26k 55.18
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $1.4M 35k 41.28
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.4 $1.4M 25k 58.53
Amer (UHAL) 0.4 $1.4M 3.1k 454.02
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 768.00 1751.30
Sap Se Spon Adr (SAP) 0.3 $1.3M 9.9k 130.36
Relx Sponsored Adr (RELX) 0.3 $1.3M 52k 24.66
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.2M 5.3k 232.81
Novo-nordisk A S Adr (NVO) 0.3 $1.2M 18k 69.84
Celestica Sub Vtg Shs (CLS) 0.3 $1.2M 149k 8.07
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.2M 7.7k 154.62
MetLife (MET) 0.3 $1.2M 25k 46.96
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.2M 22k 52.21
FedEx Corporation (FDX) 0.3 $1.1M 4.4k 259.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 8.5k 128.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $989k 4.1k 241.22
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $975k 36k 27.23
Altria (MO) 0.2 $938k 23k 41.01
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $921k 10k 88.58
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $817k 14k 59.56
FTI Consulting (FCN) 0.2 $782k 7.0k 111.67
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $780k 12k 64.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $734k 8.6k 84.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $642k 13k 50.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $552k 4.0k 136.70
Abbott Laboratories (ABT) 0.1 $548k 5.0k 109.58
RealPage 0.1 $538k 6.2k 87.22
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $520k 1.5k 353.74
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $506k 10k 49.80
Nextera Energy (NEE) 0.1 $494k 6.4k 77.19
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $430k 16k 27.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $388k 6.9k 56.06
Vanguard World Fds Energy Etf (VDE) 0.1 $357k 6.9k 51.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $326k 9.1k 36.02
Us Bancorp Del Com New (USB) 0.1 $304k 6.5k 46.59
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $301k 6.0k 49.91
McDonald's Corporation (MCD) 0.1 $281k 1.3k 214.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $269k 3.9k 68.14
Teleflex Incorporated (TFX) 0.1 $263k 640.00 410.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $258k 1.3k 195.75
Coca-Cola Company (KO) 0.1 $244k 4.5k 54.78
Target Corporation (TGT) 0.1 $239k 1.4k 176.38
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $226k 3.3k 67.81
Walt Disney Company (DIS) 0.1 $217k 1.2k 180.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $210k 2.3k 91.19
SJW (SJW) 0.1 $208k 3.0k 69.33
Verizon Communications (VZ) 0.1 $203k 3.5k 58.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $201k 586.00 343.00