Capital Insight Partners

Capital Insight Partners as of March 31, 2021

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 144 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.0 $21M 401k 51.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.7 $15M 254k 59.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $10M 189k 54.68
Ishares Tr Core S&p500 Etf (IVV) 2.4 $9.9M 25k 397.84
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $9.7M 85k 113.83
Select Sector Spdr Tr Technology (XLK) 2.2 $9.1M 69k 132.81
Apple (AAPL) 2.1 $8.6M 70k 122.15
Ishares Tr National Mun Etf (MUB) 1.9 $7.9M 68k 116.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $7.9M 93k 84.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $7.5M 91k 82.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $6.9M 175k 39.42
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $6.3M 154k 41.09
Alphabet Cap Stk Cl A (GOOGL) 1.5 $6.3M 3.1k 2062.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $6.2M 75k 82.50
Honeywell International (HON) 1.4 $5.8M 27k 217.07
Comcast Corp Cl A (CMCSA) 1.3 $5.3M 98k 54.11
Facebook Cl A (META) 1.2 $5.1M 17k 294.51
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $4.8M 56k 86.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $4.7M 76k 62.70
Johnson & Johnson (JNJ) 1.2 $4.7M 29k 164.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.7M 23k 206.71
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $4.7M 104k 45.07
JPMorgan Chase & Co. (JPM) 1.1 $4.6M 30k 152.22
Bank of America Corporation (BAC) 1.1 $4.5M 117k 38.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.5M 11k 396.36
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $4.5M 80k 55.76
Ishares Tr Intrm Gov Cr Etf (GVI) 1.1 $4.4M 38k 114.86
Mastercard Incorporated Cl A (MA) 1.0 $4.3M 12k 356.03
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.0 $4.1M 77k 53.37
Ishares Tr Core Msci Total (IXUS) 1.0 $4.1M 58k 70.28
Old Dominion Freight Line (ODFL) 1.0 $3.9M 16k 240.39
Microsoft Corporation (MSFT) 1.0 $3.9M 17k 235.76
Trex Company (TREX) 0.9 $3.8M 41k 91.54
Truist Financial Corp equities (TFC) 0.9 $3.7M 64k 58.33
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $3.6M 46k 78.80
Booking Holdings (BKNG) 0.9 $3.6M 1.6k 2329.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.4M 30k 116.73
Select Sector Spdr Tr Energy (XLE) 0.8 $3.3M 67k 49.05
Edwards Lifesciences (EW) 0.8 $3.2M 38k 83.65
Colgate-Palmolive Company (CL) 0.8 $3.1M 40k 78.83
Medtronic SHS (MDT) 0.8 $3.1M 26k 118.14
Chemed Corp Com Stk (CHE) 0.8 $3.1M 6.7k 459.76
Ishares Core Msci Emkt (IEMG) 0.7 $3.0M 47k 64.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $3.0M 49k 61.17
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $3.0M 95k 31.31
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $2.9M 75k 39.49
First Republic Bank/san F (FRCB) 0.7 $2.9M 18k 166.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.9M 56k 52.05
Fidelity National Information Services (FIS) 0.7 $2.9M 21k 140.61
Home Depot (HD) 0.7 $2.9M 9.6k 305.23
Cogent Communications Hldgs Com New (CCOI) 0.7 $2.9M 42k 68.77
Moody's Corporation (MCO) 0.7 $2.9M 9.6k 298.63
Manhattan Associates (MANH) 0.7 $2.8M 24k 117.38
Spdr Ser Tr S&p Biotech (XBI) 0.7 $2.8M 21k 135.63
Pepsi (PEP) 0.7 $2.8M 20k 141.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $2.8M 28k 101.91
Intercontinental Exchange (ICE) 0.7 $2.8M 25k 111.68
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.7M 12k 221.38
UnitedHealth (UNH) 0.7 $2.7M 7.3k 372.03
FactSet Research Systems (FDS) 0.7 $2.7M 8.8k 308.62
Dbx Etf Tr Xtrack Usd High (HYLB) 0.6 $2.6M 52k 49.99
Pfizer (PFE) 0.6 $2.6M 72k 36.23
Gentex Corporation (GNTX) 0.6 $2.6M 72k 35.67
State Street Corporation (STT) 0.6 $2.6M 30k 84.00
Charles River Laboratories (CRL) 0.6 $2.5M 8.5k 289.83
Spdr Ser Tr S&p Regl Bkg (KRE) 0.6 $2.4M 37k 66.34
Oracle Corporation (ORCL) 0.6 $2.4M 34k 70.18
Casey's General Stores (CASY) 0.6 $2.3M 11k 216.16
Nike CL B (NKE) 0.6 $2.3M 17k 132.87
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $2.3M 14k 168.09
United Parcel Service CL B (UPS) 0.6 $2.3M 13k 170.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $2.3M 33k 68.32
Gartner (IT) 0.6 $2.3M 12k 182.53
Tractor Supply Company (TSCO) 0.5 $2.2M 13k 177.12
Nordson Corporation (NDSN) 0.5 $2.2M 11k 198.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.2M 43k 51.31
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $2.2M 65k 34.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $2.2M 17k 130.06
Hdfc Bank Sponsored Ads (HDB) 0.5 $2.1M 27k 77.68
Becton, Dickinson and (BDX) 0.5 $2.1M 8.6k 243.14
Godaddy Cl A (GDDY) 0.5 $2.1M 27k 77.62
Amazon (AMZN) 0.5 $2.0M 641.00 3093.60
Watsco, Incorporated (WSO) 0.5 $1.9M 7.4k 260.78
Yum China Holdings (YUMC) 0.5 $1.9M 32k 59.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.8M 18k 99.65
Visa Com Cl A (V) 0.4 $1.8M 8.5k 211.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.8M 33k 54.65
Republic Services (RSG) 0.4 $1.7M 18k 99.36
Unilever Spon Adr New (UL) 0.4 $1.7M 31k 55.82
Xylem (XYL) 0.4 $1.7M 16k 105.15
Diageo Spon Adr New (DEO) 0.4 $1.7M 10k 164.20
Progressive Corporation (PGR) 0.4 $1.7M 18k 95.62
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.4 $1.6M 29k 57.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.6M 14k 118.27
Canadian Pacific Railway 0.4 $1.6M 4.3k 379.35
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $1.6M 36k 44.50
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 764.00 2068.06
Celestica Sub Vtg Shs (CLS) 0.4 $1.6M 186k 8.37
Pacira Pharmaceuticals (PCRX) 0.4 $1.5M 22k 70.10
MetLife (MET) 0.4 $1.5M 25k 60.78
3M Company (MMM) 0.4 $1.4M 7.5k 192.61
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $1.4M 25k 57.13
Relx Sponsored Adr (RELX) 0.3 $1.3M 52k 25.17
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.3M 24k 53.55
FedEx Corporation (FDX) 0.3 $1.3M 4.4k 283.93
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.2M 5.5k 226.73
Sap Se Spon Adr (SAP) 0.3 $1.2M 10k 122.79
Novo-nordisk A S Adr (NVO) 0.3 $1.2M 18k 67.40
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.2M 7.7k 156.05
Altria (MO) 0.3 $1.2M 23k 51.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 8.6k 129.80
FTI Consulting (FCN) 0.3 $1.1M 7.6k 140.07
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $1.0M 10k 98.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $989k 4.1k 243.00
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $938k 36k 26.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $903k 14k 65.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $816k 8.9k 91.83
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $784k 12k 66.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $655k 4.3k 151.62
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $616k 12k 50.80
Abbott Laboratories (ABT) 0.1 $599k 5.0k 119.78
Eli Lilly & Co. (LLY) 0.1 $580k 3.1k 186.92
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $527k 1.5k 358.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $516k 4.8k 107.84
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $504k 10k 49.61
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $474k 17k 27.60
Vanguard World Fds Energy Etf (VDE) 0.1 $410k 6.0k 67.96
Nextera Energy (NEE) 0.1 $393k 5.2k 75.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $372k 6.9k 54.01
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $356k 6.9k 51.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $340k 9.1k 37.56
Us Bancorp Del Com New (USB) 0.1 $308k 5.6k 55.25
McDonald's Corporation (MCD) 0.1 $294k 1.3k 224.26
Ishares Tr Russell 2000 Etf (IWM) 0.1 $291k 1.3k 220.79
Target Corporation (TGT) 0.1 $268k 1.4k 197.79
Teleflex Incorporated (TFX) 0.1 $266k 640.00 415.62
Walt Disney Company (DIS) 0.1 $237k 1.3k 184.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $233k 3.1k 74.35
Verizon Communications (VZ) 0.1 $230k 3.9k 58.26
Coca-Cola Company (KO) 0.1 $225k 4.3k 52.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $223k 2.3k 96.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $222k 852.00 260.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $213k 586.00 363.48
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $201k 8.0k 25.10