Capital Insight Partners

Capital Insight Partners as of Sept. 30, 2021

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 151 positions in its portfolio as reported in the September 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) 5.9 $27M 532k 51.07
Ishares Tr Ishs 5-10yr Invt (IGIB) 4.5 $21M 343k 60.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $14M 247k 54.64
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $12M 105k 114.83
Ishares Tr Core S&p500 Etf (IVV) 2.5 $12M 27k 430.82
Ishares Tr National Mun Etf (MUB) 2.4 $11M 95k 116.17
Apple (AAPL) 2.2 $10M 72k 141.50
Select Sector Spdr Tr Technology (XLK) 1.9 $8.9M 60k 149.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.8 $8.1M 196k 41.52
Alphabet Cap Stk Cl A (GOOGL) 1.6 $7.4M 2.8k 2673.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $7.1M 87k 81.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $7.0M 82k 85.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $6.0M 73k 82.41
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $5.9M 128k 45.68
Facebook Cl A (META) 1.2 $5.7M 17k 339.41
Ishares Tr Glb Infrastr Etf (IGF) 1.2 $5.6M 122k 45.90
Comcast Corp Cl A (CMCSA) 1.2 $5.6M 100k 55.93
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.2 $5.6M 126k 44.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $5.5M 88k 63.26
Honeywell International (HON) 1.2 $5.5M 26k 212.27
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $5.4M 95k 56.30
Truist Financial Corp equities (TFC) 1.1 $5.1M 88k 58.66
JPMorgan Chase & Co. (JPM) 1.1 $5.0M 31k 163.68
Bank of America Corporation (BAC) 1.1 $5.0M 118k 42.45
Johnson & Johnson (JNJ) 1.1 $4.9M 31k 161.49
Ishares Tr Core Msci Total (IXUS) 1.0 $4.7M 67k 70.99
Microsoft Corporation (MSFT) 1.0 $4.6M 16k 281.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.5M 11k 429.13
Edwards Lifesciences (EW) 1.0 $4.5M 39k 113.20
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.4M 20k 222.08
Mastercard Incorporated Cl A (MA) 0.9 $4.3M 12k 347.71
Booking Holdings (BKNG) 0.9 $4.0M 1.7k 2374.04
Ishares Tr Intrm Gov Cr Etf (GVI) 0.9 $4.0M 35k 115.14
FactSet Research Systems (FDS) 0.8 $3.8M 9.7k 394.82
Chemed Corp Com Stk (CHE) 0.8 $3.7M 8.0k 465.07
Manpower (MAN) 0.8 $3.7M 34k 108.28
Select Sector Spdr Tr Energy (XLE) 0.8 $3.6M 70k 52.10
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $3.6M 46k 79.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.6M 28k 127.30
First Republic Bank/san F (FRCB) 0.8 $3.6M 19k 192.90
Moody's Corporation (MCO) 0.8 $3.5M 10k 355.07
Charles River Laboratories (CRL) 0.7 $3.4M 8.3k 412.66
Medtronic SHS (MDT) 0.7 $3.4M 27k 125.34
Old Dominion Freight Line (ODFL) 0.7 $3.4M 12k 285.99
Trex Company (TREX) 0.7 $3.4M 33k 101.93
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.3M 14k 236.76
Home Depot (HD) 0.7 $3.3M 10k 328.23
Pfizer (PFE) 0.7 $3.2M 75k 43.00
Cogent Communications Hldgs Com New (CCOI) 0.7 $3.2M 45k 70.84
Colgate-Palmolive Company (CL) 0.7 $3.2M 42k 75.58
Manhattan Associates (MANH) 0.7 $3.2M 21k 153.02
Pepsi (PEP) 0.7 $3.2M 21k 150.39
Fidelity National Information Services (FIS) 0.7 $3.1M 25k 121.68
UnitedHealth (UNH) 0.7 $3.0M 7.7k 390.77
Nordson Corporation (NDSN) 0.7 $3.0M 13k 238.12
Oracle Corporation (ORCL) 0.6 $3.0M 34k 87.14
Pacira Pharmaceuticals (PCRX) 0.6 $3.0M 53k 56.01
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $2.8M 53k 53.28
Intercontinental Exchange (ICE) 0.6 $2.8M 24k 114.84
Ishares Core Msci Emkt (IEMG) 0.6 $2.7M 44k 61.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.7M 54k 50.00
Nike CL B (NKE) 0.6 $2.7M 19k 145.24
Amazon (AMZN) 0.6 $2.6M 801.00 3284.64
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $2.6M 83k 31.25
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $2.6M 41k 62.58
Spdr Ser Tr S&p Biotech (XBI) 0.6 $2.5M 20k 125.69
State Street Corporation (STT) 0.5 $2.5M 30k 84.71
Tractor Supply Company (TSCO) 0.5 $2.5M 12k 202.61
Sap Se Spon Adr (SAP) 0.5 $2.5M 18k 135.03
Pagseguro Digital Com Cl A (PAGS) 0.5 $2.4M 47k 51.72
Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $2.4M 35k 67.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $2.4M 23k 101.93
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $2.4M 13k 179.46
United Parcel Service CL B (UPS) 0.5 $2.3M 13k 182.11
Select Sector Spdr Tr Financial (XLF) 0.5 $2.3M 61k 37.53
Casey's General Stores (CASY) 0.5 $2.3M 12k 188.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $2.2M 32k 68.85
Gentex Corporation (GNTX) 0.5 $2.2M 67k 32.98
Valvoline Inc Common (VVV) 0.5 $2.2M 71k 31.17
Republic Services (RSG) 0.5 $2.2M 18k 120.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.1M 21k 100.10
Becton, Dickinson and (BDX) 0.5 $2.1M 8.5k 245.80
Hdfc Bank Sponsored Ads (HDB) 0.4 $2.1M 28k 73.08
Yum China Holdings (YUMC) 0.4 $2.0M 35k 58.12
Shp Etf Trust Fis Knights (KOCG) 0.4 $2.0M 85k 24.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $2.0M 40k 51.19
Godaddy Cl A (GDDY) 0.4 $2.0M 29k 69.69
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.4 $2.0M 44k 44.44
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $2.0M 37k 53.50
Toll Brothers (TOL) 0.4 $1.9M 35k 55.30
Unilever Spon Adr New (UL) 0.4 $1.9M 35k 54.23
Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $1.9M 48k 40.09
Novo-nordisk A S Adr (NVO) 0.4 $1.9M 20k 96.01
Visa Com Cl A (V) 0.4 $1.8M 8.2k 222.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.7M 32k 54.76
Progressive Corporation (PGR) 0.4 $1.7M 19k 90.41
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 635.00 2664.57
Celestica Sub Vtg Shs (CLS) 0.4 $1.7M 186k 8.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.6M 15k 111.67
Relx Sponsored Adr (RELX) 0.3 $1.6M 56k 28.87
Legg Mason Etf Invt Tr Int Lw Vty Hgh (LVHI) 0.3 $1.6M 11k 143.31
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.5M 27k 55.46
Canadian Pacific Railway 0.3 $1.5M 23k 65.06
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.5M 8.2k 177.71
Diageo Spon Adr New (DEO) 0.3 $1.4M 7.3k 193.04
3M Company (MMM) 0.3 $1.3M 7.2k 175.48
FTI Consulting (FCN) 0.3 $1.2M 9.0k 134.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.2M 8.1k 148.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 4.1k 273.98
MetLife (MET) 0.2 $1.1M 18k 61.73
Xylem (XYL) 0.2 $1.1M 8.5k 123.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $944k 9.3k 101.80
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $942k 6.4k 148.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $937k 11k 86.11
Altria (MO) 0.2 $936k 21k 45.54
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $915k 9.4k 97.80
FedEx Corporation (FDX) 0.2 $908k 4.1k 219.27
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $906k 13k 69.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $891k 34k 26.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $875k 13k 67.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $865k 15k 56.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $676k 4.3k 156.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $656k 4.9k 133.09
Eli Lilly & Co. (LLY) 0.1 $601k 2.6k 231.06
Abbott Laboratories (ABT) 0.1 $591k 5.0k 118.18
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $570k 1.4k 401.41
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $509k 10k 49.45
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $472k 17k 27.98
Nextera Energy (NEE) 0.1 $408k 5.2k 78.46
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $407k 8.0k 50.78
Vanguard World Fds Energy Etf (VDE) 0.1 $404k 5.5k 73.84
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $401k 18k 22.08
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $367k 7.0k 52.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $339k 8.8k 38.74
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $334k 6.1k 54.33
Us Bancorp Del Com New (USB) 0.1 $331k 5.6k 59.37
McDonald's Corporation (MCD) 0.1 $316k 1.3k 241.04
Target Corporation (TGT) 0.1 $292k 1.3k 229.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $267k 3.5k 76.70
Ishares Tr Russell 2000 Etf (IWM) 0.1 $265k 1.2k 218.47
Teleflex Incorporated (TFX) 0.1 $241k 640.00 376.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $239k 2.3k 103.78
Gartner (IT) 0.1 $234k 770.00 303.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $225k 571.00 394.05
Coca-Cola Company (KO) 0.0 $224k 4.3k 52.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $224k 852.00 262.91
Vanguard Index Fds Growth Etf (VUG) 0.0 $221k 763.00 289.65
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $220k 2.0k 109.18
NVIDIA Corporation (NVDA) 0.0 $219k 1.1k 206.99
Northern Lts Fd Tr Iv Inspire 100etf (BIBL) 0.0 $211k 5.0k 42.58
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $200k 7.9k 25.45