Capital Insight Partners

Capital Insight Partners as of Dec. 31, 2021

Portfolio Holdings for Capital Insight Partners

Capital Insight Partners holds 152 positions in its portfolio as reported in the December 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) 6.4 $32M 624k 50.43
Ishares Tr Ishs 5-10yr Invt (IGIB) 4.9 $24M 406k 59.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.1 $15M 286k 53.88
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $14M 124k 114.08
Ishares Tr Core S&p500 Etf (IVV) 2.7 $13M 28k 476.97
Ishares Tr National Mun Etf (MUB) 2.5 $12M 106k 116.28
Apple (AAPL) 2.5 $12M 69k 177.56
Select Sector Spdr Tr Technology (XLK) 2.0 $9.9M 57k 173.87
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.8 $8.7M 213k 40.93
Alphabet Cap Stk Cl A (GOOGL) 1.6 $7.9M 2.7k 2897.08
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.6 $7.9M 152k 51.81
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $6.5M 124k 52.69
Ishares Tr Glb Infrastr Etf (IGF) 1.3 $6.4M 135k 47.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $6.0M 74k 81.27
Meta Platforms Cl A (META) 1.2 $5.7M 17k 336.37
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $5.7M 105k 53.95
Ishares Tr Core Msci Total (IXUS) 1.2 $5.7M 80k 70.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $5.5M 66k 84.76
Honeywell International (HON) 1.1 $5.5M 27k 208.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $5.5M 68k 80.84
Microsoft Corporation (MSFT) 1.1 $5.5M 16k 336.33
Johnson & Johnson (JNJ) 1.1 $5.4M 32k 171.08
Bank of America Corporation (BAC) 1.1 $5.3M 119k 44.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $5.2M 82k 63.57
Edwards Lifesciences (EW) 1.1 $5.2M 40k 129.54
Truist Financial Corp equities (TFC) 1.1 $5.2M 89k 58.55
Comcast Corp Cl A (CMCSA) 1.1 $5.2M 103k 50.33
JPMorgan Chase & Co. (JPM) 1.0 $4.9M 31k 158.35
FactSet Research Systems (FDS) 1.0 $4.8M 10k 486.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.8M 10k 474.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.7M 19k 241.46
Mastercard Incorporated Cl A (MA) 0.9 $4.6M 13k 359.32
Pfizer (PFE) 0.9 $4.5M 76k 59.05
Trex Company (TREX) 0.9 $4.4M 33k 135.04
Chemed Corp Com Stk (CHE) 0.9 $4.4M 8.4k 528.99
Booking Holdings (BKNG) 0.9 $4.2M 1.8k 2399.32
Home Depot (HD) 0.9 $4.2M 10k 414.99
Old Dominion Freight Line (ODFL) 0.9 $4.2M 12k 358.36
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $4.1M 46k 90.61
First Republic Bank/san F (FRCB) 0.8 $4.1M 20k 206.53
Moody's Corporation (MCO) 0.8 $3.9M 10k 390.62
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.9M 16k 254.77
UnitedHealth (UNH) 0.8 $3.9M 7.8k 502.18
Select Sector Spdr Tr Energy (XLE) 0.8 $3.9M 71k 55.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.9M 28k 140.89
Pepsi (PEP) 0.8 $3.8M 22k 173.71
Colgate-Palmolive Company (CL) 0.7 $3.7M 43k 85.34
Cogent Communications Hldgs Com New (CCOI) 0.7 $3.5M 48k 73.19
Charles River Laboratories (CRL) 0.7 $3.5M 9.3k 376.75
Nordson Corporation (NDSN) 0.7 $3.4M 13k 255.25
Manpower (MAN) 0.7 $3.3M 34k 97.33
Pacira Pharmaceuticals (PCRX) 0.7 $3.3M 55k 60.17
Manhattan Associates (MANH) 0.7 $3.3M 21k 155.50
Nike CL B (NKE) 0.7 $3.2M 19k 166.66
Oracle Corporation (ORCL) 0.6 $3.1M 35k 87.21
Medtronic SHS (MDT) 0.6 $3.0M 29k 103.47
Ishares Tr Intrm Gov Cr Etf (GVI) 0.6 $2.9M 25k 113.74
Fidelity National Information Services (FIS) 0.6 $2.8M 26k 109.14
Intercontinental Exchange (ICE) 0.6 $2.8M 21k 136.75
Amazon (AMZN) 0.6 $2.8M 830.00 3334.94
Valvoline Inc Common (VVV) 0.5 $2.7M 72k 37.30
Sap Se Spon Adr (SAP) 0.5 $2.6M 19k 140.09
Toll Brothers (TOL) 0.5 $2.6M 36k 72.39
State Street Corporation (STT) 0.5 $2.6M 28k 92.99
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $2.6M 13k 204.42
Republic Services (RSG) 0.5 $2.6M 19k 139.44
Godaddy Cl A (GDDY) 0.5 $2.6M 30k 84.86
Casey's General Stores (CASY) 0.5 $2.6M 13k 197.32
Tractor Supply Company (TSCO) 0.5 $2.6M 11k 238.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.5M 24k 102.41
Ishares Core Msci Emkt (IEMG) 0.5 $2.5M 41k 59.85
United Parcel Service CL B (UPS) 0.5 $2.5M 12k 214.35
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $2.4M 32k 77.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 48k 49.45
Novo-nordisk A S Adr (NVO) 0.5 $2.3M 21k 112.02
Select Sector Spdr Tr Financial (XLF) 0.5 $2.3M 59k 39.04
Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $2.3M 32k 70.84
Shp Etf Trust Fis Knights (KOCG) 0.5 $2.3M 88k 25.84
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.5 $2.3M 38k 60.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $2.3M 36k 62.88
Celestica Sub Vtg Shs (CLS) 0.5 $2.2M 200k 11.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $2.2M 40k 54.91
Unilever Spon Adr New (UL) 0.4 $2.1M 39k 53.80
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.1M 67k 30.97
Progressive Corporation (PGR) 0.4 $2.0M 20k 102.64
Yum China Holdings (YUMC) 0.4 $2.0M 40k 49.85
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.4 $2.0M 61k 32.46
Gentex Corporation (GNTX) 0.4 $2.0M 57k 34.84
Hdfc Bank Sponsored Ads (HDB) 0.4 $2.0M 30k 65.08
Relx Sponsored Adr (RELX) 0.4 $1.9M 60k 32.61
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.9M 16k 120.33
Spdr Ser Tr S&p Biotech (XBI) 0.4 $1.9M 17k 111.95
Canadian Pacific Railway 0.4 $1.8M 25k 71.93
Becton, Dickinson and (BDX) 0.4 $1.8M 7.0k 251.45
Visa Com Cl A (V) 0.3 $1.7M 7.9k 216.68
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.3 $1.7M 45k 36.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.7M 16k 101.59
Toyota Motor Corp Ads (TM) 0.3 $1.6M 8.8k 185.32
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.6M 29k 57.09
Diageo Spon Adr New (DEO) 0.3 $1.6M 7.3k 220.19
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M 557.00 2894.08
FTI Consulting (FCN) 0.3 $1.5M 9.7k 153.47
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $1.5M 37k 39.85
3M Company (MMM) 0.3 $1.3M 7.2k 177.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.2M 25k 50.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 4.0k 305.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.2M 7.4k 163.81
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 9.3k 116.03
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $1.0M 14k 72.81
Xylem (XYL) 0.2 $1.0M 8.6k 119.96
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $974k 9.2k 105.85
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $959k 18k 52.86
FedEx Corporation (FDX) 0.2 $942k 3.6k 258.58
MetLife (MET) 0.2 $922k 15k 62.49
Altria (MO) 0.2 $864k 18k 47.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $851k 12k 73.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $725k 4.3k 167.82
Abbott Laboratories (ABT) 0.1 $704k 5.0k 140.77
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $692k 1.5k 458.28
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $687k 26k 26.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $669k 12k 55.15
Eli Lilly & Co. (LLY) 0.1 $666k 2.4k 276.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $610k 7.1k 85.55
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $500k 10k 49.22
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $481k 17k 28.52
Nextera Energy (NEE) 0.1 $460k 4.9k 93.40
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $456k 21k 22.10
Vanguard World Fds Energy Etf (VDE) 0.1 $425k 5.5k 77.68
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $378k 7.0k 54.26
McDonald's Corporation (MCD) 0.1 $351k 1.3k 267.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $350k 9.0k 38.88
Us Bancorp Del Com New (USB) 0.1 $313k 5.6k 56.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $299k 5.5k 53.96
Target Corporation (TGT) 0.1 $295k 1.3k 231.37
NVIDIA Corporation (NVDA) 0.1 $294k 1.0k 294.00
Ishares Tr Russell 2000 Etf (IWM) 0.1 $279k 1.3k 222.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $260k 2.3k 112.90
Coca-Cola Company (KO) 0.1 $253k 4.3k 59.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $249k 571.00 436.08
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $247k 2.2k 114.56
Gartner (IT) 0.1 $246k 735.00 334.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $241k 852.00 282.86
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $226k 7.9k 28.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $224k 2.8k 80.46
Vanguard Index Fds Growth Etf (VUG) 0.0 $222k 693.00 320.35
SJW (SJW) 0.0 $220k 3.0k 73.33
Lowe's Companies (LOW) 0.0 $214k 826.00 259.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $214k 717.00 298.47
Teleflex Incorporated (TFX) 0.0 $210k 640.00 328.12
Tesla Motors (TSLA) 0.0 $206k 195.00 1056.41
Verizon Communications (VZ) 0.0 $204k 3.9k 51.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $200k 4.0k 50.61