CAPITAL INSIGHT PARTNERS, LLC Diversified Active

CIK: 0001664385 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 24, 2023

Total Value ($000): $447,014 (100.0% shares, 0.0% debt)

Holdings (171)

AGG ISHARES TR 7.3%
Value ($000) $32,685 Shares 333,690 Est. Cost $103.93 Unrealized
SHP ETF TRUST 5.3%
Value ($000) $23,854 Shares 986,511 Est. Cost $24.14 Unrealized
MUB ISHARES TR 5.3%
Value ($000) $23,486 Shares 220,052 Est. Cost $110.28 Unrealized
BIV VANGUARD BD INDEX FDS 4.5%
Value ($000) $20,143 Shares 267,754 Est. Cost $75.23 Unrealized
ISTB ISHARES TR 3.1%
Value ($000) $13,736 Shares 294,503 Est. Cost $50.53 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $12,489 Shares 28,021 Est. Cost $342.15 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $11,907 Shares 61,384 Est. Cost $96.02 Unrealized +79.2%
EBND SPDR SER TR 2.4%
Value ($000) $10,533 Shares 497,801 Est. Cost $21.21 Unrealized
IGIB ISHARES TR 1.8%
Value ($000) $8,184 Shares 161,829 Est. Cost $56.16 Unrealized
SCHC SCHWAB STRATEGIC TR 1.7%
Value ($000) $7,457 Shares 220,829 Est. Cost $28.10 Unrealized
XLE SELECT SECTOR SPDR TR 1.6%
Value ($000) $7,179 Shares 88,440 Est. Cost $52.18 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $6,280 Shares 18,440 Est. Cost $94.54 Unrealized +224.9%
IXUS ISHARES TR 1.4%
Value ($000) $6,254 Shares 99,869 Est. Cost $62.75 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $6,103 Shares 50,987 Est. Cost $107.27 Unrealized +6.5%
HYLB DBX ETF TR 1.3%
Value ($000) $5,690 Shares 164,935 Est. Cost $33.84 Unrealized
HYMB SPDR SER TR 1.2%
Value ($000) $5,283 Shares 211,228 Est. Cost $31.44 Unrealized
HON HONEYWELL INTL INC 1.1%
Value ($000) $5,123 Shares 24,689 Est. Cost $107.29 Unrealized +63.6%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4,985 Shares 34,272 Est. Cost $108.00 Unrealized +20.1%
CHE CHEMED CORP NEW 1.1%
Value ($000) $4,819 Shares 8,896 Est. Cost $504.69 Unrealized +7.3%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $4,793 Shares 28,960 Est. Cost $99.33 Unrealized +49.9%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $4,619 Shares 11,743 Est. Cost $282.12 Unrealized +31.1%
ISRG INTUITIVE SURGICAL INC 1.0%
Value ($000) $4,481 Shares 13,104 Est. Cost $248.05 Unrealized +22.0%
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,450 Shares 25,598 Est. Cost $107.05 Unrealized
XLRE SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,431 Shares 117,557 Est. Cost $42.49 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $4,387 Shares 19,927 Est. Cost $194.32 Unrealized
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $4,383 Shares 1,623 Est. Cost $2394.16 Unrealized +8.6%
ORCL ORACLE CORP 1.0%
Value ($000) $4,360 Shares 36,607 Est. Cost $53.16 Unrealized +88.9%
EW EDWARDS LIFESCIENCES CORP 1.0%
Value ($000) $4,317 Shares 45,760 Est. Cost $77.74 Unrealized +11.8%
XLB SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,300 Shares 51,887 Est. Cost $68.55 Unrealized
ON ON SEMICONDUCTOR CORP 1.0%
Value ($000) $4,265 Shares 45,099 Est. Cost $58.22 Unrealized +42.1%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $4,248 Shares 37,566 Est. Cost $100.42 Unrealized +4.3%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $4,139 Shares 8,612 Est. Cost $457.37 Unrealized +1.6%
META META PLATFORMS INC 0.9%
Value ($000) $4,117 Shares 14,346 Est. Cost $211.09 Unrealized +16.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.9%
Value ($000) $4,113 Shares 11,123 Est. Cost $41.29 Unrealized +286.2%
PEP PEPSICO INC 0.9%
Value ($000) $3,946 Shares 21,303 Est. Cost $103.45 Unrealized +64.9%
FDS FACTSET RESH SYS INC 0.9%
Value ($000) $3,894 Shares 9,719 Est. Cost $201.34 Unrealized +95.0%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $3,746 Shares 90,165 Est. Cost $36.49 Unrealized +0.4%
CASY CASEYS GEN STORES INC 0.8%
Value ($000) $3,725 Shares 15,273 Est. Cost $136.66 Unrealized +63.5%
IGF ISHARES TR 0.8%
Value ($000) $3,724 Shares 79,327 Est. Cost $47.16 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.8%
Value ($000) $3,719 Shares 55,272 Est. Cost $46.74 Unrealized +19.4%
BAC BANK AMERICA CORP 0.8%
Value ($000) $3,705 Shares 129,134 Est. Cost $18.28 Unrealized +45.6%
NDSN NORDSON CORP 0.8%
Value ($000) $3,690 Shares 14,867 Est. Cost $156.12 Unrealized +38.1%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $3,413 Shares 21,087 Est. Cost $58.41 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,399 Shares 7,668 Est. Cost $414.53 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $3,343 Shares 10,763 Est. Cost $140.60 Unrealized +96.6%
VXUS VANGUARD STAR FDS 0.7%
Value ($000) $3,200 Shares 57,067 Est. Cost $51.42 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $3,148 Shares 24,148 Est. Cost $117.48 Unrealized -2.8%
PFE PFIZER INC 0.7%
Value ($000) $3,143 Shares 85,683 Est. Cost $26.12 Unrealized +27.2%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $3,139 Shares 14,250 Est. Cost $158.38 Unrealized
MDT MEDTRONIC PLC 0.7%
Value ($000) $3,045 Shares 34,565 Est. Cost $91.02 Unrealized -12.8%
MANH MANHATTAN ASSOCIATES INC 0.7%
Value ($000) $3,019 Shares 15,104 Est. Cost $60.44 Unrealized +187.3%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $2,893 Shares 18,888 Est. Cost $88.38 Unrealized +56.7%
VVV VALVOLINE INC 0.6%
Value ($000) $2,792 Shares 74,427 Est. Cost $31.31 Unrealized +16.0%
HDB HDFC BANK LTD 0.6%
Value ($000) $2,701 Shares 38,747 Est. Cost $64.22 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,680 Shares 61,183 Est. Cost $58.68 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,538 Shares 63,143 Est. Cost $57.21 Unrealized
RELX RELX PLC 0.6%
Value ($000) $2,537 Shares 75,887 Est. Cost $26.63 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.6%
Value ($000) $2,463 Shares 30,492 Est. Cost $77.51 Unrealized 0.0%
NKE NIKE INC 0.5%
Value ($000) $2,432 Shares 22,038 Est. Cost $75.68 Unrealized +47.1%
TREX TREX CO INC 0.5%
Value ($000) $2,376 Shares 36,245 Est. Cost $55.90 Unrealized -0.2%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,353 Shares 17,724 Est. Cost $100.90 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value ($000) $2,315 Shares 20,916 Est. Cost $89.66 Unrealized +7.9%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $2,300 Shares 17,379 Est. Cost $66.17 Unrealized +85.2%
TS TENARIS S A 0.5%
Value ($000) $2,289 Shares 76,422 Est. Cost $32.64 Unrealized
GNTX GENTEX CORP 0.5%
Value ($000) $2,223 Shares 75,960 Est. Cost $26.96 Unrealized +2.2%
LOGI LOGITECH INTL S A 0.5%
Value ($000) $2,193 Shares 36,926 Est. Cost $53.78 Unrealized +7.4%
UNILEVER PLC 0.5%
Value ($000) $2,157 Shares 41,386 Est. Cost $48.19 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,154 Shares 27,955 Est. Cost $62.66 Unrealized +16.4%
FCN FTI CONSULTING INC 0.5%
Value ($000) $2,069 Shares 10,877 Est. Cost $125.83 Unrealized +50.2%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,928 Shares 26,529 Est. Cost $88.06 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,889 Shares 25,002 Est. Cost $78.85 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $1,887 Shares 37,621 Est. Cost $54.03 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $1,877 Shares 14,938 Est. Cost $126.55 Unrealized -0.5%
TM TOYOTA MOTOR CORP 0.4%
Value ($000) $1,656 Shares 10,304 Est. Cost $136.76 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,572 Shares 18,544 Est. Cost $70.12 Unrealized +8.6%
AOR ISHARES TR 0.3%
Value ($000) $1,448 Shares 28,149 Est. Cost $49.82 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,400 Shares 3,309 Est. Cost $22.52 Unrealized +47.3%
IBB ISHARES TR 0.3%
Value ($000) $1,388 Shares 10,935 Est. Cost $129.76 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,339 Shares 17,704 Est. Cost $82.81 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $1,339 Shares 26,663 Est. Cost $53.75 Unrealized
V VISA INC 0.3%
Value ($000) $1,335 Shares 5,621 Est. Cost $178.37 Unrealized +25.8%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,323 Shares 17,839 Est. Cost $59.55 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,305 Shares 7,683 Est. Cost $130.25 Unrealized
SCHH SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,298 Shares 66,445 Est. Cost $29.70 Unrealized
DEO DIAGEO PLC 0.3%
Value ($000) $1,245 Shares 7,179 Est. Cost $163.94 Unrealized
AOA ISHARES TR 0.3%
Value ($000) $1,208 Shares 18,212 Est. Cost $58.10 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,073 Shares 2,288 Est. Cost $225.28 Unrealized +82.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,073 Shares 4,853 Est. Cost $20.01 Unrealized +118.6%
CSHI SHP ETF TRUST 0.2%
Value ($000) $1,001 Shares 20,000 Est. Cost $50.14 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $977 Shares 3,550 Est. Cost $206.07 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $917 Shares 3,588 Est. Cost $88.59 Unrealized +17.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $872 Shares 4,866 Est. Cost $86.33 Unrealized +79.0%
GFL GFL ENVIRONMENTAL INC 0.2%
Value ($000) $816 Shares 21,029 Est. Cost $31.14 Unrealized +16.3%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $781 Shares 2,958 Est. Cost $221.24 Unrealized +9.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $774 Shares 22,967 Est. Cost $23.30 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $761 Shares 6,289 Est. Cost $106.59 Unrealized +7.8%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $749 Shares 10,000 Est. Cost $62.49 Unrealized +10.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $714 Shares 4,904 Est. Cost $117.84 Unrealized +12.6%
LOW LOWES COS INC 0.2%
Value ($000) $713 Shares 3,157 Est. Cost $209.52 Unrealized -5.6%
STT STATE STR CORP 0.2%
Value ($000) $706 Shares 9,644 Est. Cost $50.70 Unrealized +29.4%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $664 Shares 8,393 Est. Cost $55.08 Unrealized +21.8%
PII POLARIS INC 0.1%
Value ($000) $647 Shares 5,347 Est. Cost $113.96 Unrealized -3.0%
SUB ISHARES TR 0.1%
Value ($000) $645 Shares 6,195 Est. Cost $104.35 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $639 Shares 7,650 Est. Cost $79.77 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $635 Shares 26,405 Est. Cost $20.35 Unrealized +23.4%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $628 Shares 1,420 Est. Cost $289.60 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $600 Shares 1,342 Est. Cost $417.68 Unrealized +16.9%
IWD ISHARES TR 0.1%
Value ($000) $590 Shares 3,740 Est. Cost $141.52 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $583 Shares 8,693 Est. Cost $51.23 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $581 Shares 12,597 Est. Cost $50.32 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $579 Shares 3,365 Est. Cost $145.48 Unrealized +15.6%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $559 Shares 4,952 Est. Cost $50.27 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $555 Shares 7,411 Est. Cost $89.63 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $547 Shares 5,100 Est. Cost $71.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $539 Shares 1,805 Est. Cost $180.67 Unrealized +51.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $500 Shares 4,661 Est. Cost $73.18 Unrealized +36.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $478 Shares 11,742 Est. Cost $40.12 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $472 Shares 9,827 Est. Cost $50.39 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $441 Shares 785 Est. Cost $80.81 Unrealized +23.7%
LEN LENNAR CORP 0.1%
Value ($000) $426 Shares 3,400 Est. Cost $105.19 Unrealized 0.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $419 Shares 4,201 Est. Cost $101.77 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $403 Shares 2,561 Est. Cost $130.78 Unrealized +9.5%
BUNGE LIMITED 0.1%
Value ($000) $398 Shares 4,216 Est. Cost $94.35 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $396 Shares 11,103 Est. Cost $28.26 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $372 Shares 7,538 Est. Cost $52.77 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $369 Shares 12,524 Est. Cost $31.34 Unrealized
NICE NICE LTD 0.1%
Value ($000) $361 Shares 1,746 Est. Cost $211.98 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $355 Shares 3,682 Est. Cost $75.12 Unrealized +6.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $345 Shares 3,421 Est. Cost $54.60 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $343 Shares 3,312 Est. Cost $99.33 Unrealized -4.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $338 Shares 628 Est. Cost $487.14 Unrealized 0.0%
AGCO AGCO CORP 0.1%
Value ($000) $321 Shares 2,443 Est. Cost $112.48 Unrealized +2.3%
CALIBERCOS INC 0.1%
Value ($000) $319 Shares 166,100 Est. Cost $1.92 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $318 Shares 21,000 Est. Cost $10.20 Unrealized +4.8%
CCI CROWN CASTLE INC 0.1%
Value ($000) $317 Shares 2,780 Est. Cost $112.62 Unrealized -9.1%
URI UNITED RENTALS INC 0.1%
Value ($000) $316 Shares 710 Est. Cost $361.03 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $312 Shares 914 Est. Cost $299.47 Unrealized +9.0%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $308 Shares 3,885 Est. Cost $110.28 Unrealized -31.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $294 Shares 6,500 Est. Cost $25.41 Unrealized +43.9%
GVI ISHARES TR 0.1%
Value ($000) $289 Shares 2,811 Est. Cost $117.72 Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $289 Shares 3,780 Est. Cost $60.87 Unrealized +4.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $284 Shares 930 Est. Cost $281.34 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $275 Shares 8,510 Est. Cost $32.30 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $270 Shares 6,750 Est. Cost $36.76 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $269 Shares 2,350 Est. Cost $115.28 Unrealized -9.4%
DXCM DEXCOM INC 0.1%
Value ($000) $267 Shares 2,080 Est. Cost $120.95 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.1%
Value ($000) $266 Shares 9,780 Est. Cost $23.70 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $265 Shares 2,298 Est. Cost $93.46 Unrealized +11.8%
DDOG DATADOG INC 0.1%
Value ($000) $254 Shares 2,580 Est. Cost $83.62 Unrealized 0.0%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $251 Shares 735 Est. Cost $345.80 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $249 Shares 4,136 Est. Cost $41.58 Unrealized +37.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $249 Shares 3,355 Est. Cost $64.28 Unrealized +8.9%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $249 Shares 7,410 Est. Cost $29.53 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $248 Shares 2,278 Est. Cost $86.78 Unrealized +16.9%
MET METLIFE INC 0.1%
Value ($000) $248 Shares 4,391 Est. Cost $29.18 Unrealized +75.5%
LOPE GRAND CANYON ED INC 0.1%
Value ($000) $244 Shares 2,360 Est. Cost $109.88 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $238 Shares 4,606 Est. Cost $44.81 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $232 Shares 1,530 Est. Cost $130.95 Unrealized +7.9%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $226 Shares 671 Est. Cost $303.72 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $224 Shares 575 Est. Cost $328.44 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $223 Shares 852 Est. Cost $241.89 Unrealized
IT GARTNER INC 0.0%
Value ($000) $212 Shares 605 Est. Cost $325.62 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $212 Shares 930 Est. Cost $195.75 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $211 Shares 18,130 Est. Cost $10.76 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $211 Shares 1,125 Est. Cost $178.40 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $210 Shares 2,586 Est. Cost $86.08 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $206 Shares 3,900 Est. Cost $48.91 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $205 Shares 828 Est. Cost $190.64 Unrealized +13.3%
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $204 Shares 3,828 Est. Cost $40.82 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $203 Shares 2,443 Est. Cost $111.86 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $201 Shares 493 Est. Cost $407.28 Unrealized