Capital Insight Partners, LLC — Q3 2020 13F Holdings

Name: Capital Insight Partners, LLC — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001664385

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	5.07%	-2.76%	EXIT
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	3.34%	-4.96%	EXIT
3	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	3.08%	—	+0.41%
4	AAPL	Apple INC	Stock-Tech	3.04%	-2.68%	EXIT
5	MUB	Ishares National Muni Bond E	ETF-Other	2.41%	-2.98%	EXIT
6	XLK	Ss Technology Select Sector	ETF-Tech	2.39%	-3.29%	EXIT
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.19%	-5.02%	EXIT
8	BND	Vanguard Total Bond Market	ETF-Other	2.02%	—	+34.82%
9	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.86%	—	+253.35%
10	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.82%	—	+22.40%
11	SCHH	Schwab US Reit ETF	ETF-Other	1.70%	—	-10.17%
12	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.60%	—	-29.86%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.54%	-2.46%	EXIT
14	SCHC	Schwab Intl Small-cap Equity	ETF-Other	1.54%	—	+0.34%
15	HON	Honeywell International INC	Stock-Industrials	1.38%	-0.71%	EXIT
16	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.30%	—	+9.33%
17	GVI	Ishares Intermediate Governm	ETF-Other	1.27%	—	+5.92%
18	MA	Mastercard INC - A	Stock-Financials	1.20%	-1.11%	EXIT
19	JNJ	Johnson & Johnson	Stock-Healthcare	1.20%	—	+12.32%
20	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	1.20%	-3.47%	EXIT
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.14%	-0.87%	EXIT
22	VXUS	Vanguard Total Intl Stock	ETF-Other	1.11%	—	+9.43%
23	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.11%	—	+0.16%
24	TREX	Trex Company INC	Stock-Industrials	1.08%	—	+95.13%
25	IGF	Ishares Global Infrastructur	ETF-Other	1.08%	-0.83%	EXIT
26	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	1.04%	—	+2.54%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.99%	-1.68%	EXIT
28	MSFT	Microsoft CORP	Stock-Tech	0.99%	-1.89%	EXIT
29	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.99%	-3.38%	EXIT
30	XLV	Ss Health Care Select Sector	ETF-Other	0.92%	-1.57%	EXIT
31	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.92%	-0.90%	EXIT
32	SUB	Ishares Short-term National	ETF-Other	0.85%	—	+16.42%
33	ODFL	Old Dominion Freight Line	Stock-Industrials	0.84%	—	+0.65%
34	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	0.84%	—	—
35	CHE	Chemed CORP	Stock-Healthcare	0.83%	—	+1.80%
36	FIS	Fidelity National Info Serv	Stock-Tech	0.83%	—	+0.16%
37	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.82%	—	+74.65%
38	JPM	Jpmorgan Chase & Co	Stock-Financials	0.81%	-1.78%	EXIT
39	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.81%	—	+0.09%
40	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.80%	-1.26%	EXIT
41	BAC	Bank Of America CORP	Stock-Financials	0.78%	-1.01%	EXIT
42	FDS	Factset Research Systems INC	Stock-Financials	0.78%	—	-0.95%
43	MCO	Moody's CORP	Stock-Financials	0.75%	—	+0.32%
44	MDT	Medtronic plc	Stock-Healthcare	0.75%	—	+1.52%
45	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.74%	-1.40%	EXIT
46	ICE	Intercontinental Exchange In	Stock-Financials	0.74%	-1.24%	EXIT
47	PEP	Pepsico INC	Stock-Consumer Staples	0.73%	—	-2.04%
48	NKE	Nike INC -cl B	Stock-Consumer Disc	0.73%	—	-0.67%
49	HD	Home Depot INC	Stock-Consumer Disc	0.72%	-0.70%	EXIT
50	MINT	Pimco Enhanced Short Maturit	ETF-Other	0.72%	—	+17.27%

1–50 of 139

Holding changes this quarter

Position changes disclosed by Capital Insight Partners, LLC for the quarter ending Q3 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BSV	Vanguard Short-term Bond ETF	+1.3%	+253.35%	Add
2	IEMG	Ishares Core Msci Emerging	+0.5%	+564.72%	Add
3	XLK	Ss Technology Select Sector	+0.5%	+26.51%	Add
4	BND	Vanguard Total Bond Market	+0.3%	+34.82%	Add
5	CL	Colgate-palmolive Co	+0.3%	+74.65%	Add
6	XLRE	Ss Real Estate Select Sector	+0.3%	+256.16%	Add
7	UPS	United Parcel Service-cl B	+0.3%	+21.23%	Add
8	AAPL	Apple INC	+0.2%	+284.14%	Add
9	CMCSA	Comcast Corp-class A	+0.2%	+9.33%	Add
10	VCSH	Vanguard S/t CORP Bond ETF	+0.2%	+22.40%	Add
11	SHY	Ishares 1-3 Year Treasury Bo	+0.2%	+68.05%	Add
12	XLY	Ss Consumer Disc Select Sect	+0.1%	+15.20%	Add
13	ICE	Intercontinental Exchange In	+0.1%	+24.13%	Add
14	VTEB	Vanguard Tax-exempt Bond ETF	+0.1%	+77.19%	Add
15	FDX	Fedex CORP	+0.1%	+2.23%	Add
16	HON	Honeywell International INC	+0.1%	+8.03%	Add
17	XLB	Ss Materials Select Sector	+0.1%	+23.76%	Add
18	XLV	Ss Health Care Select Sector	+0.1%	+17.87%	Add
19	NKE	Nike INC -cl B	+0.1%	-0.67%	Trim
20	XLP	Ss Consumer Staples Sel Sect	+0.1%	+19.91%	Add
21	TSM	Taiwan Semiconductor-sp Adr	+0.1%	-4.05%	Trim
22	JNJ	Johnson & Johnson	+0.1%	+12.32%	Add
23	CRL	Charles River Laboratories	+0.1%	-0.05%	Trim
24	BABA	Alibaba Group Holding-sp Adr	+0.1%	-1.84%	Trim
25	XLI	Ss Industrial Select Sector	+0.1%	+39.56%	Add
26	ABT	Abbott Laboratories	+0.1%	+87.10%	Add
27	VWO	Vanguard Ftse Emerging Marke	+0.1%	+13.75%	Add
28	WSO	Watsco INC	+0.1%	-1.16%	Trim
29	XBI	Ss Spdr S&p Biotech ETF	+0.1%	+21.65%	Add
30	GNTX	Gentex CORP	+0.1%	+23.17%	Add
31	V	Visa Inc-class A Shares	+0.1%	+20.52%	Add
32	XLF	Ss Financial Select Sector	+0.1%	+21.79%	Add
33	VXUS	Vanguard Total Intl Stock	0%	+9.43%	Add
34	MINT	Pimco Enhanced Short Maturit	0%	+17.27%	Add
35	META	Meta Platforms Inc-class A	0%	+0.45%	Add
36	SUB	Ishares Short-term National	0%	+16.42%	Add
37	EW	Edwards Lifesciences CORP	0%	+0.09%	Add
38	BDX	Becton Dickinson And Co	0%	+22.68%	Add
39	MDT	Medtronic plc	0%	+1.52%	Add
40	HYLB	Xtrackers Usd High Yield Cor	0%	+11.01%	Add
41	MA	Mastercard INC - A	0%	-2.87%	Trim
42	VTI	Vanguard Total Stock Mkt ETF	0%	+1.50%	Add
43	SCHC	Schwab Intl Small-cap Equity	0%	+0.34%	Add
44	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+0.16%	Add
45	IVV	Ishares Core S&p 500 ETF	-0.1%	+0.12%	Add
46	CCOI	Cogent Communications Holdin	-0.2%	+6.03%	Add
47	SCHH	Schwab US Reit ETF	-0.4%	-10.17%	Trim
48	IGSB	Ishares 1-5y Inv Grade CORP	-1%	-29.86%	Trim
49	EPP	Ishares Msci Pacific Ex Japa	—	EXIT	Sold out
50	SHM	Ss Spdr N Ice St Muni ETF	—	NEW	New buy