# EDGAR Filing Document

**Accession Number:** 0001664385
**File Stem:** 0001104659-26-015960
**Filing Date:** 2026-2
**Character Count:** 17284
**Document Hash:** 0a349a0c04f2fe553f486504dab2c119
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-015960.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001104659-26-015960

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL INSIGHT PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001664385

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17100
- **FILM NUMBER:** 26637131

**BUSINESS ADDRESS:**
- **STREET 1:** 7328 E. DEER VALLEY RD.
- **STREET 2:** STE 105
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255
- **BUSINESS PHONE:** 480-295-7070

**MAIL ADDRESS:**
- **STREET 1:** 7328 E. DEER VALLEY RD.
- **STREET 2:** STE 105
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CAPITAL INSIGHT PARTNERS LLC<br>**Address:** 7328 E. DEER VALLEY RD.<br>STE 105<br>SCOTTSDALE, AZ 85255

**Form 13F File Number:** 028-17100

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Susan C. Anastasiadis<br>**Title:** Member<br>**Phone:** 480-295-7070

**Signature, Place, and Date of Signing:**

/s/ Susan C. Anastasiadis  Scottsdale, AZ  01-26-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 134

**Form 13F Information Table Value Total:** $472549709

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 23740021 | 34660 | SH |  | SOLE |  | 30853 | 0 | 3807 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 23427054 | 234552 | SH |  | SOLE |  | 222740 | 0 | 11812 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 16380074 | 347920 | SH |  | SOLE |  | 331497 | 0 | 16423 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 16370711 | 87461 | SH |  | SOLE |  | 59852 | 0 | 27609 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 15953286 | 188484 | SH |  | SOLE |  | 174651 | 0 | 13833 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 15529469 | 107866 | SH |  | SOLE |  | 103998 | 0 | 3868 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 14553047 | 186865 | SH |  | SOLE |  | 178141 | 0 | 8724 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 14069649 | 131357 | SH |  | SOLE |  | 127163 | 0 | 4194 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 13119127 | 479150 | SH |  | SOLE |  | 464624 | 0 | 14526 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 13062027 | 267939 | SH |  | SOLE |  | 257605 | 0 | 10334 |
| APPLE INC | COM | 037833100 |  | 12645832 | 46516 | SH |  | SOLE |  | 44998 | 0 | 1518 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 11613552 | 37104 | SH |  | SOLE |  | 35887 | 0 | 1217 |
| MICROSOFT CORP | COM | 594918104 |  | 8932946 | 18471 | SH |  | SOLE |  | 17773 | 0 | 698 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 8466009 | 14979 | SH |  | SOLE |  | 10440 | 0 | 4539 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 8423154 | 26141 | SH |  | SOLE |  | 24715 | 0 | 1426 |
| META PLATFORMS INC | CL A | 30303M102 |  | 7956725 | 12054 | SH |  | SOLE |  | 11612 | 0 | 442 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 7887292 | 176410 | SH |  | SOLE |  | 169262 | 0 | 7148 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 7656456 | 142102 | SH |  | SOLE |  | 133696 | 0 | 8406 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 7429936 | 47997 | SH |  | SOLE |  | 46209 | 0 | 1788 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 6875846 | 88515 | SH |  | SOLE |  | 85242 | 0 | 3273 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 6629899 | 1238 | SH |  | SOLE |  | 1200 | 0 | 38 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A284 |  | 6173523 | 247535 | SH |  | SOLE |  | 240202 | 0 | 7333 |
| BROADCOM INC | COM | 11135F101 |  | 6011629 | 17342 | SH |  | SOLE |  | 10701 | 0 | 6641 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 5975694 | 225583 | SH |  | SOLE |  | 218178 | 0 | 7405 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 5881465 | 36403 | SH |  | SOLE |  | 28223 | 0 | 8180 |
| AMAZON COM INC | COM | 023135106 |  | 5734262 | 24843 | SH |  | SOLE |  | 23452 | 0 | 1391 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 5502781 | 9956 | SH |  | SOLE |  | 9631 | 0 | 325 |
| ORACLE CORP | COM | 68389X105 |  | 5301747 | 27201 | SH |  | SOLE |  | 26335 | 0 | 866 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 5273896 | 54845 | SH |  | SOLE |  | 52262 | 0 | 2583 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 5258947 | 9212 | SH |  | SOLE |  | 8951 | 0 | 261 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5031545 | 17337 | SH |  | SOLE |  | 14619 | 0 | 2718 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 4897952 | 114733 | SH |  | SOLE |  | 109537 | 0 | 5196 |
| BANK AMERICA CORP | COM | 060505104 |  | 4786815 | 87033 | SH |  | SOLE |  | 83862 | 0 | 3171 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 4657854 | 102709 | SH |  | SOLE |  | 99341 | 0 | 3368 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 4293367 | 36471 | SH |  | SOLE |  | 34860 | 0 | 1611 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 4234160 | 35459 | SH |  | SOLE |  | 34823 | 0 | 636 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4120469 | 12290 | SH |  | SOLE |  | 11805 | 0 | 485 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 3990676 | 61594 | SH |  | SOLE |  | 59682 | 0 | 1912 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 3940785 | 64224 | SH |  | SOLE |  | 61432 | 0 | 2792 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 3881453 | 3628 | SH |  | SOLE |  | 3512 | 0 | 116 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 3758791 | 17736 | SH |  | SOLE |  | 17232 | 0 | 504 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 3639648 | 19768 | SH |  | SOLE |  | 12893 | 0 | 6875 |
| TJX COS INC NEW | COM | 872540109 |  | 3511218 | 22858 | SH |  | SOLE |  | 22032 | 0 | 826 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 3363254 | 83352 | SH |  | SOLE |  | 80370 | 0 | 2982 |
| PROGRESSIVE CORP | COM | 743315103 |  | 3361831 | 14763 | SH |  | SOLE |  | 14304 | 0 | 459 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3349696 | 17170 | SH |  | SOLE |  | 15997 | 0 | 1173 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 3306812 | 23985 | SH |  | SOLE |  | 23001 | 0 | 984 |
| HOME DEPOT INC | COM | 437076102 |  | 3299919 | 9590 | SH |  | SOLE |  | 9338 | 0 | 252 |
| COMFORT SYS USA INC | COM | 199908104 |  | 3090124 | 3311 | SH |  | SOLE |  | 3192 | 0 | 119 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3057662 | 3557 | SH |  | SOLE |  | 2161 | 0 | 1396 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2925222 | 4290 | SH |  | SOLE |  | 4006 | 0 | 284 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 2815798 | 37325 | SH |  | SOLE |  | 36558 | 0 | 767 |
| LOGITECH INTL S A | SHS | H50430232 |  | 2811272 | 28051 | SH |  | SOLE |  | 27321 | 0 | 730 |
| NETFLIX INC | COM | 64110L106 |  | 2662503 | 28397 | SH |  | SOLE |  | 27477 | 0 | 920 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 2315362 | 25492 | SH |  | SOLE |  | 13959 | 0 | 11533 |
| WALMART INC | COM | 931142103 |  | 2313206 | 20763 | SH |  | SOLE |  | 19849 | 0 | 914 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 2306588 | 35590 | SH |  | SOLE |  | 34838 | 0 | 752 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 2304647 | 14698 | SH |  | SOLE |  | 14201 | 0 | 497 |
| RELX PLC | SPONSORED ADR | 759530108 |  | 2259236 | 55894 | SH |  | SOLE |  | 53922 | 0 | 1972 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2193581 | 6645 | SH |  | SOLE |  | 6443 | 0 | 202 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1939885 | 20602 | SH |  | SOLE |  | 18204 | 0 | 2398 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 1925835 | 11411 | SH |  | SOLE |  | 10943 | 0 | 468 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 |  | 1901731 | 10973 | SH |  | SOLE |  | 10640 | 0 | 333 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 1898049 | 12236 | SH |  | SOLE |  | 11335 | 0 | 901 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1833429 | 64376 | SH |  | SOLE |  | 51539 | 0 | 12837 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 1820039 | 20322 | SH |  | SOLE |  | 18615 | 0 | 1707 |
| STRYKER CORPORATION | COM | 863667101 |  | 1786171 | 5082 | SH |  | SOLE |  | 4811 | 0 | 271 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 1753937 | 3730 | SH |  | SOLE |  | 175 | 0 | 3555 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1708944 | 23072 | SH |  | SOLE |  | 23072 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1692527 | 4826 | SH |  | SOLE |  | 4638 | 0 | 188 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 |  | 1673836 | 39034 | SH |  | SOLE |  | 817 | 0 | 38217 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1430301 | 4558 | SH |  | SOLE |  | 4558 | 0 | 0 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 1367845 | 21041 | SH |  | SOLE |  | 19537 | 0 | 1504 |
| TIM S A | SPONSORED ADR | 88706T108 |  | 1325582 | 66596 | SH |  | SOLE |  | 750 | 0 | 65846 |
| ELI LILLY  CO | COM | 532457108 |  | 1264899 | 1177 | SH |  | SOLE |  | 1137 | 0 | 40 |
| SERVICENOW INC | COM | 81762P102 |  | 1240523 | 8405 | SH |  | SOLE |  | 210 | 0 | 8195 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1201216 | 3031 | SH |  | SOLE |  | 2781 | 0 | 250 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 1183288 | 13873 | SH |  | SOLE |  | 6184 | 0 | 7689 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 1132902 | 3904 | SH |  | SOLE |  | 3871 | 0 | 33 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1091179 | 20635 | SH |  | SOLE |  | 20635 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 1069768 | 19532 | SH |  | SOLE |  | 19532 | 0 | 0 |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 86562M209 |  | 1030763 | 53007 | SH |  | SOLE |  | 1860 | 0 | 51147 |
| AFLAC INC | COM | 001055102 |  | 1022157 | 9272 | SH |  | SOLE |  | 374 | 0 | 8898 |
| EQUITABLE HLDGS INC | COM | 29452E101 |  | 1021320 | 21296 | SH |  | SOLE |  | 780 | 0 | 20516 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 982797 | 10246 | SH |  | SOLE |  | 10246 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 963842 | 8327 | SH |  | SOLE |  | 1017 | 0 | 7310 |
| NETAPP INC | COM | 64110D104 |  | 885324 | 8313 | SH |  | SOLE |  | 385 | 0 | 7928 |
| GRAND CANYON ED INC | COM | 38526M106 |  | 857291 | 5182 | SH |  | SOLE |  | 260 | 0 | 4922 |
| BUNGE GLOBAL SA | COM SHS | H11356104 |  | 843504 | 9124 | SH |  | SOLE |  | 490 | 0 | 8634 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 751202 | 1768 | SH |  | SOLE |  | 82 | 0 | 1686 |
| EVEREST GROUP LTD | COM | G3223R108 |  | 721847 | 2158 | SH |  | SOLE |  | 8 | 0 | 2150 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 687782 | 23228 | SH |  | SOLE |  | 23228 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 669701 | 14709 | SH |  | SOLE |  | 13916 | 0 | 793 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 665675 | 11585 | SH |  | SOLE |  | 11585 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 664783 | 13293 | SH |  | SOLE |  | 13293 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 663120 | 13033 | SH |  | SOLE |  | 13033 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 660947 | 20262 | SH |  | SOLE |  | 20231 | 0 | 31 |
| ZOETIS INC | CL A | 98978V103 |  | 659788 | 5240 | SH |  | SOLE |  | 333 | 0 | 4907 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 549621 | 6974 | SH |  | SOLE |  | 6974 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 535159 | 1751 | SH |  | SOLE |  | 1446 | 0 | 305 |
| EOG RES INC | COM | 26875P101 |  | 526886 | 4912 | SH |  | SOLE |  | 11 | 0 | 4901 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 485133 | 1025 | SH |  | SOLE |  | 1005 | 0 | 20 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 484435 | 2439 | SH |  | SOLE |  | 2386 | 0 | 53 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 471867 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 438182 | 28641 | SH |  | SOLE |  | 845 | 0 | 27796 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 427643 | 1532 | SH |  | SOLE |  | 1495 | 0 | 37 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 427180 | 20449 | SH |  | SOLE |  | 20449 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 420039 | 934 | SH |  | SOLE |  | 934 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 417836 | 4569 | SH |  | SOLE |  | 4569 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 385064 | 3058 | SH |  | SOLE |  | 3058 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 376735 | 2168 | SH |  | SOLE |  | 160 | 0 | 2008 |
| CHEMED CORP NEW | COM | 16359R103 |  | 362826 | 848 | SH |  | SOLE |  | 848 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 346709 | 13218 | SH |  | SOLE |  | 13218 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 345325 | 612 | SH |  | SOLE |  | 35 | 0 | 577 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 342191 | 3867 | SH |  | SOLE |  | 3867 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 340354 | 3392 | SH |  | SOLE |  | 3392 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 328659 | 8721 | SH |  | SOLE |  | 185 | 0 | 8536 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 328330 | 673 | SH |  | SOLE |  | 673 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 319486 | 1870 | SH |  | SOLE |  | 565 | 0 | 1305 |
| FORD MTR CO | COM | 345370860 |  | 275520 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 275311 | 439 | SH |  | SOLE |  | 439 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 271513 | 11618 | SH |  | SOLE |  | 11618 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 254683 | 3643 | SH |  | SOLE |  | 3643 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 249039 | 1352 | SH |  | SOLE |  | 1322 | 0 | 30 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 248864 | 2068 | SH |  | SOLE |  | 2068 | 0 | 0 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 248243 | 1349 | SH |  | SOLE |  | 1349 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 244710 | 810 | SH |  | SOLE |  | 800 | 0 | 10 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 240497 | 7030 | SH |  | SOLE |  | 7030 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 219859 | 2359 | SH |  | SOLE |  | 2359 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 219634 | 1753 | SH |  | SOLE |  | 1753 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 211037 | 2359 | SH |  | SOLE |  | 2359 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 207351 | 651 | SH |  | SOLE |  | 651 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 206521 | 2145 | SH |  | SOLE |  | 2145 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 206036 | 837 | SH |  | SOLE |  | 837 | 0 | 0 |

---