# EDGAR Filing Document

**Accession Number:** 0001664385
**File Stem:** 0001104659-25-068598
**Filing Date:** 2025-7
**Character Count:** 19957
**Document Hash:** bf93dbe0f4be6a36039260f179bda579
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-068598.hdr.sgml**: 20250717

**ACCESSION NUMBER**: 0001104659-25-068598

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250717

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250717

**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:** 251129540

**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:** 06-30-2025

**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  07-16-2025<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:** 162

**Form 13F Information Table Value Total:** $575395625

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 238426 | 1753 | SH |  | SOLE |  | 1753 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 1007144 | 9550 | SH |  | SOLE |  | 690 | 0 | 8860 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 982209 | 5537 | SH |  | SOLE |  | 5537 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7721870 | 43817 | SH |  | SOLE |  | 42157 | 0 | 1660 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 209837 | 3579 | SH |  | SOLE |  | 3279 | 0 | 300 |
| AMAZON COM INC | COM | 023135106 |  | 6813596 | 31057 | SH |  | SOLE |  | 29407 | 0 | 1650 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 887771 | 8556 | SH |  | SOLE |  | 1277 | 0 | 7279 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 686489 | 3106 | SH |  | SOLE |  | 322 | 0 | 2784 |
| APPLE INC | COM | 037833100 |  | 12567478 | 61254 | SH |  | SOLE |  | 58719 | 0 | 2535 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 930440 | 10219 | SH |  | SOLE |  | 10219 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 3667963 | 4577 | SH |  | SOLE |  | 4406 | 0 | 171 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 535678 | 647 | SH |  | SOLE |  | 72 | 0 | 575 |
| BANK AMERICA CORP | COM | 060505104 |  | 5115766 | 108110 | SH |  | SOLE |  | 103696 | 0 | 4414 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 220054 | 453 | SH |  | SOLE |  | 453 | 0 | 0 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 779427 | 40574 | SH |  | SOLE |  | 2721 | 0 | 37853 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 9008058 | 1556 | SH |  | SOLE |  | 1497 | 0 | 59 |
| BROADCOM INC | COM | 11135F101 |  | 4279191 | 15524 | SH |  | SOLE |  | 10324 | 0 | 5200 |
| BUNGE GLOBAL SA | COM SHS | H11356104 |  | 764105 | 9518 | SH |  | SOLE |  | 921 | 0 | 8597 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 3010516 | 37978 | SH |  | SOLE |  | 28653 | 0 | 9325 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 8584273 | 16823 | SH |  | SOLE |  | 11732 | 0 | 5091 |
| CATERPILLAR INC | COM | 149123101 |  | 725177 | 1868 | SH |  | SOLE |  | 107 | 0 | 1761 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 5285663 | 23890 | SH |  | SOLE |  | 16869 | 0 | 7021 |
| CHEMED CORP NEW | COM | 16359R103 |  | 4502642 | 9247 | SH |  | SOLE |  | 6911 | 0 | 2336 |
| COCA COLA CO | COM | 191216100 |  | 257743 | 3643 | SH |  | SOLE |  | 3643 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CL A | 192446102 |  | 763914 | 9790 | SH |  | SOLE |  | 0 | 0 | 9790 |
| COMFORT SYS USA INC | COM | 199908104 |  | 2151275 | 4012 | SH |  | SOLE |  | 3852 | 0 | 160 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 569670 | 6348 | SH |  | SOLE |  | 0 | 0 | 6348 |
| CORPAY INC | COM | 219948106 |  | 865055 | 2607 | SH |  | SOLE |  | 0 | 0 | 2607 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3981539 | 4022 | SH |  | SOLE |  | 2608 | 0 | 1414 |
| DANAHER CORPORATION | COM | 235851102 |  | 824334 | 4173 | SH |  | SOLE |  | 850 | 0 | 3323 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 294042 | 1349 | SH |  | SOLE |  | 1349 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 721756 | 5373 | SH |  | SOLE |  | 10 | 0 | 5363 |
| DEERE  CO | COM | 244199105 |  | 958504 | 1885 | SH |  | SOLE |  | 124 | 0 | 1761 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 825950 | 1833 | SH |  | SOLE |  | 154 | 0 | 1679 |
| EATON CORP PLC | SHS | G29183103 |  | 232401 | 651 | SH |  | SOLE |  | 651 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 3856301 | 49307 | SH |  | SOLE |  | 40269 | 0 | 9038 |
| ELI LILLY  CO | COM | 532457108 |  | 778751 | 999 | SH |  | SOLE |  | 999 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 585013 | 4891 | SH |  | SOLE |  | 11 | 0 | 4880 |
| EQUITABLE HLDGS INC | COM | 29452E101 |  | 1238576 | 22078 | SH |  | SOLE |  | 1650 | 0 | 20428 |
| EVEREST GROUP LTD | COM | G3223R108 |  | 727619 | 2141 | SH |  | SOLE |  | 0 | 0 | 2141 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 224548 | 2083 | SH |  | SOLE |  | 2083 | 0 | 0 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 3516069 | 7861 | SH |  | SOLE |  | 7666 | 0 | 195 |
| FORD MTR CO | COM | 345370860 |  | 227850 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 614487 | 14175 | SH |  | SOLE |  | 165 | 0 | 14010 |
| FTI CONSULTING INC | COM | 302941109 |  | 607887 | 3764 | SH |  | SOLE |  | 137 | 0 | 3627 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 |  | 2074915 | 41120 | SH |  | SOLE |  | 3067 | 0 | 38053 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 264052 | 6059 | SH |  | SOLE |  | 6059 | 0 | 0 |
| GRAND CANYON ED INC | COM | 38526M106 |  | 1030806 | 5454 | SH |  | SOLE |  | 553 | 0 | 4901 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 1068039 | 50690 | SH |  | SOLE |  | 4290 | 0 | 46400 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 1485662 | 3878 | SH |  | SOLE |  | 338 | 0 | 3540 |
| HOME DEPOT INC | COM | 437076102 |  | 4233226 | 11546 | SH |  | SOLE |  | 11151 | 0 | 395 |
| HONEYWELL INTL INC | COM | 438516106 |  | 5613107 | 24103 | SH |  | SOLE |  | 22501 | 0 | 1602 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 535317 | 2217 | SH |  | SOLE |  | 319 | 0 | 1898 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 7435856 | 40529 | SH |  | SOLE |  | 32030 | 0 | 8499 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 228750 | 776 | SH |  | SOLE |  | 776 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 9311874 | 17136 | SH |  | SOLE |  | 12456 | 0 | 4680 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18907647 | 30452 | SH |  | SOLE |  | 27483 | 0 | 2969 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 26904628 | 271216 | SH |  | SOLE |  | 256279 | 0 | 14937 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 5928930 | 61908 | SH |  | SOLE |  | 58845 | 0 | 3063 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 207457 | 3345 | SH |  | SOLE |  | 3345 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 1832498 | 14485 | SH |  | SOLE |  | 13877 | 0 | 608 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 435195 | 1025 | SH |  | SOLE |  | 1005 | 0 | 20 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 226580 | 1050 | SH |  | SOLE |  | 1050 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 12266315 | 132437 | SH |  | SOLE |  | 126570 | 0 | 5867 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 442409 | 7937 | SH |  | SOLE |  | 7937 | 0 | 0 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 4559762 | 77023 | SH |  | SOLE |  | 73687 | 0 | 3336 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 27044857 | 258852 | SH |  | SOLE |  | 249244 | 0 | 9608 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 9100707 | 170777 | SH |  | SOLE |  | 161322 | 0 | 9455 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1596729 | 30264 | SH |  | SOLE |  | 30264 | 0 | 0 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 1637226 | 19631 | SH |  | SOLE |  | 17948 | 0 | 1683 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 1290354 | 20958 | SH |  | SOLE |  | 19325 | 0 | 1633 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 2487649 | 26501 | SH |  | SOLE |  | 24708 | 0 | 1793 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 468203 | 2561 | SH |  | SOLE |  | 2507 | 0 | 54 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 9592548 | 124079 | SH |  | SOLE |  | 115336 | 0 | 8743 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 14517793 | 298413 | SH |  | SOLE |  | 285840 | 0 | 12573 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 287273 | 5665 | SH |  | SOLE |  | 5665 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 237994 | 4696 | SH |  | SOLE |  | 4196 | 0 | 500 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 9109553 | 31422 | SH |  | SOLE |  | 29636 | 0 | 1786 |
| LENNAR CORP | CL A | 526057104 |  | 777588 | 7030 | SH |  | SOLE |  | 0 | 0 | 7030 |
| LOGITECH INTL S A | SHS | H50430232 |  | 3294522 | 36553 | SH |  | SOLE |  | 35477 | 0 | 1076 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 |  | 3480409 | 17625 | SH |  | SOLE |  | 14558 | 0 | 3067 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 6666295 | 11863 | SH |  | SOLE |  | 11428 | 0 | 435 |
| MCDONALDS CORP | COM | 580135101 |  | 560967 | 1920 | SH |  | SOLE |  | 1620 | 0 | 300 |
| META PLATFORMS INC | CL A | 30303M102 |  | 10395260 | 14084 | SH |  | SOLE |  | 13478 | 0 | 606 |
| MICROSOFT CORP | COM | 594918104 |  | 10404325 | 20917 | SH |  | SOLE |  | 20022 | 0 | 895 |
| NEOS ETF TRUST | FIS CHRISTIAN | 78433H204 |  | 30168545 | 985150 | SH |  | SOLE |  | 965633 | 0 | 19517 |
| NETAPP INC | COM | 64110D104 |  | 914626 | 8584 | SH |  | SOLE |  | 690 | 0 | 7894 |
| NETFLIX INC | COM | 64110L106 |  | 4435199 | 3312 | SH |  | SOLE |  | 3189 | 0 | 123 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 489411 | 7050 | SH |  | SOLE |  | 50 | 0 | 7000 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 3441404 | 28439 | SH |  | SOLE |  | 27166 | 0 | 1273 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 3492758 | 50605 | SH |  | SOLE |  | 48671 | 0 | 1934 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 14427173 | 91317 | SH |  | SOLE |  | 63625 | 0 | 27692 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 4076165 | 25115 | SH |  | SOLE |  | 20454 | 0 | 4661 |
| ORACLE CORP | COM | 68389X105 |  | 8168673 | 37363 | SH |  | SOLE |  | 35983 | 0 | 1380 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 2487228 | 27596 | SH |  | SOLE |  | 16031 | 0 | 11565 |
| OSHKOSH CORP | COM | 688239201 |  | 522170 | 4599 | SH |  | SOLE |  | 0 | 0 | 4599 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 249466 | 1830 | SH |  | SOLE |  | 530 | 0 | 1300 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2732968 | 13355 | SH |  | SOLE |  | 1187 | 0 | 12168 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 961794 | 1377 | SH |  | SOLE |  | 197 | 0 | 1180 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 488400 | 4858 | SH |  | SOLE |  | 4858 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 5536545 | 20747 | SH |  | SOLE |  | 16539 | 0 | 4208 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 359260 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| RELX PLC | SPONSORED ADR | 759530108 |  | 3495095 | 64319 | SH |  | SOLE |  | 61452 | 0 | 2867 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 5960810 | 24171 | SH |  | SOLE |  | 19313 | 0 | 4858 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 314985 | 13218 | SH |  | SOLE |  | 13218 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 640547 | 21929 | SH |  | SOLE |  | 21885 | 0 | 44 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 679852 | 24570 | SH |  | SOLE |  | 24570 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1694266 | 66967 | SH |  | SOLE |  | 54145 | 0 | 12822 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 694295 | 29875 | SH |  | SOLE |  | 29875 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 757592 | 35803 | SH |  | SOLE |  | 35072 | 0 | 731 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 310334 | 12729 | SH |  | SOLE |  | 12729 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 893922 | 20989 | SH |  | SOLE |  | 20121 | 0 | 868 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 5193172 | 59141 | SH |  | SOLE |  | 56828 | 0 | 2313 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 8167735 | 60596 | SH |  | SOLE |  | 57966 | 0 | 2630 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 8720550 | 107701 | SH |  | SOLE |  | 103403 | 0 | 4298 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 3834354 | 17643 | SH |  | SOLE |  | 17291 | 0 | 352 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 9448767 | 111411 | SH |  | SOLE |  | 106605 | 0 | 4806 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1057298 | 20189 | SH |  | SOLE |  | 19940 | 0 | 249 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1774519 | 12029 | SH |  | SOLE |  | 11240 | 0 | 789 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 13074772 | 51632 | SH |  | SOLE |  | 49610 | 0 | 2022 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 3537970 | 32599 | SH |  | SOLE |  | 31428 | 0 | 1171 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 4277113 | 103262 | SH |  | SOLE |  | 98953 | 0 | 4309 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 5480285 | 67111 | SH |  | SOLE |  | 64333 | 0 | 2778 |
| SERVICENOW INC | COM | 81762P102 |  | 1749793 | 1702 | SH |  | SOLE |  | 70 | 0 | 1632 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 628255 | 2061 | SH |  | SOLE |  | 1811 | 0 | 250 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3743893 | 6060 | SH |  | SOLE |  | 5579 | 0 | 481 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 6687379 | 269870 | SH |  | SOLE |  | 259998 | 0 | 9872 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 244781 | 8108 | SH |  | SOLE |  | 6533 | 0 | 1575 |
| SPDR SERIES TRUST | S REGL BKG | 78464A698 |  | 2518196 | 42401 | SH |  | SOLE |  | 41295 | 0 | 1106 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 398923 | 2423 | SH |  | SOLE |  | 423 | 0 | 2000 |
| STRYKER CORPORATION | COM | 863667101 |  | 892938 | 2257 | SH |  | SOLE |  | 309 | 0 | 1948 |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 86562M209 |  | 804200 | 53223 | SH |  | SOLE |  | 2295 | 0 | 50928 |
| TENARIS S A | SPONSORED ADS | 88031M109 |  | 1089463 | 29130 | SH |  | SOLE |  | 5377 | 0 | 23753 |
| TESLA INC | COM | 88160R101 |  | 239834 | 755 | SH |  | SOLE |  | 755 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 673827 | 9360 | SH |  | SOLE |  | 860 | 0 | 8500 |
| TJX COS INC NEW | COM | 872540109 |  | 3322005 | 26901 | SH |  | SOLE |  | 25762 | 0 | 1139 |
| TOLL BROTHERS INC | COM | 889478103 |  | 1638679 | 14358 | SH |  | SOLE |  | 100 | 0 | 14258 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 2094854 | 12161 | SH |  | SOLE |  | 11621 | 0 | 540 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1705316 | 32316 | SH |  | SOLE |  | 14064 | 0 | 18252 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 234452 | 536 | SH |  | SOLE |  | 536 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 |  | 618097 | 8135 | SH |  | SOLE |  | 0 | 0 | 8135 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 2472859 | 40426 | SH |  | SOLE |  | 38362 | 0 | 2064 |
| UNITED RENTALS INC | COM | 911363109 |  | 1081882 | 1436 | SH |  | SOLE |  | 0 | 0 | 1436 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2777157 | 8902 | SH |  | SOLE |  | 8542 | 0 | 360 |
| VALVOLINE INC | COM | 92047W101 |  | 1057217 | 27917 | SH |  | SOLE |  | 731 | 0 | 27186 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 15193057 | 196445 | SH |  | SOLE |  | 186093 | 0 | 10352 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 910402 | 11568 | SH |  | SOLE |  | 11568 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1704682 | 23152 | SH |  | SOLE |  | 23152 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 239709 | 422 | SH |  | SOLE |  | 422 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 484398 | 5439 | SH |  | SOLE |  | 5439 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4993847 | 17846 | SH |  | SOLE |  | 15367 | 0 | 2479 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3838332 | 12629 | SH |  | SOLE |  | 12013 | 0 | 616 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1225701 | 24999 | SH |  | SOLE |  | 24999 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 862416 | 10848 | SH |  | SOLE |  | 10519 | 0 | 329 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 15779002 | 340505 | SH |  | SOLE |  | 325482 | 0 | 15023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 2808647 | 40652 | SH |  | SOLE |  | 38967 | 0 | 1685 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 417754 | 3507 | SH |  | SOLE |  | 3507 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 397305 | 599 | SH |  | SOLE |  | 599 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1839159 | 5180 | SH |  | SOLE |  | 4941 | 0 | 239 |
| WALMART INC | COM | 931142103 |  | 2368917 | 24227 | SH |  | SOLE |  | 23100 | 0 | 1127 |
| WELLTOWER INC | REIT | 95040Q104 |  | 538055 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| ZOETIS INC | CL A | 98978V103 |  | 869890 | 5578 | SH |  | SOLE |  | 692 | 0 | 4886 |

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