CAPITAL INSIGHT PARTNERS, LLC
Q1 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
158
- Value ($000)
$573,148
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001664385
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $29.90M | 5 % | 302,257 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $28.23M | 5 % | 267,736 | ||
PRAY NEOS ETF TRUST | FIS CHRISTIAN | 78433H204 | $28.05M | 5 % | 987,391 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.78M | 3 % | 31,646 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $17.51M | 3 % | 378,170 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $16.20M | 3 % | 211,557 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $15.51M | 3 % | 320,726 | ||
AAPL APPLE INC | COM | 037833100 | $13.36M | 2 % | 60,127 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $13.10M | 2 % | 144,625 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $11.37M | 2 % | 121,673 |
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