13F-HR filed by CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-07-15, with 140 holding rows worth $317,022,000.
- Accession
- 0001104659-20-083519
- Filer
- CIK 1664385
- Filed
- 2020-07-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 140 entries on the cover page, a total value of $317,022,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $317,022,000 with VALUE read as thousands by filing date, 13F file number 028-17100. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 345,551 | $17,786,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 98,234 | $11,612,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 81,062 | $10,903,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Apple Inc | 037833100 | COM | 24,332 | $8,876,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 74,795 | $8,631,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 147,801 | $8,086,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 23,150 | $7,169,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab US REIT ETF | 808524847 | SHS | 190,406 | $6,706,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 57,670 | $6,026,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,909 | $5,543,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 60,551 | $5,349,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 63,806 | $5,274,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 167,954 | $4,966,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 78,412 | $4,263,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 36,212 | $4,263,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Honeywell Technologies | 438516106 | COM | 27,692 | $4,004,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| MasterCard, Inc | 57636Q104 | COM | 13,009 | $3,847,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VTI | 922908769 | COM | 23,380 | $3,660,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464288372 | COM | 95,498 | $3,657,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPY | 78462F103 | SHS | 11,731 | $3,617,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Johnson & Johnson | 478160104 | COM | 25,543 | $3,592,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TREX CO INC | 89531P105 | COM | 27,610 | $3,591,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Comcast Corp | 20030N101 | COM | 91,645 | $3,572,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Microsoft Corp | 594918104 | COM | 17,122 | $3,484,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 74,183 | $3,461,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD STAR FDS | 921909768 | COM | 69,290 | $3,407,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 46432F834 | COM | 59,904 | $3,266,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| META PLATFORMS INC CL A | 30303M102 | COM | 13,449 | $3,054,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 94,853 | $2,973,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| JPMorgan Chase & Co | 46625H100 | COM | 29,752 | $2,798,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 16,371 | $2,776,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 8,314 | $2,731,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab US TIPS ETF | 808524870 | SHS | 45,240 | $2,715,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CHEMED CORP NEW | 16359R103 | COM | 6,016 | $2,714,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Bank of America Corp | 060505104 | COM | 112,925 | $2,682,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 19,932 | $2,673,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 26,299 | $2,632,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 24,025 | $2,591,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| PepsiCo,Inc. | 713448108 | COM | 19,222 | $2,542,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| MOODYS CORP COM | 615369105 | Stock | 9,189 | $2,524,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 36,001 | $2,488,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 19,287 | $2,463,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Booking Holdings Inc. | 09857L108 | COM | 1,518 | $2,417,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 62,954 | $2,364,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Medtronic Plc | G5960L103 | COM | 25,251 | $2,316,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Home Depot, Inc | 437076102 | COM | 9,181 | $2,300,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 42,842 | $2,212,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 47,228 | $2,208,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 21,296 | $2,166,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 16,338 | $2,153,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| UnitedHealth Group Inc | 91324P102 | COM | 7,276 | $2,146,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 22,567 | $2,126,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 18,616 | $2,084,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| NIKE,Inc. Class B | 654106103 | COM | 20,838 | $2,043,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VWO | 922042858 | SHS | 50,903 | $2,016,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 12,007 | $1,968,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 21,136 | $1,936,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 50,853 | $1,925,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 24,640 | $1,906,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 22,563 | $1,875,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| GODADDY INC CL A | 380237107 | Stock | 25,490 | $1,869,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| NORDSON CORP | 655663102 | COM | 9,792 | $1,858,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| STATE STR CORP COM | 857477103 | Stock | 28,601 | $1,818,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Oracle Corporation | 68389X105 | COM | 32,724 | $1,809,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 17,032 | $1,805,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Amazon.com, Inc | 023135106 | COM | 654 | $1,804,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| BECTON DICKINSON & CO | 075887109 | COM | 7,227 | $1,729,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 29,349 | $1,721,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Pfizer Inc. | 717081103 | COM | 50,702 | $1,658,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 21,635 | $1,585,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 28,851 | $1,583,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 28,089 | $1,583,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CASEYS GEN STORES INC | 147528103 | COM | 10,485 | $1,568,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| GENTEX CORP COM | 371901109 | Stock | 59,472 | $1,533,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| GARTNERINC | 366651107 | STOK | 12,509 | $1,518,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 8,561 | $1,493,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| YUM CHINA HLDGS INC | 98850P109 | COM | 30,716 | $1,477,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 30,467 | $1,427,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Visa Inc | 92826C839 | COM | 7,375 | $1,425,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Progressive Corporation | 743315103 | COM | 17,454 | $1,398,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 10,168 | $1,366,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| REALPAGE INC | 75606N109 | COM | 20,884 | $1,358,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| 3M CO COM | 88579Y101 | Stock | 8,503 | $1,326,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| United Parcel Service,Inc. Class B | 911312106 | COM | 11,911 | $1,324,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 28,821 | $1,310,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| WATSCO INC COM | 942622200 | Stock | 7,327 | $1,302,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 55,941 | $1,294,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES INC | 464286665 | MSCI PAC JP ETF | 32,340 | $1,286,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 19,489 | $1,273,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 21,991 | $1,248,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SAP SE SPON ADR | 803054204 | ADR | 8,701 | $1,218,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 31,407 | $1,206,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 17,712 | $1,160,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| BROOKFIELD ASSET MANAGEMENT IN | 112585104 | CL A LTD VT SH | 34,754 | $1,143,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 4,446 | $1,135,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 13,781 | $1,131,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 5,169 | $1,115,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 19,064 | $1,101,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 10,637 | $1,080,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| AT&T Inc | 00206R102 | COM | 35,343 | $1,068,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| XYLEM INC COM | 98419M100 | Stock | 15,661 | $1,017,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 35,810 | $1,002,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464287457 | COM | 11,373 | $985,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 7,769 | $976,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 673 | $951,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CELESTICA INC | 15101Q108 | COMMON STOCK-FO | 139,196 | $951,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 39,660 | $934,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| U HAUL HOLDING COMPANY | 023586100 | COM | 3,088 | $933,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| METLIFE INC COM | 59156R108 | Stock | 24,511 | $895,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 18,518 | $859,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Real Estate | 922908553 | SHS | 9,671 | $759,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Altria Group Inc | 02209S103 | COM | 19,200 | $754,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FTI CONSULTING INC | 302941109 | COM | 6,472 | $741,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 12,759 | $691,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,394 | $671,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,422 | $657,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FEDEX CORP COM | 31428X106 | Stock | 4,523 | $634,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 11,328 | $622,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Energy ETF | 92204A306 | SHS | 11,915 | $599,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 8,049 | $553,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 10,535 | $533,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| EXXON MOBIL CORP | 30231G102 | COM | 10,603 | $474,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,038 | $455,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Chevron Corporation | 166764100 | COM | 4,861 | $434,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 12,219 | $425,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VGT | 92204A702 | SHS | 1,470 | $410,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 6,845 | $385,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| NextEra Energy,Inc. | 65339F101 | COM | 1,600 | $384,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464288489 | INTL DEV RE ETF | 15,837 | $367,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,496 | $309,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 8,955 | $266,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 6,031 | $264,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 4,769 | $251,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| McDonalds Corporation | 580135101 | COM | 1,336 | $246,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Abbott Laboratories | 002824100 | COM | 2,658 | $243,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| USBANCORPDEL | 902973304 | COM NEW | 6,525 | $240,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| HOME BANCSHARES INC COM | 436893200 | Stock | 15,180 | $233,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TELEFLEX INCORPORATED | 879369106 | COM | 640 | $233,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Gold Trust | 464285105 | ISHARES | 13,560 | $230,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Intel Corp | 458140100 | COM | 3,735 | $223,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-20-083519 | this filing | 2020-07-15 | acceptance time not in the bulk data set |