Filer Name: INSIGHT 2811, INC.
CIK: 1334952
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 89
Portfolio Value: $0.19B

Insight 2811, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VGSH US VANGUARD SHORT-TERM TREASURY 750,439 $44M 22.48% -1.4% -
TLT US ISHARES 20+ YEAR TREASURY BD 256,336 $22M 11.53% 33.0% -
SHY US ISHARES 1-3 YEAR TREASURY BO 217,823 $18M 9.19% -25.9% -
AGG US ISHARES CORE U.S. AGGREGATE 144,112 $14M 7.19% 14.4% -
IVV US ISHARES CORE S&P 500 ETF 21,297 $13M 6.45% 13.0% -
IWD US ISHARES RUSSELL 1000 VALUE E 62,371 $12M 5.94% -2.1% -
IEFA US ISHARES CORE MSCI EAFE ETF 85,307 $6M 3.09% -2.4% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 55,242 $5M 2.60% -4.5% -
JPST US JPMORGAN ULTRA-SHORT INCOME 98,043 $5M 2.54% -45.5% -
VGLT US VANGUARD LONG-TERM TREASURY 84,464 $5M 2.41% 46.1% -
IWF US ISHARES RUSSELL 1000 GROWTH 7,636 $3M 1.58% -4.4% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 5,403 $2M 1.26% 2.0% -
SPY US SPDR S&P 500 ETF TRUST 4,110 $2M 1.24% 56.7% -
IWP US ISHARES RUSSELL MID-CAP GROW 17,510 $2M 1.14% -1.4% -
AAPL US APPLE INC 8,713 $2M 1.12% -4.5% -
VOOV US VANGUARD S&P 500 VALUE ETF 9,939 $2M 0.94% 13.4% -
FBIN US FORTUNE BRANDS INNOVATIONS I 23,572 $2M 0.83% - -
MSFT US MICROSOFT CORP 3,476 $1M 0.75% -0.1% -
IWS US ISHARES RUSSELL MID-CAP VALU 10,376 $1M 0.69% 2.2% -
VEA US VANGUARD FTSE DEVELOPED ETF 23,649 $1M 0.58% 14.9% -
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