I2

INSIGHT 2811, INC.

13F
INSIGHT 2811, INC.
Last update 2025-05-12 87 Stocks (3 new)
Value $197.00 Mil Turnover 3 %
Countries:
Top Holdings: VGSH(22.12%)TLT(11.27%)SHY(8.70%)AGG(8.33%)IVV(6.98%)
Summary Stock Picks Current Portfolio
INSIGHT 2811, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
743,568
43,640.0
-0.92%
22.120
-0.21%
0.200
+0.90%
+2.61%
22,516.4
 
TLT
iShares 20+ Year Treasury Bond ETF
244,251
22,234.2
-4.71%
11.270
-0.54%
0.050
-1.30%
+1.48%
48,256.6
 
SHY
iShares 1-3 Year Treasury Bond ETF
207,387
17,157.1
-4.79%
8.700
-0.44%
0.070
+0.81%
+2.55%
23,979.7
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
166,216
16,442.1
+15.34%
8.330
+1.11%
0.010
+1.50%
+3.56%
128,186.2
 
IVV
iShares Core S&P 500 ETF
24,522
13,779.3
+15.14%
6.980
+0.92%
0.000
+14.92%
+6.97%
621,418.9
 
IWD
iShares Russell 1000 Value ETF
59,566
11,208.0
-4.50%
5.680
-0.27%
0.020
+10.16%
+6.80%
64,164.7
 
IEFA
iShares Core MSCI EAFE ETF
81,587
6,172.1
-4.36%
3.130
-0.13%
0.000
+16.55%
+21.25%
143,293.4
 
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
97,062
5,591.8
+14.92%
2.830
+0.37%
0.050
-0.81%
+1.89%
9,655.2
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
57,399
5,265.2
+3.90%
2.670
+0.10%
0.010
+1.04%
+2.17%
42,797.8
 
JPST
JPMorgan Ultra-Short Income ETF
93,464
4,732.1
-4.67%
2.400
-0.12%
0.020
+1.44%
+2.57%
31,766.4
 

INSIGHT 2811, INC.'s Historical Top Holdings Breakdowns

INSIGHT 2811, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+1.11%
●
95.85 ($97.76) 99.25
$98.42
0.67%
Add 15.34%
166,216
22,104
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.92%
●
554.06 ($590.51) 615.85
$625.80
5.98%
Add 15.14%
24,522
3,225
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.54%
●
85.29 ($89.02) 92.57
$86.75
-2.55%
Reduce -4.71%
244,251
-12,085
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.44%
●
81.83 ($82.24) 82.73
$82.46
0.27%
Reduce -4.79%
207,387
-10,436
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-03-31
Add
Add
+0.37%
●
53.99 ($56.33) 58.43
$55.19
-2.02%
Add 14.92%
97,062
12,598
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.27%
●
182.82 ($190.45) 196.21
$196.01
2.92%
Reduce -4.5%
59,566
-2,805
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-03-31
Add
Add
+0.23%
●
59.58 ($62) 63.7
$62.94
1.51%
Add 95.1%
15,930
7,765
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.21%
●
58.07 ($58.36) 58.69
$58.49
0.22%
Reduce -0.92%
743,568
-6,871
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.13%
●
69.57 ($74.78) 78.65
$83.71
11.94%
Reduce -4.36%
81,587
-3,720
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Reduce
Reduce
-0.12%
●
50.39 ($50.51) 50.66
$50.52
0.01%
Reduce -4.67%
93,464
-4,579

INSIGHT 2811, INC. Total Holding History ($B)

To

INSIGHT 2811, INC.'s Asset Allocation

To

INSIGHT 2811, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INSIGHT 2811, INC.'s Hypothetical Growth since 2025-03-31

INSIGHT 2811, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

INSIGHT 2811, INC.'s Holdings Heat Map

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INSIGHT 2811, INC.'s Holdings Bubble Chart

INSIGHT 2811, INC. News

  • 1

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