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INSIGHT 2811, INC.13F | |
| INSIGHT 2811, INC. | |
| Last update 2025-05-12 | 87 Stocks (3 new) |
| Value $197.00 Mil | Turnover 3 % |
INSIGHT 2811, INC. Top Holdings of 2025-03-31
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| 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 | -0.32% | +0.43% | 22,477.9 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 244,251 | 22,234.2 | -4.71% | 11.270 | -0.54% | 0.050 | -3.20% | -2.66% | 46,976.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 207,387 | 17,157.1 | -4.79% | 8.700 | -0.44% | 0.070 | -0.28% | +0.48% | 23,665.4 | ||
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 | -0.06% | +0.88% | 127,509.9 | ||
IVV | iShares Core S&P 500 ETF | 24,522 | 13,779.3 | +15.14% | 6.980 | +0.92% | 0.000 | +15.70% | +6.17% | 628,804.2 | ||
IWD | iShares Russell 1000 Value ETF | 59,566 | 11,208.0 | -4.50% | 5.680 | -0.27% | 0.020 | +9.20% | +4.86% | 62,083.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 81,587 | 6,172.1 | -4.36% | 3.130 | -0.13% | 0.000 | +9.82% | +16.92% | 140,660.4 | ||
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 | -2.76% | -2.06% | 9,603.6 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 57,399 | 5,265.2 | +3.90% | 2.670 | +0.10% | 0.010 | 0% | +0.16% | 41,805.8 | ||
JPST | JPMorgan Ultra-Short Income ETF | 93,464 | 4,732.1 | -4.67% | 2.400 | -0.12% | 0.020 | +0.18% | +0.36% | 32,046.2 |
INSIGHT 2811, INC.'s Historical Top Holdings Breakdowns
INSIGHT 2811, INC.'s Top Stock Picks
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| 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 | $97.75 | -0.01% | 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 | $624.99 | 5.84% | 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 | $85.01 | -4.50% | 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 | $82.38 | 0.17% | 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 | $54.21 | -3.76% | 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 | $194.13 | 1.93% | 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 | $62.97 | 1.56% | 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 | $58.43 | 0.12% | 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 | $82.17 | 9.88% | 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 | $50.55 | 0.08% | Reduce -4.67% | 93,464 | -4,579 |
INSIGHT 2811, INC. Total Holding History ($B)
INSIGHT 2811, INC.'s Asset Allocation
INSIGHT 2811, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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