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
+0.57%
+2.54%
23,030.4
 
TLT
iShares 20+ Year Treasury Bond ETF
244,251
22,234.2
-4.71%
11.270
-0.54%
0.050
-4.26%
+1.74%
48,373.3
 
SHY
iShares 1-3 Year Treasury Bond ETF
207,387
17,157.1
-4.79%
8.700
-0.44%
0.070
+0.58%
+2.49%
23,965.2
 
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
+0.07%
+3.61%
128,257.8
 
IVV
iShares Core S&P 500 ETF
24,522
13,779.3
+15.14%
6.980
+0.92%
0.000
+16.68%
+7.37%
623,772.3
 
IWD
iShares Russell 1000 Value ETF
59,566
11,208.0
-4.50%
5.680
-0.27%
0.020
+9.31%
+7.56%
64,621.3
 
IEFA
iShares Core MSCI EAFE ETF
81,587
6,172.1
-4.36%
3.130
-0.13%
0.000
+14.34%
+21.05%
143,058.9
 
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
-3.81%
+2.21%
9,818.6
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
57,399
5,265.2
+3.90%
2.670
+0.10%
0.010
+1.08%
+2.14%
42,785.6
 
JPST
JPMorgan Ultra-Short Income ETF
93,464
4,732.1
-4.67%
2.400
-0.12%
0.020
+1.11%
+2.54%
31,756.9
 

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
$98.47
0.73%
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
$628.17
6.38%
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
$86.97
-2.30%
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
$82.41
0.21%
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
$55.36
-1.72%
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
$197.41
3.65%
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
$62.95
1.53%
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
$58.45
0.15%
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
$83.57
11.75%
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
$50.50
-0.02%
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

Size field:

INSIGHT 2811, INC.'s Holdings Bubble Chart

INSIGHT 2811, INC. News

  • 1

Discussions on INSIGHT 2811, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.