I2

INSIGHT 2811, INC.

13F
INSIGHT 2811, INC.
Last update 2024-11-06 89 Stocks (5 new)
Value $201.00 Mil Turnover 10 %
Countries:
Top Holdings: VGSH(22.36%)SHY(12.17%)TLT(9.41%)AGG(6.35%)IWD(6.02%)
Summary Stock Picks Current Portfolio
INSIGHT 2811, INC. Top Holdings of 2024-09-30 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
761,133
44,922.1
-4.82%
22.360
-1.16%
0.220
0%
+3.86%
19,340.9
 
SHY 		iShares 1-3 Year Treasury Bond ETF
293,888
24,436.8
-36.55%
12.170
-7.18%
0.110
-0.08%
+3.77%
22,730.4
 
TLT 		iShares 20+ Year Treasury Bond ETF
192,723
18,906.1
+255.93%
9.410
+6.77%
0.030
-8.07%
-4.41%
55,914.4
 
AGG 		iShares Core U.S. Aggregate Bond ETF
126,021
12,762.2
+17.55%
6.350
+0.95%
0.010
-2.25%
+2.46%
120,062.7
 
IWD 		iShares Russell 1000 Value ETF
63,702
12,090.7
-3.94%
6.020
-0.24%
0.020
+4.92%
+18.23%
62,178.6
 
IVV 		iShares Core S&P 500 ETF
18,839
10,867.3
+4.42%
5.410
+0.23%
0.000
+8.59%
+28.61%
582,617.1
 
JPST 		JPMorgan Ultra-Short Income ETF
180,012
9,133.8
-3.68%
4.550
-0.18%
0.030
+1.09%
+5.43%
28,138.5
 
IEFA 		iShares Core MSCI EAFE ETF
87,395
6,821.2
-3.95%
3.400
-0.14%
0.010
-2.80%
+6.62%
121,810.5
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
57,859
5,312.0
-10.33%
2.640
-0.32%
0.020
+1.21%
+4.95%
34,262.5
 
VGLT 		Vanguard Long-Term Government Bond ETF
57,795
3,556.7
+345.36%
1.770
+1.37%
0.020
-7.23%
-3.13%
12,611.0
 

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
IBTE 		iShares iBonds Dec 2024 Term Treasury ETF2022-12-31New Buy
+9.71%
●
23.52 ($23.66) 23.81
$23.86
0.85%
New holding
660,556
660,556
IBTE 		iShares iBonds Dec 2024 Term Treasury ETF2023-09-30Reduce
-7.92%
●
23.72 ($23.79) 23.85
$23.86
0.29%
Reduce -95.92%
26,045
-611,581
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Reduce
-7.18%
●
81.31 ($82.5) 83.29
$82.14
-0.43%
Reduce -36.55%
293,888
-169,265
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+6.77%
●
89.91 ($96.43) 101.33
$91.09
-5.53%
Add 255.93%
192,723
138,577
VGSH 		Vanguard Short-Term Government Bond ETF2022-12-31Reduce
-5.13%
●
57.03 ($57.45) 57.89
$58.30
1.47%
Reduce -19%
561,470
-131,715
SHY 		iShares 1-3 Year Treasury Bond ETF2022-12-31Reduce
-5.05%
●
80.1 ($80.68) 81.28
$82.14
1.82%
Reduce -16.75%
458,619
-92,268
VGSH 		Vanguard Short-Term Government Bond ETF2023-09-30Add
+4.79%
●
57.47 ($57.63) 57.91
$58.30
1.15%
Add 22.5%
797,765
146,514
AGG 		iShares Core U.S. Aggregate Bond ETF2023-06-30New Buy
+3.84%
●
96.98 ($98.35) 99.76
$98.28
-0.07%
New holding
72,052
72,052
VGSH 		Vanguard Short-Term Government Bond ETF2023-06-30Add
+3.42%
●
57.56 ($57.92) 58.38
$58.30
0.65%
Add 20.09%
651,251
108,938
TLT 		iShares 20+ Year Treasury Bond ETF2023-12-31New Buy
+3.00%
●
82.77 ($90.36) 100.51
$91.09
0.81%
New holding
55,719
55,719

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 2024-09-30

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

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