INSIGHT 2811, INC.
107 holdingsFiling period: 2026-06-30Current AUM: $256.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 852.3K | $49.6M | $49.1M | 19.17% | +854 | 2026-06-30 |
| 2 | IVV | ISHARES TR | 33.0K | $24.7M | $25.1M | 9.77% | -42 | 2026-06-30 |
| 3 | TLT | ISHARES TR | 270.8K | $23.4M | $21.9M | 8.53% | -330 | 2026-06-30 |
| 4 | AGG | ISHARES TR | 214.2K | $21.2M | $20.5M | 8.01% | +1.9K | 2026-06-30 |
| 5 | SHY | ISHARES TR | 210.5K | $17.3M | $17.1M | 6.68% | -654 | 2026-06-30 |
| 6 | IWD | ISHARES TR | 61.0K | $14.8M | $15.5M | 6.03% | +1.3K | 2026-06-30 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 15.7K | $11.7M | $11.9M | 4.63% | +1.7K | 2026-06-30 |
| 8 | IEFA | ISHARES TR | 80.8K | $7.8M | $7.9M | 3.10% | +337 | 2026-06-30 |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | 137.0K | $7.6M | $7.1M | 2.77% | +1.8K | 2026-06-30 |
| 10 | BIL | SPDR SERIES TRUST | 50.0K | $4.6M | $4.6M | 1.79% | +633 | 2026-06-30 |
| 11 | IWF | ISHARES TR | 26.2K | $3.3M | $3.2M | 1.23% | +19.7K | 2026-06-30 |
| 12 | VOOV | VANGUARD ADMIRAL FDS INC | 14.8K | $3.3M | $3.4M | 1.31% | +77 | 2026-06-30 |
| 13 | INTC | INTEL CORP | 22.7K | $3.2M | $2.2M | 0.86% | -292 | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.3K | $2.7M | $2.7M | 1.04% | +352 | 2026-06-30 |
| 15 | IWP | ISHARES TR | 16.7K | $2.5M | $2.3M | 0.88% | +249 | 2026-06-30 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | 33.6K | $2.4M | $2.4M | 0.94% | +20 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 7.6K | $2.2M | $2.5M | 0.99% | -36 | 2026-06-30 |
| 18 | QQQ | INVESCO QQQ TR | 2.9K | $2.1M | $2.0M | 0.79% | -600 | 2026-06-30 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | 39.4K | $2.0M | $2.0M | 0.77% | -2,923 | 2026-06-30 |
| 20 | IWS | ISHARES TR | 11.2K | $1.8M | $1.9M | 0.72% | +994 | 2026-06-30 |
| 21 | AMAT | APPLIED MATLS INC | 2.5K | $1.8M | $1.0M | 0.41% | +10 | 2026-06-30 |
| 22 | CSCO | CISCO SYS INC | 15.0K | $1.8M | $1.7M | 0.65% | +38 | 2026-06-30 |
| 23 | GOOG | ALPHABET INC | 4.8K | $1.7M | $1.7M | 0.64% | +30 | 2026-06-30 |
| 24 | SCHW | SCHWAB CHARLES CORP | 17.4K | $1.6M | $1.9M | 0.73% | +3.1K | 2026-06-30 |
| 25 | JPM | JPMORGAN CHASE & CO | 4.7K | $1.5M | $1.6M | 0.64% | +64 | 2026-06-30 |
← Scroll →
Page 1 of 5