INSIGHT 2811, INC.
100 holdingsFiling period: 2026-03-31Current AUM: $252.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 851.4K | $49.8M | $49.5M | 19.63% | +27.7K | 2026-03-31 |
| 2 | TLT | ISHARES TR | 271.2K | $23.5M | $22.3M | 8.85% | +14.9K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 33.1K | $21.6M | $24.8M | 9.84% | +956 | 2026-03-31 |
| 4 | AGG | ISHARES TR | 212.3K | $21.1M | $20.7M | 8.20% | +8.9K | 2026-03-31 |
| 5 | SHY | ISHARES TR | 211.2K | $17.4M | $17.3M | 6.87% | +2.8K | 2026-03-31 |
| 6 | IWD | ISHARES TR | 59.7K | $12.8M | $15.0M | 5.97% | +1.2K | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 14.0K | $9.1M | $10.5M | 4.15% | +1.6K | 2026-03-31 |
| 8 | VGLT | VANGUARD SCOTTSDALE FDS | 135.2K | $7.5M | $7.1M | 2.83% | +6.6K | 2026-03-31 |
| 9 | IEFA | ISHARES TR | 80.4K | $7.3M | $7.9M | 3.13% | +1.4K | 2026-03-31 |
| 10 | BIL | SPDR SERIES TRUST | 49.4K | $4.5M | $4.5M | 1.80% | -656 | 2026-03-31 |
| 11 | VOOV | VANGUARD ADMIRAL FDS INC | 14.8K | $3.0M | $3.3M | 1.31% | +544 | 2026-03-31 |
| 12 | IWF | ISHARES TR | 6.5K | $2.8M | $3.1M | 1.23% | -242 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.0K | $2.4M | $2.4M | 0.95% | -169 | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 33.6K | $2.1M | $2.4M | 0.94% | +909 | 2026-03-31 |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | 42.3K | $2.1M | $2.1M | 0.85% | -1,707 | 2026-03-31 |
| 16 | IWP | ISHARES TR | 16.5K | $2.1M | $2.3M | 0.90% | +111 | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 3.5K | $2.0M | $2.4M | 0.95% | -- | 2026-03-31 |
| 18 | AAPL | APPLE INC | 7.7K | $1.9M | $2.4M | 0.94% | +13 | 2026-03-31 |
| 19 | IWS | ISHARES TR | 10.2K | $1.5M | $1.7M | 0.68% | +204 | 2026-03-31 |
| 20 | B | BARRICK MNG CORP | 34.1K | $1.4M | $1.3M | 0.50% | +428 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 4.8K | $1.4M | $1.7M | 0.68% | +74 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 4.6K | $1.4M | $1.6M | 0.64% | +755 | 2026-03-31 |
| 23 | SCHW | SCHWAB CHARLES CORP | 14.3K | $1.3M | $1.5M | 0.60% | -19 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 5.1K | $1.2M | $1.3M | 0.52% | +113 | 2026-03-31 |
| 25 | IWN | ISHARES TR | 6.2K | $1.2M | $1.4M | 0.55% | +42 | 2026-03-31 |
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