INSIGHT 2811, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
INSIGHT 2811, INC. 13F Holdings
CIK 0001334952 · TROY, MI
As of Sep 30, 2025, INSIGHT 2811, INC. reported
95 positions worth $224.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 810,718 | $47.7M | 21.26% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 260,253 | $23.3M | 10.37% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,114 | $21.5M | 9.58% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 198,270 |
|
9.9M8.86% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 212,702 |
7.6M | 7.86% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 61,003 |
2.4M | 5.54% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 83,222 | $7.3M | 3.24% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 124,818 | $7.1M | 3.16% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 47,912 | $4.4M | 1.96% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 7,068 | $3.3M | 1.48% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 13,873 | $2.8M | 1.23% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,971 | $2.6M | 1.18% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 51,572 | $2.6M | 1.17% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,071 | $2.5M | 1.14% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 16,776 | $2.4M | 1.06% |
| APPLE INC | AAPL | Technology | 8,317 | $2.1M | 0.94% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 32,060 |
.9M | 0.86% |
| MICROSOFT CORP | MSFT | Technology | 3,415 |
.8M | 0.79% |
| ORACLE CORP | ORCL | Technology | 5,491 |
.5M | 0.69% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 10,247 |
.4M | 0.64% |
| FORTUNE BRANDS INNOVATIONS INC | FBIN | Basic Materials | 23,572 |
.3M | 0.56% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 3,735 |
.2M | 0.53% |
| ALPHABET INC | GOOG | Equity | 4,813 |
.2M | 0.52% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 6,512 |
.2M | 0.51% |
| BARRICK MINING CORP | B | Basic Materials | 33,590 |
.1M | 0.49% |