Top 50 Insight 2811, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 21.67% | 851.4K | $49.8M | +3.36%(+27.70K) | $59.85(-2.95%) | 2026-03-31 | |
| TLT | ISHARES TR | 10.22% | 271.2K | $23.5M | +5.81%(+14.88K) | $95.13(-10.11%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.39% | 33.1K | $21.6M | +2.98%(+956) | $497.83(+50.34%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.16% | 212.3K | $21.1M | +4.37%(+8.90K) | $98.62(-0.01%) | 2026-03-31 | |
| SHY | ISHARES TR | 7.58% | 211.2K | $17.4M | +1.36%(+2.84K) | $84.03(-2.48%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.55% | 59.7K | $12.8M | +2.12%(+1.24K) | $113.57(+117.32%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.25% | 135.2K | $7.5M | +5.13%(+6.60K) | $58.10(-5.86%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.17% | 80.4K | $7.3M | +1.80%(+1.42K) | $64.71(+50.37%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.97% | 49.4K | $4.5M | -1.31%(-656) | $91.56(-0.13%) | 2026-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 1.31% | 14.8K | $3.0M | +3.83%(+544) | $169.64(+31.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.45% | +10.72% |
| Top 20 Holdings Unweighted | +7.95% | +25.78% |
Sign up free to track Insight 2811, Inc., compare funds side by side, and get alerts the moment positions change.