StockDrifts LogoStockDrifts

Insight 2811, Inc.

Portfolio Manager
Insight 2811, Inc.
Performance
-1.41% (2026 Q1)
AUM (13F)
$239.10M
# of Holdings
98
Performance Rank
Allocation (Top 20)
82.14%

Insight 2811, Inc. Holdings Map

Top 50 Insight 2811, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGSH
VANGUARD SCOTTSDALE FDS
21.67%851.4K$49.8M
+3.36%(+27.70K)
2025-Q1: 743.6K shares2025-Q2: 791.5K shares2025-Q3: 810.7K shares2025-Q4: 823.7K shares2026-Q1: 851.4K shares
$59.85(-2.95%)
2026-03-31
TLT
ISHARES TR
10.22%271.2K$23.5M
+5.81%(+14.88K)
2025-Q1: 244.3K shares2025-Q2: 254.2K shares2025-Q3: 260.3K shares2025-Q4: 256.3K shares2026-Q1: 271.2K shares
$95.13(-10.11%)
2026-03-31
IVV
ISHARES TR
9.39%33.1K$21.6M
+2.98%(+956)
2025-Q1: 24.5K shares2025-Q2: 31.0K shares2025-Q3: 32.1K shares2025-Q4: 32.1K shares2026-Q1: 33.1K shares
$497.83(+50.34%)
2026-03-31
AGG
ISHARES TR
9.16%212.3K$21.1M
+4.37%(+8.90K)
2025-Q1: 166.2K shares2025-Q2: 180.1K shares2025-Q3: 198.3K shares2025-Q4: 203.4K shares2026-Q1: 212.3K shares
$98.62(-0.01%)
2026-03-31
SHY
ISHARES TR
7.58%211.2K$17.4M
+1.36%(+2.84K)
2025-Q1: 207.4K shares2025-Q2: 212.4K shares2025-Q3: 212.7K shares2025-Q4: 208.4K shares2026-Q1: 211.2K shares
$84.03(-2.48%)
2026-03-31
IWD
ISHARES TR
5.55%59.7K$12.8M
+2.12%(+1.24K)
2025-Q1: 59.6K shares2025-Q2: 60.8K shares2025-Q3: 61.0K shares2025-Q4: 58.5K shares2026-Q1: 59.7K shares
$113.57(+117.32%)
2026-03-31
VGLT
VANGUARD SCOTTSDALE FDS
3.25%135.2K$7.5M
+5.13%(+6.60K)
2025-Q1: 97.1K shares2025-Q2: 116.2K shares2025-Q3: 124.8K shares2025-Q4: 128.6K shares2026-Q1: 135.2K shares
$58.10(-5.86%)
2026-03-31
IEFA
ISHARES TR
3.17%80.4K$7.3M
+1.80%(+1.42K)
2025-Q1: 81.6K shares2025-Q2: 82.9K shares2025-Q3: 83.2K shares2025-Q4: 79.0K shares2026-Q1: 80.4K shares
$64.71(+50.37%)
2026-03-31
BIL
SPDR SERIES TRUST
1.97%49.4K$4.5M
-1.31%(-656)
2025-Q1: 57.4K shares2025-Q2: 52.0K shares2025-Q3: 47.9K shares2025-Q4: 50.1K shares2026-Q1: 49.4K shares
$91.56(-0.13%)
2026-03-31
VOOV
VANGUARD ADMIRAL FDS INC
1.31%14.8K$3.0M
+3.83%(+544)
2025-Q1: 11.0K shares2025-Q2: 13.1K shares2025-Q3: 13.9K shares2025-Q4: 14.2K shares2026-Q1: 14.8K shares
$169.64(+31.04%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Insight 2811, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all