Insight 2811

Insight 2811 as of Dec. 31, 2024

Portfolio Holdings for Insight 2811

Insight 2811 holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 22.1 $44M 750k 58.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 11.3 $22M 256k 87.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 9.0 $18M 218k 81.98
Ishares Tr Core Us Aggbd Et (AGG) 7.1 $14M 144k 96.90
Ishares Tr Core S&p500 Etf (IVV) 6.3 $13M 21k 588.71
Ishares Tr Rus 1000 Val Etf (IWD) 5.8 $12M 62k 185.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $6.2M 11k 586.08
Ishares Tr Core Msci Eafe (IEFA) 3.0 $6.0M 85k 70.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.6 $5.1M 55k 91.43
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.5 $4.9M 98k 50.37
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.4 $4.7M 85k 55.35
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $3.1M 7.6k 401.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.4M 5.4k 453.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.2M 18k 126.75
Apple (AAPL) 1.1 $2.2M 8.7k 250.42
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.9 $1.8M 9.9k 184.51
Fortune Brands (FBIN) 0.8 $1.6M 24k 68.33
Microsoft Corporation (MSFT) 0.7 $1.5M 3.5k 421.50
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.3M 10k 129.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.1M 24k 47.82
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $1.1M 3.8k 287.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.1M 6.6k 164.17
Alphabet Cap Stk Cl C (GOOG) 0.5 $961k 5.0k 190.44
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $955k 9.0k 106.04
Oracle Corporation (ORCL) 0.5 $910k 5.5k 166.66
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.4 $890k 35k 25.25
Cisco Systems (CSCO) 0.4 $841k 14k 59.20
Arch Cap Group Ord (ACGL) 0.4 $779k 8.4k 92.35
JPMorgan Chase & Co. (JPM) 0.4 $766k 3.2k 239.71
Johnson & Johnson (JNJ) 0.4 $765k 5.3k 144.62
Merck & Co (MRK) 0.4 $757k 7.6k 99.48
International Business Machines (IBM) 0.4 $753k 3.4k 219.83
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $732k 7.4k 99.15
Ishares Tr Russell 2000 Etf (IWM) 0.4 $720k 3.3k 220.96
Mondelez Intl Cl A (MDLZ) 0.3 $662k 11k 59.73
Eagle Materials (EXP) 0.3 $654k 2.7k 246.76
Procter & Gamble Company (PG) 0.3 $645k 3.8k 167.65
Morgan Stanley Com New (MS) 0.3 $585k 4.7k 125.72
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $575k 13k 43.47
Barrick Gold Corp (GOLD) 0.3 $572k 37k 15.50
Meta Platforms Cl A (META) 0.3 $556k 950.00 585.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $554k 2.9k 189.30
Boeing Company (BA) 0.3 $551k 3.1k 177.03
Verizon Communications (VZ) 0.3 $517k 13k 39.99
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $507k 8.2k 62.04
Lockheed Martin Corporation (LMT) 0.2 $450k 926.00 485.94
Listed Fd Tr Trueshares Strct (JULZ) 0.2 $445k 11k 41.62
Target Corporation (TGT) 0.2 $442k 3.3k 135.18
McKesson Corporation (MCK) 0.2 $438k 769.00 569.91
Applied Materials (AMAT) 0.2 $428k 2.6k 162.63
NVIDIA Corporation (NVDA) 0.2 $423k 3.1k 134.29
Qualcomm (QCOM) 0.2 $416k 2.7k 153.62
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.2 $410k 13k 32.04
Arthur J. Gallagher & Co. (AJG) 0.2 $397k 1.4k 283.85
Listed Fd Tr Opal Divd Incm E 0.2 $396k 12k 32.01
Goldman Sachs (GS) 0.2 $395k 689.00 572.62
Allstate Corporation (ALL) 0.2 $393k 2.0k 192.79
Abbvie (ABBV) 0.2 $387k 2.2k 177.74
Masterbrand Common Stock (MBC) 0.2 $380k 26k 14.61
Agnico (AEM) 0.2 $374k 4.8k 78.21
Spdr Ser Tr S&p Metals Mng (XME) 0.2 $353k 6.2k 56.75
Danaher Corporation (DHR) 0.2 $352k 1.5k 229.64
McDonald's Corporation (MCD) 0.2 $351k 1.2k 289.89
Pepsi (PEP) 0.2 $341k 2.2k 152.06
Shell Spon Ads (SHEL) 0.2 $310k 5.0k 62.65
Intel Corporation (INTC) 0.2 $304k 15k 20.05
Pfizer (PFE) 0.2 $303k 11k 26.53
Exxon Mobil Corporation (XOM) 0.1 $292k 2.7k 107.59
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $268k 4.7k 57.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $264k 490.00 538.81
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $258k 1.9k 132.37
Comcast Corp Cl A (CMCSA) 0.1 $249k 6.6k 37.53
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $241k 657.00 366.06
Listed Fd Tr Trueshares Nov (NOVZ) 0.1 $240k 6.0k 40.18
Associated Banc- (ASB) 0.1 $239k 10k 23.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $237k 4.0k 58.93
Coca-Cola Company (KO) 0.1 $232k 3.7k 62.26
Fidelity National Information Services (FIS) 0.1 $231k 2.9k 80.77
DTE Energy Company (DTE) 0.1 $229k 1.9k 120.75
Listed Fd Tr Trueshares Struc (FEBZ) 0.1 $227k 6.6k 34.38
Ishares Tr U.s. Tech Etf (IYW) 0.1 $225k 1.4k 159.52
Newmont Mining Corporation (NEM) 0.1 $222k 6.0k 37.22
Mueller Wtr Prods Com Ser A (MWA) 0.1 $212k 9.4k 22.50
Listed Fd Tr Trueshares Dec (DECZ) 0.1 $210k 5.7k 37.01
Ishares Gold Tr Ishares New (IAU) 0.1 $205k 4.1k 49.51
Expedia Group Com New (EXPE) 0.1 $205k 1.1k 186.33
Northrop Grumman Corporation (NOC) 0.1 $204k 434.00 469.29
Portillos Com Cl A (PTLO) 0.1 $117k 13k 9.40