Insight 2811

Insight 2811 as of June 30, 2025

Portfolio Holdings for Insight 2811

Insight 2811 holds 87 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 22.0 $47M 792k 58.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 10.6 $22M 254k 88.25
Ishares Tr Core S&p500 Etf (IVV) 9.1 $19M 31k 620.90
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $18M 180k 99.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.3 $18M 212k 82.86
Ishares Tr Rus 1000 Val Etf (IWD) 5.6 $12M 61k 194.23
Ishares Tr Core Msci Eafe (IEFA) 3.3 $6.9M 83k 83.48
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.1 $6.5M 116k 56.12
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.3 $4.8M 52k 91.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $4.0M 79k 50.68
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $3.0M 7.1k 424.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.5M 4.0k 617.85
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.2 $2.5M 13k 188.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.5M 5.1k 485.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.3M 17k 138.68
Apple (AAPL) 0.8 $1.8M 8.6k 205.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.7M 30k 57.01
Microsoft Corporation (MSFT) 0.8 $1.7M 3.4k 497.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.4M 10k 132.14
Fortune Brands (FBIN) 0.6 $1.2M 24k 51.48
Oracle Corporation (ORCL) 0.6 $1.2M 5.5k 218.65
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.1M 3.7k 285.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.0M 6.5k 157.76
Cisco Systems (CSCO) 0.5 $966k 14k 69.38
JPMorgan Chase & Co. (JPM) 0.5 $954k 3.3k 289.91
Alphabet Cap Stk Cl C (GOOG) 0.4 $943k 5.3k 177.39
International Business Machines (IBM) 0.4 $929k 3.2k 294.78
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.4 $923k 36k 25.48
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $896k 8.9k 101.23
Arch Cap Group Ord (ACGL) 0.4 $759k 8.3k 91.05
Johnson & Johnson (JNJ) 0.4 $754k 4.9k 152.75
Barrick Mng Corp Com Shs (B) 0.4 $749k 36k 20.82
Ishares Tr Russell 2000 Etf (IWM) 0.4 $740k 3.4k 215.79
Mondelez Intl Cl A (MDLZ) 0.3 $734k 11k 67.44
Boeing Company (BA) 0.3 $681k 3.2k 209.56
Meta Platforms Cl A (META) 0.3 $678k 919.00 738.09
Morgan Stanley Com New (MS) 0.3 $647k 4.6k 140.86
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $596k 13k 45.05
McKesson Corporation (MCK) 0.3 $564k 769.00 732.78
Procter & Gamble Company (PG) 0.3 $547k 3.4k 159.32
Alphabet Cap Stk Cl A (GOOGL) 0.3 $544k 3.1k 176.23
Eagle Materials (EXP) 0.3 $536k 2.7k 202.11
Agnico (AEM) 0.3 $535k 4.5k 118.93
Intel Corporation (INTC) 0.2 $526k 24k 22.40
Merck & Co (MRK) 0.2 $507k 6.4k 79.16
Broadcom (AVGO) 0.2 $496k 1.8k 275.65
Verizon Communications (VZ) 0.2 $490k 11k 43.27
NVIDIA Corporation (NVDA) 0.2 $480k 3.0k 157.99
Goldman Sachs (GS) 0.2 $470k 664.00 707.79
Applied Materials (AMAT) 0.2 $462k 2.5k 183.07
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.2 $461k 4.6k 99.43
Arthur J. Gallagher & Co. (AJG) 0.2 $448k 1.4k 320.12
Listed Fds Tr Trueshares Strct (JULZ) 0.2 $431k 9.9k 43.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $423k 744.00 568.03
Lockheed Martin Corporation (LMT) 0.2 $421k 908.00 463.14
Spdr Series Trust S&p Metals Mng (XME) 0.2 $418k 6.2k 67.22
Qualcomm (QCOM) 0.2 $415k 2.6k 159.26
Target Corporation (TGT) 0.2 $409k 4.1k 98.65
Abbvie (ABBV) 0.2 $397k 2.1k 185.66
Allstate Corporation (ALL) 0.2 $382k 1.9k 201.31
Elevation Series Trust Opal Divid Incom (DIVZ) 0.2 $350k 10k 35.02
Shell Spon Ads (SHEL) 0.2 $349k 5.0k 70.41
McDonald's Corporation (MCD) 0.2 $338k 1.2k 292.17
Newmont Mining Corporation (NEM) 0.2 $320k 5.5k 58.26
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $320k 806.00 396.54
Pepsi (PEP) 0.1 $316k 2.4k 132.04
Danaher Corporation (DHR) 0.1 $300k 1.5k 197.62
Pfizer (PFE) 0.1 $291k 12k 24.24
Masterbrand Common Stock (MBC) 0.1 $284k 26k 10.93
Exxon Mobil Corporation (XOM) 0.1 $284k 2.6k 107.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $278k 4.0k 69.09
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $262k 4.6k 56.85
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $261k 2.7k 95.47
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $260k 2.3k 113.03
Ishares Gold Tr Ishares New (IAU) 0.1 $259k 4.1k 62.36
Coca-Cola Company (KO) 0.1 $257k 3.6k 70.75
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $257k 2.2k 114.43
Listed Fds Tr Trueshares Nov (NOVZ) 0.1 $250k 6.0k 41.92
Spdr Series Trust S&p Oilgas Exp (XOP) 0.1 $245k 1.9k 125.80
Ishares Tr U.s. Tech Etf (IYW) 0.1 $244k 1.4k 173.27
Associated Banc- (ASB) 0.1 $244k 10k 24.39
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $241k 2.8k 85.57
Roblox Corp Cl A (RBLX) 0.1 $239k 2.3k 105.20
Fidelity National Information Services (FIS) 0.1 $233k 2.9k 81.41
Mueller Wtr Prods Com Ser A (MWA) 0.1 $225k 9.4k 24.04
Tapestry (TPR) 0.1 $217k 2.5k 87.83
Northrop Grumman Corporation (NOC) 0.1 $216k 431.00 499.98