INSIGHT 2811, INC.

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    95

  • Value ($000)

    $224,372

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001334952
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$47.71M
21 %

810,718

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$23.26M
10 %

260,253

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.49M
10 %

32,114

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$19.88M
9 %

198,270

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$17.65M
8 %

212,702

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$12.42M
6 %

61,003

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.27M
3 %

83,222

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$7.10M
3 %

124,818

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$4.40M
2 %

47,912

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$3.31M
2 %

7,068

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