INSIGHT 2811, INC.
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
87
- Value ($000)
$197,301
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001334952
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $43.64M | 22 % | 743,568 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $22.23M | 11 % | 244,251 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $17.16M | 9 % | 207,387 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.44M | 8 % | 166,216 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $13.78M | 7 % | 24,522 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $11.21M | 6 % | 59,566 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.17M | 3 % | 81,587 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $5.59M | 3 % | 97,062 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $5.27M | 3 % | 57,399 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $4.73M | 2 % | 93,464 |
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