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
VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$47.71 M
21 %

810,718

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$23.26 M
10 %

260,253

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$21.49 M
10 %

32,114

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$19.88 M
9 %

198,270

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$17.65 M
8 %

212,702

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$12.42 M
6 %

61,003

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$7.27 M
3 %

83,222

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$7.10 M
3 %

124,818

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$4.40 M
2 %

47,912

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$3.31 M
2 %

7,068

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