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INSIGHT 2811, INC.

Q4 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    99

  • Value ($000)

    $226,729

  • Date Filed
    02/03/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$48.38M
21 %

823,748

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$22.34M
10 %

256,287

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.99M
10 %

32,102

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$20.31M
9 %

203,385

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$17.26M
8 %

208,353

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$12.3M
5 %

58,485

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$7.18M
3 %

128,648

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.07M
3 %

78,996

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$4.57M
2 %

50,060

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$3.21M
1 %

6,784

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