INSIGHT 2811, INC.
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
89
- Value ($000)
$194,233
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $43.66M | 23 % | 750,439 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $22.39M | 12 % | 256,336 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $17.86M | 9 % | 217,823 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $13.96M | 7 % | 144,112 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.54M | 7 % | 21,297 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $11.55M | 6 % | 62,371 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.00M | 3 % | 85,307 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $5.05M | 3 % | 55,242 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $4.94M | 3 % | 98,043 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $4.68M | 2 % | 84,464 |
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