INSIGHT 2811, INC.

Est. AUM

$236.1M

13F long equity, this entity only

Positions

101

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$49.8M	851443	21.11%	SOLE
2	ISHARES TR	20 YR TR BD ETF	$23.5M	271172	9.96%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$21.6M	33058	9.14%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$21.1M	212282	8.92%	SOLE
5	ISHARES TR	1 3 YR TREAS BD	$17.4M	211194	7.38%	SOLE
6	ISHARES TR	RUS 1000 VAL ETF	$12.8M	59724	5.40%	SOLE
7	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$7.5M	135249	3.17%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$7.3M	80416	3.08%	SOLE
9	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$5.4M	8300	2.29%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	49404	1.92%	SOLE
11	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$3.0M	14754	1.27%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$2.8M	6542	1.18%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	4008	1.10%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	4998	1.01%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	33565	0.91%	SOLE
16	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.1M	42320	0.91%	SOLE
17	ISHARES TR	RUS MD CP GR ETF	$2.1M	16488	0.89%	SOLE
18	APPLE INC	COM	$1.9M	7685	0.83%	SOLE
19	ISHARES TR	RUS MDCP VAL ETF	$1.5M	10219	0.63%	SOLE
20	BARRICK MNG CORP	COM SHS	$1.4M	34105	0.59%	SOLE
21	ALPHABET INC	CAP STK CL C	$1.4M	4807	0.58%	SOLE
22	JPMORGAN CHASE & CO	COM	$1.4M	4615	0.57%	SOLE
23	SCHWAB CHARLES CORP	COM	$1.3M	14261	0.57%	SOLE
24	JOHNSON & JOHNSON	COM	$1.2M	5075	0.53%	SOLE
25	ISHARES TR	RUS 2000 VAL ETF	$1.2M	6239	0.50%	SOLE
26	CISCO SYS INC	COM	$1.2M	14998	0.49%	SOLE
27	MICROSOFT CORP	COM	$1.2M	3108	0.49%	SOLE
28	ISHARES TR	RUS 2000 GRW ETF	$1.1M	3558	0.47%	SOLE
29	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.1M	9536	0.46%	SOLE
30	INTEL CORP	COM	$1.0M	22961	0.43%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$953K	38169	0.40%	SOLE
32	ALPHABET INC	CAP STK CL A	$920K	3199	0.39%	SOLE
33	FORTUNE BRANDS INNOVATIONS I	COM	$919K	23572	0.39%	SOLE
34	AGNICO EAGLE MINES LTD	COM	$884K	4353	0.37%	SOLE
35	APPLIED MATLS INC	COM	$844K	2470	0.36%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$816K	1366	0.35%	SOLE
37	ORACLE CORP	COM	$814K	5536	0.34%	SOLE
38	ARCH CAP GROUP LTD	ORD	$801K	8340	0.34%	SOLE
39	MORGAN STANLEY	COM NEW	$787K	4782	0.33%	SOLE
40	INTERNATIONAL BUSINESS MACHS	COM	$732K	3021	0.31%	SOLE
41	MERCK & CO INC	COM	$690K	5737	0.29%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$672K	6222	0.28%	SOLE
43	VERIZON COMMUNICATIONS INC	COM	$666K	13264	0.28%	SOLE
44	BOEING CO	COM	$663K	3331	0.28%	SOLE
45	MCKESSON CORP	COM	$661K	764	0.28%	SOLE
46	ISHARES TR	RUSSELL 2000 ETF	$645K	2600	0.27%	SOLE
47	WISDOMTREE TR	ITL HDG QTLY DIV	$636K	13219	0.27%	SOLE
48	META PLATFORMS INC	CL A	$631K	1103	0.27%	SOLE
49	SELECT SECTOR SPDR TRPUT	STATE STREET TEC	$611K	4600	0.26%	SOLE
50	TARGET CORP	COM	$599K	4945	0.25%	SOLE

1–50 of 101

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.