INSIGHT 2811, INC. - Portfolio overview

INSIGHT 2811, INC. has 105 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGSH - VANGUARD SCOTTSDALE FDS, 21.45%
2. TLT - ISHARES TR, 10.12%
3. IVV - ISHARES TR, 9.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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