Notify me when INSIGHT 2811, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 97 | $226,446,164 | +$5,069,999 | -$4,683,060 | +$386,939 | VGSH, TLT, IVV, AGG, SHY | 13F-HR | 03 Feb 2026, 13:18 |
| Q3 2025 | 95 | $224,371,842 | +$8,140,130 | -$3,378,730 | +$4,761,400 | VGSH, TLT, IVV, AGG, SHY | 13F-HR | 06 Nov 2025, 15:31 |
| Q2 2025 | 87 | $211,151,041 | +$15,050,767 | -$5,590,466 | +$9,460,301 | VGSH, TLT, IVV, AGG, SHY | 13F-HR | 11 Aug 2025, 13:25 |
| Q1 2025 | 86 | $196,965,257 | +$6,855,687 | -$5,195,950 | +$1,659,737 | VGSH, TLT, SHY, AGG, IVV | 13F-HR | 12 May 2025, 14:47 |
| Q4 2024 | 88 | $193,998,071 | +$13,517,027 | -$14,095,668 | -$578,641 | VGSH, TLT, SHY, AGG, IVV | 13F-HR | 11 Feb 2025, 16:17 |
| Q3 2024 | 89 | $200,859,485 | +$20,267,301 | -$19,950,677 | +$316,624 | VGSH, SHY, TLT, AGG, IWD | 13F-HR | 06 Nov 2024, 14:06 |
| Q2 2024 | 86 | $192,594,097 | +$6,010,050 | -$7,109,296 | -$1,099,246 | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 06 Aug 2024, 17:20 |
| Q1 2024 | 83 | $194,627,404 | +$8,114,238 | -$1,623,923 | +$6,490,315 | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 06 May 2024, 14:54 |
| Q4 2023 | 78 | $183,172,123 | +$10,474,859 | -$12,106,028 | -$1,631,169 | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 12 Feb 2024, 16:50 |
| Q3 2023 | 81 | $176,142,997 | +$22,699,817 | -$27,114,480 | -$4,414,663 | VGSH, SHY, IWD, AGG, BIL | 13F-HR | 14 Nov 2023, 14:48 |
| Q2 2023 | 95 | $183,797,087 | +$26,586,716 | -$6,971,382 | +$19,615,334 | VGSH, SHY, IBTE, IWD, BIL | 13F-HR | 04 Aug 2023, 13:31 |
| Q1 2023 | 91 | $161,746,364 | +$2,217,934 | -$5,988,356 | -$3,770,422 | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 11 May 2023, 10:35 |
| Q4 2022 | 94 | $161,941,000 | +$28,201,965 | -$18,844,577 | +$9,357,388 | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 07 Feb 2023, 16:26 |
| Q3 2022 | 81 | $147,654,000 | +$3,808,014 | -$3,208,175 | +$599,839 | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 14 Nov 2022, 13:49 |
| Q2 2022 | 82 | $152,765,000 | +$8,472,807 | -$13,657,297 | -$5,184,490 | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 09 Aug 2022, 13:36 |
| Q1 2022 | 90 | $168,508,000 | +$13,642,975 | -$14,325,882 | -$682,907 | SHY, VGSH, IWD, IWF, IWS | 13F-HR | 06 May 2022, 09:08 |
| Q4 2021 | 81 | $176,241,000 | +$51,154,063 | -$48,718,220 | +$2,435,843 | SHY, VGSH, IWF, IWD, IWP | 13F-HR | 01 Feb 2022, 17:24 |
| Q3 2021 | 76 | $169,301,000 | +$3,514,144 | -$10,834,640 | -$7,320,496 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 04 Nov 2021, 10:05 |
| Q2 2021 | 79 | $177,433,000 | +$5,135,608 | -$4,338,846 | +$796,762 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 04 Aug 2021, 14:57 |
| Q1 2021 | 72 | $171,457,000 | +$8,640,617 | -$8,041,970 | +$598,647 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 29 Apr 2021, 15:59 |
| Q4 2020 | 76 | $169,877,000 | +$60,083,353 | -$53,086,125 | +$6,997,228 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 29 Jan 2021, 10:30 |
| Q3 2020 | 66 | $160,610,000 | +$9,886,031 | -$2,069,100 | +$7,816,931 | SHY, BIL, IWF, IWP, IWD | 13F-HR | 20 Oct 2020, 13:43 |
| Q2 2020 | 66 | $151,367,000 | +$11,155,243 | -$5,649,926 | +$5,505,317 | SHY, BIL, IWF, IWP, TLT | 13F-HR | 21 Jul 2020, 10:46 |
| Q1 2020 | 67 | $136,346,000 | +$29,268,745 | -$38,067,050 | -$8,798,305 | SHY, BIL, IWF, TLT, IWD | 13F-HR | 05 May 2020, 16:52 |
| Q4 2019 | 92 | $152,042,000 | +$12,149,974 | -$5,034,518 | +$7,115,456 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 07 Feb 2020, 13:52 |
| Q3 2019 | 82 | $141,094,000 | +$7,594,669 | -$5,755,081 | +$1,839,588 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 31 Oct 2019, 12:53 |
| Q2 2019 | 87 | $138,777,000 | +$8,223,930 | -$4,451,419 | +$3,772,511 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 09 Jul 2019, 16:56 |
| Q1 2019 | 87 | $130,496,000 | +$30,244,327 | -$27,054,088 | +$3,190,239 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 13 May 2019, 16:32 |
| Q4 2018 | 80 | $117,609,000 | +$40,836,992 | -$54,703,149 | -$13,866,157 | SHY, IWD, IWF, IWP, IEFA | 13F-HR | 25 Feb 2019, 09:37 |
| Q3 2018 | 86 | $148,089,000 | +$12,713,832 | -$14,379,704 | -$1,665,872 | VCSH, IWD, IWF, IWP, IEFA | 13F-HR | 02 Nov 2018, 12:09 |
| Q2 2018 | 80 | $144,275,000 | +$9,167,568 | -$4,003,665 | +$5,163,903 | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 10 Aug 2018, 09:41 |
| Q1 2018 | 79 | $139,307,000 | +$20,641,469 | -$15,330,049 | +$5,311,420 | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 03 May 2018, 13:44 |
| Q4 2017 | 72 | $136,389,000 | +$8,674,080 | -$12,485,064 | -$3,810,984 | IEFA, IWD, IWF, VCLT, VCSH | 13F-HR | 12 Feb 2018, 14:37 |
| Q3 2017 | 74 | $135,174,000 | +$6,976,341 | -$5,815,915 | +$1,160,426 | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 25 Oct 2017, 17:34 |
| Q2 2017 | 78 | $131,188,000 | +$21,273,089 | -$23,007,929 | -$1,734,840 | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 01 Aug 2017, 09:45 |
| Q1 2017 | 79 | $130,761,000 | +$9,289,281 | -$6,495,471 | +$2,793,810 | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 03 May 2017, 11:38 |
| Q4 2016 | 69 | $122,727,000 | +$17,507,785 | -$57,128,927 | -$39,621,142 | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 07 Feb 2017, 12:49 |
| Q3 2016 | 88 | $160,516,000 | +$23,049,896 | -$125,853,941 | -$102,804,045 | SHY, VCSH, IWP, IWS, IWF | 13F-HR | 25 Oct 2016, 15:17 |
| Q2 2016 | 115 | $259,807,000 | +$14,001,607 | -$19,839,913 | -$5,838,306 | BJRI, SHY, IWS, IWD, IWP | 13F-HR | 12 Aug 2016, 10:51 |
| Q1 2016 | 112 | $254,561,000 | +$87,983,042 | -$45,173,637 | +$42,809,405 | BJRI, SHY, IWP, IWF, IWS | 13F-HR | 12 May 2016, 12:41 |
| Q4 2015 | 105 | $210,861,000 | +$50,604,645 | -$12,269,016 | +$38,335,629 | BJRI, TLT, SHY, IWF, IWP | 13F-HR | 04 Feb 2016, 15:22 |
| Q3 2015 | 102 | $171,717,000 | +$51,915,839 | -$76,026,560 | -$24,110,721 | TLT, SHY, IWF, IWP, BRKA | 13F-HR | 03 Nov 2015, 14:08 |
| Q2 2015 | 106 | $209,093,000 | +$29,338,231 | -$30,912,676 | -$1,574,445 | SHY, IWP, IWF, IEFA, BRKA | 13F-HR | 05 Aug 2015, 09:07 |
| Q1 2015 | 109 | $212,300,000 | +$68,259,448 | -$62,680,872 | +$5,578,576 | SHY, IWP, IWF, BRKA, SH | 13F-HR | 24 Apr 2015, 14:26 |
| Q4 2014 | 110 | $204,918,000 | +$31,453,718 | -$66,064,375 | -$34,610,657 | VCSH, IWP, IWF, TLT, BRKA | 13F-HR | 12 Feb 2015, 15:37 |
| Q3 2014 | 113 | $232,051,000 | $0 | $0 | $0 | BRKA, VCSH, IWF, IWP, SPDW | 13F-HR | 14 Nov 2014, 10:41 |
| Q2 2014 | 113 | $238,802,000 | +$7,316,536 | -$12,827,580 | -$5,511,044 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 14 Aug 2014, 16:20 |
| Q1 2014 | 114 | $235,039,000 | +$39,339,527 | -$11,139,998 | +$28,199,529 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 15 May 2014, 10:59 |
| Q4 2013 | 91 | $202,284,000 | $0 | $0 | $0 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 04 Feb 2014, 09:28 |