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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 95 | $224,371,842 | +$8,140,131 | -$3,378,730 | +$4,761,401 | VGSH, TLT, IVV, AGG, SHY | 13F-HR | 06 Nov 2025, 15:31 |
| Q2 2025 | 87 | $211,151,041 | +$15,050,769 | -$5,590,466 | +$9,460,303 | VGSH, TLT, IVV, AGG, SHY | 13F-HR | 11 Aug 2025, 13:25 |
| Q1 2025 | 86 | $196,965,257 | +$6,855,686 | -$5,195,951 | +$1,659,735 | VGSH, TLT, SHY, AGG, IVV | 13F-HR | 12 May 2025, 14:47 |
| Q4 2024 | 88 | $193,998,071 | +$13,517,026 | -$14,095,671 | -$578,645 | VGSH, TLT, SHY, AGG, IVV | 13F-HR | 11 Feb 2025, 16:17 |
| Q3 2024 | 89 | $200,859,485 | +$20,267,303 | -$19,950,676 | +$316,627 | VGSH, SHY, TLT, AGG, IWD | 13F-HR | 06 Nov 2024, 14:06 |
| Q2 2024 | 86 | $192,594,097 | +$6,010,049 | -$7,109,297 | -$1,099,248 | 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 | +$10,474,857 | -$12,106,027 | -$1,631,170 | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 12 Feb 2024, 16:50 |
| Q3 2023 | 100 | $176,142,997 | +$22,699,820 | -$27,114,475 | -$4,414,655 | VGSH, SHY, IWD, AGG, BIL | 13F-HR | 14 Nov 2023, 14:48 |
| Q2 2023 | 95 | $183,797,087 | +$26,586,722 | -$2,849,315 | +$23,737,407 | VGSH, SHY, IBTE, IWD, BIL | 13F-HR | 04 Aug 2023, 13:31 |
| Q1 2023 | 91 | $161,746,364 | +$2,217,934 | -$4,760,357 | -$2,542,423 | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 11 May 2023, 10:35 |
| Q4 2022 | 95 | $162,196,000 | +$28,201,962 | -$17,021,943 | +$11,180,019 | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 07 Feb 2023, 15:26 |
| Q3 2022 | 82 | $148,349,000 | +$3,808,014 | -$2,021,176 | +$1,786,838 | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 14 Nov 2022, 12:49 |
| Q2 2022 | 83 | $153,366,000 | +$9,073,806 | -$6,165,297 | +$2,908,509 | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 09 Aug 2022, 13:36 |
| Q1 2022 | 90 | $168,508,000 | +$13,642,976 | -$10,956,884 | +$2,686,092 | SHY, VGSH, IWD, IWF, IWS | 13F-HR | 06 May 2022, 09:08 |
| Q4 2021 | 81 | $176,241,000 | +$51,154,030 | -$47,157,231 | +$3,996,799 | SHY, VGSH, IWF, IWD, IWP | 13F-HR | 01 Feb 2022, 16:24 |
| Q3 2021 | 76 | $169,301,000 | +$3,514,144 | -$10,834,642 | -$7,320,498 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 04 Nov 2021, 10:05 |
| Q2 2021 | 79 | $177,433,000 | +$5,135,608 | -$4,338,845 | +$796,763 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 04 Aug 2021, 14:57 |
| Q1 2021 | 72 | $171,457,000 | +$8,640,619 | -$8,041,970 | +$598,649 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 29 Apr 2021, 15:59 |
| Q4 2020 | 76 | $169,877,000 | +$60,083,391 | -$51,127,135 | +$8,956,256 | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 29 Jan 2021, 09:30 |
| Q3 2020 | 66 | $160,610,000 | +$9,886,027 | -$1,096,100 | +$8,789,927 | SHY, BIL, IWF, IWP, IWD | 13F-HR | 20 Oct 2020, 13:43 |
| Q2 2020 | 66 | $151,367,000 | +$11,155,243 | -$4,680,926 | +$6,474,317 | SHY, BIL, IWF, IWP, TLT | 13F-HR | 21 Jul 2020, 10:46 |
| Q1 2020 | 68 | $136,551,000 | +$29,473,745 | -$26,268,055 | +$3,205,690 | SHY, BIL, IWF, TLT, IWD | 13F-HR | 05 May 2020, 16:52 |
| Q4 2019 | 92 | $152,042,000 | +$12,149,973 | -$3,811,518 | +$8,338,455 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 07 Feb 2020, 12:52 |
| Q3 2019 | 82 | $141,094,000 | +$7,594,670 | -$3,569,080 | +$4,025,590 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 31 Oct 2019, 12:53 |
| Q2 2019 | 87 | $138,777,000 | +$8,223,932 | -$2,196,419 | +$6,027,513 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 09 Jul 2019, 16:56 |
| Q1 2019 | 87 | $130,496,000 | +$30,244,332 | -$24,950,092 | +$5,294,240 | SHY, TLT, IWD, IWF, IWP | 13F-HR | 13 May 2019, 16:32 |
| Q4 2018 | 80 | $117,609,000 | +$40,836,983 | -$48,961,153 | -$8,124,170 | SHY, IWD, IWF, IWP, IEFA | 13F-HR | 25 Feb 2019, 08:37 |
| Q3 2018 | 86 | $148,089,000 | +$12,713,833 | -$13,222,706 | -$508,873 | VCSH, IWD, IWF, IWP, IEFA | 13F-HR | 02 Nov 2018, 12:09 |
| Q2 2018 | 80 | $144,275,000 | +$9,167,563 | -$3,050,664 | +$6,116,899 | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 10 Aug 2018, 09:41 |
| Q1 2018 | 79 | $139,307,000 | +$20,641,469 | -$1,943,048 | +$18,698,421 | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 03 May 2018, 13:44 |
| Q4 2017 | 72 | $136,389,000 | +$8,674,083 | -$8,070,069 | +$604,014 | IEFA, IWD, IWF, VCLT, VCSH | 13F-HR | 12 Feb 2018, 13:37 |
| Q3 2017 | 74 | $135,174,000 | +$6,976,339 | -$1,539,914 | +$5,436,425 | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 25 Oct 2017, 17:34 |
| Q2 2017 | 78 | $131,188,000 | +$21,273,085 | -$21,521,928 | -$248,843 | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 01 Aug 2017, 09:45 |
| Q1 2017 | 79 | $130,761,000 | +$9,289,281 | -$3,657,471 | +$5,631,810 | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 03 May 2017, 11:38 |
| Q4 2016 | 69 | $122,727,000 | +$17,507,795 | -$25,800,919 | -$8,293,124 | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 07 Feb 2017, 11:49 |
| Q3 2016 | 88 | $160,516,000 | +$23,049,900 | -$13,713,937 | +$9,335,963 | SHY, VCSH, IWP, IWS, IWF | 13F-HR | 25 Oct 2016, 15:17 |
| Q2 2016 | 115 | $258,517,291 | +$12,711,891 | -$9,297,915 | +$3,413,976 | BJRI, SHY, IWS, IWD, IWP | 13F-HR | 12 Aug 2016, 10:51 |
| Q1 2016 | 112 | $254,561,000 | +$87,983,099 | -$4,288,640 | +$83,694,459 | BJRI, SHY, IWP, IWF, IWS | 13F-HR | 12 May 2016, 12:41 |
| Q4 2015 | 105 | $210,861,000 | +$50,604,671 | -$8,733,017 | +$41,871,654 | BJRI, TLT, SHY, IWF, IWP | 13F-HR | 04 Feb 2016, 14:22 |
| Q3 2015 | 102 | $171,717,000 | +$51,915,820 | -$57,118,561 | -$5,202,741 | TLT, SHY, IWF, IWP, BRKA | 13F-HR | 03 Nov 2015, 13:08 |
| Q2 2015 | 106 | $209,093,000 | +$29,338,235 | -$7,774,675 | +$21,563,560 | SHY, IWP, IWF, IEFA, BRKA | 13F-HR | 05 Aug 2015, 09:07 |
| Q1 2015 | 109 | $212,300,000 | +$68,259,434 | -$42,368,851 | +$25,890,583 | SHY, IWP, IWF, BRKA, SHXXXX | 13F-HR | 24 Apr 2015, 14:26 |
| Q4 2014 | 110 | $204,918,000 | $0 | VCSH, IWP, IWF, TLT, BRKA | 13F-HR | 12 Feb 2015, 14:37 | ||
| Q3 2014 | 113 | $232,051,000 | $0 | BRKA, VCSH, IWF, IWP, SPDW | 13F-HR | 14 Nov 2014, 09:41 | ||
| Q2 2014 | 113 | $238,802,000 | +$7,746,279 | -$6,270,584 | +$1,475,695 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 14 Aug 2014, 16:20 |
| Q1 2014 | 112 | $235,039,000 | +$39,339,522 | -$4,212,998 | +$35,126,524 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 15 May 2014, 10:59 |
| Q4 2013 | 91 | $202,284,000 | $0 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 04 Feb 2014, 08:28 |