Universe · entity
INSIGHT 2811, INC.
Institutional manager (13F) · CIK 1334952
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $215M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $50M | 851,443 |
| 2 | ISHARES TR | $24M | 271,172 |
| 3 | ISHARES TR | $22M | 33,058 |
| 4 | ISHARES TR | $21M | 212,282 |
| 5 | ISHARES TR | $17M | 211,194 |
| 6 | ISHARES TR | $13M | 59,724 |
| 7 | VANGUARD SCOTTSDALE FDS | $7M | 135,249 |
| 8 | ISHARES TR | $7M | 80,416 |
| 9 | SPDR SERIES TRUST | $5M | 49,404 |
| 10 | VANGUARD ADMIRAL FDS INC | $3M | 14,754 |
| 11 | ISHARES TR | $3M | 6,542 |
| 12 | STATE STR SPDR S&P 500 ETF T | $3M | 4,008 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,998 |
| 14 | VANGUARD TAX-MANAGED FDS | $2M | 33,565 |
| 15 | J P MORGAN EXCHANGE TRADED F | $2M | 42,320 |
| 16 | ISHARES TR | $2M | 16,488 |
| 17 | APPLE INC | $2M | 7,685 |
| 18 | ISHARES TR | $1M | 10,219 |
| 19 | BARRICK MNG CORP | $1M | 34,105 |
| 20 | ALPHABET INC | $1M | 4,807 |
| 21 | JPMORGAN CHASE & CO | $1M | 4,615 |
| 22 | SCHWAB CHARLES CORP | $1M | 14,261 |
| 23 | JOHNSON & JOHNSON | $1M | 5,075 |
| 24 | ISHARES TR | $1M | 6,239 |
| 25 | CISCO SYS INC | $1M | 14,998 |
| 26 | MICROSOFT CORP | $1M | 3,108 |
| 27 | ISHARES TR | $1M | 3,558 |
| 28 | VANGUARD ADMIRAL FDS INC | $1M | 9,536 |
| 29 | INTEL CORP | $1M | 22,961 |
| 30 | SPDR SERIES TRUST | $953k | 38,169 |
| 31 | ALPHABET INC | $920k | 3,199 |
| 32 | FORTUNE BRANDS INNOVATIONS I | $919k | 23,572 |
| 33 | AGNICO EAGLE MINES LTD | $884k | 4,353 |
| 34 | APPLIED MATLS INC | $844k | 2,470 |
| 35 | VANGUARD INDEX FDS | $816k | 1,366 |
| 36 | ORACLE CORP | $814k | 5,536 |
| 37 | ARCH CAP GROUP LTD | $801k | 8,340 |
| 38 | MORGAN STANLEY | $787k | 4,782 |
| 39 | INTERNATIONAL BUSINESS MACHS | $732k | 3,021 |
| 40 | MERCK & CO INC | $690k | 5,737 |
| 41 | SPDR SERIES TRUST | $672k | 6,222 |
| 42 | VERIZON COMMUNICATIONS INC | $666k | 13,264 |
| 43 | BOEING CO | $663k | 3,331 |
| 44 | MCKESSON CORP | $661k | 764 |
| 45 | ISHARES TR | $645k | 2,600 |
| 46 | WISDOMTREE TR | $636k | 13,219 |
| 47 | META PLATFORMS INC | $631k | 1,103 |
| 48 | TARGET CORP | $599k | 4,945 |
| 49 | LOCKHEED MARTIN CORP | $572k | 947 |
| 50 | BROADCOM INC | $533k | 1,722 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.