News + Filings Holdings
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INSIGHT 2811, INC.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 72,052 | 72,052 | 7,057,493,000 | 7,057,493,000 | 3.84 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 5,236 | 5,236 | 2,321,014,000 | 2,321,014,000 | 1.26 | |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 6,501 | 6,501 | 1,012,206,000 | 1,012,206,000 | 0.55 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| IHDG | Common | 17,522 | 17,522 | 703,859,000 | 703,859,000 | 0.38 | |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOG | Common | 2,214 | 2,214 | 562,555,000 | 562,555,000 | 0.31 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,729 | 2,729 | 292,740,000 | 292,740,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 1,458 | 1,458 | 273,040,000 | 273,040,000 | 0.15 | |
Hist
| 06/30/2023 |
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American Water Works Company, Inc.
| AWK | COM | 1,793 | 1,793 | 255,951,000 | 255,951,000 | 0.14 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 518 | 518 | 210,971,000 | 210,971,000 | 0.11 | |
Hist
| 06/30/2023 |
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ZIMMER BIOMET HOLDINGS, INC.
| ZBH | Common | 1,421 | 1,421 | 206,898,000 | 206,898,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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ROSS STORES, INC.
| ROST | Common | 1,793 | 1,793 | 201,049,000 | 201,049,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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NORTHROP GRUMMAN CORP /DE/
| NOC | Common | 439 | 439 | 200,096,000 | 200,096,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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