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 |
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 651,251 | 108,938 | 37,596,753,000 | 5,849,719,000 | 20.46 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 435,088 | -6,943 | 35,276,990,000 | -1,040,290,000 | 19.19 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| UAE | Common | 637,626 | -22,625 | 15,175,499,000 | -677,128,000 | 8.26 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWD | ETF | 75,285 | 445 | 11,882,304,000 | 487,114,000 | 6.46 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BIL | Common | 110,181 | 15,006 | 10,116,819,000 | 1,377,850,000 | 5.50 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 28,813 | -216 | 7,928,779,000 | 836,112,000 | 4.31 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 72,052 | 72,052 | 7,057,493,000 | 7,057,493,000 | 3.84 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 11,810 | 9,573 | 5,263,835,000 | 4,344,249,000 | 2.86 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWS | Common | 24,146 | 717 | 2,652,206,000 | 164,040,000 | 1.44 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 24,092 | -52 | 2,328,013,000 | 129,700,000 | 1.27 | |
Hist
| 06/30/2023 |
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 |
iSHARES TRUST
| IEFA | Common | 30,397 | 449 | 2,051,811,000 | 49,784,000 | 1.12 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 10,141 | -811 | 1,967,050,000 | 161,065,000 | 1.07 | |
Hist
| 06/30/2023 |
Fortune Brands Innovations, Inc.
| FBHS | COM | 25,982 | 0 | 1,869,405,000 | 343,482,000 | 1.02 | 0.02 |
Hist
| 06/30/2023 |
JPS INDUSTRIES INC
| JPST | Common | 37,125 | 3,588 | 1,861,473,000 | 173,866,000 | 1.01 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,489 | -20 | 1,530,749,000 | 138,505,000 | 0.83 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 4,066 | -133 | 1,384,940,000 | 174,162,000 | 0.75 | 0.00 |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 16,451 | 0 | 1,243,202,000 | -15,135,000 | 0.68 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWO | ETF | 4,937 | -49 | 1,198,022,000 | 67,089,000 | 0.65 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWN | RUSL 2000 VALU | 8,313 | -119 | 1,170,491,000 | 15,120,000 | 0.64 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 9,122 | -124 | 1,052,588,000 | 68,906,000 | 0.57 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 6,357 | 33 | 1,052,211,000 | 71,991,000 | 0.57 | |
Hist
| 06/30/2023 |
VANGUARD ADMIRAL FUNDS
| VOOV | Common | 6,501 | 6,501 | 1,012,206,000 | 1,012,206,000 | 0.55 | |
Hist
| 06/30/2023 |
CISCO SYSTEMS, INC.
| CSCO | Common | 16,805 | -2,305 | 869,517,000 | -129,484,000 | 0.47 | 0.00 |
Hist
| 06/30/2023 |
Mondelez International, Inc.
| MDLZ | COM | 11,634 | 0 | 848,584,000 | 37,462,000 | 0.46 | |
Hist
| 06/30/2023 |
ARCH CAPITAL GROUP LTD.
| ACGL | Common | 10,778 | -82 | 806,733,000 | 69,665,000 | 0.44 | 0.00 |
Hist
| 06/30/2023 |
ORACLE CORP
| ORCL | Common | 6,230 | -75 | 741,990,000 | 156,083,000 | 0.40 | 0.00 |
Hist
| 06/30/2023 |
WisdomTree Trust
| IHDG | Common | 17,522 | 17,522 | 703,859,000 | 703,859,000 | 0.38 | |
Hist
| 06/30/2023 |
BARRICK GOLD CORP
| ABX | Common | 40,521 | 111 | 686,021,000 | -64,393,000 | 0.37 | 0.00 |
Hist
| 06/30/2023 |
INTEL CORP
| INTC | Common | 20,466 | 596 | 684,383,000 | 35,230,000 | 0.37 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 5,208 | 300 | 630,012,000 | 119,580,000 | 0.34 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VPU | Common | 4,397 | 612 | 625,121,000 | 66,758,000 | 0.34 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 4,105 | -349 | 622,893,000 | -39,372,000 | 0.34 | 0.00 |
Hist
| 06/30/2023 |
EAGLE MATERIALS INC
| EXP | Common | 3,150 | -200 | 587,223,000 | 95,610,000 | 0.32 | 0.01 |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 3,104 | -55 | 574,923,000 | -963,000 | 0.31 | |
Hist
| 06/30/2023 |
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