INSIGHT 2811, INC. [Rocket]

Holdings

INSIGHT 2811, INC.

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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