INSIGHT 2811, INC.
data from 30/09/2025
Capitalization
$ 224.372 M
6.26 %
Performance
$ 312.847 M
132 270.54 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VGSH | VANGUARD SCOTTSDALE FDS | 21.26% | 47.711 M $ | 810718 | 2019/03/31 | 55.404 K $ | 0.12 % |
| 2025/09/30 | TLT | ISHARES TR | 10.37% | 23.259 M $ | 260253 | 2019/03/31 | 284.650 K $ | 1.27 % |
| 2025/09/30 | IVV | ISHARES TR | 9.58% | 21.494 M $ | 32114 | 2016/12/31 | 1.501 M $ | 7.80 % |
| 2025/09/30 | AGG | ISHARES TR | 8.86% | 19.877 M $ | 198270 | 2023/06/30 | 189.118 K $ | 1.06 % |
| 2025/09/30 | SHY | ISHARES TR | 7.86% | 17.646 M $ | 212702 | 2011/03/31 | 21.235 K $ | 0.12 % |
| 2025/09/30 | IWD | ISHARES TR | 5.54% | 12.420 M $ | 61003 | 2010/12/31 | 569.116 K $ | 4.82 % |
| 2025/09/30 | IEFA | ISHARES TR | 3.24% | 7.266 M $ | 83222 | 2016/12/31 | 317.422 K $ | 4.59 % |
| 2025/09/30 | VGLT | VANGUARD SCOTTSDALE FDS | 3.16% | 7.097 M $ | 124818 | 2023/12/31 | 85.998 K $ | 1.32 % |
| 2025/09/30 | BIL | SPDR SERIES TRUST | 1.96% | 4.396 M $ | 47912 | 2019/12/31 | 1.040 K $ | 0.02 % |
| 2025/09/30 | IWF | ISHARES TR | 1.48% | 3.311 M $ | 7068 | 2010/12/31 | 310.930 K $ | 10.32 % |
| 2025/09/30 | VOOV | VANGUARD ADMIRAL FDS INC | 1.23% | 2.767 M $ | 13873 | 2023/06/30 | 140.504 K $ | 5.70 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 1.18% | 2.645 M $ | 3971 | 2023/06/30 | 193.706 K $ | 7.82 % |
| 2025/09/30 | JPST | J P MORGAN EXCHANGE TRADED F | 1.17% | 2.616 M $ | 51572 | 2018/12/31 | 3.964 K $ | 0.10 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.14% | 2.549 M $ | 5071 | 2014/03/31 | 86.020 K $ | 3.49 % |
| 2025/09/30 | IWP | ISHARES TR | 1.06% | 2.389 M $ | 16776 | 2012/12/31 | 62.600 K $ | 2.69 % |
| 2025/09/30 | AAPL | APPLE INC | 0.94% | 2.118 M $ | 8317 | 2013/03/31 | 425.108 K $ | 24.11 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.86% | 1.921 M $ | 32060 | 2023/09/30 | 88.394 K $ | 5.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.79% | 1.769 M $ | 3415 | 2011/09/30 | 70.123 K $ | 4.13 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.69% | 1.544 M $ | 5491 | 2016/03/31 | 344.229 K $ | 28.63 % |
| 2025/09/30 | IWS | ISHARES TR | 0.64% | 1.431 M $ | 10247 | 2012/12/31 | 77.167 K $ | 5.70 % |
| 2025/09/30 | FORTUNE BRANDS INNOVATIONS I | 0.56% | 1.259 M $ | 23572 | 2011/12/31 | 45.022 K $ | 3.71 % | |
| 2025/09/30 | IWO | ISHARES TR | 0.53% | 1.195 M $ | 3735 | 2010/12/31 | 127.525 K $ | 11.96 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.52% | 1.172 M $ | 4813 | 2019/12/31 | 351.508 K $ | 37.30 % |
| 2025/09/30 | IWN | ISHARES TR | 0.51% | 1.151 M $ | 6512 | 2010/12/31 | 123.558 K $ | 12.08 % |
| 2025/09/30 | B | BARRICK MNG CORP | 0.49% | 1.101 M $ | 33590 | 2025/06/30 | 429.590 K $ | 57.40 % |
| 2025/09/30 | VIOO | VANGUARD ADMIRAL FDS INC | 0.46% | 1.041 M $ | 9425 | 2024/12/31 | 81.773 K $ | 9.13 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.46% | 1.031 M $ | 3267 | 2014/03/31 | 84.011 K $ | 8.80 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.43% | 954.630 K $ | 13952 | 2012/03/31 | -13.367 K $ | -1.38 % |
| 2025/09/30 | SJNK | SPDR SERIES TRUST | 0.41% | 925.645 K $ | 36158 | 2023/09/30 | 4.344 K $ | 0.47 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.41% | 919.683 K $ | 4960 | 2010/12/31 | 161.193 K $ | 21.39 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.38% | 860.306 K $ | 3049 | 2022/06/30 | -39.752 K $ | -4.28 % |
| 2025/09/30 | IWM | ISHARES TR | 0.35% | 794.113 K $ | 3282 | 2023/06/30 | 89.763 K $ | 12.13 % |
| 2025/09/30 | INTC | INTEL CORP | 0.35% | 793.156 K $ | 23641 | 2010/12/31 | 261.857 K $ | 49.78 % |
| 2025/09/30 | ACGL | ARCH CAP GROUP LTD | 0.34% | 756.688 K $ | 8340 | 2010/12/31 | -2.668 K $ | -0.35 % |
| 2025/09/30 | AEM | AGNICO EAGLE MINES LTD | 0.34% | 753.295 K $ | 4469 | 2022/03/31 | 223.037 K $ | 41.73 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.34% | 751.665 K $ | 3092 | 2020/12/31 | 206.360 K $ | 37.94 % |
| 2025/09/30 | MS | MORGAN STANLEY | 0.33% | 732.806 K $ | 4610 | 2018/12/31 | 83.187 K $ | 12.85 % |
| 2025/09/30 | BA | BOEING CO | 0.30% | 681.267 K $ | 3156 | 2022/12/31 | 20.462 K $ | 3.01 % |
| 2025/09/30 | MDLZ | MONDELEZ INTL INC | 0.30% | 679.923 K $ | 10884 | 2022/09/30 | -54.093 K $ | -7.37 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.30% | 675.630 K $ | 920 | 2023/03/31 | -3.409 K $ | -0.50 % |
| 2025/09/30 | EXP | EAGLE MATLS INC | 0.28% | 617.556 K $ | 2650 | 2022/03/31 | 81.964 K $ | 15.30 % |
| 2025/09/30 | IHDG | WISDOMTREE TR | 0.27% | 609.132 K $ | 13219 | 2023/06/30 | 13.615 K $ | 2.29 % |
| 2025/09/30 | MCK | MCKESSON CORP | 0.26% | 594.083 K $ | 769 | 2021/12/31 | 30.575 K $ | 5.43 % |
| 2025/09/30 | XME | SPDR SERIES TRUST | 0.26% | 579.828 K $ | 6222 | 2020/09/30 | 161.585 K $ | 38.63 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.24% | 548.315 K $ | 6533 | 2018/12/31 | 30.518 K $ | 6.03 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.24% | 548.172 K $ | 2938 | 2024/03/31 | 86.827 K $ | 18.10 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.24% | 539.507 K $ | 881 | 2023/06/30 | 32.996 K $ | 7.81 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.23% | 524.557 K $ | 1590 | 2025/06/30 | 97.668 K $ | 19.68 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.23% | 521.488 K $ | 3394 | 2012/09/30 | -19.453 K $ | -3.56 % |
| 2025/09/30 | AMAT | APPLIED MATLS INC | 0.23% | 516.969 K $ | 2525 | 2018/12/31 | 54.716 K $ | 11.84 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.22% | 497.232 K $ | 2147 | 2022/03/31 | 98.222 K $ | 24.73 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 0.22% | 493.207 K $ | 11222 | 2020/12/31 | 7.693 K $ | 1.57 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.22% | 493.000 K $ | 619 | 2022/09/30 | 58.830 K $ | 12.52 % |
| 2025/09/30 | NEM | NEWMONT CORP | 0.21% | 463.199 K $ | 5494 | 2022/03/31 | 143.118 K $ | 44.71 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.20% | 454.780 K $ | 911 | 2020/12/31 | 32.751 K $ | 7.79 % |
| 2025/09/30 | BILS | SPDR SERIES TRUST | 0.19% | 437.390 K $ | 4395 | 2023/09/30 | 417.000 $ | 0.09 % |
| 2025/09/30 | AJG | GALLAGHER ARTHUR J & CO | 0.19% | 433.636 K $ | 1400 | 2024/03/31 | -14.531 K $ | -3.24 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.19% | 430.872 K $ | 2590 | 2011/09/30 | 18.495 K $ | 4.46 % |
| 2025/09/30 | TGT | TARGET CORP | 0.19% | 416.926 K $ | 4648 | 2017/03/31 | -37.124 K $ | -9.07 % |
| 2025/09/30 | ALL | ALLSTATE CORP | 0.18% | 409.338 K $ | 1907 | 2021/03/31 | 25.305 K $ | 6.63 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.16% | 369.217 K $ | 2629 | 2019/09/30 | 20.101 K $ | 6.36 % |
| 2025/09/30 | VOOG | VANGUARD ADMIRAL FDS INC | 0.16% | 364.918 K $ | 838 | 2024/06/30 | 31.369 K $ | 9.81 % |
| 2025/09/30 | ELEVATION SERIES TRUST | 0.16% | 362.934 K $ | 7830 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | SHEL | SHELL PLC | 0.16% | 354.074 K $ | 4950 | 2022/06/30 | 5.544 K $ | 1.59 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.16% | 348.562 K $ | 1147 | 2022/12/31 | 13.548 K $ | 4.01 % |
| 2025/09/30 | MBC | MASTERBRAND INC | 0.15% | 342.183 K $ | 25982 | 2022/12/31 | 58.199 K $ | 20.49 % |
| 2025/09/30 | PFE | PFIZER INC | 0.14% | 321.863 K $ | 12632 | 2010/12/31 | 14.903 K $ | 5.12 % |
| 2025/09/30 | DHR | DANAHER CORPORATION | 0.13% | 302.661 K $ | 1526 | 2021/06/30 | 1.092 K $ | 0.36 % |
| 2025/09/30 | RBLX | ROBLOX CORP | 0.13% | 300.588 K $ | 2170 | 2025/06/30 | 75.636 K $ | 31.67 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.13% | 299.258 K $ | 2654 | 2023/06/30 | 13.033 K $ | 4.59 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.13% | 295.089 K $ | 4017 | 2024/09/30 | 17.554 K $ | 6.33 % |
| 2025/09/30 | ELEVATION SERIES TRUST | 0.13% | 294.904 K $ | 8105 | 2025/06/30 | 13.672 K $ | 3.91 % | |
| 2025/09/30 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 0.13% | 292.384 K $ | 3200 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IVOV | VANGUARD ADMIRAL FDS INC | 0.13% | 292.031 K $ | 2898 | 2025/03/31 | 14.484 K $ | 5.55 % |
| 2025/09/30 | IVOG | VANGUARD ADMIRAL FDS INC | 0.13% | 291.168 K $ | 2437 | 2025/06/30 | 14.841 K $ | 5.71 % |
| 2025/09/30 | VIOG | VANGUARD ADMIRAL FDS INC | 0.13% | 290.399 K $ | 2385 | 2025/06/30 | 16.477 K $ | 6.41 % |
| 2025/09/30 | VIOV | VANGUARD ADMIRAL FDS INC | 0.13% | 286.616 K $ | 3010 | 2025/06/30 | 27.184 K $ | 11.28 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 0.12% | 279.801 K $ | 3845 | 2024/06/30 | 43.149 K $ | 16.69 % |
| 2025/09/30 | IYW | ISHARES TR | 0.12% | 276.163 K $ | 1410 | 2024/06/30 | 31.851 K $ | 13.04 % |
| 2025/09/30 | TPR | TAPESTRY INC | 0.12% | 272.690 K $ | 2408 | 2025/06/30 | 62.711 K $ | 28.93 % |
| 2025/09/30 | NOC | NORTHROP GRUMMAN CORP | 0.12% | 265.664 K $ | 436 | 2022/12/31 | 47.125 K $ | 21.87 % |
| 2025/09/30 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.12% | 263.231 K $ | 4610 | 2024/06/30 | 1.152 K $ | 0.44 % |
| 2025/09/30 | XOP | SPDR SERIES TRUST | 0.11% | 257.658 K $ | 1949 | 2021/09/30 | 12.473 K $ | 5.09 % |
| 2025/09/30 | ASB | ASSOCIATED BANC CORP | 0.11% | 257.100 K $ | 10000 | 2018/12/31 | 13.200 K $ | 5.41 % |
| 2025/09/30 | VSS | VANGUARD INTL EQUITY INDEX F | 0.11% | 254.452 K $ | 1785 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MWA | MUELLER WTR PRODS INC | 0.11% | 238.905 K $ | 9361 | 2017/03/31 | 13.854 K $ | 6.16 % |
| 2025/09/30 | KO | COCA COLA CO | 0.11% | 237.824 K $ | 3586 | 2022/03/31 | -16.107 K $ | -6.26 % |
| 2025/09/30 | EXPE | EXPEDIA GROUP INC | 0.10% | 235.125 K $ | 1100 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ELEVATION SERIES TRUST | 0.10% | 228.887 K $ | 5131 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.10% | 224.339 K $ | 1552 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VGT | VANGUARD WORLD FD | 0.10% | 223.989 K $ | 300 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AZO | AUTOZONE INC | 0.10% | 223.092 K $ | 52 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | EBAY | EBAY INC. | 0.10% | 218.280 K $ | 2400 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BP | BP PLC | 0.09% | 210.861 K $ | 6119 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GD | GENERAL DYNAMICS CORP | 0.09% | 210.397 K $ | 617 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FIS | FIDELITY NATL INFORMATION SV | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | NOVZ | LISTED FDS TR | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JULZ | LISTED FDS TR | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |