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  Name: INSIGHT 2811 INC
  City: TROY
  State: MI
  Zip: 48084
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $183,171,000
  Total Value Change : $7,029,000
  Securities Held Change : -3
   
All Securities Held : 78
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 8
  Unchanged Positions : 11
  Decreased Positions : 58

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Holdings Found : 8     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 4 - $96.24 $8,373,000 84,366 4.57% 973,000 5,680 0.001    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 5 - $523.39 $6,868,000 14,379 3.75% 1,347,000 1,523 0    Closed - End Fund - E...
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 8 - $0.00 $5,652,000 112,515 3.09% 2,667,000 53,030 0.013    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 9 - $90.12 $5,509,000 55,719 3.01% 5,509,000 55,719 0.005    Closed - End Fund - E...
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 18 - $178.21 $1,187,000 7,065 0.65% 212,000 507 0.058    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 28 - $49.56 $780,000 16,288 0.43% 118,000 1,147 0.001    Closed - End Fund - F...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 66 - $117.96 $265,000 2,652 0.14% -44,000 21 0    Integrated Oil & Gas
   (NOVZ)1 Year Chart         NOVZ Trueshares Structured Outco... 76 - $0.00 $207,000 5,961 0.11% 207,000 5,961 0.479    N/A

      8 Records Found
  1    
Page 1 of 1
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