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| Name: |
INSIGHT 2811 INC |
| City: |
TROY |
| State: |
MI |
| Zip: |
48084 |
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data |
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| Holdings
Found :
29 |
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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 |
|
VGSH |
Vanguard Scottsdale Funds |
1 |
- |
$57.74 |
$47,094,000 |
810,979 |
24.2% |
1,351,000 |
26,772 |
0.09 |
Closed - End Fund - Debt |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
2 |
- |
$81.28 |
$39,225,000 |
479,640 |
20.15% |
166,000 |
3,539 |
0.053 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
3 |
- |
$176.89 |
$12,772,000 |
71,310 |
6.56% |
1,043,000 |
331 |
0.023 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
4 |
- |
$96.24 |
$9,685,000 |
98,888 |
4.98% |
1,312,000 |
14,522 |
0.001 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
5 |
- |
$523.39 |
$8,831,000 |
16,798 |
4.54% |
1,963,000 |
2,419 |
0 |
Closed - End Fund - E... |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
6 |
- |
$0.00 |
$7,133,000 |
141,395 |
3.66% |
1,481,000 |
28,880 |
0.016 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
7 |
- |
$0.00 |
$7,102,000 |
95,682 |
3.65% |
437,000 |
946 |
0.001 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
9 |
- |
$90.12 |
$5,280,000 |
55,803 |
2.71% |
-229,000 |
84 |
0.005 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
15 |
- |
$412.05 |
$1,891,000 |
4,496 |
0.97% |
289,000 |
4 |
0 |
Property & Casualty I... |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
18 |
- |
$178.21 |
$1,421,000 |
7,875 |
0.73% |
234,000 |
810 |
0.064 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
20 |
- |
$259.92 |
$1,184,000 |
4,371 |
0.61% |
86,000 |
19 |
0.011 |
Closed - End Fund - E... |
|
|
MRK |
Merck & Co Inc |
21 |
- |
$131.20 |
$991,000 |
7,510 |
0.51% |
174,000 |
15 |
0 |
Drug Manufacturers - ... |
|
|
VEA |
Vanguard Europe Pacific ETF |
22 |
- |
$49.56 |
$918,000 |
18,296 |
0.47% |
138,000 |
2,008 |
0.001 |
Closed - End Fund - F... |
|
|
SJNK |
Spdr Barclays Capital Short... |
25 |
- |
$24.91 |
$886,000 |
35,142 |
0.46% |
42,000 |
1,585 |
0.027 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
27 |
- |
$48.06 |
$819,000 |
16,408 |
0.42% |
-8,000 |
42 |
0 |
Networking & Communic... |
|
|
ORCL |
Oracle Corp |
31 |
- |
$116.67 |
$748,000 |
5,953 |
0.38% |
122,000 |
20 |
0 |
Application Software |
|
|
VGLT |
Vanguard Long-Term Governm |
34 |
- |
$56.66 |
$728,000 |
12,287 |
0.37% |
67,000 |
1,538 |
0.005 |
N/A |
|
|
IBM |
International Business Mach... |
36 |
- |
$167.15 |
$679,000 |
3,554 |
0.35% |
330,000 |
1,419 |
0 |
Diversified Computer ... |
|
|
ABX |
Barrick Gold Corp (USA) |
37 |
- |
$16.93 |
$640,000 |
38,444 |
0.33% |
-52,000 |
185 |
0.002 |
Gold |
|
|
JPM |
JP Morgan Chase & Co |
38 |
- |
$198.77 |
$638,000 |
3,186 |
0.33% |
98,000 |
13 |
0 |
Domestic Money Center... |
|
|
TGT |
Target Corp |
42 |
- |
$163.13 |
$558,000 |
3,150 |
0.29% |
111,000 |
11 |
0.001 |
Discount, Variety Stores |
|
|
VZ |
Verizon Communications Inc |
43 |
- |
$40.40 |
$516,000 |
12,300 |
0.27% |
60,000 |
200 |
0 |
Telecom Services - Do... |
|
|
MS |
Morgan Stanley |
49 |
- |
$98.28 |
$445,000 |
4,722 |
0.23% |
7,000 |
20 |
0 |
Investment Brokerage ... |
|
|
LMT |
Lockheed Martin Corp |
50 |
- |
$468.88 |
$439,000 |
965 |
0.23% |
4,000 |
6 |
0 |
Aerospace/Defense - M... |
|
|
PEP |
Pepsico Inc |
58 |
- |
$179.79 |
$334,000 |
1,906 |
0.17% |
18,000 |
48 |
0 |
Beverage Soft Drinks... |
|
|
BA |
Boeing Co |
65 |
- |
$178.51 |
$287,000 |
1,486 |
0.15% |
-99,000 |
7 |
0 |
Aerospace/Defense - M... |
|
|
NEM |
Newmont Mining Corp |
74 |
- |
$42.49 |
$228,000 |
6,354 |
0.12% |
-34,000 |
33 |
0 |
Gold |
|
|
KO |
Coca-Cola Co |
73 |
- |
$63.26 |
$228,000 |
3,720 |
0.12% |
16,000 |
115 |
0.001 |
Beverage Soft Drinks... |
|
|
NOC |
Northrop Grumman Corp |
81 |
- |
$474.80 |
$205,000 |
428 |
0.11% |
205,000 |
428 |
0 |
Aerospace/Defense - M... |
|
