INSIGHT 2811, INC.

RIA/Wealth

INSIGHT 2811, INC. is a RIA/Wealth based in Chicago, IL led by Jeffrey Richardson Keen, reporting $314.0M in AUM as of Q3 2025 with 85% ETF concentration, 73% concentrated in top 10 holdings, and 21% allocation to VGSH.

PresidentJeffrey Richardson Keen

Portfolio Value: $224.4M
Positions: 95
Top Holding: VGSH at 21.26%
Last Reported: Q3 2025

Address141 W Jackson Blvd, Suite 3332, Chicago, IL, 60604, United States

Top Holdings

Largest long holdings in INSIGHT 2811, INC.'s portfolio (73.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Short-Term Treasury VGSH	ETF ETF	$47.7M	21.26%	+$1.1M Bought	— 810.7K shares	Q1 2019 Held for 6y 8m
2 iShares 20+ Year Treasury Bond TLT	ETF ETF	$23.3M	10.37%	+$545.2K Bought	— 260.3K shares	Q1 2019 Held for 6y 8m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$21.5M	9.58%	+$735.6K Bought	— 32.1K shares	Q4 2016 Held for 8y 11m
4 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$19.9M	8.86%	+$1.8M Bought	— 198.3K shares	Q2 2023 Held for 2y 5m
5 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$17.6M	7.86%	+$29.0K Bought	— 212.7K shares	≤ Q2 2013 Held for 12y 5m+
6 iShares Russell 1000 Value IWD	ETF ETF	$12.4M	5.54%	+$40.7K Bought	— 61.0K shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$7.3M	3.24%	+$30.0K Bought	— 83.2K shares	Q4 2016 Held for 8y 11m
8 Vanguard Long-Term Treasury VGLT	ETF ETF	$7.1M	3.16%	+$489.2K Bought	— 124.8K shares	Q4 2023 Held for 1y 11m
9 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$4.4M	1.96%	-$375.9K Sold	— 47.9K shares	Q4 2019 Held for 5y 11m
10 iShares Russell 1000 Growth IWF	ETF ETF	$3.3M	1.48%	-$12.2K Sold	— 7.1K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INSIGHT 2811, INC.'s latest filing

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Market Value

$224.4M

Prior: $211.2M

Q/Q Change

+6.26%

+$13.2M

Net Flows % of MV

+1.51%

Turnover Ratio

2.31%

New Purchases

3 stocks

$770.8K

Added To

37 stocks

+$5.5M

Sold Out Of

1 stocks

$232.7K

Reduced Holdings

31 stocks

-$2.6M

Increased Positions

Position	Shares Δ	Change
1 Kratos Defense & Security Solutions KTOS	New	0 → 3.2K +$292.4K
2 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	New	0 → 1.8K +$254.5K
3 Vanguard Information Technology VGT	New	0 → 300.0 +$224.0K
4 Vanguard S&P 500 ETF VOO	+18.41%	744.0 → 881.0 +$83.9K
5 Target TGT	+12.05%	4.1K → 4.6K +$44.9K

Decreased Positions

Position	Shares Δ	Change
1 Fidelity National Information Services FIS	Sold	2.9K → 0 −$232.7K
2 JPMorgan Ultra-Short Income JPST	-34.96%	79.3K → 51.6K −$1.4M
3 TrueShares Structured Outcome JULZ	-20.94%	9.9K → 7.8K −$96.1K
4 Opal Dividend Income DIVZ	-18.79%	10.0K → 8.1K −$68.2K
5 TrueShares Structured Outcome NOVZ	-13.92%	6.0K → 5.1K −$37.0K