13F Filings for Intelligent Financial Strategies (CIK: 1911000)
View the most recent portfolio holdings disclosed by Intelligent Financial Strategies in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: COM - Class B) | 185.09K | $89.91M | 47.71% | Increased | 4.30K (2.0%, $6.38M) |
| VOO - VANGUARD INDEX FDS(Class: COM) | 50.03K | $28.51M | 15.13% | Decreased | 7.04K (12.0%, $823.63K) |
| VT - VANGUARD INTL EQUITY INDEX F(Class: COM) | 61.37K | $7.89M | 4.19% | Increased | 38.87K (172.0%, $5.28M) |
| VTI - VANGUARD INDEX FDS(Class: COM) | 18.65K | $5.68M | 3.02% | Decreased | 14.98K (44.0%, $3.56M) |
| BRK.A - BERKSHIRE HATHAWAY INC DEL(Class: COM - Class A) | 7 | $5.10M | 2.71% | Unchanged | |
| AVGE - AMERICAN CENTY ETF TR(Class: COM) | 65.32K | $5.06M | 2.69% | Decreased | 3.52K (5.0%, $160.14K) |
| DFUV - DIMENSIONAL ETF TRUST(Class: COM) | 110.79K | $4.68M | 2.49% | Decreased | 2.65K (2.0%, $9.56K) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: COM) | 22K | $4.52M | 2.40% | Unchanged | |
| IVV - ISHARES TR(Class: COM) | 6.76K | $4.20M | 2.23% | Decreased | 267 (3.0%, $248.75K) |
| AAPL - APPLE INC(Class: COM) | 18.94K | $3.89M | 2.06% | Decreased | 1.07K (5.0%, $559.88K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: COM) | 93.83K | $3.36M | 1.78% | Increased | 16.68K (21.0%, $817.53K) |
| MSFT - MICROSOFT CORP(Class: COM) | 4.90K | $2.44M | 1.29% | Unchanged | |
| MA - MASTERCARD INCORPORATED(Class: COM) | 4.23K | $2.38M | 1.26% | Increased | 1 (0.0%, $58.58K) |
| GOOG - ALPHABET INC(Class: COM - Class C) | 12.32K | $2.19M | 1.16% | Increased | 25 (0.0%, $264.61K) |
| MDY - SPDR SP MIDCAP 400 ETF TR(Class: COM) | 3.74K | $2.13M | 1.13% | Decreased | 103 (2.0%, $70.28K) |
| V - VISA INC(Class: COM) | 5.96K | $2.12M | 1.12% | Unchanged | |
| VXUS - VANGUARD STAR FDS(Class: COM) | 18.66K | $1.29M | 0.68% | Increased | 6.50K (53.0%, $534.13K) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 1.22K | $1.21M | 0.64% | Unchanged | |
| DFAX - DIMENSIONAL ETF TRUST(Class: COM) | 35.70K | $1.05M | 0.56% | Unchanged | |
| MCD - MCDONALDS CORP(Class: COM) | 3.18K | $929.21K | 0.49% | Unchanged | |
| UNP - UNION PAC CORP(Class: COM) | 3.73K | $859.01K | 0.46% | Unchanged | |
| SPY - SPDR SP 500 ETF TR(Class: COM) | 1.19K | $739.67K | 0.39% | Unchanged | |
| AMZN - AMAZON COM INC(Class: COM) | 2.96K | $649.39K | 0.34% | Unchanged | |
| DFUS - DIMENSIONAL ETF TRUST(Class: COM) | 9.12K | $610.89K | 0.32% | Unchanged | |
| HSY - HERSHEY CO(Class: COM) | 3.59K | $596.40K | 0.32% | Decreased | 862 (19.0%, $165.72K) |