Filer Name: INTELLIGENT FINANCIAL STRATEGIES
CIK: 1911000
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 80
Portfolio Value: $0.18B

Intelligent Financial Strategies Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 180,184 $82M 45.23% -0.7% -
VOO US VANGUARD S&P 500 ETF 58,696 $32M 17.52% -0.1% -
VTI US VANGUARD TOTAL STOCK MKT ETF 34,448 $10M 5.53% -2.1% -
AAPL US APPLE INC 20,192 $5M 2.80% 0.0% -
AVGE US AVANTIS ALL EQTY MRKTS ETF 68,843 $5M 2.76% -2.3% -
DFUV US DIMENSIONAL US MARKETWIDE VA 115,083 $5M 2.61% -1.3% -
VIG US VANGUARD DIVIDEND APPREC ETF 22,432 $4M 2.43% -0.8% -
IVV US ISHARES CORE S&P 500 ETF 7,131 $4M 2.32% -2.8% -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 5 $3M 1.89% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 77,143 $3M 1.48% 0.0% -
VT US VANGUARD TOT WORLD STK ETF 22,804 $3M 1.48% 56.6% -
GOOG US ALPHABET INC-CL C 13,294 $3M 1.40% 0.0% -
MSFT US MICROSOFT CORP 5,705 $2M 1.33% -0.4% -
MA US MASTERCARD INC - A 4,228 $2M 1.23% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 3,846 $2M 1.22% -0.3% -
V US VISA INC-CLASS A SHARES 6,040 $2M 1.06% -6.4% -
COST US COSTCO WHOLESALE CORP 1,221 $1M 0.62% - -
MCD US MCDONALD'S CORP 3,179 $1M 0.51% -4.6% -
DFAX US DIMENSIONAL WORLD EX US CORE 35,705 $1M 0.49% - -
HSY US HERSHEY CO/THE 5,157 $1M 0.48% -3.6% -
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