IF
| |
Intelligent Financial Strategies13F | |
| Intelligent Financial Strategies | |
| Last update 2025-04-24 | 82 Stocks (4 new) |
| Value $192.00 Mil | Turnover 1 % |
Intelligent Financial Strategi... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 180,791 | 96,285.8 | +0.34% | 50.230 | +0.17% | 0.010 | -8.65% | +4.44% | 1,021,130.4 | Insurance | |
VOO | Vanguard S&P 500 ETF | 57,072 | 29,330.1 | -2.77% | 15.300 | -0.48% | 0.000 | +19.64% | +7.82% | 661,132.0 | ||
VTI | Vanguard Total Stock Market ETF | 33,627 | 9,242.0 | -2.38% | 4.820 | -0.13% | 0.000 | +19.88% | +7.41% | 476,877.3 | ||
BRK.A | Berkshire Hathaway Inc | 7 | 5,589.1 | +40.00% | 2.920 | +0.83% | 0.000 | -8.86% | +4.24% | 1,021,130.4 | Insurance | |
AVGE | Avantis All Equity Markets ETF | 68,843 | 4,900.9 | 0% | 2.560 | 0% | 1.010 | +16.84% | +9.46% | 557.1 | ||
DFUV | Dimensional US Marketwide Value ETF | 113,433 | 4,674.6 | -1.43% | 2.440 | -0.04% | 0.040 | +12.57% | +5.26% | 11,681.8 | ||
AAPL | Apple Inc | 20,018 | 4,446.5 | -0.86% | 2.320 | -0.02% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 21,995 | 4,266.7 | -1.95% | 2.230 | -0.05% | 0.000 | +12.87% | +6.48% | 89,579.0 | ||
IVV | iShares Core S&P 500 ETF | 7,025 | 3,947.2 | -1.49% | 2.060 | -0.03% | 0.000 | +19.72% | +7.85% | 634,780.4 | ||
VT | Vanguard Total World Stock ETF | 22,500 | 2,608.8 | -1.33% | 1.360 | -0.02% | 0.010 | +17.47% | +11.53% | 46,016.0 |
Intelligent Financial Strategies's Historical Top Holdings Breakdowns
Intelligent Financial Strategies's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.83% | 663000 ($729331) 801950 | $709,820.00 | -2.68% | Add 40% | 7 | 2 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.48% | 507.05 ($540.58) 563.67 | $577.18 | 6.77% | Reduce -2.77% | 57,072 | -1,624 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.19% | 375.39 ($407.71) 447.2 | $511.70 | 25.51% | Reduce -14.16% | 4,897 | -808 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.17% | 442.66 ($486.15) 534.52 | $473.40 | -2.62% | Add 0.34% | 180,791 | 607 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.13% | 271.18 ($290.53) 303.12 | $309.26 | 6.45% | Reduce -2.38% | 33,627 | -821 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.11% | 156.06 ($183.12) 207.71 | $184.70 | 0.86% | Reduce -7.52% | 12,294 | -1,000 | |
HSY | The Hershey Co | 2025-03-31 | Reduce Reduce | -0.07% | 144.74 ($163.72) 186.36 | $171.23 | 4.59% | Reduce -13.59% | 4,456 | -701 | |
KXI | iShares Global Consumer Staples ETF | 2025-03-31 | Reduce Reduce | -0.06% | 58.57 ($62.11) 64.76 | $65.03 | 4.70% | Reduce -34.11% | 3,736 | -1,934 | |
NKE | Nike Inc | 2025-03-31 | Reduce Reduce | -0.05% | 63.29 ($73.61) 81.72 | $72.98 | -0.86% | Reduce -33.53% | 2,254 | -1,137 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.05% | 142.64 ($148.84) 156.42 | $145.44 | -2.28% | Reduce -20.03% | 2,595 | -650 |
Intelligent Financial Strategies Total Holding History ($B)
Intelligent Financial Strategies's Asset Allocation
Intelligent Financial Strategies Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Intelligent Financial Strategies's Hypothetical Growth since 2025-03-31
Intelligent Financial Strategies's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Intelligent Financial Strategies's Holdings Heat Map
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Intelligent Financial Strategies's Holdings Bubble Chart
Intelligent Financial Strategies News
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