IF

Intelligent Financial Strategies

13F
Intelligent Financial Strategies
Last update 2024-07-25 82 Stocks (1 new)
Value $162.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(44.35%)VOO(17.63%)VTI(5.89%)AVGE(3.07%)DFUV(2.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
Intelligent Financial Strategi... Top Holdings of 2024-06-30 View Full List
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
177,132
72057.420
+6.43%
44.350
+2.68%
0.010
+10.92%
+27.59%
979505.312
Insurance
VOO 		Vanguard S&P 500 ETF
57,090
28654.430
+3.09%
17.630
+0.53%
-
0%
0%
492744.371
 
VTI 		Vanguard Total Stock Market ETF
35,660
9573.470
+0.48%
5.890
+0.03%
-
+5.39%
+19.39%
421725.130
 
AVGE 		Avantis All Equity Markets ETF
71,898
4983.970
-2.66%
3.070
-0.09%
-
+6.68%
+13.91%
432.109
 
DFUV 		Dimensional US Marketwide Value ETF
119,481
4692.030
-1.03%
2.890
-0.03%
-
+5.83%
+11.12%
11228.405
 
AAPL 		Apple Inc
20,190
4252.470
0%
2.620
0%
0.000
+6.77%
+18.58%
3459245.251
Hardware
VIG 		Vanguard Dividend Appreciation FTF
22,601
4146.170
-0.13%
2.550
0%
-
+7.83%
+16.28%
82316.052
 
IVV 		iShares Core S&P 500 ETF
7,430
4066.130
-1.00%
2.500
-0.02%
-
+4.85%
+20.41%
530383.155
 
MSFT 		Microsoft Corp
5,727
2559.760
0%
1.580
0%
0.000
-4.49%
+15.26%
3205943.783
Software
DFAC 		Dimensional U.S. Core Equity 2 ETF
77,123
2486.460
+0.01%
1.530
0%
-
+5.93%
+16.80%
30954.387
 

Intelligent Financial Strategies's Historical Top Holdings Breakdowns

Intelligent Financial Strategies's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+2.68%
●
396.73 ($408.62) 420.24
$454.18
11.15%
Add 6.43%
177,132
10,701
VT 		Vanguard Total World Stock ETF2024-06-30Reduce
-1.18%
●
104.94 ($110.27) 113.51
$119.96
8.79%
Reduce -54.76%
14,263
-17,263
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.53%
●
455.1 ($481.2) 504.28
$527.70
9.66%
Add 3.09%
57,090
1,713
BF.B 		Brown-Forman Corp2024-06-30Reduce
-0.18%
●
42.83 ($46.99) 51.84
$47.57
1.23%
Reduce -91.58%
512
-5,567
JNJ 		Johnson & Johnson2024-06-30Reduce
-0.17%
●
144.38 ($148.72) 157.78
$161.39
8.52%
Reduce -43.6%
2,318
-1,792
NKE 		Nike Inc2024-06-30Reduce
-0.14%
●
75.37 ($92.94) 97.18
$89.39
-3.82%
Reduce -31.05%
5,146
-2,317
MKC 		McCormick & Co Inc2024-06-30Reduce
-0.10%
●
67.67 ($72.79) 78.27
$83.25
14.37%
Reduce -61.47%
1,270
-2,026
AVGE 		Avantis All Equity Markets ETF2024-06-30Reduce
-0.09%
●
66.38 ($69.01) 70.59
$73.77
6.90%
Reduce -2.66%
71,898
-1,963
DEO 		Diageo PLC2024-06-30Reduce
-0.07%
●
126.08 ($137.77) 149.08
$140.34
1.87%
Reduce -30.26%
1,666
-723
V 		Visa Inc2024-06-30Reduce
-0.07%
●
262.47 ($274.09) 281.5
$271.69
-0.88%
Reduce -5.83%
6,456
-400

Intelligent Financial Strategies Total Holding History ($B)

To

Intelligent Financial Strategies's Asset Allocation

To

Intelligent Financial Strategies Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Intelligent Financial Strategies's Hypothetical Growth since 2024-06-30

Intelligent Financial Strategies's Yearly Returns

Year Portfolio % % Excess Gain %

Intelligent Financial Strategies's Holdings Heat Map

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Intelligent Financial Strategies's Holdings Bubble Chart

Intelligent Financial Strategies News

  • 1

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