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The Analysis of Intelligent Financial Strategies's Holdings & P&L

Currently, Intelligent Financial Strategies holds 62 types of securities in its portfolio with a total value $191.9M. In the most recent quarter, they have increased their positions in SGOV (+7.4K shares, valued at $746.9K), VXUS (+1.7K shares, valued at $129.2K), VEU (+145 shares, valued at $10.9K); decreased their positions in N/A (-6.0K shares, valued at $2.9M), VT (-9.2K shares, valued at $1.3M), DFUV (-23.0K shares, valued at $1.1M).

1M P&L

+3.8M+3.40%

3M P&L

+3.6M+3.16%

HY P&L

+9.7M+9.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A95.4M

89.8%

2Credit Services3.0M

2.8%

3Consumer Electronics3.0M

2.8%

Top Industries by Stock Count

1N/A33 stocks

56.9%

2Credit Services3 stocks

5.2%

3Beverages - Non-Alcoholic2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL122.3K shares-4.71%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS40.6K shares-2.09%2026-03-312026-04-28

VT VANGUARD INTL EQUITY INDEX F155.8K shares-5.58%2026-03-312026-04-28

VTI VANGUARD INDEX FDS43.0K shares-5.86%2026-03-312026-04-28

VXUS VANGUARD STAR FDS140.7K shares1.20%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS123.4K shares-1.60%2026-03-312026-04-28

AVGE AMERICAN CENTY ETF TR64.8K shares-0.71%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-04-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS19.6K shares-9.53%2026-03-312026-04-28

IVV ISHARES TR6.5K shares0.03%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST83.7K shares-21.56%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST94.0K shares0.04%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS39.0K shares-4.01%2026-03-312026-04-28

AAPL APPLE INC11.8K shares-3.39%2026-03-312026-04-28

ALPHABET INC ALPHABET INC9.3K shares0.00%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 403.7K shares0.00%2026-03-312026-04-28

Sponsored

MA MASTERCARD INCORPORATED3.2K shares-0.03%2026-03-312026-04-28

MSFT MICROSOFT CORP3.8K shares0.00%2026-03-312026-04-28

SGOV ISHARES TR13.8K shares116.43%2026-03-312026-04-28

V VISA INC4.6K shares0.00%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST35.7K shares0.00%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION1.2K shares0.00%2026-03-312026-04-28

FEGE RBB FUND TRUST20.9K shares-39.82%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-04-28

Sponsored

DFUS DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-04-28

HSY HERSHEY CO2.1K shares-0.38%2026-03-312026-04-28

UNP UNION PAC CORP1.8K shares-29.16%2026-03-312026-04-28

AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2026-03-312026-04-28

AVDV AMERICAN CENTY ETF TR4.3K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP978 shares0.00%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS4.6K shares-1.97%2026-03-312026-04-28

VXF VANGUARD INDEX FDS1.4K shares0.22%2026-03-312026-04-28

Sponsored

AVUV AMERICAN CENTY ETF TR2.2K shares-64.92%2026-03-312026-04-28

KXI ISHARES TR3.5K shares-6.32%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON934 shares0.21%2026-03-312026-04-28

AMZN AMAZON COM INC1.0K shares0.00%2026-03-312026-04-28

AOR ISHARES TR3.2K shares-30.44%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F2.6K shares5.86%2026-03-312026-04-28

AKRE FOCUS ETF AKRE FOCUS ETF2.8K shares-61.75%2026-03-312026-04-28

VO VANGUARD INDEX FDS498 shares0.20%2026-03-312026-04-28

Sponsored

PEP PEPSICO INC783 shares0.00%2026-03-312026-04-28

AMAT APPLIED MATLS INC349 shares0.00%2026-03-312026-04-28

CMI CUMMINS INC195 shares0.00%2026-03-312026-04-28

VV VANGUARD INDEX FDS346 shares0.00%2026-03-312026-04-28

XOM EXXON MOBIL CORP600 shares0.00%2026-03-312026-04-28

AVUS AMERICAN CENTY ETF TR784 shares-9.78%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC470 shares0.00%2026-03-312026-04-28

FAST FASTENAL CO1.4K shares-0.49%2026-03-312026-04-28

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP1.5K shares0.00%2026-03-312026-04-28

RSG REPUBLIC SVCS INC166 shares0.00%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR646 shares0.00%2026-03-312026-04-28

IDXX IDEXX LABS INC50 shares0.00%2026-03-312026-04-28

KO COCA COLA CO319 shares0.00%2026-03-312026-04-28

CL COLGATE PALMOLIVE CO273 shares0.00%2026-03-312026-04-28

FNDA SCHWAB STRATEGIC TR580 shares0.00%2026-03-312026-04-28

MOAT VANECK ETF TRUST173 shares-22.42%2026-03-312026-04-28

Sponsored

MDLZ MONDELEZ INTL INC280 shares-62.67%2026-03-312026-04-28

MET METLIFE INC200 shares0.00%2026-03-312026-04-28

IWD ISHARES TR50 shares0.00%2026-03-312026-04-28

PRU PRUDENTIAL FINL INC95 shares0.00%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO25 shares0.00%2026-03-312026-04-28

PG PROCTER & GAMBLE CO1 shares-99.01%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL

-4.71%

Shares122.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-2.09%

Shares40.6K

Event2026-03-31

Filed2026-04-28

VANGUARD INTL EQUITY INDEX F

-5.58%

Shares155.8K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-5.86%

Shares43.0K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

1.20%

Shares140.7K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

-1.60%

Shares123.4K

Event2026-03-31

Filed2026-04-28

AVGE

AMERICAN CENTY ETF TR

-0.71%

Shares64.8K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-9.53%

Shares19.6K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

0.03%

Shares6.5K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TRUST

-21.56%

Shares83.7K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

0.04%

Shares94.0K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

-4.01%

Shares39.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-3.39%

Shares11.8K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

SGOV

ISHARES TR

116.43%

Shares13.8K

Event2026-03-31

Filed2026-04-28

VISA INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares35.7K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

FEGE

RBB FUND TRUST

-39.82%

Shares20.9K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-28

HSY

HERSHEY CO

-0.38%

Shares2.1K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

-29.16%

Shares1.8K

Event2026-03-31

Filed2026-04-28

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

0.00%

Shares978

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-1.97%

Shares4.6K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

0.22%

Shares1.4K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

-64.92%

Shares2.2K

Event2026-03-31

Filed2026-04-28

KXI

ISHARES TR

-6.32%

Shares3.5K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.21%

Shares934

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

AOR

ISHARES TR

-30.44%

Shares3.2K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

5.86%

Shares2.6K

Event2026-03-31

Filed2026-04-28

AKRE FOCUS ETF

-61.75%

Shares2.8K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.20%

Shares498

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

0.00%

Shares783

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.00%

Shares349

Event2026-03-31

Filed2026-04-28

CMI

CUMMINS INC

0.00%

Shares195

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares346

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.00%

Shares600

Event2026-03-31

Filed2026-04-28

AVUS

AMERICAN CENTY ETF TR

-9.78%

Shares784

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

0.00%

Shares470

Event2026-03-31

Filed2026-04-28

FAST

FASTENAL CO

-0.49%

Shares1.4K

Event2026-03-31

Filed2026-04-28

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

RSG

REPUBLIC SVCS INC

0.00%

Shares166

Event2026-03-31

Filed2026-04-28

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares646

Event2026-03-31

Filed2026-04-28

IDXX

IDEXX LABS INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-28

COCA COLA CO

0.00%

Shares319

Event2026-03-31

Filed2026-04-28

COLGATE PALMOLIVE CO

0.00%

Shares273

Event2026-03-31

Filed2026-04-28

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares580

Event2026-03-31

Filed2026-04-28

MOAT

VANECK ETF TRUST

-22.42%

Shares173

Event2026-03-31

Filed2026-04-28

MDLZ

MONDELEZ INTL INC

-62.67%

Shares280

Event2026-03-31

Filed2026-04-28

MET

METLIFE INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

0.00%

Shares50

Event2026-03-31

Filed2026-04-28

PRU

PRUDENTIAL FINL INC

0.00%

Shares95

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

0.00%

Shares25

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

-99.01%

Shares1

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available