The Analysis of Intelligent Financial Strategies's Holdings

Currently, Intelligent Financial Strategies holds 73 types of securities in its portfolio with a total value $205.4M. In the most recent quarter, they have increased their positions in VT (+106.8K shares, valued at $14.7M), VTI (+30.7K shares, valued at $10.1M), BND (+124.7K shares, valued at $9.3M); decreased their positions in BRK.B (-56.3K shares, valued at $28.3M), VOO (-8.5K shares, valued at $5.2M), AAPL (-6.8K shares, valued at $1.7M); initiated new positions in VCSH (+41.0K shares, valued at $3.3M), SGOV (+5.8K shares, valued at $579.6K), AOR (+4.5K shares, valued at $289.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL128.8K shares-30.42%2025-09-302025-10-21

VOO VANGUARD INDEX FDS41.5K shares-17.03%2025-09-302025-10-21

VT VANGUARD INTL EQUITY INDEX F168.2K shares174.02%2025-09-302025-10-21

VTI VANGUARD INDEX FDS49.3K shares164.57%2025-09-302025-10-21

VXUS VANGUARD STAR FDS140.1K shares650.88%2025-09-302025-10-21

BND VANGUARD BD INDEX FDS127.5K shares4534.55%2025-09-302025-10-21

AVGE AMERICAN CENTY ETF TR65.3K shares-0.03%2025-09-302025-10-21

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2025-09-302025-10-21

Sponsored

DFUV DIMENSIONAL ETF TRUST107.9K shares-2.57%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS21.9K shares-0.38%2025-09-302025-10-21

IVV ISHARES TR6.5K shares-3.15%2025-09-302025-10-21

DFAC DIMENSIONAL ETF TRUST93.9K shares0.06%2025-09-302025-10-21

VCSH VANGUARD SCOTTSDALE FDS41.0K sharesnew addition2025-09-302025-10-21

AAPL APPLE INC12.2K shares-35.80%2025-09-302025-10-21

GOOG ALPHABET INC9.7K shares-21.50%2025-09-302025-10-21

MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares0.00%2025-09-302025-10-21

Sponsored

MSFT MICROSOFT CORP3.8K shares-22.16%2025-09-302025-10-21

MA MASTERCARD INCORPORATED3.3K shares-22.68%2025-09-302025-10-21

V VISA INC4.7K shares-21.55%2025-09-302025-10-21

DFAX DIMENSIONAL ETF TRUST35.7K shares0.00%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW1.2K shares-5.32%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-09-302025-10-21

DFUS DIMENSIONAL ETF TRUST9.1K shares0.00%2025-09-302025-10-21

AVUV AMERICAN CENTY ETF TR6.4K shares0.02%2025-09-302025-10-21

Sponsored

UNP UNION PAC CORP2.5K shares-32.03%2025-09-302025-10-21

SGOV ISHARES TR5.8K sharesnew addition2025-09-302025-10-21

WMT WALMART INC4.8K shares0.00%2025-09-302025-10-21

HSY HERSHEY CO2.6K shares-27.96%2025-09-302025-10-21

MCD MCDONALDS CORP1.5K shares-53.52%2025-09-302025-10-21

AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2025-09-302025-10-21

AVDV AMERICAN CENTY ETF TR4.3K shares0.00%2025-09-302025-10-21

VXF VANGUARD INDEX FDS1.4K shares0.21%2025-09-302025-10-21

Sponsored

AOR ISHARES TR4.5K sharesnew addition2025-09-302025-10-21

VEA VANGUARD TAX-MANAGED FDS4.7K shares-33.25%2025-09-302025-10-21

GLD SPDR GOLD TR775 shares0.00%2025-09-302025-10-21

KXI ISHARES TR3.7K shares-0.54%2025-09-302025-10-21

AMZN AMAZON COM INC1.0K shares-66.22%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON931 shares-49.51%2025-09-302025-10-21

VEU VANGUARD INTL EQUITY INDEX F2.3K shares6.28%2025-09-302025-10-21

VO VANGUARD INDEX FDS495 shares0.41%2025-09-302025-10-21

Sponsored

WEC WEC ENERGY GROUP INC1.1K shares0.00%2025-09-302025-10-21

PEP PEPSICO INC783 shares-69.83%2025-09-302025-10-21

VV VANGUARD INDEX FDS346 shares0.00%2025-09-302025-10-21

RTX RTX CORPORATION632 shares0.00%2025-09-302025-10-21

AVUS AMERICAN CENTY ETF TR924 shares-9.14%2025-09-302025-10-21

MKC MCCORMICK & CO INC1.3K shares0.00%2025-09-302025-10-21

CMI CUMMINS INC195 shares0.00%2025-09-302025-10-21

PM PHILIP MORRIS INTL INC470 shares0.00%2025-09-302025-10-21

Sponsored

AMAT APPLIED MATLS INC349 shares0.00%2025-09-302025-10-21

FAST FASTENAL CO1.4K shares-43.42%2025-09-302025-10-21

XOM EXXON MOBIL CORP600 shares0.00%2025-09-302025-10-21

CHD CHURCH & DWIGHT CO INC670 shares-71.15%2025-09-302025-10-21

MDLZ MONDELEZ INTL INC750 shares0.00%2025-09-302025-10-21

PHYS SPROTT ASSET MANAGEMENT LP1.5K shares0.00%2025-09-302025-10-21

DFAT DIMENSIONAL ETF TRUST729 shares0.00%2025-09-302025-10-21

RSG REPUBLIC SVCS INC166 shares0.00%2025-09-302025-10-21

Sponsored

NKE NIKE INC471 shares-59.57%2025-09-302025-10-21

IDXX IDEXX LABS INC50 shares0.00%2025-09-302025-10-21

CLX CLOROX CO DEL256 shares0.00%2025-09-302025-10-21

OTIS OTIS WORLDWIDE CORP316 shares0.00%2025-09-302025-10-21

FNDF SCHWAB STRATEGIC TR646 shares0.00%2025-09-302025-10-21

CARR CARRIER GLOBAL CORPORATION423 shares0.00%2025-09-302025-10-21

MOAT VANECK ETF TRUST223 shares-30.96%2025-09-302025-10-21

CL COLGATE PALMOLIVE CO273 shares0.00%2025-09-302025-10-21

Sponsored

KO COCA COLA CO314 shares-85.29%2025-09-302025-10-21

ZTS ZOETIS INC130 shares0.00%2025-09-302025-10-21

FNDA SCHWAB STRATEGIC TR580 shares0.00%2025-09-302025-10-21

MET METLIFE INC200 shares0.00%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO101 shares-78.33%2025-09-302025-10-21

IWD ISHARES TR50 shares0.00%2025-09-302025-10-21

PRU PRUDENTIAL FINL INC95 shares0.00%2025-09-302025-10-21

AXP AMERICAN EXPRESS CO25 shares-87.11%2025-09-302025-10-21

Sponsored

PGR PROGRESSIVE CORP27 shares-87.26%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available