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Home > Institutional Investor > Intelligent Financial Strategies > Profile

Instuitional Investor - Intelligent Financial Strategies

Fund Profile
Filing Period:
Fund Name: Intelligent Financial Strategies
Portfolio Value $191,675,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 180,791 $96,285,831 50.23%
2.
Vanguard Index Fds
 57,072 $29,330,088 15.3%
3.
Vanguard Index Fds
 33,627 $9,242,053 4.82%
4.
Berkshire Hathaway Inc
 BRK.A 7 $5,589,091 2.92%
5.
American Centy Etf Tr
 68,843 $4,900,920 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)