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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 $180,563,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 180,184 $81,673,940 45.23%
2.
Vanguard Index Fds
 58,696 $31,626,113 17.51%
3.
Vanguard Index Fds
 34,448 $9,983,246 5.52%
4.
Apple Inc.
 AAPL 20,192 $5,056,425 2.8%
5.
American Centy Etf Tr
 68,843 $4,982,155 2.75%
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)