Instuitional Investor - Intelligent Financial Strategies
Fund Profile
Filing Period:
| Fund Name: | Intelligent Financial Strategies |
| Portfolio Value | $142,948,004 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 156,397 | $55,780,554 | 39.02% | |
| 2. | Vanguard Index Fds | 40,835 | $17,836,535 | 12.47% | |
| 3. | Vanguard Index Fds | 31,647 | $7,507,247 | 5.25% | |
| 4. | American Centy Etf Tr | 102,415 | $6,632,364 | 4.63% | |
| 5. | Dimensional Etf Trust | 213,189 | $6,231,516 | 4.35% |
