HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$71,257 | ||
| BRK.B | 166,431 | +166,431 | $69,988 |
| BRK.A | 2 | UNCH | $1,269 |
 VANGUARD INDEX FDS (VOO) |
55,377 | +14,542 | $26,620 |
| VOO | 55,377 | +14,542 | $26,620 |
| VANGUARD INDEX FDS (VTI) |
35,490 | +3,843 | $9,224 |
| VTI | 35,490 | +3,843 | $9,224 |
| AMERICAN CENTY ETF TR (AVGE) |
73,861 | -28,554 | $5,157 |
| AVGE | 73,861 | -28,554 | $5,157 |
| DIMENSIONAL ETF TRUST (DFUV) |
120,727 | -2,819 | $4,938 |
| DFUV | 120,727 | -2,819 | $4,938 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
22,631 | +9 | $4,133 |
| VIG | 22,631 | +9 | $4,133 |
| ISHARES TR (IVV) |
7,505 | +138 | $3,946 |
| IVV | 7,505 | +138 | $3,946 |
| VANGUARD INTL EQUITY INDEX F (VT) |
31,526 | +2,041 | $3,484 |
| VT | 31,526 | +2,041 | $3,484 |
| APPLE INC |
20,189 | +1 | $3,462 |
| AAPL | 20,189 | +1 | $3,462 |
| DIMENSIONAL ETF TRUST (DFAC) |
77,113 | -136,076 | $2,464 |
| DFAC | 77,113 | -136,076 | $2,464 |
| MICROSOFT CORP |
5,727 | UNCH | $2,409 |
| MSFT | 5,727 | UNCH | $2,409 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
3,857 | UNCH | $2,150 |
| MDY | 3,857 | UNCH | $2,150 |
| MASTERCARD INCORPORATED |
4,227 | +25 | $2,036 |
| MA | 4,227 | +25 | $2,036 |
| ALPHABET INC |
13,270 | UNCH | $2,020 |
| GOOG | 13,270 | UNCH | $2,020 |
| VISA INC |
6,856 | +46 | $1,913 |
| V | 6,856 | +46 | $1,913 |
| HERSHEY CO |
5,552 | -35 | $1,080 |
| HSY | 5,552 | -35 | $1,080 |
| MCDONALDS CORP |
3,666 | UNCH | $1,034 |
| MCD | 3,666 | UNCH | $1,034 |
| UNION PAC CORP |
3,851 | UNCH | $947 |
| UNP | 3,851 | UNCH | $947 |
| DIMENSIONAL ETF TRUST (DFAX) |
36,090 | -70,560 | $918 |
| DFAX | 36,090 | -70,560 | $918 |
| COSTCO WHSL CORP NEW |
1,221 | +106 | $895 |
| COST | 1,221 | +106 | $895 |
| VANGUARD STAR FDS (VXUS) |
12,592 | -14 | $759 |
| VXUS | 12,592 | -14 | $759 |
| NIKE INC |
7,463 | -218 | $704 |
| NKE | 7,463 | -218 | $704 |
| PEPSICO INC |
3,706 | UNCH | $653 |
| PEP | 3,706 | UNCH | $653 |
| JOHNSON & JOHNSON |
4,110 | -95 | $650 |
| JNJ | 4,110 | -95 | $650 |
| DIMENSIONAL ETF TRUST (DFUS) |
11,370 | -820 | $648 |
| DFUS | 11,370 | -820 | $648 |
| AMERICAN CENTY ETF TR (AVUV) |
6,877 | -19,389 | $644 |
| AVUV | 6,877 | -19,389 | $644 |
| SPDR S&P 500 ETF TR (SPY) |
1,194 | UNCH | $626 |
| SPY | 1,194 | UNCH | $626 |
| AMAZON COM INC |
2,960 | UNCH | $534 |
| AMZN | 2,960 | UNCH | $534 |
| VANGUARD TAX MANAGED FDS (VEA) |
9,913 | +9,279 | $497 |
| VEA | 9,913 | +9,279 | $497 |
| DIAGEO PLC |
2,389 | -777 | $360 |
| DEO | 2,389 | -777 | $360 |
| ISHARES TR (KXI) |
5,670 | UNCH | $346 |
| KXI | 5,670 | UNCH | $346 |
| AMERICAN CENTY ETF TR (AVDE) |
5,090 | -650 | $324 |
| AVDE | 5,090 | -650 | $324 |
| BROWN FORMAN CORP |
$316 | ||
| BF.B | 6,079 | -4,546 | $316 |
| VANGUARD INDEX FDS (VXF) |
1,753 | +2 | $307 |
| VXF | 1,753 | +2 | $307 |
| WALMART INC |
4,845 | +3,230 | $293 |
| WMT | 4,845 | +3,230 | $293 |
| AMERICAN CENTY ETF TR (AVDV) |
4,271 | -1,954 | $281 |
| AVDV | 4,271 | -1,954 | $281 |
| MCCORMICK & CO INC |
3,296 | -264 | $253 |
| MKC | 3,296 | -264 | $253 |
| VANGUARD BD INDEX FDS (BND) |
3,475 | -5,397 | $252 |
| BND | 3,475 | -5,397 | $252 |
| CHURCH & DWIGHT CO INC |
2,367 | UNCH | $247 |
| CHD | 2,367 | UNCH | $247 |
| COCA COLA CO |
2,922 | UNCH | $180 |
| KO | 2,922 | UNCH | $180 |
| SPDR GOLD TR (GLD) |
775 | -265 | $159 |
| GLD | 775 | -265 | $159 |
| VANGUARD INDEX FDS (VO) |
487 | +2 | $122 |
| VO | 487 | +2 | $122 |
| FASTENAL CO |
1,573 | UNCH | $121 |
| FAST | 1,573 | UNCH | $121 |
| AMERICAN CENTY ETF TR (AVUS) |
1,258 | -3,592 | $113 |
| AVUS | 1,258 | -3,592 | $113 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
1,887 | +7 | $111 |
| VEU | 1,887 | +7 | $111 |
| WEC ENERGY GROUP INC |
1,059 | UNCH | $87 |
| WEC | 1,059 | UNCH | $87 |
| VANGUARD INDEX FDS (VV) |
348 | UNCH | $83 |
| VV | 348 | UNCH | $83 |
| PROCTER AND GAMBLE CO |
466 | UNCH | $76 |
| PG | 466 | UNCH | $76 |
| APPLIED MATLS INC |
349 | UNCH | $72 |
| AMAT | 349 | UNCH | $72 |
| VANGUARD INDEX FDS (VTV) |
445 | -80 | $72 |
| VTV | 445 | -80 | $72 |
See Full List: All Stocks Held By Intelligent Financial Strategies
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Intelligent Financial Strategies
|
Size ($ in 1000's)
At 03/31/2024: $161,217 At 12/31/2023: $142,951 Intelligent Financial Strategies holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intelligent Financial Strategies 13F filings. Link to 13F filings: SEC filings |
