Intelligent Financial Strategies
Q4 2024 13F Holdings
- Locationexcelsior, MN
- Num holdings
80
- Value ($000)
$180,564
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001911000
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | COM - CLASS B | 084670702 | $81.67M | 45 % | 180,184 | ||
VOO VANGUARD INDEX FDS | COM | 922908363 | $31.63M | 18 % | 58,696 | ||
VTI VANGUARD INDEX FDS | COM | 922908769 | $9.98M | 6 % | 34,448 | ||
AAPL APPLE INC | COM | 037833100 | $5.06M | 3 % | 20,192 | ||
AVGE AMERICAN CENTY ETF TR | COM | 025072232 | $4.98M | 3 % | 68,843 | ||
DFUV DIMENSIONAL ETF TRUST | COM | 25434V724 | $4.71M | 3 % | 115,083 | ||
VIG VANGUARD SPECIALIZED FUNDS | COM | 921908844 | $4.39M | 2 % | 22,432 | ||
IVV ISHARES TR | COM | 464287200 | $4.20M | 2 % | 7,131 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | COM - CLASS A | 084670108 | $3.40M | 2 % | 5 | ||
VT VANGUARD INTL EQUITY INDEX F | COM | 922042742 | $2.68M | 2 % | 22,804 |
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