Intelligent Financial Strategies
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationexcelsior, MN
- CIK0001911000
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
80 | $180.56M | BRK.B, VOO, VTI, AAPL | 13F-HR | Jan 30, 2025 | 000191100025000001 | ||
81 | $181.61M | BRK.B, VOO, VTI, AVGE | 13F-HR | Oct 25, 2024 | 000191100024000005 | ||
82 | $162.49M | BRK.B, VOO, VTI, AVGE | 13F-HR | Jul 25, 2024 | 000191100024000003 | ||
85 | $161.22M | BRK.B, VOO, VTI, AVGE | 13F-HR | Apr 29, 2024 | 000191100024000002 | ||
77 | $142.95M | BRYG, VOO, VTI, AVGE | 13F-HR | Feb 9, 2024 | 000191100024000001 | ||
89 | $134.88M | BRYG, VOO, AVGE, VTI | 13F-HR | Oct 30, 2023 | 000191100023000004 | ||
90 | $137.07M | BRYG, VOO, AVGE, VTI | 13F-HR | Jul 20, 2023 | 000191100023000003 | ||
93 | $127.56M | BRYG, VOO, AVGE, VTI | 13F-HR | May 2, 2023 | 000191100023000002 | ||
96 | $118.77M | BRYG, VOO, AVGE, DFAC | 13F-HR | Jan 25, 2023 | 000191100023000001 | ||
92 | $95.39M | BRK.B, DFAC, VOO, DFAX | 13F-HR | Nov 10, 2022 | 000191100022000004 | ||
95 | $98.42M | BRK.B, VOO, DFAC, AVUV | 13F-HR | Aug 8, 2022 | 000191100022000003 | ||
110 | $102.58M | BRK.B, VT, VOO, VTI | 13F-HR | Apr 25, 2022 | 000191100022000002 | ||
114 | $111.17M | BRK.B, VT, VTI, VOO | 13F-HR | Feb 15, 2022 | 000191100022000001 |