Intelligent Financial Strategies Top Holdings and 13F Report (2024) → Top 5 Tech Stocks to Buy for 2024 (From Daily Market Alerts) (Ad) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $161.22 million in total holdings as of March 31, 2024.Intelligent Financial Strategies owns shares of 85 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 49.27% of the portfolio was purchased this quarter.About 41.76% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 77 new stocks and bought additional shares in 14 stocks.Intelligent Financial Strategies sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $69,987,564Vanguard S&P 500 ETF $26,619,901Vanguard Total Stock Market ETF $9,223,771Avantis All Equity Markets ETF $5,156,999Dimensional US Marketwide Value ETF $4,937,741 Largest New Holdings this Quarter Berkshire Hathaway $69,987,564 HoldingBrown & Brown $44,558 HoldingRLI $44,541 HoldingMarsh & McLennan Companies $44,492 HoldingW. R. Berkley $44,485 Holding Largest Purchases this Quarter Berkshire Hathaway 166,431 shares (about $69.99M)Vanguard S&P 500 ETF 14,542 shares (about $6.99M)Vanguard Total Stock Market ETF 3,843 shares (about $998.79K)Vanguard FTSE Developed Markets ETF 9,279 shares (about $465.52K)Vanguard Total World Stock ETF 2,041 shares (about $225.53K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 136,076 shares (about $4.35M)Avantis All Equity Markets ETF 28,554 shares (about $1.99M)Avantis U.S. Small Cap Value ETF 19,389 shares (about $1.82M)Dimensional World ex U.S. Core Equity 2 ETF 70,560 shares (about $1.80M)Vanguard Total Bond Market ETF 5,397 shares (about $391.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntelligent Financial Strategies Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$69,987,564$69,987,564 ▲New Holding166,43143.4%FinanceVOOVanguard S&P 500 ETF$26,619,901$6,990,386 ▲35.6%55,37716.5%ETFVTIVanguard Total Stock Market ETF$9,223,771$998,787 ▲12.1%35,4905.7%ETFAVGEAvantis All Equity Markets ETF$5,156,999$1,993,650 ▼-27.9%73,8613.2%ETFDFUVDimensional US Marketwide Value ETF$4,937,741$115,297 ▼-2.3%120,7273.1%ETFVIGVanguard Dividend Appreciation ETF$4,132,683$1,644 ▲0.0%22,6312.6%ETFIVViShares Core S&P 500 ETF$3,945,742$72,553 ▲1.9%7,5052.4%ETFVTVanguard Total World Stock ETF$3,483,612$225,530 ▲6.9%31,5262.2%ETFAAPLApple$3,462,065$171 ▲0.0%20,1892.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$2,463,755$4,347,619 ▼-63.8%77,1131.5%ETFMSFTMicrosoft$2,409,4590.0%5,7271.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,149,8400.0%3,8571.3%ETFMAMastercard$2,035,700$12,040 ▲0.6%4,2271.3%Business ServicesGOOGAlphabet$2,020,4900.0%13,2701.3%Computer and TechnologyVVisa$1,913,300$12,837 ▲0.7%6,8561.2%Business ServicesBRK.ABerkshire Hathaway$1,268,8800.0%20.8%FinanceHSYHershey$1,079,959$6,808 ▼-0.6%5,5520.7%Consumer StaplesMCDMcDonald's$1,033,7530.0%3,6660.6%Retail/WholesaleUNPUnion Pacific$947,1950.0%3,8510.6%TransportationDFAXDimensional World ex U.S. Core Equity 2 ETF$918,130$1,795,047 ▼-66.2%36,0900.6%ETFCOSTCostco Wholesale$894,803$77,682 ▲9.5%1,2210.6%Retail/WholesaleVXUSVanguard Total International Stock ETF$759,322$844 ▼-0.1%12,5920.5%ETFNKENIKE$704,185$20,570 ▼-2.8%7,4630.4%Consumer DiscretionaryPEPPepsiCo$653,2510.0%3,7060.4%Consumer StaplesJNJJohnson & Johnson$650,175$15,028 ▼-2.3%4,1100.4%MedicalDFUSDimensional U.S. Equity ETF$647,863$46,724 ▼-6.7%11,3700.4%ETFAVUVAvantis U.S. Small Cap Value ETF$644,414$1,816,860 ▼-73.8%6,8770.4%ETFSPYSPDR S&P 500 ETF Trust$626,3300.0%1,1940.4%FinanceAMZNAmazon.com$533,9250.0%2,9600.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$497,330$465,523 ▲1,463.6%9,9130.3%ETFDEODiageo$360,021$117,093 ▼-24.5%2,3890.2%Consumer StaplesKXIiShares Global Consumer Staples ETF$346,0320.0%5,6700.2%ETFAVDEAvantis International Equity ETF$324,420$41,429 ▼-11.3%5,0900.2%ETFBF.BBrown-Forman$316,008$236,317 ▼-42.8%6,0790.2%Consumer StaplesVXFVanguard Extended Market ETF$307,204$350 ▲0.1%1,7530.2%ETFWMTWalmart$292,529$195,019 ▲200.0%4,8450.2%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$281,306$128,699 ▼-31.4%4,2710.2%ETFMKCMcCormick & Company, Incorporated$253,169$20,278 ▼-7.4%3,2960.2%Consumer StaplesBNDVanguard Total Bond Market ETF$252,389$391,984 ▼-60.8%3,4750.2%ETFCHDChurch & Dwight$246,9020.0%2,3670.2%Consumer DefensiveKOCoca-Cola$180,2080.0%2,9220.1%Consumer StaplesGLDSPDR Gold Shares$159,433$54,516 ▼-25.5%7750.1%FinanceVOVanguard Mid-Cap ETF$121,660$500 ▲0.4%4870.1%ETFFASTFastenal$121,3410.0%1,5730.1%Retail/WholesaleAVUSAvantis U.S. Equity ETF$112,554$321,378 ▼-74.1%1,2580.1%ETFVEUVanguard FTSE All-World ex-US ETF$110,675$411 ▲0.4%1,8870.1%ETFWECWEC Energy Group$86,9240.0%1,0590.1%UtilitiesVVVanguard Large-Cap ETF$83,4380.0%3480.1%ETFPGProcter & Gamble$75,6090.0%4660.0%Consumer StaplesVTVVanguard Value ETF$72,473$13,029 ▼-15.2%4450.0%ETFAMATApplied Materials$71,9740.0%3490.0%Computer and TechnologyXOMExxon Mobil$69,7440.0%6000.0%Oils/EnergyRTXRTX$61,6390.0%6320.0%AerospaceCMICummins$57,4570.0%1950.0%Auto/Tires/TrucksMDLZMondelez International$52,8190.0%7500.0%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$48,769$26,126 ▼-34.9%8960.0%ETFBROBrown & Brown$44,558$44,558 ▲New Holding5090.0%FinanceRLIRLI$44,541$44,541 ▲New Holding3000.0%FinanceMMCMarsh & McLennan Companies$44,492$44,492 ▲New Holding2160.0%FinanceWRBW. R. Berkley$44,485$44,485 ▲New Holding5030.0%FinanceAXPAmerican Express$44,172$44,172 ▲New Holding1940.0%FinanceCBChubb$44,052$44,052 ▲New Holding1700.0%FinanceAJGArthur J. Gallagher & Co.$44,007$44,007 ▲New Holding1760.0%FinancePGRProgressive$43,846$43,846 ▲New Holding2120.0%FinancePMPhilip Morris International$43,6720.0%4700.0%Consumer StaplesRYANRyan Specialty$43,512$43,512 ▲New Holding7840.0%FinanceCLXClorox$39,2210.0%2560.0%Consumer StaplesABBVAbbVie$38,5730.0%2120.0%MedicalDGDollar General$37,616$19,979 ▼-34.7%2410.0%Retail/WholesaleMOAltria Group$35,6800.0%8000.0%Consumer StaplesADPAutomatic Data Processing$33,9040.0%1350.0%Business ServicesCPRTCopart$33,3040.0%5750.0%Business ServicesRSGRepublic Services$31,7790.0%1660.0%Business ServicesOTISOtis Worldwide$31,3690.0%3160.0%ConstructionEMREmerson Electric$28,9030.0%2550.0%Industrial ProductsIDXXIDEXX Laboratories$26,9970.0%500.0%MedicalCLColgate-Palmolive$24,6240.0%2730.0%Consumer StaplesCARRCarrier Global$24,5890.0%4230.0%Computer and TechnologySBUXStarbucks$23,7610.0%2600.0%Retail/WholesaleZTSZoetis$21,9970.0%1300.0%MedicalNEENextEra Energy$20,962$6,902 ▼-24.8%3280.0%UtilitiesHRLHormel Foods$15,0030.0%4300.0%Consumer StaplesMETMetLife$14,8220.0%2000.0%FinancePRUPrudential Financial$11,1530.0%950.0%FinanceAEEAmeren$10,909$516 ▼-4.5%1480.0%UtilitiesBERKSHIRE HATHAWAY INC$0$55,780,554 ▼-100.0%00.0%COM - Class BAVEMAvantis Emerging Markets Equity ETF$0$10,996 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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