Intelligent Financial Strategies holdings history

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139 is the total number of securities Intelligent Financial Strategies has owned. The longest Intelligent Financial Strategies has owned a single stock is 8 quarters.

Intelligent Financial Strategies historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO Vanguard S&P 500 ETF885.26%8.42%11.67%Q4 2021Q3 20238
DFAC Dimensional US Core Eq...883.85%4.68%5.79%Q4 2021Q3 20238
VTI Vanguard Total Stock M...883.38%4.66%5.50%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...882.61%3.08%3.63%Q4 2021Q3 20238
AAPL APPLE INC882.25%2.92%3.61%Q4 2021Q3 20238
Dimensional World ex U...881.85%2.86%4.66%Q4 2021Q3 20238
IVV ISHARES TR882.39%2.85%3.69%Q4 2021Q3 20238
VT Vanguard Total World S...880.34%2.71%8.37%Q4 2021Q3 20238
AVUV Avantis U.S. Small Cap...880.02%2.32%5.08%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.23%1.56%2.35%Q4 2021Q3 20238
MDY S&P Mid Cap 400881.31%1.54%1.84%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED881.20%1.45%1.97%Q4 2021Q3 20238
V VISA INC881.16%1.32%1.69%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...880.76%1.14%1.55%Q4 2021Q3 20238
HSY HERSHEY CO880.83%1.06%1.17%Q4 2021Q3 20238
VXUS Vanguard Total Int'l S...880.60%0.90%1.47%Q4 2021Q3 20238
AVDV Avantis Intl Small Cap...880.02%0.88%2.62%Q4 2021Q3 20238
BFB BROWN FORMAN CORP880.52%0.85%1.21%Q4 2021Q3 20238
MCD MCDONALDS CORP880.72%0.83%1.01%Q4 2021Q3 20238
NKE NIKE INC880.55%0.82%1.38%Q4 2021Q3 20238
DEO DIAGEO PLC880.43%0.76%1.10%Q4 2021Q3 20238
UNP Union Pacific880.58%0.72%0.99%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.51%0.67%0.88%Q4 2021Q3 20238
AMZN AMAZON COM INC880.24%0.65%1.44%Q4 2021Q3 20238
DFUS Dimensional US Equity ETF880.44%0.53%0.65%Q4 2021Q3 20238
PEP PEPSICO INC880.47%0.53%0.60%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.44%0.51%0.75%Q4 2021Q3 20238
KXI ISHARES TR880.26%0.44%0.68%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF Trust880.38%0.43%0.52%Q4 2021Q3 20238
MKC MCCORMICK & CO INC880.22%0.35%0.53%Q4 2021Q3 20238
VXF VANGUARD INDEX FDS880.18%0.35%0.65%Q4 2021Q3 20238
CHD CHURCH & DWIGHT CO INC880.20%0.26%0.35%Q4 2021Q3 20238
KO COCA COLA CO880.19%0.25%0.29%Q4 2021Q3 20238
WMT WALMART INC880.18%0.22%0.28%Q4 2021Q3 20238
GLD SPDR Gold Trust880.13%0.18%0.25%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.03%0.12%0.43%Q4 2021Q3 20238
FAST FASTENAL CO880.08%0.12%0.16%Q4 2021Q3 20238
IDXX IDEXX LABS INC880.04%0.11%0.35%Q4 2021Q3 20238
PG Procter & Gamble880.08%0.11%0.16%Q4 2021Q3 20238
DG Dollar General880.03%0.10%0.14%Q4 2021Q3 20238
DFAT Dimensional US Targete...880.06%0.09%0.11%Q4 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...880.06%0.09%0.15%Q4 2021Q3 20238
ZTS ZOETIS INC880.02%0.08%0.30%Q4 2021Q3 20238
VO Vanguard Mid Cap880.06%0.07%0.08%Q4 2021Q3 20238
VV Vanguard Large Cap Index880.05%0.06%0.07%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.04%0.05%0.11%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.04%0.05%0.08%Q4 2021Q3 20238
ANSS ANSYS INC880.04%0.05%0.07%Q4 2021Q3 20238
RTX RTX CORPORATION880.03%0.05%0.06%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.04%0.05%0.06%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.03%0.04%0.05%Q4 2021Q3 20238
RMD RESMED INC880.02%0.04%0.05%Q4 2021Q3 20238
CMI CUMMINS INC880.03%0.04%0.04%Q4 2021Q3 20238
FISV FISERV INC880.03%0.04%0.04%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.03%0.04%0.05%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.02%0.03%0.04%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.03%0.03%0.04%Q4 2021Q3 20238
ORCL ORACLE CORP880.01%0.03%0.07%Q4 2021Q3 20238
ITW Illinois Tool Works880.03%0.03%0.03%Q4 2021Q3 20238
AME AMETEK INC880.03%0.03%0.03%Q4 2021Q3 20238
ABBV ABBVIE INC880.02%0.03%0.03%Q4 2021Q3 20238
TJX TJX COS INC NEW880.02%0.03%0.03%Q4 2021Q3 20238
HRL HORMEL FOODS CORP880.01%0.02%0.04%Q4 2021Q3 20238
ECL ECOLAB INC880.02%0.02%0.03%Q4 2021Q3 20238
OTIS OTIS WORLDWIDE CORP880.02%0.02%0.02%Q4 2021Q3 20238
EMR Emerson Electric880.02%0.02%0.02%Q4 2021Q3 20238
RSG REPUBLIC SVCS INC880.02%0.02%0.02%Q4 2021Q3 20238
CARR CARRIER GLOBAL CORPORA...880.02%0.02%0.02%Q4 2021Q3 20238
BCPC BALCHEM CORP880.01%0.02%0.02%Q4 2021Q3 20238
AEE Ameren Corporation880.01%0.01%0.01%Q4 2021Q3 20238
FTV FORTIVE CORP880.01%0.01%0.01%Q4 2021Q3 20238
VTV Vanguard Value Index770.05%0.24%0.68%Q1 2022Q3 20237
CL COLGATE PALMOLIVE CO430.01%0.04%0.13%Q4 2021Q3 20237
D Dominion Resources770.01%0.01%0.01%Q4 2021Q2 20237
Dimensional US Marketw...663.15%3.72%4.62%Q2 2022Q3 20236
AVUS Avantis U.S. Equity ETF660.35%0.62%0.93%Q2 2022Q3 20236
AVDE Avantis Int'l Equity660.23%0.59%1.20%Q2 2022Q3 20236
AVEM Avantis Emerging Marke...660.01%0.33%0.91%Q2 2022Q3 20236
CLX CLOROX CO DEL420.02%0.03%0.07%Q4 2021Q3 20236
VEA VANGUARD TAX-MANAGED FDS660.02%0.02%0.02%Q2 2022Q3 20236
Avantis All Equity Mar...554.02%6.38%8.89%Q3 2022Q3 20235
CM CANADIAN IMPERIAL BK C...550.01%0.02%0.02%Q4 2021Q4 20225
BRKB BERKSHIRE HATHAWAY INC4428.89%35.47%40.39%Q4 2022Q3 20234
BRKB Berkshire Hathaway4425.45%27.09%31.33%Q4 2021Q3 20224
GOOGL Alphabet441.49%1.94%2.41%Q4 2021Q3 20224
VGIT Vanguard Intmdt-Term T...310.09%1.80%3.96%Q4 2021Q4 20224
GOOG ALPHABET INC441.10%1.18%1.32%Q4 2022Q3 20234
NSRGY Nestle440.84%1.05%1.33%Q4 2021Q3 20224
BND Vanguard Total Bond Ma...310.46%0.90%2.00%Q4 2021Q3 20234
VNQ Vanguard Real Estate ETF440.06%0.51%0.80%Q2 2022Q1 20234
DIMENSIONAL ETF TRUST440.07%0.19%0.41%Q2 2022Q1 20234
Dimensional Internatio...440.07%0.18%0.33%Q2 2022Q1 20234
WEC WEC Energy Group440.09%0.10%0.11%Q4 2021Q3 20224
ADP AUTOMATIC DATA PROCESS...440.08%0.10%0.13%Q4 2022Q3 20234
WEC WEC ENERGY GROUP INC440.06%0.07%0.08%Q4 2022Q3 20234
VEU VANGUARD INTL EQUITY I...440.06%0.07%0.07%Q4 2022Q3 20234
MDT Medtronic440.03%0.04%0.05%Q4 2021Q3 20224
GOOGL ALPHABET INC440.02%0.02%0.02%Q4 2022Q3 20234
MET METLIFE INC440.01%0.01%0.01%Q4 2022Q3 20234
FIS Fidelity National Info...440.01%0.01%0.01%Q4 2021Q3 20224
PRU PRUDENTIAL FINL INC440.01%0.01%0.01%Q4 2022Q3 20234
NVDA Nvidia330.05%0.10%0.17%Q4 2021Q2 20223
VNT Vontier330.00%0.00%0.00%Q4 2021Q2 20223
DIS Disney220.64%0.65%0.66%Q4 2021Q1 20222
IJH iShares Core S&P Mid C...220.58%0.59%0.60%Q4 2021Q1 20222
FB Meta Platforms220.42%0.54%0.66%Q4 2021Q1 20222
INTU Intuit220.25%0.28%0.31%Q4 2021Q1 20222
SYK Stryker220.15%0.17%0.18%Q4 2021Q1 20222
IXUS iShares Core MSCI Tota...220.16%0.16%0.16%Q4 2021Q1 20222
UL Unilever220.11%0.12%0.12%Q4 2021Q1 20222
SPGI S&P Global220.06%0.06%0.06%Q4 2021Q1 20222
QQQQ Nasdaq 100220.06%0.06%0.06%Q4 2021Q1 20222
AMT American Tower220.05%0.05%0.05%Q4 2021Q1 20222
QTEC First Trust Nasdaq 100220.03%0.04%0.04%Q4 2021Q1 20222
PYPL Paypal220.03%0.03%0.03%Q4 2021Q1 20222
PSCH Invesco S&P Small Cap220.03%0.03%0.03%Q4 2021Q1 20222
LNT Alliant Energy220.03%0.03%0.03%Q4 2021Q1 20222
SPHD Invesco S&P 500 High D...220.02%0.02%0.02%Q4 2021Q1 20222
XAR SPDR S&P Aerospace220.02%0.02%0.02%Q4 2021Q1 20222
DFA US Real Estate220.02%0.02%0.02%Q2 2022Q3 20222
DFAE DFA Emerging Markets C...220.02%0.02%0.02%Q2 2022Q3 20222
GILD Gilead Sciences220.02%0.02%0.02%Q4 2021Q1 20222
JPM JP Morgan220.01%0.01%0.01%Q4 2021Q1 20222
KMI Kinder Morgan220.01%0.01%0.01%Q4 2021Q1 20222
INTC Intel220.01%0.01%0.01%Q4 2021Q1 20222
BDX Becton Dickinson220.00%0.00%0.01%Q4 2021Q1 20222
SMH Van Eck Vectors Semico...220.00%0.00%0.00%Q4 2021Q1 20222
BIV Vanguard Intermediate-...110.74%0.74%0.74%Q4 2021Q4 20211
MCO Moody's110.17%0.17%0.17%Q1 2022Q1 20221
VYMI Vanguard Int'l High Di...110.11%0.11%0.11%Q1 2022Q1 20221
DFA Int'l Core Equity 2110.07%0.07%0.07%Q2 2022Q2 20221
VIGI Vanguard Intl Div Appr...110.05%0.05%0.05%Q4 2022Q4 20221
LYFT Lyft110.02%0.02%0.02%Q4 2021Q4 20211
UBER Uber Technologies110.02%0.02%0.02%Q4 2021Q4 20211
SQ Square110.01%0.01%0.01%Q1 2022Q1 20221
ASML ASML Holdings110.01%0.01%0.01%Q4 2021Q4 20211
BEAM Beam Therapeutics110.00%0.00%0.00%Q4 2021Q4 20211
RDSB Royal Dutch Shell110.00%0.00%0.00%Q4 2021Q4 20211
MDT MEDTRONIC PLC110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including Vanguard S&P 500 ETF, Dimensional US Core Equity 2 ETF, and Vanguard Total Stock Market ETF, are the highest-conviction holdings of Intelligent Financial Strategies.

The conviction is calculated by counting the number of quarters a security has been reported by Intelligent Financial Strategies. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Intelligent Financial Strategies owns currently or has owned in the past.