| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 8 | Q3 2023 | 11.7% |
| Dimensional US Core Equity 2 ETF | 8 | Q3 2023 | 5.8% |
| Vanguard Total Stock Market ETF | 8 | Q3 2023 | 5.5% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 3.6% |
| APPLE INC | 8 | Q3 2023 | 3.6% |
| Dimensional World ex US Core Eq 2 ETF | 8 | Q3 2023 | 4.7% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| Vanguard Total World Stock ETF | 8 | Q3 2023 | 8.4% |
| Avantis U.S. Small Cap Value ETF | 8 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.4% |
View Intelligent Financial Strategies's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-15 |
View Intelligent Financial Strategies's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.