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  Name: Intelligent Financial Strategies
  City: EXCELSIOR
  State: MN
  Zip: 55331
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,217,000
  Total Value Change : $18,266,000
  Securities Held Change : 8
   
All Securities Held : 85
  New Positions : 9
  Closed Positions : 1
  Increased Positions : 15
  Unchanged Positions : 38
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $411.22 $69,988,000 166,431 43.41% 14,207,000 10,034 0.012    Property & Casualty I...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $478.77 $26,620,000 55,377 16.51% 8,783,000 14,542 0.006    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 3 - $258.19 $9,224,000 35,490 5.72% 1,717,000 3,843 0.004    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 6 - $180.96 $4,133,000 22,631 2.56% 278,000 9 0.006    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 7 - $523.57 $3,946,000 7,505 2.45% 427,000 138 0    Closed - End Fund - E...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 8 - $110.56 $3,484,000 31,526 2.16% 451,000 2,041 0.018    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 13 - $457.76 $2,036,000 4,227 1.26% 244,000 25 0    Business Services
   (V)1 Year Chart         V Visa Inc 15 - $279.39 $1,913,000 6,856 1.19% 140,000 46 0    Business Services
   (COST)1 Year Chart         COST Costco Wholesale Corp 21 - $775.15 $895,000 1,221 0.56% 142,000 106 0    Discount, Variety Stores
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 30 - $49.56 $497,000 9,913 0.31% 467,000 9,279 0    Closed - End Fund - F...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 35 - $170.80 $307,000 1,753 0.19% 19,000 2 0.002    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 36 - $60.24 $293,000 4,845 0.18% 37,000 3,230 0    Discount, Variety Stores
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 43 - $245.22 $122,000 487 0.08% 9,000 2 0    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 46 - $57.31 $111,000 1,887 0.07% 5,000 7 0    Closed - End Fund - F...
      14 Records Found
  1    
Page 1 of 1
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