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Investment manager · 13F filer · SEC CIK 1911000
Intelligent Financial Strategies
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Reported value$206Mas of Sep 30, 2026
Positions77 19 new, 2 sold out
Top 10 weight81.7%BRK-B alone is 28%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
28.3%Trimmed −3%
VOOVanguard Index FDS
13.2%Trimmed −4%
VTVanguard Intl Equity Index F
12.2%Added +3%
VTIVanguard Index FDS
7.8%
VXUSVanguard Star FDS
5.8%
BNDVanguard Bd Index FDS
4.2%
AVGEAmerican Centy ETF Tr
3.1%
IVViShares Tr
2.4%
DFUVDimensional ETF Trust
2.2%
VIGVanguard Specialized Funds
2.1%−7%
DFAC
BRK-BBerkshire Hathaway Inc
28.3%Trimmed −3%
VOOVanguard Index FDS
13.2%
VTVanguard Intl Equity Index F
12.2%Added +3%
VTIVanguard Index FDS
7.8%
VXUSVanguard Star FDS
5.8%
BND4.2%
AVGE3.1%
IVV
DFUV
VIG
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 28.3% Trimmed −3%
VOO Vanguard Index FDS 13.2% Trimmed −4%
VT Vanguard Intl Equity Index F 12.2% Added +3%
VTI Vanguard Index FDS 7.8% Held
VXUS Vanguard Star FDS 5.8% Held
BND Vanguard Bd Index FDS 4.2% Held
AVGE American Centy ETF Tr 3.1% Held
Berkshire Hathaway Inc 2.5% Held
IVV iShares Tr 2.4% Held
DFUV Dimensional ETF Trust 2.2% Held
VIG Vanguard Specialized Funds 2.1% Trimmed −7%
DFAC Dimensional ETF Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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