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Home > Institutional Investor > Intelligent Financial Strategies > Profile

Instuitional Investor - Intelligent Financial Strategies

Fund Profile
Filing Period:
Fund Name: Intelligent Financial Strategies
Portfolio Value $188,432,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 185,088 $89,910,343 47.71%
2.
Vanguard Index Fds
 50,031 $28,506,460 15.13%
3.
Vanguard Intl Equity Index Funds
 VWO 61,365 $7,886,667 4.19%
4.
Vanguard Index Fds
 18,646 $5,683,974 3.02%
5.
Berkshire Hathaway Inc
 BRK.A 7 $5,101,600 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)