IFS
Intelligent Financial Strategies Portfolio holdings
AUM
$188M
1-Year Return
17.74%
This Quarter Return
+9.23%
1 Year Return
+17.74%
3 Year Return
+66.97%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.65%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$29M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$9.31M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.12M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.85M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 31.04% |
| 2 | Technology | 6.9% |
| 3 | Consumer Staples | 6.88% |
| 4 | Consumer Discretionary | 4.29% |
| 5 | Communication Services | 3.73% |
