Intelligent Financial Strategies

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$182M
Signature - Title
Jason Good - Managing Member and CCO
Location
Excelsior, MN
Summary
This page shows a list of all the recent 13F filings made by Intelligent Financial Strategies. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intelligent Financial Strategies reported 81 stock holdings with total value $182M as of Q3 2024. Top holdings included BRKB, VOO, VTI, AVGE, and DFUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $182M +$4.96M -$745K +$4.21M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 10/25/2024, 05:22 PM
Q2 2024 82 $162M +$5.27M -$3.76M +$1.51M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 7/25/2024, 02:15 PM
Q1 2024 85 $161M +$79.4M -$67.3M +$12.1M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 4/26/2024, 06:15 PM
Q4 2023 77 $143M +$3.48M -$4.48M -$1.01M BRKB, VOO, VTI, AVGE, DFAC 13F-HR 2/8/2024, 07:24 PM
Q3 2023 89 $135M +$1.15M -$1.37M -$219K BRKB, VOO, AVGE, VTI, DFAC 13F-HR 10/30/2023, 04:26 PM
Q2 2023 90 $137M +$4.61M -$4.96M -$351K BRKB, VOO, AVGE, VTI, DFAC 13F-HR 7/20/2023, 05:11 PM
Q1 2023 93 $128M +$13.4M -$9.29M +$4.1M BRKB, VOO, AVGE, VTI, DFAC 13F-HR 5/1/2023, 06:30 PM
Q4 2022 95 $119M +$51.2M -$34.1M +$17.1M BRKB, VOO, AVGE, DFAC, DFAX 13F-HR 1/24/2023, 05:58 PM
Q3 2022 92 $95.4M +$6.9M -$3.45M +$3.46M BRKB, DFAC, VOO, DFAX, DFUV 13F-HR 11/10/2022, 03:28 PM
Q2 2022 94 $98.4M +$26.2M -$12.1M +$14.1M BRKB, VOO, DFAC, AVUV, DFAX 13F-HR 8/8/2022, 03:35 PM
Q1 2022 109 $103M +$1.05M -$11.1M -$10.1M BRKB, VT, VOO, VTI, DFAC 13F-HR 4/25/2022, 03:35 PM
Q4 2021 112 $111M $0 $0 BRKB, VT, VTI, VOO, DFAC 13F-HR 2/14/2022, 06:21 PM