Intelligent Financial Strategies
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $64.51M | 31.0% |
| VANGUARD INDEX FDS | $25.98M | 12.5% |
| VANGUARD INTL EQUITY INDEX F | $23.28M | 11.2% |
| VANGUARD INDEX FDS | $15.31M | 7.4% |
| VANGUARD STAR FDS | $10.49M | 5.0% |
| VANGUARD BD INDEX FDS | $9.29M | 4.5% |
| AMERICAN CENTY ETF TR | $5.61M | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | $5.28M | 2.5% |
| DIMENSIONAL ETF TRUST | $4.97M | 2.4% |
| VANGUARD SPECIALIZED FUNDS | $4.77M | 2.3% |
| ISHARES TR | $4.43M | 2.1% |
| DIMENSIONAL ETF TRUST | $3.72M | 1.8% |
| Apple Inc. | $3.31M | 1.6% |
| VANGUARD SCOTTSDALE FDS | $3.24M | 1.6% |
| Alphabet Inc. | $2.93M | 1.4% |
| SPDR S&P MIDCAP 400 ETF TR | $2.27M | 1.1% |
| Mastercard Inc | $1.84M | 0.9% |
| MICROSOFT CORP | $1.83M | 0.9% |
| RBB FUND TRUST | $1.60M | 0.8% |
| Visa Inc | $1.60M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.17M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $996.5K | 0.5% |
| SPDR S&P 500 ETF TR | $816.4K | 0.4% |
| DIMENSIONAL ETF TRUST | $676.1K | 0.3% |
| AMERICAN CENTY ETF TR | $651.0K | 0.3% |
| ISHARES TR | $639.7K | 0.3% |
| Union Pacific Corp | $587.0K | 0.3% |
| Walmart Inc. | $540.9K | 0.3% |
| PROFESIONALLY MANAGED PORTFO | $482.9K | 0.2% |
| AMERICAN CENTY ETF TR | $419.0K | 0.2% |
| AMERICAN CENTY ETF TR | $401.4K | 0.2% |
| HERSHEY CO | $388.2K | 0.2% |
| SPDR GOLD TR | $307.1K | 0.1% |
| MCDONALD'S CORP | $298.8K | 0.1% |
| ISHARES TR | $295.5K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $294.5K | 0.1% |
| VANGUARD INDEX FDS | $286.8K | 0.1% |
| ISHARES TR | $240.3K | 0.1% |
| Amazon.com Inc | $230.8K | 0.1% |
| JOHNSON & JOHNSON | $193.0K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $182.0K | 0.1% |
| VANGUARD INDEX FDS | $144.2K | 0.1% |
| RTX Corp | $115.9K | 0.1% |
| PEPSICO INC | $113.6K | 0.1% |
| WEC ENERGY GROUP, INC. | $111.6K | 0.1% |
| VANGUARD INDEX FDS | $108.9K | 0.1% |
| CUMMINS INC | $99.5K | 0.0% |
| AMERICAN CENTY ETF TR | $97.1K | 0.0% |
| APPLIED MATERIALS INC /DE | $89.7K | 0.0% |
| Philip Morris International Inc. | $76.1K | 0.0% |