Intelligent Financial Strategies
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PROGRESSIVE CORP/OH | $6.1K | 0.0% |
| AMERICAN EXPRESS CO | $9.2K | 0.0% |
| ISHARES TR | $10.5K | 0.0% |
| PRUDENTIAL FINANCIAL INC | $10.7K | 0.0% |
| PROCTER & GAMBLE Co | $14.5K | 0.0% |
| MetLife Inc | $15.8K | 0.0% |
| Zoetis Inc. | $16.4K | 0.0% |
| SCHWAB STRATEGIC TR | $18.3K | 0.0% |
| COLGATE PALMOLIVE CO | $21.6K | 0.0% |
| COCA COLA CO | $22.3K | 0.0% |
| CARRIER GLOBAL Corp | $22.4K | 0.0% |
| VANECK ETF TRUST | $23.1K | 0.0% |
| Otis Worldwide Corp | $27.6K | 0.0% |
| SCHWAB STRATEGIC TR | $29.2K | 0.0% |
| IDEXX LABORATORIES INC /DE | $33.8K | 0.0% |
| REPUBLIC SERVICES, INC. | $35.2K | 0.0% |
| Mondelez International, Inc. | $40.7K | 0.0% |
| DIMENSIONAL ETF TRUST | $43.4K | 0.0% |
| SPROTT ASSET MANAGEMENT LP | $50.1K | 0.0% |
| CHURCH & DWIGHT CO INC /DE | $56.2K | 0.0% |
| Fastenal Co | $57.3K | 0.0% |
| EXXON MOBIL CORP | $72.2K | 0.0% |
| Philip Morris International Inc. | $76.1K | 0.0% |
| APPLIED MATERIALS INC /DE | $89.7K | 0.0% |
| AMERICAN CENTY ETF TR | $97.1K | 0.0% |
| CUMMINS INC | $99.5K | 0.0% |
| VANGUARD INDEX FDS | $108.9K | 0.1% |
| WEC ENERGY GROUP, INC. | $111.6K | 0.1% |
| PEPSICO INC | $113.6K | 0.1% |
| RTX Corp | $115.9K | 0.1% |
| VANGUARD INDEX FDS | $144.2K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $182.0K | 0.1% |
| JOHNSON & JOHNSON | $193.0K | 0.1% |
| Amazon.com Inc | $230.8K | 0.1% |
| ISHARES TR | $240.3K | 0.1% |
| VANGUARD INDEX FDS | $286.8K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $294.5K | 0.1% |
| ISHARES TR | $295.5K | 0.1% |
| MCDONALD'S CORP | $298.8K | 0.1% |
| SPDR GOLD TR | $307.1K | 0.1% |
| HERSHEY CO | $388.2K | 0.2% |
| AMERICAN CENTY ETF TR | $401.4K | 0.2% |
| AMERICAN CENTY ETF TR | $419.0K | 0.2% |
| PROFESIONALLY MANAGED PORTFO | $482.9K | 0.2% |
| Walmart Inc. | $540.9K | 0.3% |
| Union Pacific Corp | $587.0K | 0.3% |
| ISHARES TR | $639.7K | 0.3% |
| AMERICAN CENTY ETF TR | $651.0K | 0.3% |
| DIMENSIONAL ETF TRUST | $676.1K | 0.3% |
| SPDR S&P 500 ETF TR | $816.4K | 0.4% |