Intelligent Financial Strategies | 13F Holdings | BadatCrypto

Intelligent Financial Strategies

CIK: 0001911000

134

Signals (30d)

134

Buys (30d)

0

Sells (30d)

72

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 72 positions

Berkshire Hathaway Inc. Class B

128,341 shares

$64.5M

31.02%

Vanguard S&P 500 ETF

41,431 shares

$26.0M

12.50%

Vanguard Total World Stock ETF

165,015 shares

$23.3M

11.19%

Vanguard Total Stock Market ETF

45,676 shares

$15.3M

7.36%

Vanguard Total International Stock ETF

139,054 shares

$10.5M

5.04%

Vanguard Total Bond Market ETF

125,413 shares

$9.3M

4.47%

65,294 shares

$5.6M

2.70%

Berkshire Hathaway Inc. Class A

7 shares

$5.3M

2.54%

106,722 shares

$5.0M

2.39%

Vanguard Dividend Appreciation ETF

21,703 shares

$4.8M

2.29%

iShares Core S&P 500 ETF

6,461 shares

$4.4M

2.13%

Dimensional US Core Equity 2 ETF

93,931 shares

$3.7M

1.79%

Apple Inc.

12,163 shares

$3.3M

1.59%

Vanguard Short-Term Corporate Bond ETF

40,667 shares

$3.2M

1.56%

Alphabet Inc.

9,339 shares

$2.9M

1.41%

SPDR S&P MIDCAP 400 ETF TRUST

3,743 shares

$2.3M

1.09%

Mastercard Inc

3,220 shares

$1.8M

0.88%

MICROSOFT CORP

3,783 shares

$1.8M

0.88%

34,735 shares

$1.6M

0.77%

VISA INC.

4,557 shares

$1.6M

0.77%

35,705 shares

$1.2M

0.56%

COSTCO WHOLESALE CORP /NEW

1,156 shares

$1.0M

0.48%

SPDR S&P 500 ETF TRUST

1,194 shares

$0.8M

0.39%

9,115 shares

$0.7M

0.33%

6,383 shares

$0.7M

0.31%

iShares 0-3 Month Treasury Bond ETF

6,373 shares

$0.6M

0.31%

UNION PACIFIC CORP

2,538 shares

$0.6M

0.28%

Walmart Inc.

4,845 shares

$0.5M

0.26%

7,372 shares

$0.5M

0.23%

5,090 shares

$0.4M

0.20%

4,271 shares

$0.4M

0.19%

HERSHEY CO

2,133 shares

$0.4M

0.19%

SPDR GOLD TRUST

775 shares

$0.3M

0.15%

MCDONALDS CORP

978 shares

$0.3M

0.14%

4,546 shares

$0.3M

0.14%

Vanguard FTSE Developed Markets ETF

4,714 shares

$0.3M

0.14%

1,372 shares

$0.3M

0.14%

3,716 shares

$0.2M

0.12%

AMAZON COM INC

1,000 shares

$0.2M

0.11%

JOHNSON & JOHNSON

932 shares

$0.2M

0.09%

Vanguard FTSE All-World ex-US ETF

2,474 shares

$0.2M

0.09%

Vanguard Mid-Cap ETF

497 shares

$0.1M

0.07%

RTX Corp

632 shares

$0.1M

0.06%

PEPSICO INC

783 shares

$0.1M

0.05%

WEC ENERGY GROUP, INC.

1,059 shares

$0.1M

0.05%

Vanguard Large-Cap ETF

346 shares

$0.1M

0.05%

CUMMINS INC

195 shares

$0.1M

0.05%

869 shares

$0.1M

0.05%

APPLIED MATERIALS INC /DE

349 shares

$0.1M

0.04%

Philip Morris International Inc.

470 shares

$0.1M

0.04%

Most Active Tickers

Berkshire Hathaway Inc. Class B

2 signals

Vanguard S&P 500 ETF

2 signals

Vanguard Total World Stock ETF

2 signals

Vanguard Total Stock Market ETF

2 signals

Vanguard Total International Stock ETF

2 signals

Vanguard Total Bond Market ETF

2 signals

2 signals

Berkshire Hathaway Inc. Class A

2 signals

2 signals

Activity (Last 7 Days)

Jul 29, 2026

+72-0

Apr 28, 2026

+62-0

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