Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLIGENT FINANCIAL STRATEGIES | 10-30-2023 | 09-30-2023 | 89 | 134,882,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | COM - Class B | 1 | $54,484,611 | 155,537 | 0.04 | 0.04 | 1,327 | 0.86 | 09-30-2023 |
| VANGUARD INDEX FDS | COM | 2 | $15,574,146 | 39,509 | 0.01 | 0.01 | 394 | 1.01 | 09-30-2023 |
| AMERICAN CENTY ETF TR | COM | 3 | $8,108,805 | 137,881 | 0.01 | 0.01 | -1,015 | -0.73 | 09-30-2023 |
| VANGUARD INDEX FDS | COM | 4 | $6,879,595 | 32,388 | 0.01 | 0.00 | 2,354 | 7.84 | 09-30-2023 |
