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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | COM | 51 | $249,973 | 1,738 | 0.00 | 0.00 | -292 | -14.38 | 09-30-2023 |
| SPDR GOLD TR | COM | 52 | $178,308 | 1,040 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| PROCTER AND GAMBLE CO | COM | 53 | $107,791 | 739 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FASTENAL CO | COM | 54 | $104,253 | 1,908 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
