• 13F History

Intelligent Financial Strategies

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$181M
Signature - Title
Jason Good - Managing Member and CCO
Location
Excelsior, MN
Summary
This page shows a list of all the recent 13F filings made by Intelligent Financial Strategies. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intelligent Financial Strategies reported 79 stock holdings with total value $181M as of Q4 2024. Top holdings included BRKB, VOO, VTI, AAPL, and AVGE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 79 $181M +$972K -$1.71M -$740K BRKB, VOO, VTI, AAPL, AVGE 13F-HR 1/30/2025, 06:17 PM
Q3 2024 81 $182M +$4.96M -$745K +$4.21M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 10/25/2024, 05:22 PM
Q2 2024 82 $162M +$5.27M -$3.76M +$1.51M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 7/25/2024, 02:15 PM
Q1 2024 85 $161M +$79.4M -$67.3M +$12.1M BRKB, VOO, VTI, AVGE, DFUV 13F-HR 4/26/2024, 06:15 PM
Q4 2023 77 $143M +$3.48M -$4.48M -$1.01M VOO, VTI, AVGE, DFAC, DFUV 13F-HR 2/8/2024, 07:24 PM
Q3 2023 89 $135M +$1.15M -$1.36M -$212K VOO, AVGE, VTI, DFAC, DFUV 13F-HR 10/30/2023, 04:26 PM
Q2 2023 89 $84.5M +$239K -$4.7M -$4.46M VOO, AVGE, VTI, DFAC, DFUV 13F-HR 7/20/2023, 05:11 PM
Q1 2023 92 $83.9M +$4.04M -$9.11M -$5.06M VOO, AVGE, VTI, DFAC, DFUV 13F-HR 5/1/2023, 06:30 PM
Q4 2022 94 $84.5M +$16.9M -$7.33M +$9.57M VOO, AVGE, DFAC, DFAX, DFUV 13F-HR 1/24/2023, 04:58 PM
Q3 2022 92 $95.4M +$6.9M -$3.31M +$3.59M BRKB, DFAC, VOO, DFAX, DFUV 13F-HR 11/10/2022, 02:28 PM
Q2 2022 94 $98.4M +$26.2M -$8.99M +$17.2M BRKB, VOO, DFAC, AVUV, DFAX 13F-HR 8/8/2022, 03:35 PM
Q1 2022 109 $103M +$1.05M -$7.79M -$6.74M BRKB, VT, VOO, VTI, DFAC 13F-HR 4/25/2022, 03:35 PM
Q4 2021 112 $111M BRKB, VT, VTI, VOO, DFAC 13F-HR 2/14/2022, 05:21 PM