Intelligent Financial Strategies Sells in Q3 2024

Intelligent Financial Strategies

$176 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
DEO Diageo PLC Consumer Defensive	-460 - 27.61%	$120.02 - $140.77 $55.2K - $64.8K	1.21K $169K
KO Coca Cola CO Consumer Defensive	-797 - 27.25%	$62.69 - $73.01 $50K - $58.2K	2.13K $152K
NKE Nike, Inc. Consumer Cyclical	-1.05K - 20.38%	$71.09 - $89.44 $74.6K - $93.8K	4.1K $361K
DFAT Dimensional ETF Tr U S Target ETFs	-144 - 16.07%	$51.0 - $57.07 $7.34K - $8.22K	752 $41K
JNJ Johnson & Johnson Healthcare	-259 - 11.17%	$145.48 - $167.38 $37.7K - $43.4K	2.06K $333K
AVGE American Centy ETF Tr Avantis	-1.46K - 2.03%	N/A	70.4K $0
AVUS American Centy ETF Tr Avantis ETFs	-55 - 4.37%	$86.27 - $95.15 $4.74K - $5.23K	1.2K $114K
SBUX Starbucks Corp Consumer Cyclical	-4 - 1.55%	$72.51 - $98.6 $290 - $394	254 $24K
DFUS Dimensional ETF Tr U S Equity ETFs	-486 - 4.56%	$56.04 - $62.2 $27.2K - $30.2K	10.2K $633K
VEA Vanguard Ftse Developed Market ETFs	-80 - 0.88%	$47.6 - $53.31 $3.81K - $4.26K	9K $475K
HSY Hershey CO Consumer Defensive	-3 - 0.06%	$182.45 - $203.25 $547 - $610	5.35K $1.03M
COST Costco Wholesale Corp Consumer Defensive	-1 - 0.08%	$801.83 - $917.05 $802 - $917	1.22K $1.08M
DFAX Dimensional ETF Tr	-385 - 1.07%	$24.29 - $27.25 $9.35K - $10.5K	35.7K $964K
V Visa Inc. Financial Services	-1 - 0.02%	$253.74 - $291.56 $254 - $292	6.46K $1.77M
IVV Ishares Core S&P 500 ETF ETFs	-97 - 1.31%	$520.18 - $576.82 $50.5K - $56K	7.33K $4.23M
DFUV Dimensional ETF Tr Us Marketwi ETFs	-2.85K - 2.38%	$38.51 - $41.69 $110K - $119K	117K $4.86M
VTI Vanguard Total Stock Market Et ETFs	-482 - 1.35%	$255.18 - $283.2 $123K - $137K	35.2K $9.96M

Activity Summary All Purchases 16 New Holdings 0 Increased Positions 16 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.