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Intelligent Financial Strategies

Q1 2022 Holdings

Filed 2022-04-25 | 111 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard S&P 500(VOO)COM922908363$5.5K13,1770.5%
Vanguard Total World Stock(VT)COM922042742$7.4K72,8090.7%
Carrier Global(CARR)COM14448C104$23.0K4972.3%
Berkshire Hathaway(BRK/B)COM084670702$32.1K91,0823.2%
AbbVie(ABBV)COM00287Y109$33.0K2023.2%
Avantis US Small Cap Value(AVUV)COM025072877$37.0K4603.6%
Cummins(CMI)COM231021106$40.0K1953.9%
Adobe(ADBE)COM00724F101$144.0K31614.2%
Costco(COST)COM22160K105$639.0K1,10962.8%
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