Intelligent Financial Strategies

**Intelligent Financial Strategies** manages $208M across a diversified portfolio of 72 positions. The strategy exhibits a significant allocation to value and blue-chip holdings, anchored by a $64.5M position in BRK/B. Further diversification is evident with substantial allocations to broad market indices, including VOO ($26.0M), VT ($23.3M), and VTI ($15.3M). The portfolio maintains a measured exposure across sectors, balancing domestic equity exposure with international and fixed-income components.

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