Intelligence Driven Advisers

Intelligence Driven Advisers as of March 31, 2019

Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 94 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.7 $21M 498k 43.06
Wisdomtree Tr Dynmc Cur Hedg 6.9 $13M 537k 23.58
Jp Morgan Exchange Traded Diversified Et 6.9 $13M 505k 24.85
Wisdomtree Tr Yield Enhanced (SHAG) 6.1 $11M 223k 49.68
Ishares Tr Usa Momentum Fct (MTUM) 5.2 $9.5M 85k 112.19
Wisdomtree Tr Yield Enhancd Us (AGGY) 4.1 $7.5M 150k 49.83
Ishares Tr Mrngstr Lg-cp Et (ILCB) 3.6 $6.7M 42k 160.01
Apple (AAPL) 3.6 $6.5M 34k 189.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $6.5M 118k 55.39
General Mills (GIS) 3.3 $6.0M 116k 51.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $5.1M 163k 31.31
Ishares Tr MRNGSTR LG-CP GR (ILCG) 2.6 $4.7M 26k 182.85
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 1.9 $3.4M 68k 50.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $3.4M 50k 68.06
Wisdomtree Tr Cboe S&p 500 (PUTW) 1.7 $3.2M 118k 26.93
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 1.6 $3.0M 142k 21.22
Spdr Series Trust Portfolio Md Etf (SPMD) 1.6 $2.9M 88k 33.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.5 $2.8M 49k 57.43
Spdr Series Trust S&p 600 Smcp Val (SLYV) 1.5 $2.8M 46k 60.29
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 1.4 $2.6M 104k 24.75
CBOE Holdings (CBOE) 1.4 $2.5M 26k 95.44
Wisdomtree Tr Us Midcap Fund (EZM) 1.3 $2.3M 59k 39.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.3M 16k 144.73
Wisdomtree Tr Em Ex St-owned (XSOE) 1.3 $2.3M 80k 28.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.1M 41k 51.88
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.1 $2.0M 65k 31.07
Ishares Tr MRNGSTR LG-CP VL (ILCV) 1.0 $1.8M 17k 105.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.6M 23k 69.93
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.8 $1.5M 45k 34.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 6.3k 200.79
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.3M 12k 109.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.2M 15k 79.78
Fiserv (FI) 0.6 $1.0M 12k 88.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $937k 11k 86.89
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $897k 16k 55.79
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.4 $822k 30k 27.74
Facebook Cl A (META) 0.4 $777k 4.7k 166.63
Union Pacific Corporation (UNP) 0.4 $668k 4.0k 167.17
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $641k 5.8k 110.08
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $635k 2.7k 235.19
Ishares Tr Core Intl Aggr (IAGG) 0.3 $624k 12k 53.49
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $621k 3.3k 188.07
Coca-Cola Company (KO) 0.3 $615k 13k 46.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $614k 24k 26.01
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.3 $583k 3.7k 155.59
Ishares Tr Core High Dv Etf (HDV) 0.3 $566k 6.1k 93.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $563k 6.5k 86.94
Microsoft Corporation (MSFT) 0.3 $551k 4.7k 117.94
Johnson & Johnson (JNJ) 0.3 $510k 3.6k 139.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $507k 4.7k 107.90
Spdr Index Shs Fds Msci Acwi Etf (SPGM) 0.3 $477k 6.1k 78.03
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $467k 2.8k 169.26
Williams Companies (WMB) 0.3 $465k 16k 28.71
Darden Restaurants (DRI) 0.3 $462k 3.8k 121.58
3M Company (MMM) 0.3 $461k 2.2k 207.94
Exxon Mobil Corporation (XOM) 0.3 $460k 5.7k 80.73
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $459k 4.1k 113.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $456k 3.5k 128.67
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $455k 2.3k 199.65
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.2 $446k 16k 28.02
Altria (MO) 0.2 $415k 7.2k 57.43
Bank Amer Corp 7.25%CNV PFD L (BAC.PL) 0.2 $406k 312.00 1301.28
International Business Machines (IBM) 0.2 $394k 2.8k 140.97
Amazon (AMZN) 0.2 $385k 216.00 1782.41
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $381k 2.8k 137.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $360k 307.00 1172.64
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $348k 12k 29.23
Hartford Financial Services (HIG) 0.2 $346k 7.0k 49.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $337k 3.2k 104.50
Ishares Tr Min Vol Usa Etf (USMV) 0.2 $336k 5.7k 58.84
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $311k 6.1k 50.89
Vanguard World Fds Materials Etf (VAW) 0.2 $309k 2.5k 123.25
J&J Snack Foods (JJSF) 0.2 $306k 1.9k 158.71
JPMorgan Chase & Co. (JPM) 0.2 $302k 3.0k 101.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $289k 4.3k 67.71
Home Depot (HD) 0.2 $281k 1.5k 191.81
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $274k 2.8k 99.64
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $268k 4.1k 65.78
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $265k 4.2k 62.66
Vanguard Index Fds Small Cp Etf (VB) 0.1 $258k 1.7k 152.57
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) 0.1 $246k 949.00 259.22
General Electric Company 0.1 $237k 24k 9.98
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $234k 1.3k 182.81
Pfizer (PFE) 0.1 $234k 5.5k 42.39
Verizon Communications (VZ) 0.1 $230k 3.9k 59.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $224k 5.3k 42.50
Qualcomm (QCOM) 0.1 $224k 3.9k 56.92
Celgene Corporation 0.1 $216k 2.3k 94.49
Lockheed Martin Corporation (LMT) 0.1 $215k 716.00 300.28
Dollar General (DG) 0.1 $212k 1.8k 119.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $209k 1.1k 189.66
Boeing Company (BA) 0.1 $206k 539.00 382.19
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $204k 11k 18.27
Palatin Technologies Com Par $ .01 0.0 $10k 10k 1.00