Intelligence Driven Advisers

Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Intelligence Driven Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Intelligence Driven Advisers

Companies in the Intelligence Driven Advisers portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 7.8 $43M +43% 540k 78.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.5 $41M +16% 306k 133.60
Ishares Tr Core Total Usd (IUSB) 6.8 $37M +41% 765k 48.73
Ishares Tr Core S&p500 Etf (IVV) 5.0 $27M +22% 61k 450.70
Ishares Tr Eafe Grwth Etf (EFG) 4.9 $27M -29% 282k 95.33
Ishares Tr Msci Usa Mmentm (MTUM) 4.8 $26M 158k 165.10
Ishares Tr Eafe Value Etf (EFV) 4.4 $24M +2% 484k 49.75
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.1 $23M -8% 624k 36.19
Ishares Tr Faln Angls Usd (FALN) 3.6 $20M -23% 727k 27.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $19M +30% 46k 412.52
Vanguard Index Fds Value Etf (VTV) 3.3 $18M -49% 123k 148.52
Vanguard Index Fds Small Cp Etf (VB) 2.5 $14M -42% 67k 207.31
Apple (AAPL) 2.3 $12M -5% 72k 172.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $12M +95% 224k 52.81

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Ishares Tr Core Msci Eafe (IEFA) 2.2 $12M +3% 171k 68.79
Invesco Actively Managed Etf Total Return (GTO) 1.9 $11M -45% 204k 51.62
J P Morgan Exchange-traded F Us Aggregate 1.8 $9.8M NEW 198k 49.70
Ishares Tr U.s. Med Dvc Etf (IHI) 1.8 $9.7M +2% 155k 62.20
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.7 $9.5M -13% 378k 25.17
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $9.4M 383k 24.53
Fidelity Covington Trust Total Bd Etf (FBND) 1.6 $9.0M NEW 184k 49.07
Ishares Tr Russell 3000 Etf (IWV) 1.6 $9.0M +15% 35k 259.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $7.6M +168% 97k 78.03
Ishares Tr Global Tech Etf (IXN) 1.3 $7.2M +50% 128k 56.12
Ishares Msci Emerg Mkt (EMGF) 1.3 $7.1M NEW 147k 48.50
Ishares Tr Conv Bd Etf (ICVT) 1.2 $6.3M NEW 77k 81.83
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 1.1 $6.0M +72% 140k 42.83
Ishares Tr Msci Intl Moment (IMTM) 1.0 $5.5M +29% 156k 34.89
Ishares Tr Core Msci Total (IXUS) 0.9 $4.8M -3% 73k 66.00
Vizio Hldg Corp Cl A Com (VZIO) 0.9 $4.7M +6% 613k 7.73
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $4.7M +292% 47k 100.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $4.3M 55k 77.60
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $4.2M +48% 62k 68.75
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.8 $4.2M +32% 69k 61.18
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $4.0M +15% 52k 76.77
Spdr Ser Tr Portfli High Yld (SPHY) 0.7 $3.9M NEW 158k 24.68
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $3.2M -79% 79k 39.80
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $3.0M -13% 55k 54.04
Ishares Esg Awr Msci Em (ESGE) 0.5 $2.8M -21% 78k 36.47
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $2.8M +55% 27k 105.24
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.5 $2.7M -8% 54k 49.19
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.5 $2.5M -12% 50k 50.26
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.5M -24% 24k 104.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.2M +6% 6.4k 346.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $2.0M +105% 42k 47.51
General Mills (GIS) 0.4 $2.0M NEW 29k 69.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.8M -30% 23k 80.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $1.8M +525% 15k 119.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.8M +392% 34k 51.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.6M -3% 45k 36.32
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.4M +157% 12k 120.72
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.3M -54% 8.3k 156.08
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.2 $1.2M -72% 20k 62.32
Microsoft Corporation (MSFT) 0.2 $874k -33% 2.9k 301.48
Fiserv (FISV) 0.2 $873k 8.7k 100.75
Coca-Cola Company (KO) 0.1 $688k +54% 11k 63.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $680k +194% 12k 59.24
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $680k -38% 30k 22.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $657k -58% 1.5k 448.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $647k +12% 237.00 2729.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $597k 6.0k 99.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $588k 1.7k 341.66
Amazon (AMZN) 0.1 $584k -11% 185.00 3156.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $564k +3% 5.1k 109.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $479k -26% 1.4k 354.03
Johnson & Johnson (JNJ) 0.1 $422k -4% 2.3k 181.58
Home Depot (HD) 0.1 $387k 1.3k 303.05
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $387k -10% 2.2k 174.72
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $373k NEW 2.9k 129.38
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $359k -11% 9.6k 37.31
Ishares Core Msci Emkt (IEMG) 0.1 $359k +30% 6.5k 55.30
Intuit (INTU) 0.1 $356k 720.00 494.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $339k -2% 1.3k 260.97
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $328k 4.0k 81.05
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $327k -21% 1.4k 235.25
Tesla Motors (TSLA) 0.1 $310k +12% 293.00 1058.02
J&J Snack Foods (JJSF) 0.1 $295k 1.9k 153.33
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $292k NEW 3.7k 79.24
Select Sector Spdr Tr Energy (XLE) 0.1 $287k -4% 3.7k 77.30
3M Company (MMM) 0.1 $278k NEW 1.9k 149.87
Sempra Energy (SRE) 0.0 $265k NEW 1.6k 167.83
Vanguard World Fds Health Car Etf (VHT) 0.0 $264k +18% 1.0k 263.47
Ishares Tr Mbs Etf (MBB) 0.0 $241k NEW 2.4k 100.17
Intel Corporation (INTC) 0.0 $239k -13% 5.0k 47.50
JPMorgan Chase & Co. (JPM) 0.0 $227k 1.7k 130.99
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $206k 7.1k 29.01
Qualcomm (QCOM) 0.0 $204k -7% 1.5k 139.15
Hp (HPQ) 0.0 $201k NEW 5.0k 40.04
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $121k -16% 11k 10.84

Past Filings by Intelligence Driven Advisers

SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020

View all past filings