Intelligence Driven Advisers

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

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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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Eafe Grwth Etf (EFG) 7.4 $33M +2% 329k 100.46
Ishares Tr Msci Usa Min Vol (USMV) 7.4 $33M +3% 475k 69.19
Ishares Tr Core S&p500 Etf (IVV) 7.1 $32M 79k 397.83
Ishares Tr Iboxx Inv Cp Etf (LQD) 7.0 $31M +6% 240k 130.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.5 $29M +4% 237k 121.78
Vanguard Index Fds Value Etf (VTV) 5.8 $26M 198k 131.46
Ishares Tr Us Treas Bd Etf (GOVT) 5.5 $25M +17% 940k 26.19
Ishares Tr Msci Usa Mmentm (MTUM) 4.7 $21M 129k 160.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $20M +8% 245k 82.50
Ishares Tr U.s. Med Dvc Etf (IHI) 3.4 $15M 46k 330.37
J P Morgan Exchange-traded F Us Aggregate (JAGG) 2.7 $12M +8% 453k 26.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $12M 125k 96.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $12M +12% 134k 87.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $11M 31k 364.32

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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.5 $11M -2% 86k 129.89
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 2.4 $11M +103% 213k 50.75
Ishares Tr Core Msci Eafe (IEFA) 2.4 $11M 148k 72.05
Vanguard Index Fds Small Cp Etf (VB) 2.3 $10M 47k 214.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $9.0M +19% 66k 135.45
Apple (AAPL) 1.9 $8.6M -38% 71k 122.15
Ishares Esg Awr Msci Em (ESGE) 1.5 $6.9M 159k 43.31
Ishares Tr Russell 3000 Etf (IWV) 1.2 $5.6M -3% 23k 237.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $4.3M -3% 115k 37.62
Ishares Tr Global Tech Etf (IXN) 0.8 $3.7M 12k 307.73
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $3.3M 30k 109.45
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.3M 15k 221.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $3.0M 54k 54.67
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.9M 21k 141.23
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.7 $2.9M 77k 37.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $2.9M -4% 50k 58.16
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.6 $2.8M 52k 53.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.7M -21% 32k 82.20
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.6 $2.7M -19% 52k 51.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $2.6M +12% 51k 50.79
Ishares Tr Msci Intl Moment (IMTM) 0.6 $2.5M 67k 37.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M -11% 7.7k 255.48
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $1.8M -2% 39k 45.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.1M -2% 23k 49.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M -10% 12k 91.88
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $985k 19k 53.02
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $964k +3% 8.5k 113.85
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $811k 17k 47.20
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $740k 8.3k 89.39
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $697k 14k 50.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $688k +26% 7.5k 91.62
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $663k +10% 17k 38.97
Accenture Plc Ireland Shs Class A (ACN) 0.1 $614k 2.2k 276.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $579k -3% 1.5k 396.30
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $568k -18% 15k 36.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $534k -15% 1.7k 318.81
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $495k -9% 16k 30.75
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $493k -16% 2.9k 171.36
Microsoft Corporation (MSFT) 0.1 $480k -21% 2.0k 235.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $461k -65% 1.8k 260.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $452k -6% 8.4k 53.91
Vanguard World Fds Materials Etf (VAW) 0.1 $452k 2.6k 173.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $430k -12% 8.3k 52.11
Alphabet Cap Stk Cl C (GOOG) 0.1 $428k -19% 207.00 2067.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $405k 2.0k 206.63
Home Depot (HD) 0.1 $400k -5% 1.3k 304.88
Moderna (MRNA) 0.1 $372k 2.8k 130.89
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $322k -53% 5.6k 57.11
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $321k -13% 3.9k 81.89
J&J Snack Foods (JJSF) 0.1 $302k 1.9k 156.96
Amazon (AMZN) 0.1 $294k -46% 95.00 3094.74
Ishares Tr Faln Angls Usd (FALN) 0.1 $286k NEW 9.8k 29.26
Ishares Tr National Mun Etf (MUB) 0.1 $281k -5% 2.4k 116.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $233k -19% 2.5k 93.01
Ishares Core Msci Emkt (IEMG) 0.1 $227k -41% 3.5k 64.47
Vanguard World Fds Health Car Etf (VHT) 0.1 $223k -30% 976.00 228.48
Affirm Hldgs Com Cl A 0.0 $212k NEW 3.0k 70.67
Bofi Holding (AX) 0.0 $208k NEW 4.4k 47.05

Past Filings by Intelligence Driven Advisers

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