Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, VCSH, QEFA, VGSH, COWZ, and represent 54.30% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: DFUS (+$76M), AVUV (+$22M), COWZ (+$17M), DUHP (+$7.9M), VCSH (+$6.5M), BOND (+$6.2M), VGSH (+$5.1M), AVEM, GOVT, META.
- Started 19 new stock positions in FBND, CDNS, HMC, XOM, SNPS, NVDA, DUHP, GOVT, C, AVEM. WIT, XLE, INTC, AVGO, XLK, INFY, HMY, BRFS, NFLX.
- Reduced shares in these 10 stocks: OMFL (-$29M), AVUS (-$28M), QUAL (-$22M), QEFA (-$16M), IWY (-$12M), VB (-$9.6M), FRDM (-$6.4M), ISCF (-$5.5M), JQUA, USMV.
- Sold out of its positions in EELV, AGG, EEM, IVW, IJR, EFG, ESGE, EMGF, SMMV, NOK. VXUS, VEU, VONV, VNQ, WFC.
- Intelligence Driven Advisers was a net seller of stock by $-1.3M.
- Intelligence Driven Advisers has $619M in assets under management (AUM), dropping by 9.87%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 90 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 14.9 | $93M | +461% | 1.8M | 52.49 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 12.0 | $74M | +9% | 954k | 77.62 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 10.5 | $65M | -19% | 891k | 72.68 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.1 | $56M | +9% | 964k | 58.54 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.8 | $48M | +53% | 935k | 51.71 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 7.1 | $44M | -21% | 243k | 180.29 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.5 | $40M | +125% | 458k | 87.20 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.5 | $28M | -43% | 187k | 150.50 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 3.5 | $22M | -22% | 701k | 30.83 |
|
| Ishares Tr International Sl (ISCF) | 3.2 | $20M | -21% | 621k | 31.42 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.3 | $14M | -4% | 286k | 49.84 |
|
| Apple (AAPL) | 2.0 | $13M | 68k | 184.40 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.9 | $12M | -5% | 209k | 56.28 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.7 | $11M | +136% | 117k | 92.42 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $9.7M | -12% | 35k | 276.42 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $7.9M | NEW | 269k | 29.15 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.9 | $5.8M | -40% | 118k | 49.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $3.7M | +4% | 24k | 150.80 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $3.3M | -15% | 63k | 51.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.2M | -8% | 6.6k | 485.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.6M | -3% | 5.4k | 482.87 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.4 | $2.5M | -91% | 31k | 81.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.3M | -5% | 6.1k | 383.74 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $2.2M | -92% | 44k | 49.93 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $2.1M | NEW | 38k | 54.54 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.7M | -13% | 46k | 36.61 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.6M | NEW | 69k | 23.00 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.5M | -48% | 27k | 55.68 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | -87% | 6.3k | 207.59 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | +45% | 2.9k | 449.23 |
|
| Fiserv (FI) | 0.2 | $1.2M | 8.7k | 141.87 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $1.2M | -5% | 2.9k | 397.64 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | -73% | 14k | 79.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | +76% | 1.7k | 617.78 |
|
| Meta Platforms Cl A (META) | 0.2 | $946k | +140% | 2.4k | 390.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $940k | +13% | 6.6k | 141.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $898k | -3% | 2.2k | 417.06 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $869k | -18% | 17k | 50.49 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $839k | +40% | 1.3k | 645.61 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $836k | -13% | 5.6k | 149.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $815k | -10% | 1.8k | 443.84 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $712k | -2% | 10k | 69.89 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $698k | +103% | 6.2k | 112.96 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $679k | -34% | 26k | 26.32 |
|
| Amazon (AMZN) | 0.1 | $643k | +18% | 4.1k | 155.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $642k | -2% | 2.4k | 272.34 |
|
| Dex (DXCM) | 0.1 | $636k | -12% | 5.2k | 121.35 |
|
| Booking Holdings (BKNG) | 0.1 | $537k | +45% | 153.00 | 3507.47 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $535k | +19% | 4.7k | 114.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $535k | -11% | 11k | 47.38 |
|
| UnitedHealth (UNH) | 0.1 | $533k | +36% | 1.0k | 511.74 |
|
| Amgen (AMGN) | 0.1 | $518k | +10% | 1.6k | 314.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $518k | -63% | 7.5k | 69.19 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $515k | -21% | 6.3k | 82.30 |
|
| Home Depot (HD) | 0.1 | $514k | 1.5k | 353.03 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $490k | -15% | 7.7k | 63.82 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $489k | -58% | 3.0k | 165.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $415k | -33% | 3.0k | 140.10 |
|
| General Electric Com New (GE) | 0.1 | $405k | +12% | 3.1k | 132.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $371k | +6% | 2.1k | 174.37 |
|
| Intel Corporation (INTC) | 0.1 | $362k | NEW | 8.4k | 43.08 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $350k | NEW | 7.6k | 45.74 |
|
| Citigroup Com New (C) | 0.1 | $337k | NEW | 6.0k | 56.17 |
|
| Intuit (INTU) | 0.1 | $332k | 526.00 | 631.34 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $329k | 4.2k | 78.77 |
|
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $316k | 15k | 20.94 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $291k | -8% | 1.3k | 229.18 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $289k | -19% | 5.6k | 51.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $285k | -11% | 1.2k | 239.87 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $281k | NEW | 457.00 | 615.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $279k | 898.00 | 310.49 |
|
|
| Broadcom (AVGO) | 0.0 | $277k | NEW | 235.00 | 1180.00 |
|
| Synopsys (SNPS) | 0.0 | $275k | NEW | 516.00 | 533.35 |
|
| Netflix (NFLX) | 0.0 | $263k | NEW | 466.00 | 564.11 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $258k | -74% | 4.1k | 63.12 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $254k | NEW | 13k | 19.86 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $242k | NEW | 2.4k | 102.81 |
|
| Cadence Design Systems (CDNS) | 0.0 | $242k | NEW | 840.00 | 288.46 |
|
| Lowe's Companies (LOW) | 0.0 | $227k | 1.1k | 212.84 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $226k | NEW | 1.1k | 197.68 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $221k | NEW | 6.6k | 33.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $218k | NEW | 2.6k | 83.41 |
|
| Vizio Hldg Corp Cl A Com (VZIO) | 0.0 | $210k | 30k | 7.00 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $149k | +73% | 19k | 7.71 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $97k | +50% | 24k | 4.09 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $85k | +43% | 20k | 4.31 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $67k | NEW | 11k | 6.19 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $61k | NEW | 11k | 5.66 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $33k | +5% | 11k | 2.89 |
|
| Brf Sa Sponsored Adr (BRFS) | 0.0 | $30k | NEW | 11k | 2.80 |
|
Past Filings by Intelligence Driven Advisers
SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020
- Intelligence Driven Advisers 2023 Q4 filed Feb. 6, 2024
- Intelligence Driven Advisers 2023 Q3 filed Nov. 7, 2023
- Intelligence Driven Advisers 2023 Q2 filed July 18, 2023
- Intelligence Driven Advisers 2023 Q1 filed May 11, 2023
- Intelligence Driven Advisers 2022 Q4 restated filed Feb. 14, 2023
- Intelligence Driven Advisers 2022 Q4 filed Jan. 23, 2023
- Intelligence Driven Advisers 2022 Q3 filed Oct. 21, 2022
- Intelligence Driven Advisers 2022 Q2 filed July 22, 2022
- Intelligence Driven Advisers 2022 Q1 filed April 25, 2022
- Intelligence Driven Advisers 2021 Q4 restated filed Feb. 2, 2022
- Intelligence Driven Advisers 2021 Q4 filed Jan. 19, 2022
- Intelligence Driven Advisers 2021 Q3 filed Oct. 14, 2021
- Intelligence Driven Advisers 2021 Q2 filed July 29, 2021
- Intelligence Driven Advisers 2021 Q1 filed April 13, 2021
- Intelligence Driven Advisers 2020 Q4 restated filed Feb. 17, 2021
- Intelligence Driven Advisers 2020 Q4 restated filed Jan. 19, 2021