Intelligence Driven Advisers

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

Portfolio Holdings for Intelligence Driven Advisers

Companies in the Intelligence Driven Advisers portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange-traded F Us Aggregate (JAGG) 15.05 $42.55M +26% 1.52M 27.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.88 $22.27M +20% 303.13k 73.47
Ishares Tr Edge Msci Minm (SMMV) 5.65 $15.96M +10% 550.56k 28.99
Ishares Tr Core S&p500 Etf (IVV) 5.63 $15.92M +23% 51.41k 309.69
Ishares Tr Msci Min Vol Etf (USMV) 5.47 $15.45M -2% 254.85k 60.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.26 $14.86M +28% 499.56k 29.75
Apple (AAPL) 4.07 $11.51M -3% 31.56k 364.80
Ishares Tr Core S&p Mcp Etf (IJH) 3.51 $9.91M +5% 55.73k 177.81
Pimco Etf Tr Active Bd Etf (BOND) 2.97 $8.41M +110% 75.33k 111.59
General Mills (GIS) 2.51 $7.09M 115.03k 61.65
Ishares Tr Core Msci Eafe (IEFA) 2.31 $6.53M 114.19k 57.16
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.17 $6.14M +39% 106.40k 57.73
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.98 $5.60M -13% 123.15k 45.49
Ishares Tr Usa Momentum Fct (MTUM) 1.98 $5.60M -10% 42.73k 131.01
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 1.85 $5.23M +23% 133.96k 39.03
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 1.82 $5.15M +52% 163.40k 31.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.69 $4.79M -3% 89.34k 53.63
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 1.67 $4.71M +48% 121.41k 38.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.36 $3.84M +54% 37.73k 101.68
Vanguard Index Fds Small Cp Etf (VB) 1.24 $3.50M +11% 23.99k 145.72
Ishares Core Msci Emkt (IEMG) 1.18 $3.35M +24% 70.34k 47.60
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.17 $3.30M +61% 66.34k 49.68
Vanguard Index Fds Real Estate Etf (VNQ) 1.14 $3.22M +89% 40.96k 78.52
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.14 $3.21M +10% 137.30k 23.41
Ishares Tr Msci Acwi Etf (ACWI) 1.10 $3.11M +77% 42.23k 73.72
Ishares Tr Core Us Aggbd Et (AGG) 1.09 $3.09M +9% 26.14k 118.22
Ishares Tr Core S&p Scp Etf (IJR) 0.95 $2.70M +4% 39.52k 68.30
Ishares Tr Global Reit Etf (REET) 0.85 $2.39M +26% 114.66k 20.88
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.84 $2.37M 48.29k 49.12
Ishares Tr Mrngstr Lg-cp Et (JKD) 0.78 $2.20M -13% 12.61k 174.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.77 $2.18M -28% 41.40k 52.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.77 $2.17M +102% 54.69k 39.60
CBOE Holdings (CBOE) 0.65 $1.85M 19.80k 93.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.61 $1.73M +62% 9.66k 178.52
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.58 $1.65M -12% 52.81k 31.24
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.52 $1.46M -2% 68.51k 21.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.51 $1.45M +102% 27.15k 53.59
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.49 $1.40M -32% 5.96k 234.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.45 $1.27M -44% 8.09k 156.54
Vanguard Index Fds Mid Cap Etf (VO) 0.45 $1.26M 7.70k 163.96
Fiserv (FISV) 0.39 $1.11M 11.38k 97.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.39 $1.10M +157% 11.58k 95.10
Facebook Cl A (FB) 0.37 $1.06M 4.67k 227.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.36 $1.01M +3% 17.93k 56.26
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.35 $986.00k +23% 10.21k 96.58
Ishares Tr Core Intl Aggr (IAGG) 0.34 $971.00k +16% 17.43k 55.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.32 $896.00k -25% 13.71k 65.33
Wisdomtree Tr Em Ex St-owned (XSOE) 0.28 $781.00k -23% 26.11k 29.91
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.25 $706.00k NEW 13.92k 50.73
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.25 $697.00k -27% 30.68k 22.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.22 $624.00k +65% 7.54k 82.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.22 $610.00k -3% 25.05k 24.35
Microsoft Corporation (MSFT) 0.21 $587.00k 2.88k 203.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.20 $565.00k +4% 8.13k 69.48
Coca-Cola Company (KO) 0.18 $514.00k 11.51k 44.68
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.18 $505.00k -4% 12.68k 39.82
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.18 $502.00k +2% 8.47k 59.23
Johnson & Johnson (JNJ) 0.17 $493.00k 3.51k 140.54
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.17 $486.00k -11% 17.64k 27.55
Alphabet Cap Stk Cl C (GOOG) 0.16 $461.00k -2% 326 1414.11
Ishares Tr Russell 3000 Etf (IWV) 0.16 $444.00k 2.46k 180.12
Amazon (AMZN) 0.15 $436.00k -3% 158 2759.49
Union Pacific Corporation (UNP) 0.14 $398.00k 2.35k 169.22
Ishares Tr MRNGSTR LG-CP VL (JKF) 0.14 $392.00k -5% 4.05k 96.79
Home Depot (HD) 0.14 $390.00k +14% 1.56k 250.64
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.14 $388.00k +12% 12.72k 30.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.13 $379.00k -10% 1.23k 308.13
Qualcomm (QCOM) 0.13 $362.00k 3.97k 91.16
3M Company (MMM) 0.12 $342.00k 2.19k 156.02
Wisdomtree Tr Us Midcap Fund (EZM) 0.12 $339.00k -53% 10.41k 32.57
International Business Machines (IBM) 0.11 $318.00k -2% 2.63k 120.87
Vanguard World Fds Materials Etf (VAW) 0.11 $315.00k 2.61k 120.64
Netflix (NFLX) 0.11 $305.00k +3% 671 454.55
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.10 $277.00k NEW 11.97k 23.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.09 $259.00k 1.20k 215.83
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.09 $254.00k -24% 2.35k 108.13
People's United Financial (PBCT) 0.09 $249.00k 21.49k 11.59
J&J Snack Foods (JJSF) 0.09 $245.00k 1.92k 127.34
Ishares Tr Core S&p Us Gwt (IUSG) 0.08 $234.00k NEW 3.26k 71.80
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.08 $233.00k NEW 1.73k 134.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.08 $222.00k -35% 859 258.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.08 $221.00k -20% 2.17k 101.98
Amgen (AMGN) 0.08 $218.00k NEW 924 235.93
General Electric Company (GE) 0.07 $207.00k +32% 30.27k 6.84
Boeing Company (BA) 0.07 $206.00k NEW 1.12k 183.11

Past Filings by Intelligence Driven Advisers

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