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, LLC 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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 10.5 $45M +19076% 332k 134.71
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 8.6 $37M +5100% 724k 50.80
Ishares Tr Eafe Grwth Etf (EFG) 7.8 $33M NEW 368k 89.88
Ishares Tr Msci Usa Min Vol (USMV) 6.6 $28M +73% 443k 63.73
Ishares Tr Core S&p500 Etf (IVV) 6.4 $27M +58% 82k 336.07
Vanguard Index Fds Value Etf (VTV) 5.0 $21M NEW 203k 104.51
Vanguard Index Fds Small Cp Etf (VB) 4.8 $20M +450% 132k 153.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.6 $20M NEW 188k 103.74
Ishares Tr Core Msci Eafe (IEFA) 4.2 $18M +159% 297k 60.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.0 $17M +2645% 207k 82.85
Ishares Tr Us Treas Bd Etf (GOVT) 3.4 $14M NEW 513k 27.95
Ishares Tr Msci Usa Mmentm (MTUM) 3.3 $14M +125% 96k 147.41
Apple (AAPL) 3.3 $14M +281% 121k 115.81
Ishares Tr U.s. Med Dvc Etf (IHI) 3.2 $14M NEW 45k 299.62

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J P Morgan Exchange-traded F Us Aggregate (JAGG) 2.6 $11M -74% 392k 27.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.5 $11M -56% 132k 79.64
Ishares Tr U.s. Fin Svc Etf (IYG) 2.2 $9.6M NEW 78k 122.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $9.0M NEW 107k 83.90
General Mills (GIS) 1.7 $7.1M 115k 61.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.1M NEW 20k 307.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $4.2M -73% 133k 31.40
Ishares Esg Awr Msci Em (ESGE) 1.0 $4.1M NEW 116k 35.61
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $3.4M -60% 30k 112.44
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.7M +100% 16k 176.28
Ishares Tr Global Tech Etf (IXN) 0.6 $2.6M NEW 9.7k 263.63
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $2.4M NEW 43k 54.92
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $2.2M NEW 44k 50.71
CBOE Holdings (CBOE) 0.4 $1.7M 20k 87.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M -15% 8.2k 213.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.4M -63% 14k 101.97
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.3M NEW 31k 43.96
Facebook Cl A (FB) 0.3 $1.2M 4.6k 261.84
Fiserv (FISV) 0.3 $1.1M -2% 11k 103.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $974k -69% 12k 78.94
Proshares Tr Ultrapro Short S (SPXU) 0.2 $921k NEW 106k 8.70
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.2 $910k -94% 31k 29.21
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $850k -86% 15k 58.20
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 0.2 $806k NEW 16k 50.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $788k -92% 4.3k 185.24
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $769k -75% 6.5k 118.07
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $750k -85% 19k 39.49
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $673k NEW 14k 46.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $651k -89% 13k 49.59
Microsoft Corporation (MSFT) 0.1 $606k 2.9k 210.34
Coca-Cola Company (KO) 0.1 $557k 11k 49.33
Amazon (AMZN) 0.1 $526k +5% 167.00 3149.70
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $525k -89% 13k 40.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $517k NEW 1.9k 277.81
Johnson & Johnson (JNJ) 0.1 $510k -2% 3.4k 148.91
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $504k -49% 9.0k 56.06
Qualcomm (QCOM) 0.1 $467k 4.0k 117.78
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $464k -85% 20k 23.71
Union Pacific Corporation (UNP) 0.1 $463k 2.4k 196.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $457k -25% 6.1k 75.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $432k -87% 8.1k 53.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $422k +2% 1.3k 334.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $410k -82% 9.5k 43.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $394k -17% 268.00 1470.15
Ishares Core Msci Emkt (IEMG) 0.1 $381k -89% 7.2k 52.80
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $377k -88% 4.7k 79.87
Home Depot (HD) 0.1 $377k -12% 1.4k 277.82
Vanguard World Fds Materials Etf (VAW) 0.1 $351k 2.6k 134.43
Netflix (NFLX) 0.1 $345k +2% 689.00 500.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $345k -2% 1.2k 293.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $337k -75% 2.0k 170.37
3M Company (MMM) 0.1 $332k -5% 2.1k 160.39
International Business Machines (IBM) 0.1 $320k 2.6k 121.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $297k -73% 3.1k 95.87
Moderna (MRNA) 0.1 $283k NEW 4.0k 70.75
Tesla Motors (TSLA) 0.1 $263k NEW 613.00 429.04
J&J Snack Foods (JJSF) 0.1 $251k 1.9k 130.46
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.1 $243k -83% 11k 21.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $219k -92% 3.1k 70.17
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $207k -91% 4.1k 50.08
General Electric Company (GE) 0.0 $189k 30k 6.24
People's United Financial (PBCT) 0.0 $153k -31% 15k 10.33
B2gold Corp (BTG) 0.0 $76k NEW 12k 6.50
Hertz Global Holdings (HTZ) 0.0 $11k NEW 10k 1.10
Palatin Technologies Com Par $ .01 (PTN) 0.0 $7.0k NEW 15k 0.47

Past Filings by Intelligence Driven Advisers

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