Intelligence Driven Advisers

Intelligence Driven Advisers as of March 31, 2020

Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 84 positions in its portfolio as reported in the March 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 15.1 $33M 1.2M 27.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.1 $15M 252k 60.43
Ishares Tr Msci Min Vol Etf (USMV) 6.5 $14M 262k 54.01
Ishares Tr Edge Msci Minm (SMMV) 6.0 $13M 497k 25.86
Ishares Tr Core S&p500 Etf (IVV) 5.0 $11M 42k 258.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $10M 390k 25.84
Apple (AAPL) 3.8 $8.3M 33k 254.28
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $7.6M 53k 143.87
General Mills (GIS) 2.8 $6.1M 115k 52.77
Ishares Tr Core Msci Eafe (IEFA) 2.6 $5.7M 114k 49.89
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.6 $5.5M 142k 38.91
Ishares Tr Usa Momentum Fct (MTUM) 2.4 $5.1M 48k 106.48
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.0 $4.3M 76k 56.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $4.2M 93k 44.83
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 1.8 $3.9M 109k 36.00
Pimco Etf Tr Active Bd Etf (BOND) 1.8 $3.8M 36k 106.18
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 1.5 $3.2M 107k 30.14
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $2.8M 24k 115.39
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $2.7M 82k 33.34
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.2 $2.5M 124k 20.56
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.5M 22k 115.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $2.4M 58k 42.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $2.4M 24k 98.98
Ishares Core Msci Emkt (IEMG) 1.1 $2.3M 57k 40.47
Ishares Tr Mrngstr Lg-cp Et (ILCB) 1.0 $2.1M 15k 146.59
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.1M 38k 56.11
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.9 $1.9M 48k 40.86
Invesco Exchange-traded Fd T S&p500 Low Vol (SPLV) 0.9 $1.9M 41k 46.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.9M 15k 128.89
CBOE Holdings (CBOE) 0.8 $1.8M 20k 89.24
Ishares Tr Global Reit Etf (REET) 0.8 $1.7M 91k 19.15
Ishares Tr MRNGSTR LG-CP GR (ILCG) 0.8 $1.6M 8.8k 185.78
J P Morgan Exchange-traded F Diversified Et 0.8 $1.6M 86k 18.96
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $1.5M 60k 25.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.5M 22k 69.84
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $1.5M 24k 62.56
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 0.7 $1.5M 70k 21.00
Fiserv (FI) 0.5 $1.1M 12k 95.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M 6.0k 182.79
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.0M 7.8k 131.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $950k 18k 51.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $938k 17k 54.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $908k 27k 33.54
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $832k 34k 24.43
Ishares Tr Core Intl Aggr (IAGG) 0.4 $821k 15k 54.72
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.4 $818k 43k 19.24
Facebook Cl A (META) 0.4 $785k 4.7k 166.70
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $645k 8.2k 78.22
Wisdomtree Tr Us Midcap Fund (EZM) 0.3 $594k 23k 26.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $580k 13k 43.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $539k 26k 20.70
Coca-Cola Company (KO) 0.2 $512k 12k 44.22
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $470k 20k 23.50
Johnson & Johnson (JNJ) 0.2 $468k 3.6k 131.13
Microsoft Corporation (MSFT) 0.2 $461k 2.9k 157.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $446k 7.8k 57.15
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $446k 13k 33.60
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.2 $434k 8.3k 52.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $392k 4.5k 87.15
Alphabet Cap Stk Cl C (GOOG) 0.2 $388k 334.00 1161.68
Ishares Tr MRNGSTR LG-CP VL (ILCV) 0.2 $372k 4.3k 86.53
Ishares Tr Russell 3000 Etf (IWV) 0.2 $366k 2.5k 148.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $360k 4.6k 79.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $354k 1.4k 258.02
Union Pacific Corporation (UNP) 0.2 $336k 2.4k 141.06
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $332k 11k 29.36
Amazon (AMZN) 0.1 $320k 164.00 1951.22
3M Company (MMM) 0.1 $303k 2.2k 136.67
International Business Machines (IBM) 0.1 $298k 2.7k 110.86
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) 0.1 $290k 1.3k 218.87
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $289k 3.1k 92.48
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $287k 14k 21.05
Qualcomm (QCOM) 0.1 $269k 4.0k 67.64
Home Depot (HD) 0.1 $253k 1.4k 186.72
Vanguard World Fds Materials Etf (VAW) 0.1 $251k 2.6k 96.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $244k 10k 23.91
Netflix (NFLX) 0.1 $243k 648.00 375.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $238k 1.2k 194.76
People's United Financial 0.1 $237k 22k 11.03
J&J Snack Foods (JJSF) 0.1 $233k 1.9k 121.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $228k 2.7k 84.04
Verizon Communications (VZ) 0.1 $207k 3.8k 53.78
General Electric Company 0.1 $182k 23k 7.95
Palatin Technologies Com Par $ .01 0.0 $6.0k 15k 0.40