Intelligence Driven Advisers

Intelligence Driven Advisers as of March 31, 2024

Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 14.3 $97M 1.7M 56.98
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 10.0 $68M 893k 76.09
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.6 $65M 334k 195.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.4 $57M 735k 77.31
Ishares Tr Core Total Usd (IUSB) 8.1 $55M 1.2M 45.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.5 $51M 874k 58.11
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.1 $48M 985k 49.05
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.4 $30M 315k 93.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.3 $29M 176k 164.35
Blackrock Etf Trust Us Eqt Factor (DYNF) 3.3 $22M 501k 44.40
Ea Series Trust Freedom 100 Em (FRDM) 2.7 $19M 550k 33.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $12M 199k 61.05
Apple (AAPL) 1.7 $11M 66k 171.48
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 1.7 $11M 237k 47.46
Pimco Etf Tr Active Bd Etf (BOND) 1.3 $8.6M 93k 91.86
Ishares Tr Russell 3000 Etf (IWV) 1.3 $8.5M 29k 300.08
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $8.1M 256k 31.61
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $7.2M 123k 58.07
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.9 $6.1M 116k 52.87
Vanguard Index Fds Value Etf (VTV) 0.6 $3.9M 24k 162.86
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.5M 6.7k 525.70
Ishares Msci Emrg Chn (EMXC) 0.5 $3.5M 60k 57.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.7M 5.1k 523.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.6M 6.1k 420.52
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $2.3M 26k 89.50
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $1.9M 35k 55.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.8M 46k 39.02
Ishares Tr International Sl (ISCF) 0.3 $1.8M 54k 32.98
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.6M 27k 60.42
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.5M 68k 22.77
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $1.5M 30k 49.70
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 2.8k 481.57
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 5.8k 228.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.3M 25k 51.28
Meta Platforms Cl A (META) 0.2 $1.3M 2.6k 485.58
Microsoft Corporation (MSFT) 0.2 $1.2M 2.9k 420.67
Fiserv (FI) 0.2 $1.2M 7.7k 159.82
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.2M 24k 50.69
Eli Lilly & Co. (LLY) 0.1 $973k 1.3k 777.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $950k 2.1k 444.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $925k 6.1k 152.26
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $898k 11k 83.58
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $895k 18k 50.45
Adobe Systems Incorporated (ADBE) 0.1 $829k 1.6k 504.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $823k 14k 57.96
Amazon (AMZN) 0.1 $809k 4.5k 180.38
Ishares Tr Global Tech Etf (IXN) 0.1 $792k 11k 74.81
Lennar Corp Cl A (LEN) 0.1 $763k 4.4k 171.98
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $756k 5.6k 136.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $745k 1.6k 480.73
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $728k 26k 28.23
Dex (DXCM) 0.1 $726k 5.2k 138.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $710k 12k 60.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $609k 12k 50.17
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $600k 7.5k 80.22
Home Depot (HD) 0.1 $561k 1.5k 383.67
Booking Holdings (BKNG) 0.1 $537k 148.00 3627.88
NVIDIA Corporation (NVDA) 0.1 $458k 507.00 903.56
JPMorgan Chase & Co. (JPM) 0.1 $430k 2.1k 200.25
Ishares Tr Core Msci Total (IXUS) 0.1 $395k 5.8k 67.86
Citigroup Com New (C) 0.1 $375k 5.9k 63.24
Intuit (INTU) 0.1 $342k 526.00 650.01
Amgen (AMGN) 0.1 $342k 1.2k 284.20
Netflix (NFLX) 0.1 $340k 559.00 607.33
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $338k 4.1k 82.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $336k 996.00 336.98
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $333k 15k 22.06
Novo-nordisk A S Adr (NVO) 0.0 $330k 2.6k 128.40
UnitedHealth (UNH) 0.0 $326k 659.00 494.70
Intel Corporation (INTC) 0.0 $322k 7.3k 44.17
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $318k 1.3k 249.86
Alphabet Cap Stk Cl A (GOOGL) 0.0 $313k 2.1k 150.93
Anthem (ELV) 0.0 $311k 600.00 518.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $309k 1.2k 259.90
Synopsys (SNPS) 0.0 $308k 539.00 571.50
Broadcom (AVGO) 0.0 $297k 224.00 1325.41
Ishares Tr Eafe Value Etf (EFV) 0.0 $295k 5.4k 54.40
General Electric Com New (GE) 0.0 $285k 1.6k 175.53
Exxon Mobil Corporation (XOM) 0.0 $277k 2.4k 116.24
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $268k 7.2k 37.23
Cadence Design Systems (CDNS) 0.0 $262k 840.00 311.28
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $248k 8.3k 29.77
Ishares Tr Core Msci Eafe (IEFA) 0.0 $242k 3.3k 74.22
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $239k 1.3k 187.31
Select Sector Spdr Tr Technology (XLK) 0.0 $238k 1.1k 208.27
Lowe's Companies (LOW) 0.0 $234k 918.00 254.73
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $228k 5.6k 40.90
Infosys Sponsored Adr (INFY) 0.0 $226k 13k 17.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $208k 4.6k 45.31
Suncor Energy (SU) 0.0 $207k 5.6k 36.91
Caterpillar (CAT) 0.0 $207k 564.00 366.12
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $206k 3.1k 65.87
American Intl Group Com New (AIG) 0.0 $206k 2.6k 78.17
Coca-Cola Company (KO) 0.0 $206k 3.4k 61.18
Lg Display Spons Adr Rep (LPL) 0.0 $129k 31k 4.10
Vodafone Group Sponsored Adr (VOD) 0.0 $123k 14k 8.90
Crescent Point Energy Trust 0.0 $88k 11k 8.19
Wipro Spon Adr 1 Sh (WIT) 0.0 $68k 12k 5.75
Nokia Corp Sponsored Adr (NOK) 0.0 $66k 19k 3.54
Baytex Energy Corp (BTE) 0.0 $59k 16k 3.63
Grab Holdings Class A Ord (GRAB) 0.0 $54k 17k 3.14
Telefonica S A Sponsored Adr (TEF) 0.0 $51k 12k 4.41
Brf Sa Sponsored Adr (BRFS) 0.0 $38k 12k 3.26
Enel Chile Sponsored Adr (ENIC) 0.0 $36k 12k 3.05