Intelligence Driven Advisers

Intelligence Driven Advisers as of March 31, 2025

Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 101 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 15.6 $81M 1.3M 60.48
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 10.2 $53M 673k 78.96
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.2 $48M 226k 210.94
Ishares Tr Core Total Usd (IUSB) 8.6 $45M 971k 46.08
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.7 $40M 1.6M 24.86
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.4 $28M 509k 54.76
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.7 $25M 505k 48.76
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.5 $24M 508k 46.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $20M 229k 87.17
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 3.7 $19M 388k 49.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $16M 92k 170.89
Apple (AAPL) 3.0 $16M 70k 222.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.5 $13M 607k 21.53
Ea Series Trust Freedom 100 Em (FRDM) 2.3 $12M 336k 35.05
Ishares Msci Emrg Chn (EMXC) 1.0 $5.1M 93k 55.09
Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $4.8M 144k 33.14
Ishares Tr Russell 3000 Etf (IWV) 0.9 $4.6M 14k 317.64
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $4.2M 46k 92.47
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $3.9M 69k 56.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.3M 6.2k 532.58
Vanguard Index Fds Value Etf (VTV) 0.5 $2.6M 15k 172.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 4.2k 559.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $2.1M 36k 58.69
NVIDIA Corporation (NVDA) 0.4 $1.9M 17k 108.38
Mastercard Incorporated Cl A (MA) 0.3 $1.8M 3.2k 548.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.8M 89k 19.78
Fiserv (FI) 0.3 $1.7M 7.7k 220.83
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.7M 17k 98.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 3.1k 513.83
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 9.5k 156.23
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M 2.6k 561.82
Microsoft Corporation (MSFT) 0.3 $1.4M 3.9k 375.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.4M 62k 22.98
Meta Platforms Cl A (META) 0.3 $1.4M 2.4k 576.36
Amazon (AMZN) 0.3 $1.4M 7.3k 190.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.6k 361.07
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.3M 19k 66.34
Netflix (NFLX) 0.2 $1.1M 1.2k 932.53
Merck & Co (MRK) 0.2 $1.0M 12k 89.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $1.0M 20k 50.63
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.0M 17k 57.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $998k 2.1k 468.82
Ge Aerospace Com New (GE) 0.2 $975k 4.9k 200.15
Eli Lilly & Co. (LLY) 0.2 $910k 1.1k 826.06
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $888k 18k 49.73
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $852k 14k 59.75
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $776k 15k 50.66
Booking Holdings (BKNG) 0.1 $774k 168.00 4606.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $715k 4.3k 166.00
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $663k 25k 26.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $575k 11k 50.83
Wells Fargo & Company (WFC) 0.1 $570k 7.9k 71.79
Palantir Technologies Cl A (PLTR) 0.1 $533k 6.3k 84.40
Home Depot (HD) 0.1 $522k 1.4k 366.62
Lennar Corp Cl A (LEN) 0.1 $510k 4.4k 114.78
JPMorgan Chase & Co. (JPM) 0.1 $509k 2.1k 245.26
Uber Technologies (UBER) 0.1 $485k 6.7k 72.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $481k 8.2k 58.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $451k 1.6k 274.84
Ishares Tr Core Msci Total (IXUS) 0.1 $415k 5.9k 69.81
Exxon Mobil Corporation (XOM) 0.1 $412k 3.5k 118.92
Adobe Systems Incorporated (ADBE) 0.1 $397k 1.0k 383.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $370k 2.4k 154.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $369k 1.5k 244.70
Altria (MO) 0.1 $353k 5.9k 60.02
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $348k 3.5k 100.67
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $347k 3.8k 92.37
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $344k 15k 22.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $336k 2.1k 160.54
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $327k 4.2k 78.40
Ishares Tr Eafe Value Etf (EFV) 0.1 $319k 5.4k 58.94
Wal-Mart Stores (WMT) 0.1 $316k 3.6k 87.79
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $292k 2.2k 135.70
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $286k 3.0k 93.66
Citigroup Com New (C) 0.1 $270k 3.8k 70.99
O'reilly Automotive (ORLY) 0.1 $269k 188.00 1432.58
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $266k 2.9k 92.53
General Motors Company (GM) 0.0 $259k 5.5k 47.03
Progressive Corporation (PGR) 0.0 $256k 905.00 283.01
American Intl Group Com New (AIG) 0.0 $253k 2.9k 86.94
Coca-Cola Company (KO) 0.0 $248k 3.5k 71.62
Ishares Tr Global Tech Etf (IXN) 0.0 $247k 3.3k 75.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $246k 3.1k 78.95
Select Sector Spdr Tr Technology (XLK) 0.0 $236k 1.1k 206.48
Select Sector Spdr Tr Communication (XLC) 0.0 $230k 2.4k 96.45
Anthem (ELV) 0.0 $229k 526.00 434.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $226k 1.2k 186.33
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $226k 5.0k 45.65
Boston Scientific Corporation (BSX) 0.0 $223k 2.2k 100.88
Broadcom (AVGO) 0.0 $221k 1.3k 167.43
Doordash Cl A (DASH) 0.0 $215k 1.2k 182.77
Metropcs Communications (TMUS) 0.0 $213k 799.00 266.71
Vanguard Index Fds Small Cp Etf (VB) 0.0 $213k 960.00 221.71
Suncor Energy (SU) 0.0 $213k 5.5k 38.72
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $206k 5.1k 40.41
Amgen (AMGN) 0.0 $205k 657.00 311.32
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $202k 14k 14.87
Fluent Com New (FLNT) 0.0 $57k 26k 2.18
Wipro Spon Adr 1 Sh (WIT) 0.0 $56k 18k 3.06
Grab Holdings Class A Ord (GRAB) 0.0 $48k 11k 4.53
Enel Chile Sponsored Adr (ENIC) 0.0 $37k 11k 3.27