Intelligence Driven Advisers

Intelligence Driven Advisers as of June 30, 2025

Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 119 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 15.5 $103M 1.5M 67.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 10.1 $67M 271k 246.51
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 9.5 $63M 735k 85.34
Ishares Tr Core Total Usd (IUSB) 7.3 $48M 1.0M 46.23
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.7 $44M 1.8M 25.03
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.5 $37M 671k 54.46
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 4.3 $29M 554k 51.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.8 $25M 461k 55.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $25M 1.0M 23.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $24M 261k 91.10
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.5 $23M 503k 46.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $18M 29k 617.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $17M 95k 182.82
Ea Series Trust Freedom 100 Em (FRDM) 2.6 $17M 423k 40.40
Apple (AAPL) 2.3 $15M 74k 205.17
Ishares Msci Emrg Chn (EMXC) 1.0 $6.7M 106k 63.14
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.0 $6.5M 153k 42.27
Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $4.8M 134k 35.56
Ishares Tr Russell 3000 Etf (IWV) 0.7 $4.7M 13k 351.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $4.6M 208k 22.10
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $4.0M 66k 60.05
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $3.8M 42k 92.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.0M 6.3k 485.80
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.8M 44k 63.71
Mastercard Incorporated Cl A (MA) 0.4 $2.7M 4.8k 561.89
Vanguard Index Fds Value Etf (VTV) 0.4 $2.6M 15k 176.74
NVIDIA Corporation (NVDA) 0.4 $2.5M 16k 157.99
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $2.3M 88k 26.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $2.2M 38k 58.78
Boeing Company (BA) 0.3 $2.0M 9.7k 209.53
Microsoft Corporation (MSFT) 0.3 $2.0M 4.0k 497.44
Ishares Tr Mbs Etf (MBB) 0.3 $1.9M 20k 93.89
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.8M 10k 177.39
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.8M 18k 99.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.8M 4.1k 424.56
Meta Platforms Cl A (META) 0.3 $1.7M 2.3k 738.20
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.6M 2.6k 620.81
Netflix (NFLX) 0.2 $1.6M 1.2k 1339.42
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.5M 23k 64.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.5M 2.7k 551.57
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.4M 19k 71.26
Fiserv (FI) 0.2 $1.3M 7.7k 172.41
Amazon (AMZN) 0.2 $1.3M 5.7k 219.39
Ge Aerospace Com New (GE) 0.2 $1.3M 4.9k 257.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.1M 46k 22.98
Select Sector Spdr Tr Financial (XLF) 0.2 $1.0M 20k 52.37
Booking Holdings (BKNG) 0.1 $990k 171.00 5789.24
Wells Fargo & Company (WFC) 0.1 $946k 12k 80.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $914k 4.0k 226.49
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $853k 17k 49.76
Palantir Technologies Cl A (PLTR) 0.1 $812k 6.0k 136.33
Merck & Co (MRK) 0.1 $787k 9.9k 79.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $755k 13k 57.01
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $737k 15k 50.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $648k 1.1k 568.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $647k 4.8k 134.79
Uber Technologies (UBER) 0.1 $647k 6.9k 93.30
British Amern Tob Sponsored Adr (BTI) 0.1 $632k 13k 47.33
JPMorgan Chase & Co. (JPM) 0.1 $592k 2.0k 289.87
Ishares Glb Enr Prod Etf (FILL) 0.1 $569k 24k 23.71
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $527k 6.0k 87.81
Home Depot (HD) 0.1 $518k 1.4k 366.55
Adobe Systems Incorporated (ADBE) 0.1 $513k 1.3k 386.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $511k 8.2k 62.02
Lennar Corp Cl A (LEN) 0.1 $491k 4.4k 110.61
Citigroup Com New (C) 0.1 $483k 5.7k 85.12
Alphabet Cap Stk Cl A (GOOGL) 0.1 $468k 2.7k 176.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $458k 1.5k 303.93
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.1 $431k 5.4k 79.87
Qualcomm (QCOM) 0.1 $430k 2.7k 159.26
Eli Lilly & Co. (LLY) 0.1 $429k 550.00 779.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $428k 1.5k 284.46
Ishares Tr Core Msci Total (IXUS) 0.1 $428k 5.5k 77.31
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $417k 6.7k 62.64
Wal-Mart Stores (WMT) 0.1 $404k 4.1k 97.79
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $378k 3.8k 100.82
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $349k 4.8k 72.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $344k 2.1k 164.46
Ishares Tr Eafe Value Etf (EFV) 0.1 $344k 5.4k 63.48
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $332k 4.2k 79.76
Altria (MO) 0.0 $329k 5.6k 58.63
Ge Vernova (GEV) 0.0 $328k 620.00 529.15
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $324k 2.9k 112.47
Vistra Energy (VST) 0.0 $318k 1.6k 193.81
Lowe's Companies (LOW) 0.0 $309k 1.4k 221.87
General Motors Company (GM) 0.0 $307k 6.2k 49.21
Ishares Tr Global Tech Etf (IXN) 0.0 $302k 3.3k 92.34
Doordash Cl A (DASH) 0.0 $298k 1.2k 246.51
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $294k 2.2k 135.74
Select Sector Spdr Tr Technology (XLK) 0.0 $290k 1.1k 253.23
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $286k 3.0k 93.87
Exxon Mobil Corporation (XOM) 0.0 $274k 2.5k 107.81
American Intl Group Com New (AIG) 0.0 $261k 3.0k 85.59
Coca-Cola Company (KO) 0.0 $261k 3.7k 70.76
Select Sector Spdr Tr Communication (XLC) 0.0 $258k 2.4k 108.53
Palo Alto Networks (PANW) 0.0 $253k 1.2k 204.64
Broadcom (AVGO) 0.0 $251k 910.00 275.60
Gilead Sciences (GILD) 0.0 $248k 2.2k 110.88
Boston Scientific Corporation (BSX) 0.0 $248k 2.3k 107.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $245k 3.1k 79.50
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $245k 3.0k 81.66
Vanguard Index Fds Small Cp Etf (VB) 0.0 $244k 1.0k 236.97
Intuit (INTU) 0.0 $242k 307.00 788.03
O'reilly Automotive (ORLY) 0.0 $237k 2.6k 90.12
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $235k 7.2k 32.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $233k 2.3k 100.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $232k 1.2k 194.99
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $225k 15k 15.46
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $223k 927.00 240.32
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $218k 762.00 285.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $215k 4.3k 50.68
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $211k 6.4k 33.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $205k 4.5k 45.75
UnitedHealth (UNH) 0.0 $203k 651.00 311.97
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $202k 1.8k 112.00
Wipro Spon Adr 1 Sh (WIT) 0.0 $79k 26k 3.02
Grab Holdings Class A Ord (GRAB) 0.0 $53k 11k 5.03
Fluent Com New (FLNT) 0.0 $53k 26k 2.00
Enel Chile Sponsored Adr (ENIC) 0.0 $41k 11k 3.63