ID

Intelligence Driven Advisers, LLC

13F
Intelligence Driven Advisers, LLC
Last update 2024-11-06 111 Stocks (14 new)
Value $700.00 Mil Turnover 11 %
Countries:
Top Holdings: DFUS(15.70%)IWY(10.31%)QEFA(10.19%)IUSB(8.14%)SCHR(7.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
Intelligence Driven Advisers, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS 		Dimensional U.S. Equity Market ETF
1,765,457
109811.450
0%
15.700
0%
0.960
+0.14%
-0.41%
12751.642
 
IWY 		iShares Russell Top 200 Growth ETF
327,830
72138.930
-3.60%
10.310
-0.37%
0.600
+2.82%
-2.01%
13912.808
 
QEFA 		SPDR MSCI EAFE StrategicFactors SM ETF
885,775
71288.410
-2.58%
10.190
-0.25%
7.260
-9.16%
-0.30%
907.240
 
IUSB 		iShares Core Total USD Bond Market ETF
1,208,538
56946.300
+0.11%
8.140
+0.01%
0.170
-3.39%
-1.02%
31570.337
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
1,965,138
49718.000
+97.75%
7.110
+3.51%
0.240
-3.10%
-0.95%
9984.900
 
COWZ 		Pacer US Cash Cows 100 ETF
756,258
43734.410
-8.89%
6.250
-0.57%
0.170
-1.96%
+1.61%
25303.251
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
631,088
31219.930
+6.12%
4.460
+0.26%
0.250
+0.18%
-0.70%
13685.979
 
AVUV 		Avantis U.S. Small Cap Value ETF
316,892
30405.780
-2.69%
4.350
-0.11%
0.220
+0.06%
+0.85%
15484.491
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
626,029
29554.840
New Holding
4.220
+4.22%
0.150
-3.58%
-1.26%
17762.481
 
QUAL 		iShares MSCI USA Quality Factor ETF
151,590
27180.130
-9.88%
3.890
-0.40%
0.050
-3.58%
-0.81%
49847.157
 

Intelligence Driven Advisers, LLC's Historical Top Holdings Breakdowns

Intelligence Driven Advisers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS 		Dimensional U.S. Equity ETF2023-12-31Add
+12.29%
●
44.51 ($48.41) 52
$63.47
31.12%
Add 461.67%
1,762,444
1,448,658
SHY 		iShares 1-3 Year Treasury Bond ETF2023-06-30Reduce
-9.19%
●
80.84 ($81.37) 82
$81.87
0.61%
Reduce -92.83%
47,969
-620,596
IUSB 		iShares Core Total USD Bond Market ETF2024-03-31New Buy
+8.11%
●
45.02 ($45.51) 46.27
$44.74
-1.69%
New holding
1,203,425
1,203,425
VGSH 		Vanguard Short-Term Government Bond ETF2024-03-31Reduce
-7.95%
●
57.88 ($58.15) 58.54
$58.10
-0.09%
Reduce -87.21%
123,303
-840,659
IWY 		iShares Russell Top 200 Growth ETF2023-06-30New Buy
+7.91%
●
136.03 ($145.58) 158.56
$230.52
58.35%
New holding
285,950
285,950
VGSH 		Vanguard Short-Term Government Bond ETF2023-06-30New Buy
+7.87%
●
57.56 ($57.92) 58.38
$58.10
0.31%
New holding
781,052
781,052
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Reduce
-7.73%
●
76.94 ($78.48) 79.54
$77.78
-0.89%
Reduce -98.01%
14,382
-706,695
USMV 		iShares MSCI USA Min Vol Factor ETF2023-06-30Reduce
-5.55%
●
71.16 ($72.87) 74.33
$88.60
21.59%
Reduce -82.75%
87,829
-421,411
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-03-31Add
+5.07%
●
48.64 ($49.16) 49.88
$24.06
-51.06%
Add 244.84%
984,558
699,050
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2023-12-31Reduce
-4.65%
●
43.21 ($47.18) 51.71
$53.92
14.29%
Reduce -92.95%
44,191
-582,219

Intelligence Driven Advisers, LLC Total Holding History ($B)

To

Intelligence Driven Advisers, LLC's Asset Allocation

To

Intelligence Driven Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Intelligence Driven Advisers, LLC's Hypothetical Growth since 2024-09-30

Intelligence Driven Advisers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Intelligence Driven Advisers, LLC's Holdings Heat Map

Size field:

Intelligence Driven Advisers, LLC's Holdings Bubble Chart

Intelligence Driven Advisers, LLC News

  • 1

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