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CIK: 0001819955
Total reported value
$616.0M
$616.0M
104 檔
55.5%
At the close of Q1 2024, Intelligence Driven Advisers, LLC disclosed equity holdings valued at approximately $616.0M, spread across 104 reported holdings.
During Q1 2024, Intelligence Driven Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.33% | +1.19% | -3.44% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 10.05% | -0.33% | +0.31% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.64% | +0.78% | +37.73% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.40% | — | -22.92% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.11% | -0.19% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 7.50% | -0.30% | -6.58% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.14% | -7.01% | +244.84% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.36% | +0.09% | -31.24% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.26% | +0.09% | -5.92% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.29% | +0.65% | — | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.74% | +0.37% | -21.53% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.80% | +0.14% | -4.77% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.20% | -2.66% | |
| 14 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.66% | +0.41% | — | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.26% | -0.04% | -20.36% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.26% | +0.01% | -19.20% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.20% | +0.01% | -4.91% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | -0.01% | -87.21% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.90% | +0.04% | -1.71% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.01% | -1.10% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.08% | +0.80% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.51% | +0.21% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.03% | -4.83% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.03% | +0.07% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.34% | +0.01% | -17.34% | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.28% | — | -21.05% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.26% | +0.05% | -0.83% | |
| 28 | ISCF | Ishares International Small | ETF-Other | 0.26% | — | -91.36% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | -1.12% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.23% | — | -1.55% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.22% | -0.01% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.07% | -3.54% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | — | -8.75% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.19% | — | -60.27% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | +6.39% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.16% | +0.62% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.18% | -0.02% | -11.54% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.18% | -0.01% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.05% | -3.85% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.04% | -0.56% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.06% | -8.37% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.13% | — | -23.95% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.13% | — | +3.02% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.12% | -0.04% | EXIT | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.12% | +0.03% | NEW | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.12% | +8.31% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.12% | +0.01% | +3.92% | |
| 48 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.11% | +0.01% | -20.47% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | +0.03% | -10.02% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.02% | -15.62% |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 104 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, QEFA, IWY) accounted for 55.5% of total reported equity market value during Q1 2024.
During Q1 2024, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (14.3%)、QEFA (10.1%)、IWY (9.6%). The largest single position, DFUS, represented 14.3% of total portfolio value.
In Q1 2024, Intelligence Driven Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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