Intelligence Driven Advisers, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
ID Intelligence Driven Advisers, LLC | Institutional Filer | ▼ 18.00% | $573.6M | 130 |
Current Portfolio Holdings
Showing all 130 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 1.3M | $90.8M | 15.83% |
| 2 | QEFA | SPDR INDEX SHS FDS | — | 613K | $57.2M | 9.97% |
| 3 | IWY | ISHARES TR | — | 206K | $51.2M | 8.93% |
| 4 | IUSB | ISHARES TR | — | 972K | $44.9M | 7.82% |
| 5 | SCHR | SCHWAB STRATEGIC TR | — | 1.6M | $40.9M | 7.13% |
| 6 | DYNF | BLACKROCK ETF TRUST | — | 625K | $36.4M | 6.34% |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | — | 550K | $31.9M | 5.55% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | — | 474K | $22.3M | 3.88% |
| 9 | AAPL | Apple Inc. | Technology | 67K | $17.0M | 2.96% |
| 10 | COWZ | PACER FDS TR | — | 266K | $16.6M | 2.90% |
| 11 | SCHB | SCHWAB STRATEGIC TR | — | 563K | $14.1M | 2.47% |
| 12 | FRDM | EA SERIES TRUST | — | 230K | $12.6M | 2.19% |
| 13 | AVUV | AMERICAN CENTY ETF TR | — | 101K | $11.2M | 1.95% |
| 14 | QUAL | ISHARES TR | — | 57K | $10.9M | 1.91% |
| 15 | AIQ | GLOBAL X FDS | — | 156K | $7.3M | 1.27% |
Showing 1 to 15 of 130 holdings