ID
| |
Intelligence Driven Advisers, LLC13F | |
| Intelligence Driven Advisers, LLC | |
| Last update 2025-07-09 | 119 Stocks (24 new) |
| Value $663.00 Mil | Turnover 18 % |
Intelligence Driven Advisers, ... Top Holdings of 2025-06-30
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| 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 | 1,532,653 | 102,718.4 | +14.73% | 15.490 | +1.99% | 0.660 | +17.72% | +6.68% | 15,686.2 | ||
IWY | iShares Russell Top 200 Growth ETF | 271,149 | 66,840.8 | +20.17% | 10.080 | +1.69% | 0.480 | +21.71% | +5.78% | 14,043.2 | ||
QEFA |
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
| 734,636 | 62,693.9 | +9.18% | 9.460 | +0.80% | 7.030 | +12.34% | +19.49% | 888.4 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 1,043,740 | 48,252.1 | +7.50% | 7.280 | +0.51% | 0.150 | +2.43% | +3.31% | 32,689.6 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 1,767,135 | 44,231.4 | +10.32% | 6.670 | +0.62% | 0.400 | +1.83% | +3.94% | 11,005.8 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 671,231 | 36,555.3 | +32.88% | 5.510 | +1.36% | 0.190 | +17.88% | +7.74% | 19,221.7 | ||
IUS | INVESCO EXC TR SEL | 553,625 | 28,511.7 | +42.59% | 4.300 | +1.28% | 4.470 | +12.47% | +5.86% | 645.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 460,543 | 25,375.9 | -9.57% | 3.830 | -0.51% | 0.120 | +13.69% | +0.86% | 21,212.8 | ||
SCHB | Schwab U.S. Broad Market ETF | 1,040,325 | 24,790.9 | +71.50% | 3.740 | +1.56% | 0.070 | +17.88% | +6.66% | 34,639.1 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 261,449 | 23,818.0 | +14.32% | 3.590 | +0.45% | 0.150 | +20.71% | -0.86% | 16,734.9 |
Intelligence Driven Advisers, LLC's Historical Top Holdings Breakdowns
Intelligence Driven Advisers, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +2.34% | 496.48 ($571.44) 617.85 | $623.62 | 9.13% | Add 603.48% | 29,307 | 25,141 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Add Add | +1.99% | 53.65 ($61.9) 67.02 | $67.67 | 9.32% | Add 14.73% | 1,532,653 | 196,806 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-06-30 | Add Add | +1.69% | 187.5 ($222.41) 246.51 | $248.33 | 11.65% | Add 20.17% | 271,149 | 45,520 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Add Add | +1.56% | 19.1 ($22.02) 23.83 | $24.07 | 9.31% | Add 71.5% | 1,040,325 | 433,721 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +1.36% | 43.53 ($50.15) 54.46 | $54.83 | 9.33% | Add 32.88% | 671,231 | 166,098 | |
IUS | INVESCO EXC TR SEL | 2025-06-30 | Add Add | +1.28% | 43.78 ($48.87) 51.5 | $52.12 | 6.65% | Add 42.59% | 553,625 | 165,359 | |
PRF | Invesco RAFI US 1000 ETF | 2025-06-30 | Add Add | +0.95% | 35.77 ($39.96) 42.27 | $42.82 | 7.16% | Add 2909.44% | 153,090 | 148,003 | |
QEFA |
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
| 2025-06-30 | Add Add | +0.80% | 71.47 ($82.02) 85.53 | $85.02 | 3.66% | Add 9.18% | 734,636 | 61,778 | |
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-06-30 | Add Add | +0.62% | 24.54 ($24.78) 25.1 | $24.76 | -0.08% | Add 10.32% | 1,767,135 | 165,252 | |
FRDM |
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
| 2025-06-30 | Add Add | +0.53% | 30.96 ($37.14) 40.6 | $40.15 | 8.10% | Add 25.95% | 422,619 | 87,087 |
Intelligence Driven Advisers, LLC Total Holding History ($B)
Intelligence Driven Advisers, LLC's Asset Allocation
Intelligence Driven Advisers, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Intelligence Driven Advisers, LLC's Hypothetical Growth since 2025-06-30
Intelligence Driven Advisers, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Intelligence Driven Advisers, LLC's Holdings Heat Map
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Intelligence Driven Advisers, LLC's Holdings Bubble Chart
Intelligence Driven Advisers, LLC News
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