- New Purchases: FALN, EFV, IUSB, IXUS, USIG, VGLT, LOAN, IJR, IEF, PG, PEP, PM, KO, JNJ, INTU, EMR, SONO, TSLA, JPM, MO, AFRM, CLNE,
- Added Positions: SPTL, VB, MTUM, SPY, EFG, GOVT, IWV, QUAL, AAPL, MSFT, VMBS, AGG, IEFA, IEMG, VTI, MUB, IJH, SLYV,
- Reduced Positions: LQD, VCSH, IVV, TLT, HYG, IHI, IEI, JPST, USMV, VO, BSV, IGSB, LMBS, SCHF, FLOT, VTV, BOND, SHYG, ESGE, VOO, SCHB, RWO, VNQ, VEA, BRK.B, FNDE, VWO, SPLV, IVE, AMZN, VAW, JQUA, ITOT, IYG, VHT,
- Sold Out: SCHZ, BNDX, VCIT,
For the details of Intelligence Driven Advisers, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/intelligence+driven+advisers%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Intelligence Driven Advisers, LLC- BTC iShares MSCI EAFE Growth ETF (EFG) - 349,092 shares, 7.78% of the total portfolio. Shares added by 6.11%
- BTC iShares MSCI USA Quality Factor ETF (QUAL) - 249,537 shares, 6.89% of the total portfolio. Shares added by 5.28%
- BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 425,225 shares, 6.50% of the total portfolio. Shares reduced by 10.5%
- BTC iShares U.S. Treasury Bond ETF (GOVT) - 1,019,571 shares, 5.63% of the total portfolio. Shares added by 8.44%
- BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 152,250 shares, 5.49% of the total portfolio. Shares added by 17.92%
Intelligence Driven Advisers, LLC initiated holding in iShares Fallen Angels USD Bond ETF. The purchase prices were between $28.92 and $29.88, with an estimated average price of $29.35. The stock is now traded at around $30.090000. The impact to a portfolio due to this purchase was 5.13%. The holding were 824,234 shares as of 2021-06-30.
New Purchase: BTC iShares MSCI EAFE Value ETF (EFV)Intelligence Driven Advisers, LLC initiated holding in BTC iShares MSCI EAFE Value ETF. The purchase prices were between $50.15 and $53.86, with an estimated average price of $52.21. The stock is now traded at around $51.720000. The impact to a portfolio due to this purchase was 5.02%. The holding were 466,560 shares as of 2021-06-30.
New Purchase: iShares Core Total USD Bond Market ETF (IUSB)Intelligence Driven Advisers, LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.46 and $53.42, with an estimated average price of $52.97. The stock is now traded at around $53.940000. The impact to a portfolio due to this purchase was 4.7%. The holding were 422,639 shares as of 2021-06-30.
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)Intelligence Driven Advisers, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $69.48 and $74.8, with an estimated average price of $72.54. The stock is now traded at around $72.390000. The impact to a portfolio due to this purchase was 1.2%. The holding were 79,029 shares as of 2021-06-30.
New Purchase: iShares U.S. Credit Bond ETF (USIG)Intelligence Driven Advisers, LLC initiated holding in iShares U.S. Credit Bond ETF. The purchase prices were between $58.58 and $60.47, with an estimated average price of $59.48. The stock is now traded at around $61.300000. The impact to a portfolio due to this purchase was 0.8%. The holding were 63,858 shares as of 2021-06-30.
New Purchase: Vanguard Long-Term Government Bond ETF (VGLT)Intelligence Driven Advisers, LLC initiated holding in Vanguard Long-Term Government Bond ETF. The purchase prices were between $82.27 and $88.3, with an estimated average price of $84.67. The stock is now traded at around $90.820000. The impact to a portfolio due to this purchase was 0.45%. The holding were 24,612 shares as of 2021-06-30.
Added: SPDR Portfolio Long Term Treasury ETF (SPTL)Intelligence Driven Advisers, LLC added to a holding in SPDR Portfolio Long Term Treasury ETF by 3509.99%. The purchase prices were between $38.75 and $41.6, with an estimated average price of $39.88. The stock is now traded at around $42.770000. The impact to a portfolio due to this purchase was 5.12%. The holding were 614,168 shares as of 2021-06-30.
Added: Vanguard Small Cap ETF (VB)Intelligence Driven Advisers, LLC added to a holding in Vanguard Small Cap ETF by 116.90%. The purchase prices were between $211.25 and $227.49, with an estimated average price of $220.99. The stock is now traded at around $220.980000. The impact to a portfolio due to this purchase was 2.58%. The holding were 102,402 shares as of 2021-06-30.
Added: S&P 500 ETF TRUST ETF (SPY)Intelligence Driven Advisers, LLC added to a holding in S&P 500 ETF TRUST ETF by 569.68%. The purchase prices were between $395.04 and $428.06, with an estimated average price of $415.91. The stock is now traded at around $438.830000. The impact to a portfolio due to this purchase was 0.74%. The holding were 9,784 shares as of 2021-06-30.
Added: iShares Russell 3000 ETF (IWV)Intelligence Driven Advisers, LLC added to a holding in iShares Russell 3000 ETF by 32.54%. The purchase prices were between $236.73 and $256.01, with an estimated average price of $248.69. The stock is now traded at around $260.680000. The impact to a portfolio due to this purchase was 0.41%. The holding were 31,047 shares as of 2021-06-30.
Added: Microsoft Corp (MSFT)Intelligence Driven Advisers, LLC added to a holding in Microsoft Corp by 124.29%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $286.220000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,571 shares as of 2021-06-30.
Added: Vanguard Mortgage-Backed Securities ETF (VMBS)Intelligence Driven Advisers, LLC added to a holding in Vanguard Mortgage-Backed Securities ETF by 22.08%. The purchase prices were between $53.16 and $53.58, with an estimated average price of $53.38. The stock is now traded at around $53.580000. The impact to a portfolio due to this purchase was 0.13%. The holding were 63,489 shares as of 2021-06-30.
Sold Out: Schwab US Aggregate Bond ETF (SCHZ)Intelligence Driven Advisers, LLC sold out a holding in Schwab US Aggregate Bond ETF. The sale prices were between $53.56 and $54.5, with an estimated average price of $54.07.
Sold Out: Vanguard Total International Bond ETF (BNDX)Intelligence Driven Advisers, LLC sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $56.49 and $57.25, with an estimated average price of $56.92.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Intelligence Driven Advisers, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $92.33 and $94.9, with an estimated average price of $93.73.
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