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Size ($ in 1000's)
At 12/31/2023: $618,863
At 09/30/2023: $563,270
Intelligence Driven Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intelligence Driven Advisers LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Intelligence Driven Advisers LLC top holdings by largest position size, as per the latest 13f filing made by Intelligence Driven Advisers LLC.
In the Intelligence Driven Advisers LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Intelligence Driven Advisers LLC in that top holding, then the share count change between reporting periods, and finally the Intelligence Driven Advisers LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFUS) |
1,762,444 |
+1,448,658 |
$92,511 | | DFUS | 1,762,444 | +1,448,658 | $92,511 | | VANGUARD SCOTTSDALE FDS (VCSH) |
953,582 |
+83,438 |
$74,017 | | VCSH | 953,582 | +83,438 | $74,017 | | SPDR INDEX SHS FDS (QEFA) |
890,670 |
-216,146 |
$64,734 | | QEFA | 890,670 | -216,146 | $64,734 | | VANGUARD SCOTTSDALE FDS (VGSH) |
963,962 |
+87,600 |
$56,430 | | VGSH | 963,962 | +87,600 | $56,430 | | PACER FDS TR |
935,241 |
+327,335 |
$48,361 | | COWZ | 935,241 | +327,335 | $48,361 | | ISHARES TR (IWY) |
242,727 |
-68,005 |
$43,761 | | IWY | 242,727 | -68,005 | $43,761 | | AMERICAN CENTY ETF TR (AVUV) |
458,023 |
+254,676 |
$39,940 | | AVUV | 458,023 | +254,676 | $39,940 | | ISHARES TR (QUAL) |
186,616 |
-145,655 |
$28,086 | | QUAL | 186,616 | -145,655 | $28,086 | | EA SERIES TRUST |
700,611 |
-206,766 |
$21,600 | | FRDM | 700,611 | -206,766 | $21,600 | | ISHARES TR (ISCF) |
620,529 |
-173,622 |
$19,497 | | ISCF | 620,529 | -173,622 | $19,497 | | SCHWAB STRATEGIC TR |
285,508 |
-12,168 |
$14,230 | | SCHR | 285,508 | -12,168 | $14,230 | | APPLE INC |
67,599 |
-631 |
$12,465 | | AAPL | 67,599 | -631 | $12,465 | | SCHWAB STRATEGIC TR |
209,335 |
-11,096 |
$11,781 | | SCHB | 209,335 | -11,096 | $11,781 | | PIMCO ETF TR (BOND) |
116,909 |
+67,475 |
$10,805 | | BOND | 116,909 | +67,475 | $10,805 | | ISHARES TR (IWV) |
35,222 |
-5,029 |
$9,736 | | IWV | 35,222 | -5,029 | $9,736 | | DIMENSIONAL ETF TRUST (DUHP) |
269,309 |
+269,309 |
$7,850 | | DUHP | 269,309 | +269,309 | $7,850 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
117,579 |
-80,665 |
$5,775 | | JQUA | 117,579 | -80,665 | $5,775 | | VANGUARD INDEX FDS (VTV) |
24,319 |
+995 |
$3,667 | | VTV | 24,319 | +995 | $3,667 | | ISHARES TR (IGSB) |
63,442 |
-11,513 |
$3,266 | | IGSB | 63,442 | -11,513 | $3,266 | | ISHARES TR (IVV) |
6,628 |
-629 |
$3,216 | | IVV | 6,628 | -629 | $3,216 | | SPDR S&P 500 ETF TR (SPY) |
5,359 |
-197 |
$2,588 | | SPY | 5,359 | -197 | $2,588 | | AMERICAN CENTY ETF TR (AVUS) |
30,972 |
-341,298 |
$2,537 | | AVUS | 30,972 | -341,298 | $2,537 |  BERKSHIRE HATHAWAY INC DEL |
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$2,327 | | BRK.B | 6,064 | -335 | $2,327 | | INVESCO EXCH TRD SLF IDX FD |
44,191 |
-582,219 |
$2,206 | | OMFL | 44,191 | -582,219 | $2,206 | | AMERICAN CENTY ETF TR (AVEM) |
38,003 |
+38,003 |
$2,073 | | AVEM | 38,003 | +38,003 | $2,073 | | SCHWAB STRATEGIC TR |
46,035 |
-7,018 |
$1,685 | | SCHF | 46,035 | -7,018 | $1,685 | | ISHARES TR (GOVT) |
69,021 |
+69,021 |
$1,587 | | GOVT | 69,021 | +69,021 | $1,587 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
27,165 |
-25,682 |
$1,513 | | SPHQ | 27,165 | -25,682 | $1,513 | | VANGUARD INDEX FDS (VB) |
6,323 |
-46,292 |
$1,313 | | VB | 6,323 | -46,292 | $1,313 | | MASTERCARD INCORPORATED |
2,878 |
+904 |
$1,293 | | MA | 2,878 | +904 | $1,293 | | FISERV INC |
8,665 |
+8,665 |
$1,229 | | FI | 8,665 | +8,665 | $1,229 | | MICROSOFT CORP |
2,918 |
-184 |
$1,160 | | MSFT | 2,918 | -184 | $1,160 | | ISHARES TR (USMV) |
14,132 |
-38,459 |
$1,127 | | USMV | 14,132 | -38,459 | $1,127 | | ADOBE INC |
1,747 |
+758 |
$1,079 | | ADBE | 1,747 | +758 | $1,079 | | META PLATFORMS INC |
2,424 |
+1,414 |
$946 | | META | 2,424 | +1,414 | $946 | | ALPHABET INC |
6,627 |
+781 |
$940 | | GOOG | 6,627 | +781 | $940 | | INVESCO QQQ TR |
2,152 |
-81 |
$898 | | QQQ | 2,152 | -81 | $898 | | J P MORGAN EXCHANGE TRADED F (JPST) |
17,213 |
-3,823 |
$869 | | JPST | 17,213 | -3,823 | $869 | | ELI LILLY & CO |
1,300 |
+373 |
$839 | | LLY | 1,300 | +373 | $839 | | LENNAR CORP |
5,580 |
-858 |
$836 | | LEN | 5,580 | -858 | $836 | | VANGUARD INDEX FDS (VOO) |
1,837 |
-205 |
$815 | | VOO | 1,837 | -205 | $815 | | ISHARES TR (IXN) |
10,192 |
-252 |
$712 | | IXN | 10,192 | -252 | $712 | | TAIWAN SEMICONDUCTOR MFG LTD |
6,176 |
+3,140 |
$698 | | TSM | 6,176 | +3,140 | $698 | | ISHARES TR (IVLU) |
25,785 |
-13,628 |
$679 | | IVLU | 25,785 | -13,628 | $679 | | AMAZON COM INC |
4,141 |
+648 |
$643 | | AMZN | 4,141 | +648 | $643 | | ISHARES TR (IJH) |
2,356 |
-65 |
$642 | | IJH | 2,356 | -65 | $642 | | DEXCOM INC |
5,237 |
-755 |
$636 | | DXCM | 5,237 | -755 | $636 | | BOOKING HOLDINGS INC |
153 |
+48 |
$537 | | BKNG | 153 | +48 | $537 | | NOVO NORDISK A S |
4,666 |
+762 |
$535 | | NVO | 4,666 | +762 | $535 | | VANGUARD TAX MANAGED FDS (VEA) |
11,282 |
-1,513 |
$535 | | VEA | 11,282 | -1,513 | $535 |
See Full List: All Stocks Held By Intelligence Driven Advisers LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Intelligence Driven Advisers LLC
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