$446 Million is the total value of Intelligence Driven Advisers, LLC's 77 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -3,738 | -100.0% | -0.04% | – |
| SONO | Exit | SONOS INC | $0 | – | -6,200 | -100.0% | -0.04% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -929 | -100.0% | -0.04% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,415 | -100.0% | -0.05% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,277 | -100.0% | -0.05% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -5,287 | -100.0% | -0.05% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,000 | -100.0% | -0.06% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -2,263 | -100.0% | -0.08% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,116 | -100.0% | -0.09% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,402 | -100.0% | -0.11% | – |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -7,143 | -100.0% | -0.13% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -7,383 | -100.0% | -0.15% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -17,674 | -100.0% | -0.18% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -24,612 | -100.0% | -0.42% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -63,489 | -100.0% | -0.66% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -82,630 | -100.0% | -1.33% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -28,182 | -100.0% | -2.16% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -102,402 | -100.0% | -4.48% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -183,010 | -100.0% | -4.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.9% |
| APPLE INC | 20 | Q3 2023 | 4.1% |
| ISHARES TR | 20 | Q3 2023 | 17.1% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.5% |
| SPDR SER TR | 20 | Q3 2023 | 1.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 0.3% |
| ALPHABET INC | 20 | Q3 2023 | 0.2% |
| AMAZON COM INC | 20 | Q3 2023 | 0.2% |
View Intelligence Driven Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR/A | 2023-02-14 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-25 |
View Intelligence Driven Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.