$547 Million is the total value of Intelligence Driven Advisers, LLC's 90 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate | $9,817,000 | – | 197,535 | +100.0% | 1.79% | – |
| FBND | New | FIDELITY COVINGTON TRUSTtotal bd etf | $9,036,000 | – | 184,145 | +100.0% | 1.65% | – |
| EMGF | New | ISHARES INCmsci emerg mkt | $7,105,000 | – | 146,497 | +100.0% | 1.30% | – |
| ICVT | New | ISHARES TRconv bd etf | $6,307,000 | – | 77,077 | +100.0% | 1.15% | – |
| SPHY | New | SPDR SER TRportfli high yld | $3,897,000 | – | 157,895 | +100.0% | 0.71% | – |
| GIS | New | GENERAL MLS INC | $2,005,000 | – | 28,742 | +100.0% | 0.37% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $373,000 | – | 2,883 | +100.0% | 0.07% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $292,000 | – | 3,685 | +100.0% | 0.05% | – |
| MMM | New | 3M CO | $278,000 | – | 1,855 | +100.0% | 0.05% | – |
| SRE | New | SEMPRA ENERGY | $265,000 | – | 1,579 | +100.0% | 0.05% | – |
| MBB | New | ISHARES TRmbs etf | $241,000 | – | 2,406 | +100.0% | 0.04% | – |
| HPQ | New | HP INC | $201,000 | – | 5,020 | +100.0% | 0.04% | – |
| VZIO | New | VIZIO HLDG CORPput | $96,000 | – | 38,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
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.