| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENIC | Exit | ENEL CHILE S.A.sponsored adr | $0 | – | -10,719 | -100.0% | -0.01% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -13,504 | -100.0% | -0.01% | – |
| LPL | Exit | LG DISPLAY CO LTDspons adr rep | $0 | – | -13,673 | -100.0% | -0.01% | – |
| TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -15,750 | -100.0% | -0.01% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -11,146 | -100.0% | -0.01% | – |
| VZIO | Exit | VIZIO HLDG CORP | $0 | – | -30,000 | -100.0% | -0.03% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,522 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,074 | -100.0% | -0.04% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,206 | -100.0% | -0.04% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -3,334 | -100.0% | -0.04% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -4,560 | -100.0% | -0.04% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -898 | -100.0% | -0.04% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -3,036 | -100.0% | -0.05% | – |
| INTU | Exit | INTUIT | $0 | – | -526 | -100.0% | -0.05% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,386 | -100.0% | -0.05% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -3,301 | -100.0% | -0.05% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,342 | -100.0% | -0.05% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,000 | -100.0% | -0.05% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -8,987 | -100.0% | -0.05% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -4,233 | -100.0% | -0.05% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,719 | -100.0% | -0.05% | – | |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,215 | -100.0% | -0.05% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,010 | -100.0% | -0.06% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -105 | -100.0% | -0.06% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY-unit ben int | $0 | – | -15,094 | -100.0% | -0.06% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -6,984 | -100.0% | -0.06% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -3,904 | -100.0% | -0.06% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -766 | -100.0% | -0.07% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,491 | -100.0% | -0.07% | – |
| EMGF | Exit | ISHARES INCemng mkts eqt | $0 | – | -10,357 | -100.0% | -0.07% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -5,714 | -100.0% | -0.08% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,482 | -100.0% | -0.08% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,493 | -100.0% | -0.08% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -927 | -100.0% | -0.09% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -989 | -100.0% | -0.09% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -5,992 | -100.0% | -0.09% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -9,094 | -100.0% | -0.10% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -12,795 | -100.0% | -0.10% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -15,163 | -100.0% | -0.10% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,421 | -100.0% | -0.10% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -4,424 | -100.0% | -0.11% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -10,444 | -100.0% | -0.11% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -21,638 | -100.0% | -0.11% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -7,995 | -100.0% | -0.12% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -31,292 | -100.0% | -0.12% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -6,438 | -100.0% | -0.12% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -1,974 | -100.0% | -0.14% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,042 | -100.0% | -0.14% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,846 | -100.0% | -0.14% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -2,233 | -100.0% | -0.14% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -16,111 | -100.0% | -0.17% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -39,413 | -100.0% | -0.17% | – |
| FISV | Exit | FISERV INC | $0 | – | -8,665 | -100.0% | -0.17% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -7,106 | -100.0% | -0.18% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,102 | -100.0% | -0.18% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -15,413 | -100.0% | -0.18% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -21,036 | -100.0% | -0.19% | – |
| SPMO | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $0 | – | -20,244 | -100.0% | -0.20% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -53,053 | -100.0% | -0.31% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -23,015 | -100.0% | -0.38% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,399 | -100.0% | -0.39% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,556 | -100.0% | -0.42% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -52,847 | -100.0% | -0.47% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -7,257 | -100.0% | -0.55% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -23,324 | -100.0% | -0.56% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -74,955 | -100.0% | -0.66% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -52,591 | -100.0% | -0.67% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -49,434 | -100.0% | -0.76% | – |
| JQUA | Exit | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $0 | – | -198,244 | -100.0% | -1.51% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -52,615 | -100.0% | -1.72% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -40,251 | -100.0% | -1.74% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -220,431 | -100.0% | -1.93% | – |
| AAPL | Exit | APPLE INC | $0 | – | -68,230 | -100.0% | -2.10% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -297,676 | -100.0% | -2.52% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -313,786 | -100.0% | -2.57% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -203,347 | -100.0% | -2.71% | – |
| ISCF | Exit | ISHARES TRinternational sl | $0 | – | -794,151 | -100.0% | -4.01% | – |
| FRDM | Exit | EA SERIES TRUSTfreedom 100 em | $0 | – | -907,377 | -100.0% | -4.48% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -372,270 | -100.0% | -4.77% | – |
| OMFL | Exit | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $0 | – | -626,410 | -100.0% | -5.00% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -607,906 | -100.0% | -5.18% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -332,271 | -100.0% | -7.76% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -310,732 | -100.0% | -8.54% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -876,362 | -100.0% | -8.94% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -870,144 | -100.0% | -11.55% | – |
| QEFA | Exit | SPDR INDEX SHS FDSmsci eafe strtgc | $0 | – | -1,106,816 | -100.0% | -12.89% | – |
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.