$563 Million is the total value of Intelligence Driven Advisers, LLC's 86 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $978,885 | -9.9% | 8,665 | 0.0% | 0.17% | -8.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $589,083 | -5.4% | 2,421 | 0.0% | 0.10% | -3.7% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $324,370 | +9.1% | 15,094 | 0.0% | 0.06% | +11.5% | |
| EFG | ISHARES TReafe grwth etf | $280,222 | -7.8% | 3,301 | 0.0% | 0.05% | -5.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $239,764 | -2.3% | 898 | 0.0% | 0.04% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $228,012 | -2.1% | 3,334 | 0.0% | 0.04% | -2.4% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $212,859 | -4.6% | 4,206 | 0.0% | 0.04% | -2.6% | |
| VZIO | VIZIO HLDG CORP | $156,600 | -19.9% | 30,000 | 0.0% | 0.03% | -17.6% | |
| ENIC | ENEL CHILE S.A.sponsored adr | $30,656 | -13.1% | 10,719 | 0.0% | 0.01% | -16.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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 | 2024-02-06 |
| 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 |
| 13F-HR/A | 2022-02-02 |
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.