Intelligence Driven Advisers, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Carlsbad, CA
CIK
0001819955
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 90 618,855 DFUS, VCSH, QEFA, VGSH 13F-HR 2/6/2024 000194104024000079
Q3 2023 86 563,271 QEFA, VCSH, VGSH, IWY 13F-HR 11/7/2023 000194104023000337
Q2 2023 95 570,598 QEFA, VCSH, QUAL, IWY 13F-HR 7/18/2023 000194104023000163
Q1 2023 92 556,139 VCSH, SHY, QEFA, QUAL 13F-HR 5/11/2023 000181995523000007
Q4 2022 99 545,228 VCSH, SHY, QEFA, QUAL RESTATEMENT 2/14/2023 000181995523000004
Q3 2022 108 497,666 IUSB, USMV, QUAL, MTUM 13F-HR 10/21/2022 000181995522000010
Q2 2022 97 510,479 USMV, QUAL, IUSB, EFV 13F-HR 7/22/2022 000181995522000008
Q1 2022 90 547,462 USMV, QUAL, IUSB, IVV 13F-HR 4/25/2022 000181995522000006
Q4 2021 86 544,713 EFG, VTV, QUAL, IUSB RESTATEMENT 2/2/2022 000181995522000004
Q3 2021 77 445,664 EFG, QUAL, EFV, IUSB 13F-HR 10/14/2021 000181995521000014
Q2 2021 92 514,387 EFG, QUAL, USMV, GOVT 13F-HR 7/28/2021 000181995521000012
Q1 2021 72 445,653 EFG, USMV, IVV, LQD 13F-HR 4/13/2021 000181995521000010
Q4 2020 91 446,085 EFG, LQD, USMV, IVV RESTATEMENT 2/17/2021 000181995521000007
Q3 2020 79 426,400 LQD, JPST, EFG, USMV 13F-HR 10/9/2020 000181995520000026
Q2 2020 85 282,670 JAGG, SCHB, SMMV, IVV NEW HOLDINGS 9/10/2020 000181995520000024
Q2 2020 84 280,945 JAGG, SCHB, SMMV, IVV 13F-HR 8/14/2020 000181995520000003
Q1 2020 84 215,737 JAGG, SCHB, USMV, SMMV 13F-HR 9/4/2020 000181995520000022
Q4 2019 87 220,338 AGG, USMV, DGRW, SCHF 13F-HR 9/4/2020 000181995520000021
Q3 2019 88 211,354 AGG, USMV, DGRW, SCHF 13F-HR 9/4/2020 000181995520000020
Q2 2019 99 210,351 AGG, DGRW, RESD, SCHF 13F-HR 9/4/2020 000181995520000019
Q1 2019 94 182,766 DGRW, RESD, JPHF, SHAG 13F-HR 9/4/2020 000181995520000018
Q4 2018 96 157,937 DGRW, SHAG, JPHF, RESD 13F-HR 9/4/2020 000181995520000017
Additional filings from Intelligence Driven Advisers, LLC that have since been restated