Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 13, 2021. Long positions only.
- Positions
- 72
- No 13F data for Q4 2020
- Portfolio value
- $445.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AXAxos Financial, Inc. | COM | 4,421 | $208.0K | <0.1% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,000 | $212.0K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 976 | $223.0K | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,521 | $227.0K | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,505 | $233.0K | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,418 | $281.0K | 0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 9,774 | $286.0K | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 95 | $294.0K | 0.1% | – | – | History |
| JJSFJ&J Snack Foods Corp | COM | 1,924 | $302.0K | 0.1% | – | – | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,920 | $321.0K | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,638 | $322.0K | 0.1% | – | – | – |
| MRNAModerna, Inc. | Stock | 2,842 | $372.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,312 | $400.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,960 | $405.0K | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 207 | $428.0K | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,252 | $430.0K | 0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,385 | $452.0K | 0.1% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 2,611 | $452.0K | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,772 | $461.0K | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,038 | $480.0K | 0.1% | – | – | History |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,877 | $493.0K | 0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 16,098 | $495.0K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,675 | $534.0K | 0.1% | – | – | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 15,418 | $568.0K | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,461 | $579.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 2,221 | $614.0K | 0.1% | – | – | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 17,013 | $663.0K | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,509 | $688.0K | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 13,890 | $697.0K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 8,278 | $740.0K | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,181 | $811.0K | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,467 | $964.0K | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 18,579 | $985.0K | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 11,711 | $1.08M | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,516 | $1.11M | 0.2% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 38,815 | $1.78M | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,668 | $1.96M | 0.4% | – | – | History |
| iShares Tr46434V449 | MSCI INTL MOMENT | 67,306 | $2.53M | 0.6% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 50,622 | $2.57M | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 32,373 | $2.66M | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 52,109 | $2.66M | 0.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 52,006 | $2.78M | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 49,864 | $2.90M | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 77,432 | $2.92M | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 20,767 | $2.93M | 0.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 54,140 | $2.96M | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,940 | $3.31M | 0.7% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 30,397 | $3.33M | 0.7% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 12,043 | $3.71M | 0.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 114,658 | $4.31M | 1.0% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 23,425 | $5.56M | 1.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 159,067 | $6.89M | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 70,756 | $8.64M | 1.9% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 66,305 | $8.98M | 2.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 47,212 | $10.1M | 2.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 148,192 | $10.7M | 2.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 213,320 | $10.8M | 2.4% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 85,963 | $11.2M | 2.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,061 | $11.3M | 2.5% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 134,101 | $11.7M | 2.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 124,639 | $12.1M | 2.7% | – | – | – |
| J P Morgan Exchange-Traded F46641Q613 | US AGGREGATE | 452,922 | $12.2M | 2.7% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 46,100 | $15.2M | 3.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 244,793 | $20.2M | 4.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 129,111 | $20.8M | 4.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 940,202 | $24.6M | 5.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 198,006 | $26.0M | 5.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 237,026 | $28.9M | 6.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 240,183 | $31.2M | 7.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 79,444 | $31.6M | 7.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 475,092 | $32.9M | 7.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 329,005 | $33.1M | 7.4% | – | – | – |