Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- Latest filing
- Aug 6, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 1, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 104
- +14 vs. Q4 2023
- Portfolio value
- $676.8M
- +$57.9M (+9.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 735,007 | $56.8M | 8.4% | −218,575−22.9% | Reduced | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 334,297 | $65.2M | 9.6% | +91,570+37.7% | Added | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 893,434 | $68.0M | 10.0% | +2,764+0.3% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,701,852 | $97.0M | 14.3% | −60,592−3.4% | Reduced | – |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,257 | $515.0K | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,612 | $217.9K | <0.1% | – |
| VZIOVizio Holding Corp. | CL A COM | 30,000 | $210.0K | <0.1% | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 19,373 | $149.4K | <0.1% | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 10,789 | $66.8K | <0.1% | History |