Intelligence Driven Advisers, LLC
Q4 2024 13F Holdings
- Locationcarlsbad, CA
- Num holdings
106
- Value ($000)
$531,681
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001819955
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $84.27M | 16 % | 1,321,902 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $53.58M | 10 % | 227,736 | ||
SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 | $48.89M | 9 % | 674,282 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $44.70M | 8 % | 988,985 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $39.52M | 7 % | 1,627,063 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $29.68M | 6 % | 525,479 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $24.85M | 5 % | 484,905 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $24.13M | 5 % | 532,233 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $22.04M | 4 % | 228,355 | ||
AAPL APPLE INC | COM | 037833100 | $18.12M | 3 % | 72,367 |
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