Intelligence Driven Advisers, LLC
CIK 1819955 · Holdings on Sep 30, 2023 · First reported Nov 7, 2023
Top ten holdings
Q3 2023- QEFA12.89%
- VCSH11.55%
- VGSH8.94%
- IWY8.54%
- QUAL7.76%
- COWZ5.18%
- OMFL5.00%
- AVUS4.77%
- FRDM4.48%
- ISCF4.01%
Share classes counted separately73.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QEFASTSR SPD MSC EAF STGFS-US INMSCI EAFE STRTGC View history and evidence | $72.63M | 12.89% | 1.11M shares | — | ↗▾ | |
| 02 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $65.03M | 11.55% | 870.14K shares | — | ↗▾ | |
| 03 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $50.35M | 8.94% | 876.36K shares | — | ↗▾ | |
| 04 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $48.10M | 8.54% | 310.73K shares | — | ↗▾ | |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $43.70M | 7.76% | 332.27K shares | — | ↗▾ | |
| 06 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $29.17M | 5.18% | 607.91K shares | — | ↗▾ | |
| 07 | OMFLINVESCO RUSSELL 1000 DYN M/FRUSL 1000 DYNM View history and evidence | $28.17M | 5.00% | 626.41K shares | — | ↗▾ | |
| 08 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $26.87M | 4.77% | 372.27K shares | — | ↗▾ | |
| 09 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $25.23M | 4.48% | 907.38K shares | — | ↗▾ | |
| 10 | ISCFISHARES INTERNATIONAL SMALLINTERNATIONAL SL View history and evidence | $22.60M | 4.01% | 794.15K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GIS GENERAL MILLS INC | Non-derivative | — | — | SEC filing ↗ | |
| GOVT ISHARES US TREASURY BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| EEMV ISHARES MSCI EMG MKT MIN VOL | Non-derivative | — | — | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1819955 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 563271136
}Research all 86 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.