Intelligence Driven Advisers, LLC
CIK 1819955 · Holdings on Dec 31, 2025 · First reported Jan 23, 2026
Top ten holdings
Q4 2025- DFUS15.42%
- IWY9.84%
- QEFA9.39%
- IUSB6.94%
- DYNF6.50%
- SCHR6.34%
- IUS5.42%
- SCHB3.47%
- VMBS3.36%
- COWZ2.98%
Share classes counted separately69.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUVWeight decreased · -1.71 pp3.68% → 1.97%Shares -131.47K (-49.27%)
- IUSWeight increased · +0.39 pp5.03% → 5.42%Shares +4.98K (+0.76%)
- IWYWeight decreased · -0.30 pp10.14% → 9.84%Shares -18.70K (-7.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $107.84M | 15.42% | 1.45M shares | 15.56% → 15.42%-0.14 pp -95.60K (-6.17%) | Reduced | ↗▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $68.85M | 9.84% | 248.60K shares | 10.14% → 9.84%-0.30 pp -18.70K (-7.00%) | Reduced | ↗▾ |
| 03 | QEFASTSR SPD MSC EAF STGFS-US INMSCI EAFE STRTGC View history and evidence | $65.68M | 9.39% | 724.40K shares | 9.22% → 9.39%+0.17 pp -32.23K (-4.26%) | Reduced | ↗▾ |
| 04 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $48.52M | 6.94% | 1.04M shares | 7.23% → 6.94%-0.29 pp -73.82K (-6.61%) | Reduced | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $45.45M | 6.50% | 747.35K shares | 6.30% → 6.50%+0.20 pp -20.36K (-2.65%) | Reduced | ↗▾ |
| 06 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $44.37M | 6.34% | 1.77M shares | 6.60% → 6.34%-0.26 pp -125.97K (-6.65%) | Reduced | ↗▾ |
| 07 | IUSINVESCO RAFI STRATEGIC US ETRAFI STRATGIC US View history and evidence | $37.88M | 5.42% | 662.74K shares | 5.03% → 5.42%+0.39 pp +4.98K (+0.76%) | Added | ↗▾ |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $24.27M | 3.47% | 925.15K shares | 3.63% → 3.47%-0.16 pp -92.01K (-9.05%) | Reduced | ↗▾ |
| 09 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $23.52M | 3.36% | 499.57K shares | 3.51% → 3.36%-0.15 pp -40.08K (-7.43%) | Reduced | ↗▾ |
| 10 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $20.84M | 2.98% | 346.37K shares | 3.12% → 2.98%-0.14 pp -44.75K (-11.44%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLU ST SR UTL SL SE SPDR ETF-USD | Non-derivative | -3,000 | -$261.63K | SEC filing ↗ | SEC filing ↗ |
| VCSH VANGUARD S/T CORP BOND ETF | Non-derivative | -3,082 | -$246.34K | SEC filing ↗ | SEC filing ↗ |
| KO COCA-COLA CO/THE | Non-derivative | -3,684 | -$244.34K | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 699545653
}Research all 138 reported holdings.
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