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Disclosery

13F-HR filed by Intelligence Driven Advisers, LLC

Intelligence Driven Advisers, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 106 holding rows worth $531,680,772.

Accession
0001941040-25-000041
Filer
CIK 1819955
Filed
2025-01-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 106 entries on the cover page, a total value of $531,680,772 stated on the cover page (in dollars after the unit check, H1), rows summing to $531,680,772 with VALUE read as dollars as filed, 13F file number 028-20336. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF1,321,902$84,271,268dollars as filed
ISHARES TR464289438RUS TP200 GR ETF227,736$53,579,362dollars as filed
SPDR INDEX SHS FDS78463X434MSCI EAFE STRTGC674,282$48,892,205dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS988,985$44,702,113dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS1,627,063$39,521,348dollars as filed
PACER FDS TR69374H881US CASH COWS 100525,479$29,679,080dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT484,905$24,851,374dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS532,233$24,131,439dollars as filed
Avantis US Small Cap Value ETF025072877SHS228,355$22,043,148dollars as filed
Apple Inc037833100COM72,367$18,122,220dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF97,525$17,367,289dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J742RAFI STRATGIC US346,504$17,210,872dollars as filed
Schwab U.S. Broad Market ETF808524102SHS531,432$12,063,504dollars as filed
EA SERIES TRUST02072L607FREEDOM 100 EM338,784$11,071,462dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF155,374$5,250,082dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF14,900$4,980,325dollars as filed
ISHARES INC46434G764MSCI EMRG CHN84,853$4,705,125dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF50,084$4,528,595dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR71,618$4,101,578dollars as filed
Berkshire Hathaway Inc084670702COM6,315$2,862,463dollars as filed
Vanguard Value ETF922908744SHS15,846$2,682,728dollars as filed
SPY78462F103SHS4,140$2,426,558dollars as filed
Amazon.com, Inc023135106COM10,540$2,312,391dollars as filed
NVIDIA Corp67066G104COM16,561$2,223,941dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS36,314$2,112,752dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,291$1,959,818dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS75,325$1,730,962dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF91,966$1,701,371dollars as filed
Microsoft Corp594918104COM3,958$1,668,296dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS17,023$1,649,529dollars as filed
FISERV INC337738108COM7,773$1,596,730dollars as filed
MasterCard, Inc57636Q104COM3,021$1,590,768dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,541$1,495,602dollars as filed
META PLATFORMS INC CL A30303M102COM2,506$1,467,343dollars as filed
Eli Lilly and Company532457108COM1,771$1,366,900dollars as filed
Merck & Co.,Inc.58933Y105COM13,058$1,299,010dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY19,260$1,290,998dollars as filed
Netflix, Inc64110L106COM1,171$1,043,736dollars as filed
INVESCO QQQ TR46090E103COM1,963$1,003,339dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF18,828$948,366dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD18,506$916,965dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,407$870,338dollars as filed
Broadcom Inc.11135F101COM3,510$813,758dollars as filed
Booking Holdings Inc.09857L108COM163$809,852dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS15,177$765,983dollars as filed
JPMorgan Chase & Co46625H100COM2,896$694,311dollars as filed
Home Depot, Inc437076102COM1,631$634,591dollars as filed
General Electric Company369604301COM3,689$615,288dollars as filed
LENNAR CORP CL A526057104Stock4,460$608,210dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF23,146$599,944dollars as filed
Wells Fargo & Company949746101COM8,285$581,938dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,855$566,906dollars as filed
Vanguard S&P 500 ETF922908363COM1,003$540,426dollars as filed
Palantir Technologies Inc. Class A69608A108COM6,871$519,654dollars as filed
IJH464287507COM8,240$513,434dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF10,078$511,042dollars as filed
Adobe Inc00724F101COM1,098$488,259dollars as filed
ISHARES TR46432F834COM7,355$486,460dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,312$437,683dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,006$403,905dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS1,504$381,553dollars as filed
VTI922908769COM1,295$375,304dollars as filed
EXXON MOBIL CORP30231G102COM3,441$370,133dollars as filed
Avantis US Equity ETF025072885SHS3,752$363,651dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS4,167$363,571dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS2,136$345,620dollars as filed
EATON VANCE TAX-MANAGED DIVE27828N102COM22,899$342,339dollars as filed
Procter & Gamble Co742718109COM2,019$338,485dollars as filed
Citigroup Inc.172967424COM4,780$336,464dollars as filed
ISHARES S&P GSCI COMMODITY-46428R107UNIT BEN INT15,094$328,596dollars as filed
Uber Technologies90353T100COM5,438$328,020dollars as filed
Walmart Inc.931142103COM3,418$308,816dollars as filed
iShares Global Tech ETF464287291SHS3,528$298,998dollars as filed
Coca-Cola Company191216100COM4,719$293,805dollars as filed
Elevance Health, Inc.036752103COM792$292,169dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,194$289,866dollars as filed
iShares MSCI EAFE Value ETF464288877SHS5,414$284,073dollars as filed
Altria Group Inc02209S103COM5,261$275,112dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS2,877$273,344dollars as filed
Lowes Companies,Inc.548661107COM1,100$271,480dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS3,048$270,632dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF5,987$268,637dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,152$267,863dollars as filed
DEXCOM INC COM252131107Stock3,342$259,907dollars as filed
UnitedHealth Group Inc91324P102COM496$250,906dollars as filed
FEDEX CORP COM31428X106Stock887$249,540dollars as filed
Amgen Inc.031162100COM957$249,304dollars as filed
Cisco Systems,Inc.17275R102COM4,169$246,796dollars as filed
Vanguard Small-Cap ETF922908751SHS1,012$243,182dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM3,089$240,967dollars as filed
GENERAL MTRS CO COM37045V100Stock4,515$240,528dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,181$234,048dollars as filed
WW GRAINGER INC COM384802104Stock211$222,405dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF760$218,721dollars as filed
Johnson & Johnson478160104COM1,504$217,560dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock183$217,001dollars as filed
GE Vernova Inc.36828A101COM658$216,436dollars as filed
Costco Wholesale Corporation22160K105COM234$214,032dollars as filed
Visa Inc92826C839COM675$213,327dollars as filed
Progressive Corporation743315103COM887$212,534dollars as filed
Bank of America Corp060505104COM4,813$211,531dollars as filed
SYNOPSYS INC COM871607107Stock429$208,219dollars as filed
FLUENT INC34380C201COM NEW26,231$66,102dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR17,848$63,182dollars as filed
ENEL CHILE SA SPONSORED ADR29278D105ADR10,745$30,946dollars as filed
DEXCOM INC COM252131107Stock2,600$130dollars as filedput

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001941040-25-000041this filing2025-01-30acceptance time not in the bulk data set