Intelligence Driven Advisers, LLC
131 holdingsFiling period: 2026-03-31Current AUM: $633.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.28M | $90.8M | $104.4M | 16.48% | -173,823 | 2026-03-31 |
| 2 | QEFA | SPDR INDEX SHS FDS | 613.0K | $57.2M | $60.9M | 9.61% | -111,422 | 2026-03-31 |
| 3 | IWY | ISHARES TR | 205.8K | $51.2M | $56.9M | 8.97% | -42,822 | 2026-03-31 |
| 4 | IUSB | ISHARES TR | 971.5K | $44.9M | $44.2M | 6.97% | -70,909 | 2026-03-31 |
| 5 | SCHR | SCHWAB STRATEGIC TR | 1.64M | $40.9M | $40.0M | 6.32% | -128,253 | 2026-03-31 |
| 6 | DYNF | BLACKROCK ETF TRUST | 625.5K | $36.4M | $42.2M | 6.66% | -121,884 | 2026-03-31 |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | 550.0K | $31.9M | $37.4M | 5.90% | -112,711 | 2026-03-31 |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 473.9K | $22.3M | $21.8M | 3.44% | -25,646 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 66.9K | $17.0M | $20.7M | 3.26% | -4,114 | 2026-03-31 |
| 10 | COWZ | PACER FDS TR | 265.5K | $16.6M | $17.8M | 2.80% | -80,846 | 2026-03-31 |
| 11 | SCHB | SCHWAB STRATEGIC TR | 563.4K | $14.1M | $16.3M | 2.56% | -361,757 | 2026-03-31 |
| 12 | FRDM | EA SERIES TRUST | 230.1K | $12.6M | $15.0M | 2.36% | -115,564 | 2026-03-31 |
| 13 | AVUV | AMERICAN CENTY ETF TR | 101.4K | $11.2M | $12.7M | 2.01% | -33,952 | 2026-03-31 |
| 14 | QUAL | ISHARES TR | 57.1K | $10.9M | $12.5M | 1.98% | -9,171 | 2026-03-31 |
| 15 | AIQ | GLOBAL X FDS | 156.4K | $7.3M | $9.2M | 1.45% | +3.4K | 2026-03-31 |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | 138.4K | $6.6M | $7.6M | 1.20% | -4,750 | 2026-03-31 |
| 17 | EMXC | ISHARES INC | 82.2K | $6.5M | $7.6M | 1.19% | -33,061 | 2026-03-31 |
| 18 | BAI | BLACKROCK ETF TRUST | 140.3K | $4.6M | $5.8M | 0.92% | +71 | 2026-03-31 |
| 19 | IWV | ISHARES TR | 11.2K | $4.2M | $4.8M | 0.75% | -576 | 2026-03-31 |
| 20 | PYLD | PIMCO ETF TR | 139.9K | $3.7M | $3.7M | 0.58% | +32.8K | 2026-03-31 |
| 21 | DUHP | DIMENSIONAL ETF TRUST | 86.6K | $3.2M | $3.6M | 0.56% | -5,567 | 2026-03-31 |
| 22 | JQUA | J P MORGAN EXCHANGE TRADED F | 51.5K | $3.2M | $3.7M | 0.59% | -2,959 | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 4.8K | $3.1M | $3.6M | 0.56% | -25,176 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 10.1K | $2.9M | $3.6M | 0.57% | -322 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.9K | $2.8M | $2.8M | 0.45% | -88 | 2026-03-31 |
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