Intelligence Driven Advisers, LLC
CIK Number: 0001819955
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S... | 67.08 | +0.53% | 1.32M | -25.12% | 84.27M | 50.16 | 15.85% |
| 2 | IWY | iShares Russell... | 246.72 | +0.81% | 227.74K | -30.53% | 53.58M | 169.18 | 10.08% |
| 3 | QEFA | SPDR MSCI EAFE ... | 85.26 | +0.34% | 674.28K | -23.88% | 48.89M | 65.93 | 9.20% |
| 4 | IUSB | iShares Core To... | 46.23 | +0.31% | 988.99K | -18.17% | 44.7M | 45.14 | 8.41% |
| 5 | SCHR | Schwab Intermed... | 25.03 | +0.24% | 1.63M | +65.59% | 39.52M | 24.39 | 7.43% |
| 6 | COWZ | Pacer US Cash C... | 55.16 | +0.21% | 525.48K | -30.52% | 29.68M | 48.48 | 5.58% |
| 7 | DYNF | BlackRock U.S. ... | 54.51 | +0.54% | 484.9K | -23.16% | 24.85M | 45.09 | 4.67% |
| 8 | VMBS | Vanguard Mortga... | 46.34 | +0.31% | 532.23K | -14.98% | 24.13M | 47.21 | 4.54% |
| 9 | AVUV | Avantis U.S. Sm... | 91.11 | -0.12% | 228.35K | -27.94% | 22.04M | 83.5 | 4.15% |
| 10 | AAPL | Apple Inc. | 205.40 | +2.15% | 72.37K | -0.25% | 18.12M | 73.7 | 3.41% |
| 11 | QUAL | iShares MSCI US... | 182.90 | +0.72% | 97.53K | -35.67% | 17.37M | 113.2 | 3.27% |
| 12 | IUS | Invesco RAFI St... | 51.50 | +0.37% | 346.5K | -19.94% | 17.21M | 47.9 | 3.24% |
| 13 | SCHB | Schwab U.S. Bro... | 23.84 | +0.53% | 531.43K | +177.46% | 12.06M | 11.64 | 2.27% |
| 14 | FRDM | Freedom 100 Eme... | 40.42 | +0.70% | 338.78K | -29.31% | 11.07M | 31.04 | 2.08% |
| 15 | DUHP | Dimensional US ... | 35.58 | +0.81% | 155.37K | -24.7% | 5.25M | 28.61 | 0.99% |
| 16 | IWV | iShares Russell... | 351.37 | +0.62% | 14.9K | -40.86% | 4.98M | 228.31 | 0.94% |
| 17 | EMXC | iShares MSCI Em... | 63.17 | +0.34% | 84.85K | -14.87% | 4.71M | 58.5 | 0.89% |
| 18 | BOND | PIMCO Active Bo... | 92.14 | +0.35% | 50.08K | -37.22% | 4.53M | 92.83 | 0.85% |
| 19 | JQUA | JPMorgan U.S. Q... | 60.09 | +0.70% | 71.62K | -33.02% | 4.1M | 38.54 | 0.77% |
| 20 | BRK-B | Berkshire Hatha... | 485.54 | -0.03% | 6.32K | +2.67% | 2.86M | 224.73 | 0.54% |
| 21 | VTV | Vanguard Value ... | 176.77 | +0.06% | 15.85K | -32.17% | 2.68M | 140.29 | 0.50% |
| 22 | SPY | SPDR S&P 500 ET... | 618.35 | +0.56% | 4.14K | -17.37% | 2.43M | 389.63 | 0.46% |
| 23 | AMZN | Amazon.com, Inc... | 219.64 | -1.64% | 10.54K | +47.64% | 2.31M | 177.75 | 0.43% |
| 24 | NVDA | NVIDIA Corporat... | 158.19 | +0.28% | 16.56K | +9.21% | 2.22M | 102.78 | 0.42% |
| 25 | VGSH | Vanguard Short-... | 58.77 | +0.04% | 36.31K | -25.97% | 2.11M | 57.77 | 0.40% |
| 26 | GOOG | Alphabet Inc. | 177.43 | -0.47% | 10.29K | +2.51% | 1.96M | 125.74 | 0.37% |
| 27 | GOVT | iShares U.S. Tr... | 22.96 | +0.28% | 75.33K | -24.27% | 1.73M | 22.82 | 0.33% |
| 28 | SCHF | Schwab Internat... | 22.11 | +0.25% | 91.97K | +99.28% | 1.7M | 15.28 | 0.32% |
| 29 | MSFT | Microsoft Corpo... | 497.79 | +0.37% | 3.96K | +6.57% | 1.67M | 287.11 | 0.31% |
| 30 | AGG | iShares Core U.... | 99.17 | +0.37% | 17.02K | -1.18% | 1.65M | 96.25 | 0.31% |
| 31 | FI | Fiserv, Inc. | 172.35 | +0.01% | 7.77K | -0.26% | 1.6M | 104.96 | 0.30% |
| 32 | MA | Mastercard Inco... | 562.18 | +2.16% | 3.02K | -0.66% | 1.59M | 409.35 | 0.30% |
| 33 | IVV | iShares Core S&... | 621.21 | +0.61% | 2.54K | -67.01% | 1.5M | 367.19 | 0.28% |
| 34 | META | Meta Platforms,... | 738.59 | +0.68% | 2.51K | -1.22% | 1.47M | 349.63 | 0.28% |
| 35 | LLY | Eli Lilly and C... | 779.68 | +0.55% | 1.77K | -1.23% | 1.37M | 585 | 0.26% |
| 36 | MRK | Merck & Co., In... | 79.17 | +0.09% | 13.06K | +11.46% | 1.3M | 119.44 | 0.24% |
| 37 | SPHQ | Invesco S&P 500... | 71.36 | +0.77% | 19.26K | -28.41% | 1.29M | 43.32 | 0.24% |
| 38 | NFLX | Netflix, Inc. | 1339.27 | +1.22% | 1.17K | -1.68% | 1.04M | 600.26 | 0.20% |
| 39 | QQQ | Invesco QQQ Tru... | 551.98 | +0.71% | 1.96K | -2.82% | 1M | 296.81 | 0.19% |
| 40 | JPST | JPMorgan Ultra-... | 50.67 | +0.03% | 18.83K | 0.00% | 948.37K | 50.55 | 0.18% |
| 41 | PULS | PGIM Ultra Shor... | 49.77 | +0.02% | 18.51K | -14.77% | 916.97K | 49.47 | 0.17% |
| 42 | TSM | Taiwan Semicond... | 226.55 | -0.88% | 4.41K | -1.39% | 870.34K | 98.19 | 0.16% |
| 43 | AVGO | Broadcom Inc. | 275.83 | +2.41% | 3.51K | -24.55% | 813.76K | 147.32 | 0.15% |
| 44 | BKNG | Booking Holding... | 5790.33 | +1.71% | 163 | -0.61% | 809.85K | 3079.19 | 0.15% |
| 45 | TFLO | iShares Treasur... | 50.65 | +0.04% | 15.18K | -17.46% | 765.98K | 50.44 | 0.14% |
| 46 | JPM | JPMorgan Chase ... | 289.99 | +1.00% | 2.9K | +2.22% | 694.31K | 141.3 | 0.13% |
| 47 | HD | The Home Depot,... | 366.71 | -0.55% | 1.63K | -0.49% | 634.59K | 238.92 | 0.12% |
| 48 | GE | General Electri... | 257.46 | +1.16% | 3.69K | -1.81% | 615.29K | 135.54 | 0.12% |
| 49 | LEN | Lennar Corporat... | 110.77 | +0.51% | 4.46K | -0.02% | 608.21K | 125.63 | 0.11% |
| 50 | PYLD | PIMCO ETF Trust... | 26.55 | +0.32% | 23.15K | -13.43% | 599.94K | 26.65 | 0.11% |
| 51 | WFC | Wells Fargo & C... | 80.16 | +0.83% | 8.29K | +1.30% | 581.94K | 60.32 | 0.11% |
| 52 | VEA | Vanguard Develo... | 57.01 | +0.31% | 11.86K | -44.34% | 566.91K | 47.79 | 0.11% |
| 53 | VOO | Vanguard 500 In... | 568.29 | +0.24% | 1K | -10.92% | 540.43K | 416.19 | 0.10% |
| 54 | PLTR | Palantir Techno... | 136.38 | +4.31% | 6.87K | -8.69% | 519.65K | 37.2 | 0.10% |
| 55 | IJH | iShares Core S&... | 62.05 | +0.04% | 8.24K | -29.51% | 513.43K | 44.66 | 0.10% |
| 56 | JMST | JPMorgan Ultra-... | 50.92 | +0.01% | 10.08K | -17.45% | 511.04K | 50.94 | 0.10% |
| 57 | ADBE | Adobe Inc. | 386.95 | +0.29% | 1.1K | -32.97% | 488.26K | 508.57 | 0.09% |
| 58 | IXUS | iShares Core MS... | 77.38 | +0.30% | 7.36K | -0.98% | 486.46K | 71.75 | 0.09% |
| 59 | GOOGL | Alphabet Inc. | 176.29 | -1.25% | 2.31K | +13.11% | 437.68K | 119.1 | 0.08% |
| 60 | IWF | iShares Russell... | 424.84 | +0.74% | 1.01K | -6.24% | 403.9K | 287.89 | 0.08% |
| 61 | VOT | Vanguard Mid-Ca... | 284.39 | +0.73% | 1.5K | +0.20% | 381.55K | 228.48 | 0.07% |
| 62 | VTI | Vanguard Total ... | 304.10 | +0.26% | 1.29K | -5.27% | 375.3K | 221.86 | 0.07% |
| 63 | XOM | Exxon Mobil Cor... | 107.82 | -1.43% | 3.44K | +2.11% | 370.13K | 105.06 | 0.07% |
| 64 | AVUS | Avantis U.S. Eq... | 100.92 | +0.49% | 3.75K | -46.18% | 363.65K | 71.45 | 0.07% |
| 65 | SLYV | SPDR S&P 600 Sm... | 79.80 | -0.4% | 4.17K | +2.18% | 363.57K | 59.62 | 0.07% |
| 66 | VOE | Vanguard Mid-Ca... | 164.50 | 0.00% | 2.14K | +9.20% | 345.62K | 150.27 | 0.07% |
| 67 | PG | The Procter & G... | 159.25 | -0.38% | 2.02K | -2.79% | 338.49K | 173.2 | 0.06% |
| 68 | C | Citigroup Inc. | 85.12 | +0.88% | 4.78K | -13.95% | 336.46K | 51.44 | 0.06% |
| 69 | GSG | iShares S&P GSC... | 22.05 | -0.2% | 15.09K | 0.00% | 328.6K | 17.11 | 0.06% |
| 70 | UBER | Uber Technologi... | 93.27 | +1.90% | 5.44K | -14.39% | 328.02K | 71.75 | 0.06% |
| 71 | WMT | Walmart Inc. | 97.85 | +0.60% | 3.42K | +1.24% | 308.82K | 68.01 | 0.06% |
| 72 | IXN | iShares Global ... | 92.36 | +0.81% | 3.53K | -63.03% | 299K | 52.01 | 0.06% |
| 73 | KO | The Coca-Cola C... | 70.75 | +0.60% | 4.72K | -0.76% | 293.81K | 63.22 | 0.06% |
| 74 | ELV | Elevance Health... | 389.40 | +2.07% | 792 | -32.82% | 292.17K | 524.23 | 0.06% |
| 75 | SDY | SPDR S&P Divide... | 135.82 | +0.41% | 2.19K | +3.25% | 289.87K | 126.23 | 0.05% |
| 76 | EFV | iShares MSCI EA... | 63.49 | +0.01% | 5.41K | 0.00% | 284.07K | 50.48 | 0.05% |
| 77 | MO | Altria Group, I... | 58.62 | -0.23% | 5.26K | -2.41% | 275.11K | 46.43 | 0.05% |
| 78 | SPMO | Invesco S&P 500... | 112.47 | +0.56% | 2.88K | 0.00% | 273.34K | 57.08 | 0.05% |
| 79 | LOW | Lowe's Companie... | 221.77 | -0.83% | 1.1K | -3.17% | 271.48K | 209.64 | 0.05% |
| 80 | USMV | iShares MSCI US... | 93.86 | +0.92% | 3.05K | -53.91% | 270.63K | 68.11 | 0.05% |
| 81 | FBND | Fidelity Total ... | 45.76 | +0.38% | 5.99K | -24.31% | 268.64K | 45.33 | 0.05% |
| 82 | XLK | Technology Sele... | 253.36 | +1.03% | 1.15K | -1.2% | 267.86K | 193.11 | 0.05% |
| 83 | DXCM | DexCom, Inc. | 87.36 | +1.19% | 3.34K | +0.21% | 259.91K | 93.27 | 0.05% |
| 84 | UNH | UnitedHealth Gr... | 311.99 | +0.93% | 496 | +9.73% | 250.91K | 577.69 | 0.05% |
| 85 | FDX | FedEx Corporati... | 227.53 | -0.6% | 887 | -4.52% | 249.54K | 295.93 | 0.05% |
| 86 | AMGN | Amgen Inc. | 279.22 | +0.75% | 957 | -0.73% | 249.3K | 277.85 | 0.05% |
| 87 | CSCO | Cisco Systems, ... | 69.42 | +1.13% | 4.17K | +100.00% | 246.8K | 59.2 | 0.05% |
| 88 | VB | Vanguard Small ... | 237.11 | -0.11% | 1.01K | -81.66% | 243.18K | 210.09 | 0.05% |
| 89 | VCSH | Vanguard Short-... | 79.49 | +0.11% | 3.09K | -78.52% | 240.97K | 75.64 | 0.05% |
| 90 | GM | General Motors ... | 49.19 | -1% | 4.51K | +100.00% | 240.53K | 53.27 | 0.05% |
| 91 | VBR | Vanguard Small ... | 194.99 | -0.4% | 1.18K | +0.51% | 234.05K | 180.86 | 0.04% |
| 92 | GWW | W.W. Grainger, ... | 1040.01 | +1.09% | 211 | 0.00% | 222.41K | 1038.81 | 0.04% |
| 93 | IWO | iShares Russell... | 285.77 | +0.27% | 760 | +0.40% | 218.72K | 284.01 | 0.04% |
| 94 | JNJ | Johnson & Johns... | 152.61 | +0.13% | 1.5K | +0.20% | 217.56K | 162.02 | 0.04% |
| 95 | ORLY | O'Reilly Automo... | 90.14 | +1.10% | 183 | 0.00% | 217K | 1151.6 | 0.04% |
| 96 | GEV | GE Vernova Inc. | 529.52 | +1.90% | 658 | +100.00% | 216.44K | 328.93 | 0.04% |
| 97 | COST | Costco Wholesal... | 989.98 | +0.49% | 234 | +100.00% | 214.03K | 916.27 | 0.04% |
| 98 | V | Visa Inc. | 355.06 | +1.85% | 675 | +100.00% | 213.33K | 316.04 | 0.04% |
| 99 | PGR | The Progressive... | 267.07 | +1.17% | 887 | -7.8% | 212.53K | 253.76 | 0.04% |
| 100 | BAC | Bank of America... | 47.30 | +0.39% | 4.81K | +100.00% | 211.53K | 43.95 | 0.04% |
| 101 | SNPS | Synopsys, Inc. | 513.11 | +2.09% | 429 | -0.23% | 208.22K | 519.83 | 0.04% |
| 102 | FLNT | Fluent, Inc. | 1.97 | -3.9% | 26.23K | +100.00% | 66.1K | 2.52 | 0.01% |
| 103 | WIT | Wipro Limited | 3.02 | -0.49% | 17.85K | +100.00% | 63.18K | 3.54 | 0.01% |
| 104 | ENIC | Enel Chile S.A. | 3.64 | +0.83% | 10.74K | +100.00% | 30.95K | 2.88 | < 0.01% |