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Name: |
Intelligence Driven Advisers LLC |
City: |
CARLSBAD |
State: |
CA |
Zip: |
92009 |
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data |
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Holdings
Found :
18 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IUSB |
Ishares Core Total Usd Bond... |
5 |
New |
$0.00 |
$54,864,000 |
1,203,425 |
8.11% |
54,864,000 |
1,203,425 |
0.042 |
N/A |
|
DYNF |
Blackrock Us Equity Factor ... |
10 |
New |
$44.35 |
$22,236,000 |
500,820 |
3.29% |
22,236,000 |
500,820 |
5.565 |
N/A |
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IUS |
Invesco Rafi Strategic Us Etf |
14 |
New |
$0.00 |
$11,249,000 |
237,031 |
1.66% |
11,249,000 |
237,031 |
2.634 |
N/A |
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EMXC |
Ishares Msci Emerging Marke... |
22 |
New |
$0.00 |
$3,459,000 |
60,085 |
0.51% |
3,459,000 |
60,085 |
0.007 |
N/A |
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PULS |
Pgim Ultra Short Bond Etf |
31 |
New |
$49.62 |
$1,469,000 |
29,556 |
0.22% |
1,469,000 |
29,556 |
0.007 |
N/A |
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TFLO |
Ishares Treasury Floating R... |
38 |
New |
$0.00 |
$1,208,000 |
23,824 |
0.18% |
1,208,000 |
23,824 |
0.003 |
N/A |
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ANTM |
Anthem Inc |
73 |
New |
$539.18 |
$311,000 |
600 |
0.05% |
311,000 |
600 |
0 |
N/A |
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SCPB |
Spdr Series Trust Term Corp... |
82 |
New |
$29.61 |
$248,000 |
8,329 |
0.04% |
248,000 |
8,329 |
0.001 |
Closed - End Fund - Debt |
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IEFA |
Ishares Core Msci Eafe |
83 |
New |
$0.00 |
$242,000 |
3,260 |
0.04% |
242,000 |
3,260 |
0 |
N/A |
|
DFUV |
DFA Dimensional Us Marketwi... |
87 |
New |
$40.04 |
$228,000 |
5,567 |
0.03% |
228,000 |
5,567 |
0.001 |
N/A |
|
SU |
Suncor Energy Inc (USA) |
90 |
New |
$40.09 |
$207,000 |
5,615 |
0.03% |
207,000 |
5,615 |
0 |
Oil & Gas Refining, P... |
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AIG |
American International Grou... |
94 |
New |
$80.11 |
$206,000 |
2,636 |
0.03% |
206,000 |
2,636 |
0 |
Property & Casualty I... |
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KO |
Coca-Cola Co |
93 |
New |
$63.26 |
$206,000 |
3,360 |
0.03% |
206,000 |
3,360 |
0 |
Beverage Soft Drinks... |
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CAT |
Caterpillar Inc |
92 |
New |
$354.79 |
$206,000 |
564 |
0.03% |
206,000 |
564 |
0 |
Farm & Construction M... |
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VOD |
Vodafone Group Public Limit... |
96 |
New |
$8.70 |
$123,000 |
13,790 |
0.02% |
123,000 |
13,790 |
0.001 |
Wireless Communications |
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CPG |
Crescent Point Energy Trust |
97 |
New |
$8.70 |
$88,000 |
10,731 |
0.01% |
88,000 |
10,731 |
0.002 |
N/A |
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BTE |
Baytex Energy Trust |
100 |
New |
$3.45 |
$59,000 |
16,306 |
0.01% |
59,000 |
16,306 |
0.003 |
Diversified Investments |
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GRAB |
Grab Holdings Ord Shs Class A |
101 |
New |
$0.00 |
$53,000 |
17,029 |
0.01% |
53,000 |
17,029 |
0 |
N/A |
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