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  Name: Intelligence Driven Advisers LLC
  City: CARLSBAD
  State: CA
  Zip: 92009
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $676,755,000
  Total Value Change : $57,896,000
  Securities Held Change : 14
   
All Securities Held : 104
  New Positions : 18
  Closed Positions : 5
  Increased Positions : 26
  Unchanged Positions : 7
  Decreased Positions : 53

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         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
   (IUS)1 Year Chart         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
   (EMXC)1 Year Chart         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
   (PULS)1 Year Chart         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
   (TFLO)1 Year Chart         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
   (ANTM)1 Year Chart         ANTM Anthem Inc 73 New $539.18 $311,000 600 0.05% 311,000 600 0    N/A
   (SCPB)1 Year Chart         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
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 83 New $0.00 $242,000 3,260 0.04% 242,000 3,260 0    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 87 New $40.04 $228,000 5,567 0.03% 228,000 5,567 0.001    N/A
   (SU)1 Year Chart         SU Suncor Energy Inc (USA) 90 New $40.09 $207,000 5,615 0.03% 207,000 5,615 0    Oil & Gas Refining, P...
   (AIG)1 Year Chart         AIG American International Grou... 94 New $80.11 $206,000 2,636 0.03% 206,000 2,636 0    Property & Casualty I...
   (KO)1 Year Chart         KO Coca-Cola Co 93 New $63.26 $206,000 3,360 0.03% 206,000 3,360 0    Beverage Soft Drinks...
   (CAT)1 Year Chart         CAT Caterpillar Inc 92 New $354.79 $206,000 564 0.03% 206,000 564 0    Farm & Construction M...
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 96 New $8.70 $123,000 13,790 0.02% 123,000 13,790 0.001    Wireless Communications
   (CPG)1 Year Chart         CPG Crescent Point Energy Trust 97 New $8.70 $88,000 10,731 0.01% 88,000 10,731 0.002    N/A
   (BTE)1 Year Chart         BTE Baytex Energy Trust 100 New $3.45 $59,000 16,306 0.01% 59,000 16,306 0.003    Diversified Investments
   (GRAB)1 Year Chart         GRAB Grab Holdings Ord Shs Class A 101 New $0.00 $53,000 17,029 0.01% 53,000 17,029 0    N/A

      18 Records Found
  1    
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