Intelligence Driven Advisers, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Intelligence Driven Advisers, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 15.83% | 90.778 M $ | 1280186 | 2021/06/30 | -4.740 M $ | -4.40 % |
| 2026/03/31 | QEFA | SPDR INDEX SHS FDS | 9.97% | 57.173 M $ | 612979 | 2022/12/31 | 1.883 M $ | 2.87 % |
| 2026/03/31 | IWY | ISHARES TR | 8.93% | 51.205 M $ | 205774 | 2023/06/30 | -6.986 M $ | -10.15 % |
| 2026/03/31 | IUSB | ISHARES TR | 7.82% | 44.876 M $ | 971550 | 2024/03/31 | -364.860 K $ | -0.75 % |
| 2026/03/31 | SCHR | SCHWAB STRATEGIC TR | 7.13% | 40.870 M $ | 1640713 | 2023/06/30 | -300.724 K $ | -0.68 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 6.34% | 36.390 M $ | 625468 | 2024/03/31 | -1.966 M $ | -4.32 % |
| 2026/03/31 | IUS | INVESCO EXCH TRD SLF IDX FD | 5.55% | 31.854 M $ | 550031 | 2024/03/31 | 497.056 K $ | 1.31 % |
| 2026/03/31 | VMBS | VANGUARD SCOTTSDALE FDS | 3.88% | 22.251 M $ | 473927 | 2024/09/30 | -64.944 K $ | -0.28 % |
| 2026/03/31 | AAPL | APPLE INC | 2.96% | 16.983 M $ | 66919 | 2018/12/31 | -1.284 M $ | -6.65 % |
| 2026/03/31 | COWZ | PACER FDS TR | 2.90% | 16.611 M $ | 265519 | 2022/12/31 | 827.812 K $ | 3.97 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 2.47% | 14.141 M $ | 563390 | 2018/12/31 | -1.045 M $ | -4.31 % |
| 2026/03/31 | FRDM | EA SERIES TRUST | 2.19% | 12.574 M $ | 230078 | 2023/06/30 | 1.168 M $ | 6.59 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 1.95% | 11.205 M $ | 101434 | 2022/12/31 | 1.149 M $ | 8.33 % |
| 2026/03/31 | QUAL | ISHARES TR | 1.91% | 10.950 M $ | 57085 | 2020/09/30 | -451.203 K $ | -3.43 % |
| 2026/03/31 | AIQ | GLOBAL X FDS | 1.27% | 7.300 M $ | 156427 | 2025/12/31 | -641.266 K $ | -8.24 % |
| 2026/03/31 | PRF | INVESCO EXCHANGE TRADED FD T | 1.15% | 6.576 M $ | 138356 | 2025/03/31 | 87.294 K $ | 1.30 % |
| 2026/03/31 | EMXC | ISHARES INC | 1.13% | 6.463 M $ | 82163 | 2024/03/31 | 689.039 K $ | 8.23 % |
| 2026/03/31 | BAI | BLACKROCK ETF TRUST | 0.81% | 4.623 M $ | 140289 | 2025/12/31 | -49.076 K $ | -1.05 % |
| 2026/03/31 | IWV | ISHARES TR | 0.73% | 4.170 M $ | 11249 | 2020/03/31 | -191.210 K $ | -4.18 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.64% | 3.667 M $ | 139945 | 2024/09/30 | -51.450 K $ | -1.80 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 0.56% | 3.185 M $ | 86632 | 2023/12/31 | -117.092 K $ | -3.34 % |
| 2026/03/31 | JQUA | J P MORGAN EXCHANGE TRADED F | 0.55% | 3.161 M $ | 51550 | 2020/12/31 | -101.386 K $ | -2.94 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.54% | 3.097 M $ | 4761 | 2019/12/31 | -945.410 K $ | -4.63 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.51% | 2.902 M $ | 10117 | 2018/12/31 | -281.226 K $ | -8.59 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.50% | 2.841 M $ | 5928 | 2018/12/31 | -141.075 K $ | -4.67 % |
| 2026/03/31 | BOND | PIMCO ETF TR | 0.46% | 2.618 M $ | 28368 | 2019/06/30 | -26.480 K $ | -0.86 % |
| 2026/03/31 | IWF | ISHARES TR | 0.45% | 2.554 M $ | 5989 | 2023/06/30 | -167.761 K $ | -9.91 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 0.40% | 2.285 M $ | 39035 | 2023/06/30 | -5.956 K $ | -0.32 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.40% | 2.273 M $ | 91849 | 2018/12/31 | 153.454 K $ | 2.95 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.39% | 2.235 M $ | 11393 | 2020/09/30 | 60.675 K $ | 2.73 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.39% | 2.218 M $ | 12719 | 2023/06/30 | -187.307 K $ | -6.49 % |
| 2026/03/31 | IVV | ISHARES TR | 0.29% | 1.685 M $ | 2580 | 2019/06/30 | -82.466 K $ | -4.63 % |
| 2026/03/31 | LRGF | ISHARES TR | 0.27% | 1.548 M $ | 23461 | 2025/03/31 | -74.218 K $ | -4.94 % |
| 2026/03/31 | AGG | ISHARES TR | 0.27% | 1.542 M $ | 15534 | 2024/06/30 | -10.883 K $ | -0.61 % |
| 2026/03/31 | MBB | ISHARES TR | 0.27% | 1.537 M $ | 16190 | 2025/06/30 | -4.756 K $ | -0.28 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.27% | 1.522 M $ | 3046 | 2023/06/30 | -342.781 K $ | -12.48 % |
| 2026/03/31 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.25% | 1.448 M $ | 19260 | 2022/09/30 | 2.696 K $ | 0.19 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.25% | 1.438 M $ | 11955 | 2024/06/30 | 172.454 K $ | 14.28 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.25% | 1.411 M $ | 4174 | 2023/03/31 | 136.989 K $ | 11.21 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.24% | 1.371 M $ | 6581 | 2018/12/31 | -123.325 K $ | -9.77 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.23% | 1.333 M $ | 3601 | 2018/12/31 | -413.525 K $ | -23.46 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.22% | 1.286 M $ | 2248 | 2023/06/30 | -199.229 K $ | -13.32 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.22% | 1.285 M $ | 18064 | 2025/03/31 | 27.728 K $ | 2.10 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.21% | 1.217 M $ | 4290 | 2023/06/30 | -106.865 K $ | -7.88 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.21% | 1.188 M $ | 2058 | 2020/09/30 | -99.508 K $ | -6.04 % |
| 2026/03/31 | PULS | PGIM ETF TR | 0.18% | 1.008 M $ | 20372 | 2024/03/31 | -1.206 K $ | -0.18 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.17% | 962.353 K $ | 15018 | 2020/03/31 | 22.238 K $ | 2.58 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.16% | 944.004 K $ | 11858 | 2024/06/30 | -181.970 K $ | -14.58 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.16% | 910.435 K $ | 1043 | 2024/12/31 | 225.251 K $ | 33.56 % |
| 2026/03/31 | TFLO | ISHARES TR | 0.15% | 862.938 K $ | 17044 | 2024/03/31 | 1.717 K $ | 0.34 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.15% | 845.830 K $ | 5782 | 2024/09/30 | -181.456 K $ | -17.70 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.15% | 844.001 K $ | 2631 | 2023/09/30 | -38.478 K $ | -4.31 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.14% | 820.121 K $ | 8530 | 2023/12/31 | 24.834 K $ | 2.55 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.14% | 809.802 K $ | 2397 | 2025/12/31 | 67.949 K $ | 18.37 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.14% | 778.467 K $ | 4588 | 2023/12/31 | 95.532 K $ | 40.99 % |
| 2026/03/31 | WMT | WALMART INC | 0.13% | 770.967 K $ | 6203 | 2024/06/30 | 65.855 K $ | 11.55 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 0.13% | 732.596 K $ | 174 | 2023/06/30 | -902.524 K $ | -96.86 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.12% | 682.955 K $ | 2375 | 2023/03/31 | -64.744 K $ | -8.13 % |
| 2026/03/31 | GILD | GILEAD SCIENCES INC | 0.11% | 635.844 K $ | 4562 | 2025/06/30 | 48.177 K $ | 13.55 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.11% | 622.654 K $ | 1042 | 2020/09/30 | -38.720 K $ | -4.72 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.11% | 606.803 K $ | 2063 | 2020/12/31 | -59.964 K $ | -8.71 % |
| 2026/03/31 | GOVT | ISHARES TR | 0.10% | 583.947 K $ | 25489 | 2020/09/30 | -3.960 K $ | -0.52 % |
| 2026/03/31 | IJH | ISHARES TR | 0.10% | 548.681 K $ | 8125 | 2019/03/31 | 12.431 K $ | 2.32 % |
| 2026/03/31 | GM | GENERAL MTRS CO | 0.09% | 528.801 K $ | 7098 | 2024/06/30 | -46.621 K $ | -8.39 % |
| 2026/03/31 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 0.09% | 498.366 K $ | 7425 | 2025/12/31 | 12.177 K $ | 2.50 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.08% | 475.561 K $ | 7207 | 2024/06/30 | 50.479 K $ | 14.45 % |
| 2026/03/31 | BLUEROCK PVT REAL ESTATE FD | 0.08% | 462.512 K $ | 27845 | 2025/12/31 | 49.027 K $ | 10.73 % | |
| 2026/03/31 | KLAC | KLA CORP | 0.08% | 454.975 K $ | 309 | 2025/12/31 | 58.671 K $ | 21.18 % |
| 2026/03/31 | CMCSA | COMCAST CORP NEW | 0.08% | 446.846 K $ | 15564 | 2025/12/31 | 5.989 K $ | 2.38 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.08% | 437.811 K $ | 476 | 2022/06/30 | -75.286 K $ | -14.41 % |
| 2026/03/31 | FISERV INC | 0.07% | 428.209 K $ | 7674 | 2021/12/31 | -76.212 K $ | -14.78 % | |
| 2026/03/31 | AVUS | AMERICAN CENTY ETF TR | 0.07% | 417.036 K $ | 3751 | 2022/12/31 | -2.250 K $ | -0.54 % |
| 2026/03/31 | EFV | ISHARES TR | 0.07% | 402.531 K $ | 5414 | 2021/06/30 | 15.917 K $ | 4.12 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.07% | 398.606 K $ | 1388 | 2025/12/31 | -4.219 K $ | -1.05 % |
| 2026/03/31 | IXUS | ISHARES TR | 0.07% | 389.014 K $ | 4490 | 2021/06/30 | 9.082 K $ | 2.36 % |
| 2026/03/31 | LEN | LENNAR CORP | 0.07% | 388.348 K $ | 4472 | 2023/06/30 | -70.830 K $ | -15.53 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.07% | 383.520 K $ | 1795 | 2025/09/30 | 71.578 K $ | 24.82 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.07% | 378.089 K $ | 1469 | 2024/06/30 | -31.944 K $ | -7.81 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.07% | 374.287 K $ | 1138 | 2019/03/31 | -17.476 K $ | -4.42 % |
| 2026/03/31 | VLO | VALERO ENERGY CORP | 0.06% | 367.161 K $ | 1486 | 2025/12/31 | 123.063 K $ | 51.78 % |
| 2026/03/31 | SNDK | SANDISK CORP | 0.06% | 365.321 K $ | 575 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.06% | 364.901 K $ | 5073 | 2024/06/30 | -61.887 K $ | -11.97 % |
| 2026/03/31 | C | CITIGROUP INC | 0.06% | 364.386 K $ | 3213 | 2023/12/31 | -18.213 K $ | -2.81 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.06% | 359.207 K $ | 1949 | 2024/06/30 | 13.398 K $ | 3.90 % |
| 2026/03/31 | IXN | ISHARES TR | 0.06% | 352.594 K $ | 3527 | 2020/09/30 | -18.193 K $ | -4.79 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.06% | 347.332 K $ | 1470 | 2023/09/30 | -7.417 K $ | -2.02 % |
| 2026/03/31 | SLYV | SPDR SERIES TRUST | 0.06% | 346.068 K $ | 3659 | 2018/12/31 | 13.533 K $ | 3.97 % |
| 2026/03/31 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.06% | 343.965 K $ | 878 | 2025/09/30 | 111.482 K $ | 42.26 % |
| 2026/03/31 | SDY | SPDR SERIES TRUST | 0.06% | 335.213 K $ | 2297 | 2024/06/30 | 15.485 K $ | 4.87 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.06% | 334.908 K $ | 2520 | 2023/06/30 | -27.896 K $ | -7.69 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 0.06% | 322.540 K $ | 2877 | 2020/12/31 | -20.743 K $ | -6.04 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.06% | 316.606 K $ | 6732 | 2025/12/31 | 6.395 K $ | 2.06 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.06% | 315.685 K $ | 5205 | 2025/12/31 | 29.362 K $ | 12.44 % |
| 2026/03/31 | HCA | HCA HEALTHCARE INC | 0.05% | 308.079 K $ | 651 | 2025/09/30 | 3.840 K $ | 1.37 % |
| 2026/03/31 | SU | SUNCOR ENERGY INC NEW | 0.05% | 295.313 K $ | 4467 | 2025/03/31 | 117.363 K $ | 49.03 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.05% | 287.248 K $ | 405 | 2025/12/31 | 55.456 K $ | 23.66 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.05% | 285.935 K $ | 924 | 2023/12/31 | -79.949 K $ | -10.57 % |
| 2026/03/31 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.05% | 285.893 K $ | 15437 | 2025/03/31 | 45.177 K $ | 18.79 % |
| 2026/03/31 | KEYS | KEYSIGHT TECHNOLOGIES INC | 0.05% | 282.370 K $ | 1000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPTM | SPDR SERIES TRUST | 0.05% | 279.872 K $ | 3540 | 2025/09/30 | -12.177 K $ | -4.17 % |