Loading…
CIK 0001819955 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026
Import this data to Google Sheets with:
=jivedata("intelligence-driven-advisers-llc-0001819955-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $397K | 0.1% | 1,034 SH | |
| ALPHABET INC | CAP STK CL A | $370K | 0.1% | 2,391 SH | |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.3% | 9,546 SH | |
| ALTRIA GROUP INC | COM | $353K | 0.1% | 5,874 SH | |
| AMAZON COM INC | COM | $1.4M | 0.3% | 7,317 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $347K | 0.1% | 3,752 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $19.9M | 3.8% | 228,698 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $253K | 0.0% | 2,914 SH | |
| AMGEN INC | COM | $205K | 0.0% | 657 SH | |
| APPLE INC | COM | $15.6M | 3.0% | 70,176 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.3M | 0.6% | 6,223 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $24.6M | 4.7% | 505,133 SH | |
| BOOKING HOLDINGS INC | COM | $774K | 0.1% | 168 SH | |
| BOSTON SCIENTIFIC CORP | COM | $223K | 0.0% | 2,212 SH | |
| BROADCOM INC | COM | $221K | 0.0% | 1,322 SH | |
| CITIGROUP INC | COM NEW | $270K | 0.1% | 3,807 SH | |
| COCA COLA CO | COM | $248K | 0.0% | 3,467 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $80.8M | 15.6% | 1,335,847 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $4.8M | 0.9% | 143,500 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $852K | 0.2% | 14,254 SH | |
| DOORDASH INC | CL A | $215K | 0.0% | 1,176 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $11.8M | 2.3% | 335,532 SH | |
| ELEVANCE HEALTH INC | COM | $229K | 0.0% | 526 SH | |
| ELI LILLY & CO | COM | $910K | 0.2% | 1,102 SH | |
| ENEL CHILE S.A. | SPONSORED ADR | $37K | 0.0% | 11,216 SH | |
| EXXON MOBIL CORP | COM | $412K | 0.1% | 3,464 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $226K | 0.0% | 4,950 SH | |
| FISERV INC | COM | $1.7M | 0.3% | 7,736 SH | |
| FLUENT INC | COM NEW | $57K | 0.0% | 26,231 SH | |
| GE AEROSPACE | COM NEW | $975K | 0.2% | 4,873 SH | |
| GENERAL MTRS CO | COM | $259K | 0.0% | 5,508 SH | |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $48K | 0.0% | 10,658 SH | |
| HOME DEPOT INC | COM | $522K | 0.1% | 1,424 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $266K | 0.1% | 2,877 SH | |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $19.2M | 3.7% | 388,266 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $206K | 0.0% | 5,087 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.3M | 0.2% | 19,260 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $998K | 0.2% | 2,129 SH | |
| ISHARES INC | MSCI EMRG CHN | $5.1M | 1.0% | 92,762 SH | |
| ISHARES S&P GSCI COMMODITY- | UNIT BEN INT | $344K | 0.1% | 15,094 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $348K | 0.1% | 3,456 SH | |
| ISHARES TR | CORE MSCI TOTAL | $415K | 0.1% | 5,944 SH | |
| ISHARES TR | CORE S&P MCP ETF | $481K | 0.1% | 8,240 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 0.3% | 2,645 SH | |
| ISHARES TR | CORE TOTAL USD | $44.7M | 8.6% | 970,924 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 0.3% | 16,794 SH | |
| ISHARES TR | EAFE VALUE ETF | $319K | 0.1% | 5,414 SH | |
| ISHARES TR | GLOBAL TECH ETF | $247K | 0.0% | 3,267 SH | |
| ISHARES TR | MSCI USA MIN VOL | $285K | 0.1% | 3,048 SH | |
| ISHARES TR | MSCI USA QLT FCT | $15.8M | 3.0% | 92,410 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.3% | 3,636 SH | |
| ISHARES TR | RUS TP200 GR ETF | $47.6M | 9.2% | 225,629 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $4.6M | 0.9% | 14,390 SH | |
| ISHARES TR | TRS FLT RT BD | $776K | 0.1% | 15,321 SH | |
| ISHARES TR | U S EQUITY FACTR | $1.0M | 0.2% | 17,346 SH | |
| ISHARES TR | US TREAS BD ETF | $1.4M | 0.3% | 62,291 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.0M | 0.2% | 20,258 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $3.9M | 0.8% | 69,175 SH | |
| JPMORGAN CHASE & CO. | COM | $509K | 0.1% | 2,075 SH | |
| LENNAR CORP | CL A | $510K | 0.1% | 4,446 SH | |
| MASTERCARD INCORPORATED | CL A | $1.8M | 0.3% | 3,221 SH | |
| MERCK & CO INC | COM | $1.0M | 0.2% | 11,606 SH | |
| META PLATFORMS INC | CL A | $1.4M | 0.3% | 2,443 SH | |
| MICROSOFT CORP | COM | $1.4M | 0.3% | 3,862 SH | |
| NETFLIX INC | COM | $1.1M | 0.2% | 1,214 SH | |
| NVIDIA CORPORATION | COM | $1.9M | 0.4% | 17,400 SH | |
| OREILLY AUTOMOTIVE INC | COM | $269K | 0.1% | 188 SH | |
| PACER FDS TR | US CASH COWS 100 | $27.9M | 5.4% | 509,269 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $533K | 0.1% | 6,320 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $888K | 0.2% | 17,857 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $4.2M | 0.8% | 45,730 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $663K | 0.1% | 25,171 SH | |
| PROGRESSIVE CORP | COM | $256K | 0.0% | 905 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $39.8M | 7.7% | 1,601,883 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.8M | 0.3% | 88,500 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $13.1M | 2.5% | 606,604 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $230K | 0.0% | 2,385 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $236K | 0.0% | 1,144 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $53.1M | 10.2% | 672,858 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.3M | 0.4% | 4,166 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $327K | 0.1% | 4,167 SH | |
| SPDR SER TR | S&P DIVID ETF | $292K | 0.1% | 2,154 SH | |
| SUNCOR ENERGY INC NEW | COM | $213K | 0.0% | 5,492 SH | |
| T-MOBILE US INC | COM | $213K | 0.0% | 799 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $715K | 0.1% | 4,305 SH | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | $202K | 0.0% | 13,558 SH | |
| UBER TECHNOLOGIES INC | COM | $485K | 0.1% | 6,660 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $369K | 0.1% | 1,506 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $336K | 0.1% | 2,092 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.3% | 3,076 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $226K | 0.0% | 1,215 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $213K | 0.0% | 960 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $451K | 0.1% | 1,642 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.6M | 0.5% | 15,173 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $23.5M | 4.5% | 508,149 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.1M | 0.4% | 36,146 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $245K | 0.0% | 3,109 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $575K | 0.1% | 11,315 SH | |
| WALMART INC | COM | $316K | 0.1% | 3,598 SH | |
| WELLS FARGO CO NEW | COM | $570K | 0.1% | 7,944 SH | |
| WIPRO LTD | SPON ADR 1 SH | $56K | 0.0% | 18,240 SH |
| Q3 2025 |
| 13F-HR |
| 0001420506-25-003058 |
| $721.3M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003125 | $616.0M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000338 | $663.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002403 | $573.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000234 | $519.2M | View |