Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS LLC | 05-01-2024 | 03-31-2024 | 104 | 676,758,261 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $96,971,510 | 1,701,852 | 0.01 | 0.01 | -60,592 | -3.44 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 2 | $67,981,364 | 893,434 | 0.01 | 0.01 | 2,764 | 0.31 | 03-31-2024 |
| ISHARES TR | RUS TP200 GR ETF | 3 | $65,221,266 | 334,297 | 0.01 | 0.01 | 91,570 | 37.73 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $56,823,386 | 735,007 | 0.01 | 0.01 | -218,575 | -22.92 | 03-31-2024 |
