0001819955-21-000010.txt : 20210413 0001819955-21-000010.hdr.sgml : 20210413 20210413155114 ACCESSION NUMBER: 0001819955-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210413 DATE AS OF CHANGE: 20210413 EFFECTIVENESS DATE: 20210413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Intelligence Driven Advisers, LLC CENTRAL INDEX KEY: 0001819955 IRS NUMBER: 832499358 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20336 FILM NUMBER: 21823055 BUSINESS ADDRESS: STREET 1: 6128 INNOVATION WAY CITY: CARLSBAD STATE: CA ZIP: 92009 BUSINESS PHONE: 888-401-2083 MAIL ADDRESS: STREET 1: 6128 INNOVATION WAY CITY: CARLSBAD STATE: CA ZIP: 92009 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001819955 XXXXXXXX 03-31-2021 03-31-2021 Intelligence Driven Advisers, LLC
6128 INNOVATION WAY CARLSBAD CA 92009
13F HOLDINGS REPORT 028-20336 N
Jordie Czapinski Chief Compliance Officer 760-707-5559 Jordie Czapinski Carlsbad CA 04-13-2021 0 72 445653 false
INFORMATION TABLE 2 ida13fq12021.xml ISHARES TR NATIONAL MUN ETF 464288414 281 2418 SH SOLE 2418 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 579 1461 SH SOLE 1461 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 3327 30397 SH SOLE 30397 0 0 ISHARES TR MSCI USA SMCP MN 46435G433 568 15418 SH SOLE 15418 0 0 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 12161 452922 SH SOLE 452922 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1106 22516 SH SOLE 22516 0 0 AMAZON COM INC COM 023135106 294 95 SH SOLE 95 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 32872 475092 SH SOLE 475092 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 495 16098 SH SOLE 16098 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 614 2221 SH SOLE 2221 0 0 APPLE INC COM 037833100 8643 70756 SH SOLE 70756 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 28865 237026 SH SOLE 237026 0 0 ISHARES TR U.S. MED DVC ETF 464288810 15230 46100 SH SOLE 46100 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2661 32373 SH SOLE 32373 0 0 MODERNA INC COM 60770K107 372 2842 SH SOLE 2842 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 452 8385 SH SOLE 8385 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 6889 159067 SH SOLE 159067 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12054 124639 SH SOLE 124639 0 0 ISHARES TR US TREAS BD ETF 46429B267 24624 940202 SH SOLE 940202 0 0 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 985 18579 SH SOLE 18579 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 321 3920 SH SOLE 3920 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 5557 23425 SH SOLE 23425 0 0 AFFIRM HLDGS INC COM CL A 00827B106 212 3000 SH SOLE 3000 0 0 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 2921 77432 SH SOLE 77432 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 2571 50622 SH SOLE 50622 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 26030 198006 SH SOLE 198006 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 663 17013 SH SOLE 17013 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1959 7668 SH SOLE 7668 0 0 ISHARES INC CORE MSCI EMKT 46434G103 227 3521 SH SOLE 3521 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 11166 85963 SH SOLE 85963 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1076 11711 SH SOLE 11711 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3307 14940 SH SOLE 14940 0 0 ISHARES TR IBOXX INV CP ETF 464287242 31236 240183 SH SOLE 240183 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 493 2877 SH SOLE 2877 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4313 114658 SH SOLE 114658 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 223 976 SH SOLE 976 0 0 ISHARES TR CORE S&P TTL STK 464287150 688 7509 SH SOLE 7509 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2776 52006 SH SOLE 52006 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2900 49864 SH SOLE 49864 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10107 47212 SH SOLE 47212 0 0 HOME DEPOT INC COM 437076102 400 1312 SH SOLE 1312 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 405 1960 SH SOLE 1960 0 0 ISHARES TR IBOXX HI YD ETF 464288513 11691 134101 SH SOLE 134101 0 0 ISHARES TR CORE US AGGBD ET 464287226 964 8467 SH SOLE 8467 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 452 2611 SH SOLE 2611 0 0 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 740 8278 SH SOLE 8278 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11316 31061 SH SOLE 31061 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 534 1675 SH SOLE 1675 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20195 244793 SH SOLE 244793 0 0 MICROSOFT CORP COM 594918104 480 2038 SH SOLE 2038 0 0 ISHARES TR CORE S&P MCP ETF 464287507 461 1772 SH SOLE 1772 0 0 ISHARES TR CORE MSCI EAFE 46432F842 10677 148192 SH SOLE 148192 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2933 20767 SH SOLE 20767 0 0 ISHARES TR FALN ANGLS USD 46435G474 286 9774 SH SOLE 9774 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2661 52109 SH SOLE 52109 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 2531 67306 SH SOLE 67306 0 0 ALPHABET INC CAP STK CL C 02079K107 428 207 SH SOLE 207 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 10827 213320 SH SOLE 213320 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8981 66305 SH SOLE 66305 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 811 17181 SH SOLE 17181 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 430 8252 SH SOLE 8252 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 2960 54140 SH SOLE 54140 0 0 J & J SNACK FOODS CORP COM 466032109 302 1924 SH SOLE 1924 0 0 ISHARES TR CORE S&P500 ETF 464287200 31605 79444 SH SOLE 79444 0 0 ISHARES TR GLOBAL TECH ETF 464287291 3706 12043 SH SOLE 12043 0 0 AXOS FINANCIAL INC COM 05465C100 208 4421 SH SOLE 4421 0 0 ISHARES TR EAFE GRWTH ETF 464288885 33052 329005 SH SOLE 329005 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 322 5638 SH SOLE 5638 0 0 ISHARES TR MSCI USA MMENTM 46432F396 20769 129111 SH SOLE 129111 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 233 2505 SH SOLE 2505 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 697 13890 SH SOLE 13890 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 1778 38815 SH SOLE 38815 0 0