0001819955-20-000024.txt : 20200910 0001819955-20-000024.hdr.sgml : 20200910 20200909193950 ACCESSION NUMBER: 0001819955-20-000024 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200910 DATE AS OF CHANGE: 20200909 EFFECTIVENESS DATE: 20200910 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20336 FILM NUMBER: 201167492 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001819955 XXXXXXXX 06-30-2020 06-30-2020 true 1 NEW HOLDINGS Intelligence Driven Advisers, LLC

6128 INNOVATION WAY CARLSBAD CA 92009

13F HOLDINGS REPORT 028-20336 N Jordie Czapinski 760-707-5559 Jordie Czapinski CARLSBAD CA 09-08-2020 0 85 282670 INFORMATION TABLE 2 2q2020ida13f.xml 3M CO COM 88579Y101 342 2192 SH SOLE 0 0 2192 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 259 1200 SH SOLE 0 0 1200 ALPHABET INC CAP STK CL C 02079K107 461 326 SH SOLE 0 0 326 AMAZON COM INC COM 023135106 436 158 SH SOLE 0 0 158 AMGEN INC COM 031162100 218 924 SH SOLE 0 0 924 APPLE INC COM 037833100 11512 31557 SH SOLE 0 0 31557 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1725 9663 SH SOLE 0 0 9663 BOEING CO COM 097023105 206 1125 SH SOLE 0 0 1125 CBOE GLOBAL MARKETS INC COM 12503M108 1847 19800 SH SOLE 0 0 19800 COCA COLA CO COM 191216100 514 11505 SH SOLE 0 0 11505 FACEBOOK INC CL A 30303M102 1060 4668 SH SOLE 0 0 4668 FISERV INC COM 337738108 1111 11380 SH SOLE 0 0 11380 GENERAL ELECTRIC CO COM 369604103 207 30268 SH SOLE 0 0 30268 GENERAL MLS INC COM 370334104 7092 115034 SH SOLE 0 0 115034 HOME DEPOT INC COM 437076102 390 1556 SH SOLE 0 0 1556 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 5152 163398 SH SOLE 0 0 163398 INTERNATIONAL BUSINESS MACHS COM 459200101 318 2631 SH SOLE 0 0 2631 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3296 66344 SH SOLE 0 0 66344 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1458 68508 SH SOLE 0 0 68508 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 221 2167 SH SOLE 0 0 2167 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 254 2349 SH SOLE 0 0 2349 ISHARES INC CORE MSCI EMKT 46434G103 3348 70341 SH SOLE 0 0 70341 ISHARES TR IBOXX INV CP ETF 464287242 233 1731 SH SOLE 0 0 1731 ISHARES TR CORE S&P US GWT 464287671 234 3259 SH SOLE 0 0 3259 ISHARES TR MRNGSTR LG-CP VL 464288109 392 4050 SH SOLE 0 0 4050 ISHARES TR RUSSELL 3000 ETF 464287689 444 2465 SH SOLE 0 0 2465 ISHARES TR CORE S&P TTL STK 464287150 565 8132 SH SOLE 0 0 8132 ISHARES TR CORE INTL AGGR 46435G672 971 17433 SH SOLE 0 0 17433 ISHARES TR MRNGSTR LG-CP GR 464287119 1397 5957 SH SOLE 0 0 5957 ISHARES TR RUS MID CAP ETF 464287499 1455 27149 SH SOLE 0 0 27149 ISHARES TR MRNGSTR LG-CP ET 464287127 2201 12608 SH SOLE 0 0 12608 ISHARES TR GLOBAL REIT ETF 46434V647 2394 114663 SH SOLE 0 0 114663 ISHARES TR CORE S&P SCP ETF 464287804 2699 39518 SH SOLE 0 0 39518 ISHARES TR CORE US AGGBD ET 464287226 3090 26138 SH SOLE 0 0 26138 ISHARES TR MSCI ACWI ETF 464288257 3113 42226 SH SOLE 0 0 42226 ISHARES TR EAFE SML CP ETF 464288273 4791 89342 SH SOLE 0 0 89342 ISHARES TR USA MOMENTUM FCT 46432F396 5598 42730 SH SOLE 0 0 42730 ISHARES TR CORE MSCI EAFE 46432F842 6527 114190 SH SOLE 0 0 114190 ISHARES TR CORE S&P MCP ETF 464287507 9910 55733 SH SOLE 0 0 55733 ISHARES TR MSCI MIN VOL ETF 46429B697 15452 254853 SH SOLE 0 0 254853 ISHARES TR CORE S&P500 ETF 464287200 15921 51409 SH SOLE 0 0 51409 ISHARES TR EDGE MSCI MINM 46435G433 15961 550556 SH SOLE 0 0 550556 J & J SNACK FOODS CORP COM 466032109 245 1924 SH SOLE 0 0 1924 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 42555 1520917 SH SOLE 0 0 1520917 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 706 13916 SH SOLE 0 0 13916 JOHNSON & JOHNSON COM 478160104 493 3508 SH SOLE 0 0 3508 MICROSOFT CORP COM 594918104 587 2883 SH SOLE 0 0 2883 NETFLIX INC COM 64110L106 305 671 SH SOLE 0 0 671 PEOPLES UNITED FINANCIAL INC COM 712704105 249 21492 SH SOLE 0 0 21492 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3837 37735 SH SOLE 0 0 37735 PIMCO ETF TR ACTIVE BD ETF 72201R775 8406 75332 SH SOLE 0 0 75332 QUALCOMM INC COM 747525103 362 3971 SH SOLE 0 0 3971 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 486 17642 SH SOLE 0 0 17642 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 610 25047 SH SOLE 0 0 25047 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 896 13714 SH SOLE 0 0 13714 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1009 17935 SH SOLE 0 0 17935 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2178 41400 SH SOLE 0 0 41400 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 3214 137299 SH SOLE 0 0 137299 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14862 499564 SH SOLE 0 0 499564 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 22271 303135 SH SOLE 0 0 303135 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 277 11966 SH SOLE 0 0 11966 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 222 859 SH SOLE 0 0 859 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 505 12683 SH SOLE 0 0 12683 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 5228 133961 SH SOLE 0 0 133961 SPDR S&P 500 ETF TR TR UNIT 78462F103 379 1230 SH SOLE 0 0 1230 SPDR SER TR BLOMBERG BRC INV 78468R200 388 12721 SH SOLE 0 0 12721 SPDR SER TR PORTFOLIO S&P400 78464A847 1650 52811 SH SOLE 0 0 52811 SPDR SER TR S&P 600 SMCP VAL 78464A300 2372 48287 SH SOLE 0 0 48287 UNION PAC CORP COM 907818108 398 2352 SH SOLE 0 0 2352 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 502 8475 SH SOLE 0 0 8475 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 6142 106399 SH SOLE 0 0 106399 VANGUARD INDEX FDS MID CAP ETF 922908629 1262 7697 SH SOLE 0 0 7697 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1267 8094 SH SOLE 0 0 8094 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3216 40956 SH SOLE 0 0 40956 VANGUARD INDEX FDS SMALL CP ETF 922908751 3496 23992 SH SOLE 0 0 23992 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 986 10209 SH SOLE 0 0 10209 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2166 54694 SH SOLE 0 0 54694 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 624 7544 SH SOLE 0 0 7544 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1101 11577 SH SOLE 0 0 11577 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 4709 121409 SH SOLE 0 0 121409 VANGUARD WORLD FDS MATERIALS ETF 92204A801 315 2611 SH SOLE 0 0 2611 WISDOMTREE TR US MIDCAP FUND 97717W570 339 10408 SH SOLE 0 0 10408 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 697 30684 SH SOLE 0 0 30684 WISDOMTREE TR EM EX ST-OWNED 97717X578 781 26112 SH SOLE 0 0 26112 WISDOMTREE TR US QTLY DIV GRT 97717X669 5602 123149 SH SOLE 0 0 123149