0001819955-21-000012.txt : 20210729 0001819955-21-000012.hdr.sgml : 20210729 20210728200355 ACCESSION NUMBER: 0001819955-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210729 DATE AS OF CHANGE: 20210728 EFFECTIVENESS DATE: 20210729 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: 211124350 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 06-30-2021 06-30-2021 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 07-28-2021 0 92 514387 false INFORMATION TABLE 2 ida13fq22021.xml ISHARES TR NATIONAL MUN ETF 464288414 291 2484 SH SOLE 0 0 2484 SPDR S&P 500 ETF TR TR UNIT 78462F103 4188 9784 SH SOLE 0 0 9784 PIMCO ETF TR ACTIVE BD ETF 72201R775 1663 14984 SH SOLE 0 0 14984 ISHARES TR MSCI USA SMCP MN 46435G433 558 14681 SH SOLE 0 0 14681 PEPSICO INC COM 713448108 445 3000 SH SOLE 0 0 3000 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4842 102757 SH SOLE 0 0 102757 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 911 17674 SH SOLE 0 0 17674 AMAZON COM INC COM 023135106 217 63 SH SOLE 0 0 63 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 299 9256 SH SOLE 0 0 9256 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 655 2221 SH SOLE 0 0 2221 APPLE INC COM 037833100 10916 79700 SH SOLE 0 0 79700 ISHARES TR MSCI USA QLT FCT 46432F339 33156 249537 SH SOLE 0 0 249537 ISHARES TR MSCI USA MIN VOL 46429B697 31301 425225 SH SOLE 0 0 425225 ISHARES TR U.S. MED DVC ETF 464288810 9485 26270 SH SOLE 0 0 26270 PHILIP MORRIS INTL INC COM 718172109 431 4350 SH SOLE 0 0 4350 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 269 3277 SH SOLE 0 0 3277 PROCTER AND GAMBLE CO COM 742718109 497 3686 SH SOLE 0 0 3686 MODERNA INC COM 60770K107 669 2846 SH SOLE 0 0 2846 MANHATTAN BRDG CAP INC COM 562803106 2006 255505 SH SOLE 0 0 255505 ISHARES TR CORE TOTAL USD 46434V613 22607 422639 SH SOLE 0 0 422639 ISHARES INC ESG AWR MSCI EM 46434G863 5928 131293 SH SOLE 0 0 131293 JPMORGAN CHASE & CO COM 46625H100 226 1455 SH SOLE 0 0 1455 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12222 117214 SH SOLE 0 0 117214 ISHARES TR US TREAS BD ETF 46429B267 27121 1019571 SH SOLE 0 0 1019571 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 1741 29344 SH SOLE 0 0 29344 ISHARES TR CORE MSCI TOTAL 46432F834 5793 79029 SH SOLE 0 0 79029 ISHARES TR CORE S&P SCP ETF 464287804 1150 10181 SH SOLE 0 0 10181 ISHARES TR RUSSELL 3000 ETF 464287689 7945 31047 SH SOLE 0 0 31047 SPDR SER TR S&P 600 SMCP VAL 78464A300 347 4047 SH SOLE 0 0 4047 AFFIRM HLDGS INC COM CL A 00827B106 202 3000 SH SOLE 0 0 3000 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 3101 75808 SH SOLE 0 0 75808 ISHARES TR FLTG RATE NT ETF 46429B655 332 6533 SH SOLE 0 0 6533 SPDR SER TR PORTFOLIO LN TSR 78464A664 25365 614168 SH SOLE 0 0 614168 VANGUARD INDEX FDS VALUE ETF 922908744 25157 183010 SH SOLE 0 0 183010 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1854 6670 SH SOLE 0 0 6670 ISHARES TR BARCLAYS 7 10 YR 464287440 587 5080 SH SOLE 0 0 5080 ISHARES INC CORE MSCI EMKT 46434G103 371 5531 SH SOLE 0 0 5531 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 752 7383 SH SOLE 0 0 7383 ISHARES TR 3 7 YR TREAS BD 464288661 4801 36780 SH SOLE 0 0 36780 VANGUARD INDEX FDS MID CAP ETF 922908629 570 2402 SH SOLE 0 0 2402 ISHARES TR IBOXX INV CP ETF 464287242 3675 27352 SH SOLE 0 0 27352 ISHARES TR U.S. FIN SVC ETF 464287770 517 2791 SH SOLE 0 0 2791 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2060 52219 SH SOLE 0 0 52219 ISHARES TR CORE S&P TTL STK 464287150 683 6913 SH SOLE 0 0 6913 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 230 929 SH SOLE 0 0 929 CLEAN ENERGY FUELS CORP COM 184499101 102 10000 SH SOLE 0 0 10000 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 3388 63489 SH SOLE 0 0 63489 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2861 46977 SH SOLE 0 0 46977 VANGUARD INDEX FDS SMALL CP ETF 922908751 23069 102402 SH SOLE 0 0 102402 ALTRIA GROUP INC COM 02209S103 258 5415 SH SOLE 0 0 5415 HOME DEPOT INC COM 437076102 419 1313 SH SOLE 0 0 1313 ISHARES TR IBOXX HI YD ETF 464288513 3968 45075 SH SOLE 0 0 45075 VANGUARD INDEX FDS TOTAL STK MKT 922908769 471 2116 SH SOLE 0 0 2116 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 2158 24612 SH SOLE 0 0 24612 ISHARES TR CORE US AGGBD ET 464287226 1525 13226 SH SOLE 0 0 13226 ISHARES TR USD INV GRDE ETF 464288620 3869 63858 SH SOLE 0 0 63858 VANGUARD WORLD FDS MATERIALS ETF 92204A801 409 2263 SH SOLE 0 0 2263 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 657 7143 SH SOLE 0 0 7143 COCA COLA CO COM 191216100 400 7400 SH SOLE 0 0 7400 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11090 28182 SH SOLE 0 0 28182 INVESCO QQQ TR UNIT SER 1 46090E103 594 1676 SH SOLE 0 0 1676 TESLA INC COM 88160R101 218 321 SH SOLE 0 0 321 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6834 82630 SH SOLE 0 0 82630 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 523 25771 SH SOLE 0 0 25771 MICROSOFT CORP COM 594918104 1238 4571 SH SOLE 0 0 4571 ISHARES TR CORE S&P MCP ETF 464287507 491 1825 SH SOLE 0 0 1825 ISHARES TR S&P 500 VAL ETF 464287408 2994 20276 SH SOLE 0 0 20276 ISHARES TR CORE MSCI EAFE 46432F842 11366 151826 SH SOLE 0 0 151826 J P MORGAN EXCHANGE-TRADED F US AGGREGATE ETF 46641Q241 11490 210979 SH SOLE 0 0 210979 ISHARES TR FALN ANGLS USD 46435G474 24694 824234 SH SOLE 0 0 824234 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 269 5287 SH SOLE 0 0 5287 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 13273 232610 SH SOLE 0 0 232610 ISHARES TR MSCI INTL MOMENT 46434V449 2603 67306 SH SOLE 0 0 67306 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 7215 142204 SH SOLE 0 0 142204 ALPHABET INC CAP STK CL C 02079K107 519 207 SH SOLE 0 0 207 ISHARES TR 20 YR TR BD ETF 464287432 893 6183 SH SOLE 0 0 6183 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 207 4026 SH SOLE 0 0 4026 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 203 3738 SH SOLE 0 0 3738 ISHARES TR EAFE VALUE ETF 464288877 24149 466560 SH SOLE 0 0 466560 ISHARES TR ISHS 1-5YR INVS 464288646 548 10004 SH SOLE 0 0 10004 EMERSON ELEC CO COM 291011104 289 3000 SH SOLE 0 0 3000 J & J SNACK FOODS CORP COM 466032109 336 1924 SH SOLE 0 0 1924 INTUIT COM 461202103 380 776 SH SOLE 0 0 776 ISHARES TR GLOBAL TECH ETF 464287291 4065 12045 SH SOLE 0 0 12045 ISHARES TR CORE S&P500 ETF 464287200 20502 47688 SH SOLE 0 0 47688 SONOS INC COM 83570H108 218 6200 SH SOLE 0 0 6200 AXOS FINANCIAL INC COM 05465C100 205 4421 SH SOLE 0 0 4421 ISHARES TR EAFE GRWTH ETF 464288885 37451 349092 SH SOLE 0 0 349092 ISHARES TR MSCI USA MMENTM 46432F396 26405 152250 SH SOLE 0 0 152250 JOHNSON & JOHNSON COM 478160104 391 2375 SH SOLE 0 0 2375 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 697 13890 SH SOLE 0 0 13890 ISHARES TR 0-5YR HI YL CP 46434V407 347 7532 SH SOLE 0 0 7532