0001819955-21-000014.txt : 20211014 0001819955-21-000014.hdr.sgml : 20211014 20211014133109 ACCESSION NUMBER: 0001819955-21-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211014 DATE AS OF CHANGE: 20211014 EFFECTIVENESS DATE: 20211014 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: 211323061 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 09-30-2021 09-30-2021 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 10-14-2021 0 77 445664 false INFORMATION TABLE 2 ida13fq32021.xml ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 16751 450305 SH SOLE 0 0 450305 ISHARES TR NATIONAL MUN ETF 464288414 288 2484 SH SOLE 0 0 2484 SPDR S&P 500 ETF TR TR UNIT 78462F103 1530 3533 SH SOLE 0 0 3533 PIMCO ETF TR ACTIVE BD ETF 72201R775 1569 14217 SH SOLE 0 0 14217 ISHARES TR MSCI USA SMCP MN 46435G433 577 15420 SH SOLE 0 0 15420 PEPSICO INC COM 713448108 453 3000 SH SOLE 0 0 3000 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4705 98983 SH SOLE 0 0 98983 AMAZON COM INC COM 023135106 448 139 SH SOLE 0 0 139 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 323 9912 SH SOLE 0 0 9912 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 560 1721 SH SOLE 0 0 1721 APPLE INC COM 037833100 10726 76010 SH SOLE 0 0 76010 ISHARES TR MSCI USA MIN VOL 46429B697 28204 382525 SH SOLE 0 0 382525 ISHARES TR MSCI USA QLT FCT 46432F339 34290 258927 SH SOLE 0 0 258927 PHILIP MORRIS INTL INC COM 718172109 303 3140 SH SOLE 0 0 3140 ISHARES TR U.S. MED DVC ETF 464288810 9459 152076 SH SOLE 0 0 152076 PROCTER AND GAMBLE CO COM 742718109 472 3386 SH SOLE 0 0 3386 MODERNA INC COM 60770K107 945 2846 SH SOLE 0 0 2846 MANHATTAN BRDG CAP INC COM 562803106 256 255505 SH SOLE 0 0 255505 ISHARES TR CORE TOTAL USD 46434V613 29172 548863 SH SOLE 0 0 548863 ISHARES INC ESG AWR MSCI EM 46434G863 4241 103441 SH SOLE 0 0 103441 JPMORGAN CHASE & CO COM 46625H100 246 1460 SH SOLE 0 0 1460 ISHARES TR US TREAS BD ETF 46429B267 11656 440252 SH SOLE 0 0 440252 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 1718 28116 SH SOLE 0 0 28116 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12529 119667 SH SOLE 0 0 119667 ISHARES TR CORE MSCI TOTAL 46432F834 5671 80028 SH SOLE 0 0 80028 ISHARES TR CORE S&P SCP ETF 464287804 1008 9063 SH SOLE 0 0 9063 ISHARES TR RUSSELL 3000 ETF 464287689 7801 30349 SH SOLE 0 0 30349 SPDR SER TR S&P 600 SMCP VAL 78464A300 349 4148 SH SOLE 0 0 4148 AFFIRM HLDGS INC COM CL A 00827B106 334 3000 SH SOLE 0 0 3000 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 3028 73668 SH SOLE 0 0 73668 ISHARES TR FLTG RATE NT ETF 46429B655 247 4859 SH SOLE 0 0 4859 SPDR SER TR PORTFOLIO LN TSR 78464A664 27169 661211 SH SOLE 0 0 661211 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1819 6542 SH SOLE 0 0 6542 ISHARES TR BARCLAYS 7 10 YR 464287440 245 2127 SH SOLE 0 0 2127 ISHARES INC CORE MSCI EMKT 46434G103 363 5916 SH SOLE 0 0 5916 ISHARES TR 3 7 YR TREAS BD 464288661 978 7517 SH SOLE 0 0 7517 ISHARES TR IBOXX INV CP ETF 464287242 1778 13371 SH SOLE 0 0 13371 ISHARES TR U.S. FIN SVC ETF 464287770 461 2395 SH SOLE 0 0 2395 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2066 53433 SH SOLE 0 0 53433 ISHARES TR CORE S&P TTL STK 464287150 667 6723 SH SOLE 0 0 6723 CLEAN ENERGY FUELS CORP COM 184499101 81 10000 SH SOLE 0 0 10000 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2948 48035 SH SOLE 0 0 48035 HOME DEPOT INC COM 437076102 433 1314 SH SOLE 0 0 1314 ISHARES TR IBOXX HI YD ETF 464288513 3468 39838 SH SOLE 0 0 39838 ISHARES TR CORE US AGGBD ET 464287226 1224 10674 SH SOLE 0 0 10674 ISHARES TR USD INV GRDE ETF 464288620 3879 64550 SH SOLE 0 0 64550 COCA COLA CO COM 191216100 372 7000 SH SOLE 0 0 7000 INVESCO QQQ TR UNIT SER 1 46090E103 769 2151 SH SOLE 0 0 2151 AMGEN INC COM 031162100 269 1269 SH SOLE 0 0 1269 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 461 25771 SH SOLE 0 0 25771 TESLA INC COM 88160R101 253 324 SH SOLE 0 0 324 ISHARES TR CORE S&P MCP ETF 464287507 465 1745 SH SOLE 0 0 1745 ISHARES TR RUS 1000 GRW ETF 464287614 248 903 SH SOLE 0 0 903 MICROSOFT CORP COM 594918104 1407 4872 SH SOLE 0 0 4872 ISHARES TR S&P 500 VAL ETF 464287408 2854 19317 SH SOLE 0 0 19317 ISHARES TR RUSSELL 2000 ETF 464287655 205 927 SH SOLE 0 0 927 ISHARES TR CORE MSCI EAFE 46432F842 11706 158017 SH SOLE 0 0 158017 J P MORGAN EXCHANGE-TRADED F US AGGREGATE ETF 46641Q241 11988 221140 SH SOLE 0 0 221140 ISHARES TR FALN ANGLS USD 46435G474 26666 890052 SH SOLE 0 0 890052 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 12621 222561 SH SOLE 0 0 222561 ISHARES TR MSCI INTL MOMENT 46434V449 2568 67306 SH SOLE 0 0 67306 ALPHABET INC CAP STK CL C 02079K107 517 190 SH SOLE 0 0 190 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4571 90161 SH SOLE 0 0 90161 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 269 5240 SH SOLE 0 0 5240 ISHARES TR 20 YR TR BD ETF 464287432 530 3691 SH SOLE 0 0 3691 ISHARES TR EAFE VALUE ETF 464288877 30992 605839 SH SOLE 0 0 605839 ISHARES TR ISHS 1-5YR INVS 464288646 499 9142 SH SOLE 0 0 9142 J & J SNACK FOODS CORP COM 466032109 298 1924 SH SOLE 0 0 1924 INTUIT COM 461202103 384 720 SH SOLE 0 0 720 ISHARES TR CORE S&P500 ETF 464287200 22816 52475 SH SOLE 0 0 52475 ISHARES TR GLOBAL TECH ETF 464287291 4126 72957 SH SOLE 0 0 72957 AXOS FINANCIAL INC COM 05465C100 237 4421 SH SOLE 0 0 4421 ISHARES TR EAFE GRWTH ETF 464288885 40579 383658 SH SOLE 0 0 383658 ISHARES TR MSCI USA MMENTM 46432F396 28172 158802 SH SOLE 0 0 158802 JOHNSON & JOHNSON COM 478160104 387 2422 SH SOLE 0 0 2422 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 696 13890 SH SOLE 0 0 13890 ISHARES TR 0-5YR HI YL CP 46434V407 301 6609 SH SOLE 0 0 6609