0001819955-22-000006.txt : 20220425 0001819955-22-000006.hdr.sgml : 20220425 20220425151300 ACCESSION NUMBER: 0001819955-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220425 EFFECTIVENESS DATE: 20220425 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: 22849471 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 03-31-2022 03-31-2022 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 04-25-2022 0 90 547462 false INFORMATION TABLE 2 ida13fq12022.xml ISHARES TR MSCI USA MIN VOL 46429B697 42654 540339 SH SOLE 0 0 540339 ISHARES TR MSCI USA QLT FCT 46432F339 40897 306116 SH SOLE 0 0 306116 ISHARES TR CORE TOTAL USD 46434V613 37260 764613 SH SOLE 0 0 764613 ISHARES TR CORE S&P500 ETF 464287200 27414 60825 SH SOLE 0 0 60825 ISHARES TR EAFE GRWTH ETF 464288885 26840 281550 SH SOLE 0 0 281550 ISHARES TR MSCI USA MMENTM 46432F396 26150 158386 SH SOLE 0 0 158386 ISHARES TR EAFE VALUE ETF 464288877 24057 483559 SH SOLE 0 0 483559 SPDR SER TR PORTFOLIO LN TSR 78464A664 22587 624113 SH SOLE 0 0 624113 ISHARES TR FALN ANGLS USD 46435G474 19779 727449 SH SOLE 0 0 727449 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18891 45794 SH SOLE 0 0 45794 VANGUARD INDEX FDS VALUE ETF 922908744 18193 122496 SH SOLE 0 0 122496 VANGUARD INDEX FDS SMALL CP ETF 922908751 13881 66959 SH SOLE 0 0 66959 APPLE INC COM 037833100 12449 72319 SH SOLE 0 0 72319 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11818 223775 SH SOLE 0 0 223775 ISHARES TR CORE MSCI EAFE 46432F842 11792 171414 SH SOLE 0 0 171414 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 10530 203996 SH SOLE 0 0 203996 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 9817 197535 SH SOLE 0 0 197535 ISHARES TR U.S. MED DVC ETF 464288810 9653 155192 SH SOLE 0 0 155192 ISHARES TR MSCI INTL VLU FT 46435G409 9522 378301 SH SOLE 0 0 378301 ISHARES TR US TREAS BD ETF 46429B267 9396 383036 SH SOLE 0 0 383036 FIDELITY COVINGTON TRUST TOTAL BD ETF 316188309 9036 184145 SH SOLE 0 0 184145 ISHARES TR RUSSELL 3000 ETF 464287689 8971 34558 SH SOLE 0 0 34558 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7602 97422 SH SOLE 0 0 97422 ISHARES TR GLOBAL TECH ETF 464287291 7173 127810 SH SOLE 0 0 127810 ISHARES INC MSCI EMERG MKT 46434G889 7105 146497 SH SOLE 0 0 146497 ISHARES TR CONV BD ETF 46435G102 6307 77077 SH SOLE 0 0 77077 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 6008 140284 SH SOLE 0 0 140284 ISHARES TR MSCI INTL MOMENT 46434V449 5456 156363 SH SOLE 0 0 156363 ISHARES TR CORE MSCI TOTAL 46432F834 4815 72955 SH SOLE 0 0 72955 PIMCO ETF TR ACTIVE BD ETF 72201R775 4656 46472 SH SOLE 0 0 46472 VIZIO HLDG CORP CL A COM 92858V101 4445 575000 SH SOLE 0 0 575000 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4260 54898 SH SOLE 0 0 54898 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4239 61656 SH SOLE 0 0 61656 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 4222 69013 SH SOLE 0 0 69013 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 4000 52105 SH SOLE 0 0 52105 SPDR SER TR PORTFLI HIGH YLD 78468R606 3897 157895 SH SOLE 0 0 157895 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 3154 79255 SH SOLE 0 0 79255 ISHARES TR USD INV GRDE ETF 464288620 2951 54604 SH SOLE 0 0 54604 ISHARES INC ESG AWR MSCI EM 46434G863 2834 77700 SH SOLE 0 0 77700 ISHARES TR CORE US AGGBD ET 464287226 2790 26510 SH SOLE 0 0 26510 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2657 54019 SH SOLE 0 0 54019 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2507 49880 SH SOLE 0 0 49880 ISHARES TR CORE S&P SCP ETF 464287804 2504 23886 SH SOLE 0 0 23886 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2219 6404 SH SOLE 0 0 6404 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2016 42435 SH SOLE 0 0 42435 GENERAL MLS INC COM 370334104 2005 28742 SH SOLE 0 0 28742 ISHARES TR IBOXX HI YD ETF 464288513 1844 22843 SH SOLE 0 0 22843 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1801 15102 SH SOLE 0 0 15102 ISHARES TR ISHS 1-5YR INVS 464288646 1770 34440 SH SOLE 0 0 34440 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1641 45182 SH SOLE 0 0 45182 ISHARES TR 3 7 YR TREAS BD 464288661 1413 11705 SH SOLE 0 0 11705 ISHARES TR S&P 500 VAL ETF 464287408 1290 8265 SH SOLE 0 0 8265 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 1220 19575 SH SOLE 0 0 19575 MICROSOFT CORP COM 594918104 874 2899 SH SOLE 0 0 2899 FISERV INC COM 337738108 873 8665 SH SOLE 0 0 8665 COCA COLA CO COM 191216100 688 10839 SH SOLE 0 0 10839 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 680 30391 SH SOLE 0 0 30391 VANGUARD STAR FDS VG TL INTL STK F 921909768 680 11478 SH SOLE 0 0 11478 SPDR S&P 500 ETF TR TR UNIT 78462F103 657 1465 SH SOLE 0 0 1465 ALPHABET INC CAP STK CL C 02079K107 647 237 SH SOLE 0 0 237 ISHARES TR CORE S&P TTL STK 464287150 597 5979 SH SOLE 0 0 5979 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 588 1721 SH SOLE 0 0 1721 AMAZON COM INC COM 023135106 584 185 SH SOLE 0 0 185 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 564 5147 SH SOLE 0 0 5147 INVESCO QQQ TR UNIT SER 1 46090E103 479 1353 SH SOLE 0 0 1353 JOHNSON & JOHNSON COM 478160104 422 2324 SH SOLE 0 0 2324 HOME DEPOT INC COM 437076102 387 1277 SH SOLE 0 0 1277 ISHARES TR U.S. FIN SVC ETF 464287770 387 2215 SH SOLE 0 0 2215 ISHARES TR 10-20 YR TRS ETF 464288653 373 2883 SH SOLE 0 0 2883 ISHARES INC CORE MSCI EMKT 46434G103 359 6492 SH SOLE 0 0 6492 ISHARES TR MSCI USA SMCP MN 46435G433 359 9621 SH SOLE 0 0 9621 INTUIT COM 461202103 356 720 SH SOLE 0 0 720 ISHARES TR CORE S&P MCP ETF 464287507 339 1299 SH SOLE 0 0 1299 SPDR SER TR S&P 600 SMCP VAL 78464A300 328 4047 SH SOLE 0 0 4047 VANGUARD INDEX FDS MID CAP ETF 922908629 327 1390 SH SOLE 0 0 1390 TESLA INC COM 88160R101 310 293 SH SOLE 0 0 293 J & J SNACK FOODS CORP COM 466032109 295 1924 SH SOLE 0 0 1924 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 292 3685 SH SOLE 0 0 3685 SELECT SECTOR SPDR TR ENERGY 81369Y506 287 3713 SH SOLE 0 0 3713 3M CO COM 88579Y101 278 1855 SH SOLE 0 0 1855 SEMPRA ENERGY COM 816851109 265 1579 SH SOLE 0 0 1579 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 264 1002 SH SOLE 0 0 1002 ISHARES TR MBS ETF 464288588 241 2406 SH SOLE 0 0 2406 INTEL CORP COM 458140100 239 5032 SH SOLE 0 0 5032 JPMORGAN CHASE & CO COM 46625H100 227 1733 SH SOLE 0 0 1733 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 206 7102 SH SOLE 0 0 7102 QUALCOMM INC COM 747525103 204 1466 SH SOLE 0 0 1466 HP INC COM 40434L105 201 5020 SH SOLE 0 0 5020 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 121 11164 SH SOLE 0 0 11164 VIZIO HLDG CORP CL A COM 92858V101 96 38000 SH Put SOLE 0 0 38000