0001819955-22-000010.txt : 20221021 0001819955-22-000010.hdr.sgml : 20221021 20221021113110 ACCESSION NUMBER: 0001819955-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221021 EFFECTIVENESS DATE: 20221021 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: 221322731 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 09-30-2022 09-30-2022 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 10-20-2022 0 108 497666 false INFORMATION TABLE 2 ida13fq32022.xml ISHARES TR CORE TOTAL USD 46434V613 33655 756467 SH SOLE 0 0 756467 ISHARES TR MSCI USA MIN VOL 46429B697 32955 485853 SH SOLE 0 0 485853 ISHARES TR MSCI USA QLT FCT 46432F339 31543 289387 SH SOLE 0 0 289387 ISHARES TR MSCI USA MMENTM 46432F396 22845 166311 SH SOLE 0 0 166311 ISHARES TR CORE S&P500 ETF 464287200 21331 56916 SH SOLE 0 0 56916 ISHARES TR EAFE VALUE ETF 464288877 21310 536907 SH SOLE 0 0 536907 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18906 55125 SH SOLE 0 0 55125 J P MORGAN EXCHANGE TRADED F US AGGREGATE ETF 46641Q241 18851 414501 SH SOLE 0 0 414501 ISHARES TR EAFE GRWTH ETF 464288885 15678 207992 SH SOLE 0 0 207992 VANGUARD INDEX FDS SMALL CP ETF 922908751 14853 82250 SH SOLE 0 0 82250 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 14507 357047 SH SOLE 0 0 357047 ISHARES INC MSCI EMERG MRKT 464286533 13759 265412 SH SOLE 0 0 265412 ISHARES TR FALN ANGLS USD 46435G474 13717 565185 SH SOLE 0 0 565185 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11721 266640 SH SOLE 0 0 266640 ISHARES TR RUSSELL 3000 ETF 464287689 11032 50920 SH SOLE 0 0 50920 APPLE INC COM 037833100 10134 69683 SH SOLE 0 0 69683 SPDR SER TR PORTFOLIO LN TSR 78464A664 9706 328579 SH SOLE 0 0 328579 ISHARES INC MSCI EMERG MKT 46434G889 9547 238857 SH SOLE 0 0 238857 ISHARES TR CORE MSCI EAFE 46432F842 9397 172996 SH SOLE 0 0 172996 VANGUARD INDEX FDS VALUE ETF 922908744 9389 73083 SH SOLE 0 0 73083 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9080 72485 SH SOLE 0 0 72485 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 8376 228423 SH SOLE 0 0 228423 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 8260 180583 SH SOLE 0 0 180583 ISHARES TR MSCI INTL VLU FT 46435G409 7654 376210 SH SOLE 0 0 376210 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 7530 129161 SH SOLE 0 0 129161 ISHARES TR US TREAS BD ETF 46429B267 5061 222745 SH SOLE 0 0 222745 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5021 70426 SH SOLE 0 0 70426 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 4701 88341 SH SOLE 0 0 88341 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4634 103758 SH SOLE 0 0 103758 VIZIO HLDG CORP CL A COM 92858V101 4541 457800 SH SOLE 0 0 457800 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 4494 116752 SH SOLE 0 0 116752 ISHARES TR MSCI INTL MOMENT 46434V449 4461 160999 SH SOLE 0 0 160999 ISHARES TR CORE MSCI TOTAL 46432F834 3668 69623 SH SOLE 0 0 69623 SELECT SECTOR SPDR TR ENERGY 81369Y506 3572 43331 SH SOLE 0 0 43331 ISHARES TR CORE US AGGBD ET 464287226 3452 35857 SH SOLE 0 0 35857 SPDR S&P 500 ETF TR TR UNIT 78462F103 3445 9231 SH SOLE 0 0 9231 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3386 45495 SH SOLE 0 0 45495 ISHARES INC ESG AWR MSCI EM 46434G863 3002 104167 SH SOLE 0 0 104167 ISHARES TR CONV BD ETF 46435G102 2842 39831 SH SOLE 0 0 39831 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2799 55906 SH SOLE 0 0 55906 ISHARES TR CORE S&P SCP ETF 464287804 2719 29643 SH SOLE 0 0 29643 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2478 10711 SH SOLE 0 0 10711 ISHARES TR 0-5 YR TIPS ETF 46429B747 2450 25282 SH SOLE 0 0 25282 ISHARES TR USD INV GRDE ETF 464288620 2293 47479 SH SOLE 0 0 47479 SPDR SER TR PORTFLI HIGH YLD 78468R606 2278 102624 SH SOLE 0 0 102624 GENERAL MLS INC COM 370334104 2155 28742 SH SOLE 0 0 28742 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2003 69024 SH SOLE 0 0 69024 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 1958 31239 SH SOLE 0 0 31239 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1830 48736 SH SOLE 0 0 48736 ISHARES TR IBOXX HI YD ETF 464288513 1774 24304 SH SOLE 0 0 24304 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1636 5921 SH SOLE 0 0 5921 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1525 33952 SH SOLE 0 0 33952 ISHARES TR S&P 500 VAL ETF 464287408 1436 10726 SH SOLE 0 0 10726 VIZIO HLDG CORP CL A COM 92858V101 1311 150000 SH Put SOLE 0 0 150000 ISHARES TR GLOBAL TECH ETF 464287291 1285 28652 SH SOLE 0 0 28652 PIMCO ETF TR ACTIVE BD ETF 72201R775 1163 12985 SH SOLE 0 0 12985 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1099 27362 SH SOLE 0 0 27362 VANGUARD STAR FDS VG TL INTL STK F 921909768 989 20911 SH SOLE 0 0 20911 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 949 23807 SH SOLE 0 0 23807 ISHARES TR ISHS 1-5YR INVS 464288646 896 18151 SH SOLE 0 0 18151 ISHARES TR U.S. MED DVC ETF 464288810 883 17763 SH SOLE 0 0 17763 FISERV INC COM 337738108 859 8665 SH SOLE 0 0 8665 ISHARES TR MSCI EMG MKT ETF 464287234 834 22895 SH SOLE 0 0 22895 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 782 13547 SH SOLE 0 0 13547 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 757 11897 SH SOLE 0 0 11897 MICROSOFT CORP COM 594918104 649 2630 SH SOLE 0 0 2630 ISHARES TR 3 7 YR TREAS BD 464288661 631 5529 SH SOLE 0 0 5529 SPDR SER TR BBG CONV SEC ETF 78464A359 629 9576 SH SOLE 0 0 9576 COCA COLA CO COM 191216100 598 10871 SH SOLE 0 0 10871 STRYKER CORPORATION COM 863667101 596 2817 SH SOLE 0 0 2817 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 505 12041 SH SOLE 0 0 12041 INVESCO QQQ TR UNIT SER 1 46090E103 490 1750 SH SOLE 0 0 1750 ISHARES TR CORE S&P TTL STK 464287150 479 5757 SH SOLE 0 0 5757 SCHWAB STRATEGIC TR LONG TERM US 808524680 469 13085 SH SOLE 0 0 13085 ALPHABET INC CAP STK CL C 02079K107 464 4540 SH SOLE 0 0 4540 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 456 5747 SH SOLE 0 0 5747 AMAZON COM INC COM 023135106 441 3664 SH SOLE 0 0 3664 HOME DEPOT INC COM 437076102 401 1381 SH SOLE 0 0 1381 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 386 17385 SH SOLE 0 0 17385 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 373 16570 SH SOLE 0 0 16570 QUALCOMM INC COM 747525103 345 2753 SH SOLE 0 0 2753 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 344 13255 SH SOLE 0 0 13255 LILLY ELI & CO COM 532457108 338 1014 SH SOLE 0 0 1014 ROYAL BK CDA COM 780087102 328 3616 SH SOLE 0 0 3616 SPDR SER TR BLOOMBERG HIGH Y 78468R622 327 3650 SH SOLE 0 0 3650 ISHARES TR S&P 500 GRWT ETF 464287309 303 5000 SH SOLE 0 0 5000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 301 1117 SH SOLE 0 0 1117 SPDR SER TR S&P 600 SMCP VAL 78464A300 286 4047 SH SOLE 0 0 4047 ISHARES TR MSCI USA SMCP MN 46435G433 278 8518 SH SOLE 0 0 8518 ISHARES TR CORE S&P MCP ETF 464287507 271 1168 SH SOLE 0 0 1168 TESLA INC COM 88160R101 265 1112 SH SOLE 0 0 1112 INTUIT COM 461202103 263 640 SH SOLE 0 0 640 ISHARES INC CORE MSCI EMKT 46434G103 256 5717 SH SOLE 0 0 5717 VANGUARD INDEX FDS MID CAP ETF 922908629 251 1271 SH SOLE 0 0 1271 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 250 5446 SH SOLE 0 0 5446 WELLS FARGO CO NEW COM 949746101 244 5773 SH SOLE 0 0 5773 ISHARES TR U.S. ENERGY ETF 464287796 237 5324 SH SOLE 0 0 5324 SHELL PLC SPON ADS 780259305 229 4425 SH SOLE 0 0 4425 ELEVANCE HEALTH INC COM 036752103 228 477 SH SOLE 0 0 477 JPMORGAN CHASE & CO COM 46625H100 226 2091 SH SOLE 0 0 2091 SEMPRA COM 816851109 225 1514 SH SOLE 0 0 1514 AMGEN INC COM 031162100 221 956 SH SOLE 0 0 956 ORACLE CORP COM 68389X105 212 3251 SH SOLE 0 0 3251 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 210 2173 SH SOLE 0 0 2173 3M CO COM 88579Y101 206 1855 SH SOLE 0 0 1855 NOVO-NORDISK A S ADR 670100205 203 1920 SH SOLE 0 0 1920 NOKIA CORP SPONSORED ADR 654902204 50 11025 SH SOLE 0 0 11025 NOMURA HLDGS INC SPONSORED ADR 65535H208 45 13330 SH SOLE 0 0 13330