0001819955-23-000002.txt : 20230123
0001819955-23-000002.hdr.sgml : 20230123
20230123164021
ACCESSION NUMBER: 0001819955-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230123
DATE AS OF CHANGE: 20230123
EFFECTIVENESS DATE: 20230123
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: 23544924
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
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0001819955
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12-31-2022
12-31-2022
Intelligence Driven Advisers, LLC
6128 INNOVATION WAY
CARLSBAD
CA
92009
13F HOLDINGS REPORT
028-20336
N
Jordie Czapinski
Chief Compliance Officer
760-707-5559
Jordie Czapinski
Carlsbad
CA
01-23-2023
0
99
545230
false
INFORMATION TABLE
2
ida13fq42023.xml
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
57510
759513
SH
SOLE
0
0
759513
ISHARES TR
1 3 YR TREAS BD
464287457
52898
648898
SH
SOLE
0
0
648898
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
50905
768726
SH
SOLE
0
0
768726
ISHARES TR
MSCI USA QLT FCT
46432F339
45042
387822
SH
SOLE
0
0
387822
ISHARES TR
MSCI USA MIN VOL
46429B697
36834
501411
SH
SOLE
0
0
501411
ISHARES TR
MSCI USA MMENTM
46432F396
27410
188037
SH
SOLE
0
0
188037
PACER FDS TR
US CASH COWS 100
69374H881
26235
553008
SH
SOLE
0
0
553008
ISHARES TR
MSCI INTL SML CP
46434V266
17642
579950
SH
SOLE
0
0
579950
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
15237
361069
SH
SOLE
0
0
361069
VANGUARD INDEX FDS
SMALL CP ETF
922908751
15127
80714
SH
SOLE
0
0
80714
ISHARES TR
US TREAS BD ETF
46429B267
14246
615639
SH
SOLE
0
0
615639
ISHARES INC
MSCI EMERG MRKT
464286533
13862
253553
SH
SOLE
0
0
253553
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
13538
176993
SH
SOLE
0
0
176993
ISHARES TR
RUSSELL 3000 ETF
464287689
11717
52368
SH
SOLE
0
0
52368
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
11485
252685
SH
SOLE
0
0
252685
AMERICAN CENTY ETF TR
US EQT ETF
025072885
10471
151011
SH
SOLE
0
0
151011
ISHARES INC
MSCI EMERG MKT
46434G889
9886
231091
SH
SOLE
0
0
231091
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
46641Q761
9347
236382
SH
SOLE
0
0
236382
APPLE INC
COM
037833100
8963
69145
SH
SOLE
0
0
69145
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
7365
113470
SH
SOLE
0
0
113470
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5636
15804
SH
SOLE
0
0
15804
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
5532
97688
SH
SOLE
0
0
97688
PIMCO ETF TR
ACTIVE BD ETF
72201R775
5466
59289
SH
SOLE
0
0
59289
ISHARES TR
CORE MSCI TOTAL
46432F834
4744
78759
SH
SOLE
0
0
78759
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
4731
69385
SH
SOLE
0
0
69385
ISHARES TR
ISHS 1-5YR INVS
464288646
4119
82088
SH
SOLE
0
0
82088
ISHARES INC
ESG AWR MSCI EM
46434G863
3958
124340
SH
SOLE
0
0
124340
ISHARES TR
CORE S&P SCP ETF
464287804
3654
37653
SH
SOLE
0
0
37653
ISHARES TR
CORE S&P500 ETF
464287200
3537
9074
SH
SOLE
0
0
9074
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
3214
71604
SH
SOLE
0
0
71604
VIZIO HLDG CORP
CL A COM
92858V101
3028
401100
SH
SOLE
0
0
401100
GENERAL MLS INC
COM
370334104
2460
28622
SH
SOLE
0
0
28622
ISHARES TR
USD INV GRDE ETF
464288620
2303
45764
SH
SOLE
0
0
45764
INVESCO EXCH TRADED FD TR II
S&P EMRNG MKTS
46138E297
2104
88985
SH
SOLE
0
0
88985
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2029
49039
SH
SOLE
0
0
49039
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1954
6132
SH
SOLE
0
0
6132
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1874
37354
SH
SOLE
0
0
37354
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1802
53932
SH
SOLE
0
0
53932
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1586
4088
SH
SOLE
0
0
4088
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1533
32946
SH
SOLE
0
0
32946
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
1092
24169
SH
SOLE
0
0
24169
VANGUARD INDEX FDS
VALUE ETF
922908744
987
6886
SH
SOLE
0
0
6886
ISHARES TR
MSCI INTL VLU FT
46435G409
948
39555
SH
SOLE
0
0
39555
FISERV INC
COM
337738108
885
8665
SH
SOLE
0
0
8665
VANGUARD STAR FDS
VG TL INTL STK F
921909768
866
16113
SH
SOLE
0
0
16113
ISHARES TR
CORE MSCI EAFE
46432F842
779
12186
SH
SOLE
0
0
12186
STRYKER CORPORATION
COM
863667101
722
2817
SH
SOLE
0
0
2817
ISHARES TR
3 7 YR TREAS BD
464288661
703
6032
SH
SOLE
0
0
6032
COCA COLA CO
COM
191216100
689
10871
SH
SOLE
0
0
10871
ISHARES TR
CORE US AGGBD ET
464287226
685
6916
SH
SOLE
0
0
6916
MICROSOFT CORP
COM
594918104
592
2630
SH
SOLE
0
0
2630
ISHARES TR
EAFE VALUE ETF
464288877
559
11775
SH
SOLE
0
0
11775
ISHARES TR
CORE TOTAL USD
46434V613
555
12089
SH
SOLE
0
0
12089
INVESCO QQQ TR
UNIT SER 1
46090E103
551
2049
SH
SOLE
0
0
2049
ISHARES TR
FALN ANGLS USD
46435G474
549
21866
SH
SOLE
0
0
21866
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
517
11873
SH
SOLE
0
0
11873
ISHARES TR
CORE S&P TTL STK
464287150
495
5751
SH
SOLE
0
0
5751
ISHARES TR
EAFE GRWTH ETF
464288885
462
5311
SH
SOLE
0
0
5311
ALPHABET INC
CAP STK CL C
02079K107
441
4997
SH
SOLE
0
0
4997
ISHARES TR
MSCI EMG MKT ETF
464287234
432
10778
SH
SOLE
0
0
10778
ISHARES TR
GLOBAL TECH ETF
464287291
428
9425
SH
SOLE
0
0
9425
HOME DEPOT INC
COM
437076102
420
1324
SH
SOLE
0
0
1324
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
401
4751
SH
SOLE
0
0
4751
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
371
15812
SH
SOLE
0
0
15812
LILLY ELI & CO
COM
532457108
370
1019
SH
SOLE
0
0
1019
SPDR SER TR
PORTFOLIO LN TSR
78464A664
357
11703
SH
SOLE
0
0
11703
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
357
7540
SH
SOLE
0
0
7540
SELECT SECTOR SPDR TR
ENERGY
81369Y506
357
4073
SH
SOLE
0
0
4073
AMGEN INC
COM
031162100
351
1275
SH
SOLE
0
0
1275
ROYAL BK CDA SUSTAINABL
COM
780087102
351
3616
SH
SOLE
0
0
3616
ISHARES TR
MSCI USA SMCP MN
46435G433
339
9614
SH
SOLE
0
0
9614
J P MORGAN EXCHANGE TRADED F
US AGGREGATE ETF
46641Q241
320
6843
SH
SOLE
0
0
6843
SPDR SER TR
PORTFLI HIGH YLD
78468R606
312
13655
SH
SOLE
0
0
13655
SPDR SER TR
S&P 600 SMCP VAL
78464A300
311
4054
SH
SOLE
0
0
4054
ISHARES S&P GSCI COMMODITY-
UNIT BEN INT
46428R107
301
15094
SH
SOLE
0
0
15094
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
292
1083
SH
SOLE
0
0
1083
ISHARES INC
CORE MSCI EMKT
46434G103
290
5891
SH
SOLE
0
0
5891
ISHARES TR
CORE S&P MCP ETF
464287507
290
1168
SH
SOLE
0
0
1168
JPMORGAN CHASE & CO
COM
46625H100
266
1927
SH
SOLE
0
0
1927
WELLS FARGO CO NEW
COM
949746101
266
6205
SH
SOLE
0
0
6205
VANGUARD INDEX FDS
MID CAP ETF
922908629
264
1271
SH
SOLE
0
0
1271
INTUIT
COM
461202103
247
640
SH
SOLE
0
0
640
ORACLE CORP
COM
68389X105
242
2827
SH
SOLE
0
0
2827
WP CAREY INC
COM
92936U109
242
3000
SH
SOLE
0
0
3000
NOVO-NORDISK A S
ADR
670100205
240
1730
SH
SOLE
0
0
1730
3M CO
COM
88579Y101
235
1855
SH
SOLE
0
0
1855
SEMPRA
COM
816851109
234
1514
SH
SOLE
0
0
1514
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
232
4455
SH
SOLE
0
0
4455
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
230
5644
SH
SOLE
0
0
5644
SHELL PLC
SPON ADS
780259305
227
3972
SH
SOLE
0
0
3972
ELEVANCE HEALTH INC
COM
036752103
224
471
SH
SOLE
0
0
471
ISHARES TR
U.S. MED DVC ETF
464288810
222
4157
SH
SOLE
0
0
4157
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
221
1631
SH
SOLE
0
0
1631
AMAZON COM INC
COM
023135106
219
2540
SH
SOLE
0
0
2540
ISHARES TR
MSCI INTL MOMENT
46434V449
213
6815
SH
SOLE
0
0
6815
BOEING CO
COM
097023105
211
992
SH
SOLE
0
0
992
BIOGEN INC
COM
09062X103
201
720
SH
SOLE
0
0
720
NOKIA CORP
SPONSORED ADR
654902204
59
12225
SH
SOLE
0
0
12225
EFFECTOR THERAPEUTICS INC
COM
28202V108
24
48768
SH
SOLE
0
0
48768