0001819955-23-000007.txt : 20230511 0001819955-23-000007.hdr.sgml : 20230511 20230511085212 ACCESSION NUMBER: 0001819955-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 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: 23909078 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 X0202 13F-HR LIVE false false false 0001819955 XXXXXXXX 03-31-2023 03-31-2023 Intelligence Driven Advisers, LLC

6128 INNOVATION WAY CARLSBAD CA 92009

13F HOLDINGS REPORT 028-20336 000299589 801-114418 N Jordie Czapinski 760-707-5559 Jordie Czapinski Carlsbad CA 05-11-2023 0 92 556139753 false INFORMATION TABLE 2 ida13fq12023.xml VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 59603793 779542 SH SOLE 0 0 779542 ISHARES TR 1 3 YR TREAS BD 464287457 55076381 668565 SH SOLE 0 0 668565 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 53796267 773046 SH SOLE 0 0 773046 ISHARES TR MSCI USA QLT FCT 46432F339 48545821 393498 SH SOLE 0 0 393498 ISHARES TR MSCI USA MIN VOL 46429B697 37317117 509240 SH SOLE 0 0 509240 ISHARES TR MSCI USA MMENTM 46432F396 26816699 188492 SH SOLE 0 0 188492 PACER FDS TR US CASH COWS 100 69374H881 22861410 484044 SH SOLE 0 0 484044 ISHARES TR INTERNATIONAL SL 46434V266 18241334 591771 SH SOLE 0 0 591771 VANGUARD INDEX FDS SMALL CP ETF 922908751 16881116 91378 SH SOLE 0 0 91378 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 15352057 347961 SH SOLE 0 0 347961 ISHARES TR US TREAS BD ETF 46429B267 14354461 608498 SH SOLE 0 0 608498 ISHARES INC MSCI EMERG MRKT 464286533 13842308 252735 SH SOLE 0 0 252735 AMERICAN CENTY ETF TR US EQT ETF 025072885 12679843 180728 SH SOLE 0 0 180728 ISHARES TR RUSSELL 3000 ETF 464287689 12444431 53268 SH SOLE 0 0 53268 AMERICAN CENTY ETF TR US SML CP VALU 025072877 11716622 161944 SH SOLE 0 0 161944 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11593447 244124 SH SOLE 0 0 244124 APPLE INC COM 037833100 10850669 66260 SH SOLE 0 0 66260 ISHARES INC EMNG MKTS EQT 46434G889 9902960 239549 SH SOLE 0 0 239549 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 9719430 236310 SH SOLE 0 0 236310 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 7503559 118615 SH SOLE 0 0 118615 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 6398449 114626 SH SOLE 0 0 114626 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5503329 14694 SH SOLE 0 0 14694 PIMCO ETF TR ACTIVE BD ETF 72201R775 5054492 54134 SH SOLE 0 0 54134 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4812924 72007 SH SOLE 0 0 72007 VANGUARD INDEX FDS VALUE ETF 922908744 4804767 34609 SH SOLE 0 0 34609 ISHARES TR ISHS 1-5YR INVS 464288646 4236138 83586 SH SOLE 0 0 83586 ISHARES TR CORE MSCI TOTAL 46432F834 4204968 67932 SH SOLE 0 0 67932 ISHARES TR CORE S&P SCP ETF 464287804 3966030 42129 SH SOLE 0 0 42129 ISHARES TR CORE S&P500 ETF 464287200 3727314 9103 SH SOLE 0 0 9103 ISHARES INC ESG AWR MSCI EM 46434G863 3528687 112954 SH SOLE 0 0 112954 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 3326169 70246 SH SOLE 0 0 70246 GENERAL MLS INC COM 370334104 2491831 28622 SH SOLE 0 0 28622 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 2470771 106545 SH SOLE 0 0 106545 SPDR S&P 500 ETF TR TR UNIT 78462F103 2230824 5473 SH SOLE 0 0 5473 ISHARES TR USD INV GRDE ETF 464288620 2071256 40581 SH SOLE 0 0 40581 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1916658 6175 SH SOLE 0 0 6175 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1830712 52486 SH SOLE 0 0 52486 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1509839 37033 SH SOLE 0 0 37033 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1398612 27822 SH SOLE 0 0 27822 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1380560 29349 SH SOLE 0 0 29349 ISHARES TR MSCI INTL VLU FT 46435G409 1003173 40361 SH SOLE 0 0 40361 FISERV INC COM 337738108 973426 8665 SH SOLE 0 0 8665 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 949556 22512 SH SOLE 0 0 22512 VANGUARD STAR FDS VG TL INTL STK F 921909768 816039 14786 SH SOLE 0 0 14786 MICROSOFT CORP COM 594918104 718195 2526 SH SOLE 0 0 2526 COCA COLA CO COM 191216100 682699 10871 SH SOLE 0 0 10871 INVESCO QQQ TR UNIT SER 1 46090E103 647214 2049 SH SOLE 0 0 2049 ISHARES TR CORE US AGGBD ET 464287226 640979 6376 SH SOLE 0 0 6376 ISHARES TR CORE MSCI EAFE 46432F842 603037 9014 SH SOLE 0 0 9014 ISHARES TR CORE S&P MCP ETF 464287507 590996 2421 SH SOLE 0 0 2421 ISHARES TR 3 7 YR TREAS BD 464288661 553502 4665 SH SOLE 0 0 4665 ALPHABET INC CAP STK CL C 02079K107 510057 4860 SH SOLE 0 0 4860 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 497116 11003 SH SOLE 0 0 11003 ISHARES TR CORE S&P TTL STK 464287150 477500 5315 SH SOLE 0 0 5315 ISHARES TR FALN ANGLS USD 46435G474 462980 18497 SH SOLE 0 0 18497 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 458657 5605 SH SOLE 0 0 5605 ISHARES TR GLOBAL TECH ETF 464287291 450585 8449 SH SOLE 0 0 8449 ISHARES TR MSCI EMG MKT ETF 464287234 437297 11147 SH SOLE 0 0 11147 HOME DEPOT INC COM 437076102 386252 1338 SH SOLE 0 0 1338 AMGEN INC COM 031162100 353833 1397 SH SOLE 0 0 1397 ROYAL BK CDA SUSTAINABL COM 780087102 350282 3616 SH SOLE 0 0 3616 ISHARES INC CORE MSCI EMKT 46434G103 349317 7195 SH SOLE 0 0 7195 ALPHABET INC CAP STK CL A 02079K305 335662 3213 SH SOLE 0 0 3213 ISHARES TR EAFE VALUE ETF 464288877 333206 6835 SH SOLE 0 0 6835 ISHARES TR CORE TOTAL USD 46434V613 326033 7019 SH SOLE 0 0 7019 ORACLE CORP COM 68389X105 315241 3322 SH SOLE 0 0 3322 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 311842 15094 SH SOLE 0 0 15094 ISHARES TR EAFE GRWTH ETF 464288885 308412 3301 SH SOLE 0 0 3301 ISHARES TR MSCI USA SMCP MN 46435G433 305521 8848 SH SOLE 0 0 8848 SPDR SER TR S&P 600 SMCP VAL 78464A300 300045 4047 SH SOLE 0 0 4047 ADOBE SYSTEMS INCORPORATED COM 00724F101 279257 731 SH SOLE 0 0 731 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 279079 992 SH SOLE 0 0 992 AMAZON COM INC COM 023135106 276509 2735 SH SOLE 0 0 2735 NOVO-NORDISK A S ADR 670100205 273641 1733 SH SOLE 0 0 1733 VIZIO HLDG CORP CL A COM 92858V101 264300 30000 SH SOLE 0 0 30000 VANGUARD INDEX FDS MID CAP ETF 922908629 262983 1271 SH SOLE 0 0 1271 INTUIT COM 461202103 260890 594 SH SOLE 0 0 594 WELLS FARGO CO NEW COM 949746101 250704 6796 SH SOLE 0 0 6796 ELEVANCE HEALTH INC COM 036752103 239437 494 SH SOLE 0 0 494 LILLY ELI & CO COM 532457108 237267 655 SH SOLE 0 0 655 SEMPRA COM 816851109 231854 1514 SH SOLE 0 0 1514 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 224930 4206 SH SOLE 0 0 4206 WP CAREY INC COM 92936U109 223410 3000 SH SOLE 0 0 3000 JPMORGAN CHASE & CO COM 46625H100 217824 1707 SH SOLE 0 0 1707 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 216931 2405 SH SOLE 0 0 2405 ISHARES TR EAFE SML CP ETF 464288273 214361 3632 SH SOLE 0 0 3632 ISHARES TR S&P 500 GRWT ETF 464287309 212776 3334 SH SOLE 0 0 3334 BIOGEN INC COM 09062X103 211573 745 SH SOLE 0 0 745 SELECT SECTOR SPDR TR ENERGY 81369Y506 205370 2380 SH SOLE 0 0 2380 NOKIA CORP SPONSORED ADR 654902204 59006 12042 SH SOLE 0 0 12042 TELEFONICA S A SPONSORED ADR 879382208 44620 10141 SH SOLE 0 0 10141 NOMURA HLDGS INC SPONSORED ADR 65535H208 40322 10639 SH SOLE 0 0 10639