0001941040-24-000079.txt : 20240206 0001941040-24-000079.hdr.sgml : 20240206 20240206125925 ACCESSION NUMBER: 0001941040-24-000079 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Intelligence Driven Advisers, LLC CENTRAL INDEX KEY: 0001819955 ORGANIZATION NAME: 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: 24599283 BUSINESS ADDRESS: STREET 1: 2792 GATEWAY ROAD CITY: CARLSBAD STATE: CA ZIP: 92009 BUSINESS PHONE: 888-401-2083 MAIL ADDRESS: STREET 1: 2792 GATEWAY ROAD CITY: CARLSBAD STATE: CA ZIP: 92009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001819955 XXXXXXXX 12-31-2023 12-31-2023 false Intelligence Driven Advisers, LLC

2792 Gateway Road Carlsbad CA 92009

13F HOLDINGS REPORT 028-20336 000299589 801-114418 N Jordie Czapinski 760-707-5559 Jordie Czapinski Carlsbad CA 02-06-2024 0 90 618855866 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 1079262 1747 SH SOLE 0 0 1747 ALPHABET INC CAP STK CL A 02079K305 414556 2959 SH SOLE 0 0 2959 ALPHABET INC CAP STK CL C 02079K107 939709 6627 SH SOLE 0 0 6627 AMAZON COM INC COM 023135106 642683 4141 SH SOLE 0 0 4141 AMERICAN CENTY ETF TR US SML CP VALU 025072877 39939586 458023 SH SOLE 30366 0 427657 AMERICAN CENTY ETF TR US EQT ETF 025072885 2536580 30972 SH SOLE 1 0 30971 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2072684 38003 SH SOLE 8252 0 29751 AMGEN INC COM 031162100 518060 1649 SH SOLE 0 0 1649 APPLE INC COM 037833100 12465305 67599 SH SOLE 0 0 67599 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2326999 6064 SH SOLE 0 0 6064 BOOKING HOLDINGS INC COM 09857L108 536643 153 SH SOLE 0 0 153 BRF SA SPONSORED ADR 10552T107 29750 10625 SH SOLE 0 0 10625 BROADCOM INC COM 11135F101 277300 235 SH SOLE 0 0 235 CADENCE DESIGN SYSTEM INC COM 127387108 242306 840 SH SOLE 0 0 840 CITIGROUP INC COM NEW 172967424 336851 5997 SH SOLE 0 0 5997 DEXCOM INC COM 252131107 635510 5237 SH SOLE 0 0 5237 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 7850344 269309 SH SOLE 29573 0 239736 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 92510669 1762444 SH SOLE 123535 0 1638909 EA SERIES TRUST FREEDOM 100 EM 02072L607 21599842 700611 SH SOLE 33509 0 667102 ELI LILLY & CO COM 532457108 839293 1300 SH SOLE 0 0 1300 ENEL CHILE S.A. SPONSORED ADR 29278D105 32666 11303 SH SOLE 0 0 11303 EXXON MOBIL CORP COM 30231G102 242323 2357 SH SOLE 0 0 2357 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 349774 7647 SH SOLE 0 0 7647 FISERV INC COM 337738108 1229304 8665 SH SOLE 0 0 8665 GENERAL ELECTRIC CO COM NEW 369604301 404676 3056 SH SOLE 0 0 3056 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 66784 10789 SH SOLE 0 0 10789 HOME DEPOT INC COM 437076102 514011 1456 SH SOLE 0 0 1456 HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 220733 6591 SH SOLE 0 0 6591 INFOSYS LTD SPONSORED ADR 456788108 253731 12776 SH SOLE 0 0 12776 INTEL CORP COM 458140100 361872 8400 SH SOLE 0 0 8400 INTUIT COM 461202103 332085 526 SH SOLE 0 0 526 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 517701 7482 SH SOLE 0 0 7482 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 257713 4083 SH SOLE 1546 0 2537 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 2206452 44191 SH SOLE 232 0 43959 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1512570 27165 SH SOLE 0 0 27165 INVESCO QQQ TR UNIT SER 1 46090E103 897510 2152 SH SOLE 0 0 2152 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 316068 15094 SH SOLE 0 0 15094 ISHARES TR US TREAS BD ETF 46429B267 1587483 69021 SH SOLE 5391 0 63630 ISHARES TR CORE MSCI TOTAL 46432F834 490108 7680 SH SOLE 0 0 7680 ISHARES TR RUSSELL 3000 ETF 464287689 9735985 35222 SH SOLE 1975 0 33247 ISHARES TR RUS TP200 GR ETF 464289438 43761196 242727 SH SOLE 14888 0 227839 ISHARES TR CORE S&P MCP ETF 464287507 641635 2356 SH SOLE 0 0 2356 ISHARES TR RUS 1000 GRW ETF 464287614 278818 898 SH SOLE 0 0 898 ISHARES TR MSCI USA MIN VOL 46429B697 1126636 14132 SH SOLE 0 0 14132 ISHARES TR MSCI USA QLT FCT 46432F339 28085766 186616 SH SOLE 10341 0 176276 ISHARES TR 1 3 YR TREAS BD 464287457 514951 6257 SH SOLE 0 0 6257 ISHARES TR GLOBAL TECH ETF 464287291 712319 10192 SH SOLE 0 0 10192 ISHARES TR MSCI USA MMENTM 46432F396 488773 2951 SH SOLE 0 0 2951 ISHARES TR MSCI INTL VLU FT 46435G409 678661 25785 SH SOLE 0 0 25785 ISHARES TR CORE S&P500 ETF 464287200 3215713 6628 SH SOLE 2241 0 4387 ISHARES TR EAFE VALUE ETF 464288877 289088 5609 SH SOLE 0 0 5609 ISHARES TR ISHS 1-5YR INVS 464288646 3265994 63442 SH SOLE 52 0 63390 ISHARES TR INTERNATIONAL SL 46434V266 19497014 620529 SH SOLE 36882 0 583647 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 5775484 117579 SH SOLE 12330 0 105249 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 869084 17213 SH SOLE 0 0 17213 JPMORGAN CHASE & CO COM 46625H100 370717 2126 SH SOLE 0 0 2126 LENNAR CORP CL A 526057104 836163 5580 SH SOLE 0 0 5580 LG DISPLAY CO LTD SPONS ADR REP 50186V102 84510 19608 SH SOLE 0 0 19608 LOWES COS INC COM 548661107 227313 1068 SH SOLE 0 0 1068 MASTERCARD INCORPORATED CL A 57636Q104 1292884 2878 SH SOLE 0 0 2878 META PLATFORMS INC CL A 30303M102 945699 2424 SH SOLE 0 0 2424 MICROSOFT CORP COM 594918104 1160323 2918 SH SOLE 0 0 2918 NETFLIX INC COM 64110L106 262875 466 SH SOLE 0 0 466 NOVO-NORDISK A S ADR 670100205 535377 4666 SH SOLE 0 0 4666 NVIDIA CORPORATION COM 67066G104 281178 457 SH SOLE 0 0 457 PACER FDS TR US CASH COWS 100 69374H881 48361290 935241 SH SOLE 61787 0 873453 PIMCO ETF TR ACTIVE BD ETF 72201R775 10804730 116909 SH SOLE 6091 0 110818 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 14229719 285508 SH SOLE 5830 0 279678 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11781368 209335 SH SOLE 0 0 209335 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1685341 46035 SH SOLE 0 0 46035 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 226146 1144 SH SOLE 0 0 1144 SELECT SECTOR SPDR TR ENERGY 81369Y506 217869 2612 SH SOLE 0 0 2612 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 64733925 890670 SH SOLE 48068 0 842603 SPDR S&P 500 ETF TR TR UNIT 78462F103 2587684 5359 SH SOLE 698 0 4661 SPDR SER TR S&P 600 SMCP VAL 78464A300 329101 4178 SH SOLE 0 0 4178 SYNOPSYS INC COM 871607107 275209 516 SH SOLE 0 0 516 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 697641 6176 SH SOLE 0 0 6176 TELEFONICA S A SPONSORED ADR 879382208 96708 23645 SH SOLE 0 0 23645 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 149366 19373 SH SOLE 0 0 19373 UNITEDHEALTH GROUP INC COM 91324P102 533233 1042 SH SOLE 0 0 1042 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 815336 1837 SH SOLE 2 0 1835 VANGUARD INDEX FDS MID CAP ETF 922908629 291288 1271 SH SOLE 1271 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 285205 1189 SH SOLE 0 0 1189 VANGUARD INDEX FDS SMALL CP ETF 922908751 1312623 6323 SH SOLE 1831 0 4492 VANGUARD INDEX FDS VALUE ETF 922908744 3667284 24319 SH SOLE 911 0 23408 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 74017059 953582 SH SOLE 30416 0 923166 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 56430352 963962 SH SOLE 30751 0 933211 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 534541 11282 SH SOLE 197 0 11085 VIZIO HLDG CORP CL A COM 92858V101 210000 30000 SH SOLE 0 0 30000 WIPRO LTD SPON ADR 1 SH 97651M109 61196 10812 SH SOLE 0 0 10812