0001819955-20-000018.txt : 20200904 0001819955-20-000018.hdr.sgml : 20200904 20200904165321 ACCESSION NUMBER: 0001819955-20-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20200904 DATE AS OF CHANGE: 20200904 EFFECTIVENESS DATE: 20200904 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: 201162297 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 03-31-2019 03-31-2019 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 09-02-2020 0 94 182766 false INFORMATION TABLE 2 q12019ida13f.xml 3M CO COM 88579Y101 461 2217 SH SOLE 0 0 2217 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 234 1280 SH SOLE 0 0 1280 ALPHABET INC CAP STK CL C 02079K107 360 307 SH SOLE 0 0 307 ALTRIA GROUP INC COM 02209S103 415 7226 SH SOLE 0 0 7226 AMAZON COM INC COM 023135106 385 216 SH SOLE 0 0 216 APPLE INC COM 037833100 6528 34369 SH SOLE 0 0 34369 BANK AMER CORP 7.25%CNV PFD L 060505682 406 312 SH SOLE 0 0 312 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1270 6325 SH SOLE 0 0 1375 BOEING CO COM 097023105 206 539 SH SOLE 0 0 539 CBOE GLOBAL MARKETS INC COM 12503M108 2510 26300 SH SOLE 0 0 26300 CELGENE CORP COM 151020104 216 2286 SH SOLE 0 0 2286 COCA COLA CO COM 191216100 615 13126 SH SOLE 0 0 13126 DARDEN RESTAURANTS INC COM 237194105 462 3800 SH SOLE 0 0 3800 DOLLAR GEN CORP NEW COM 256677105 212 1781 SH SOLE 0 0 1781 EXXON MOBIL CORP COM 30231G102 460 5698 SH SOLE 0 0 5698 FACEBOOK INC CL A 30303M102 777 4663 SH SOLE 0 0 4663 FISERV INC COM 337738108 1032 11694 SH SOLE 0 0 11694 GENERAL ELECTRIC CO COM 369604103 237 23740 SH SOLE 0 0 23740 GENERAL MLS INC COM 370334104 6008 116091 SH SOLE 0 0 116091 HARTFORD FINL SVCS GROUP INC COM 416515104 346 6957 SH SOLE 0 0 6957 HOME DEPOT INC COM 437076102 281 1465 SH SOLE 0 0 1465 INTERNATIONAL BUSINESS MACHS COM 459200101 394 2795 SH SOLE 0 0 2795 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3014 142035 SH SOLE 0 0 142035 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 204 11168 SH SOLE 0 0 11168 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 337 3225 SH SOLE 0 0 3225 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 459 4051 SH SOLE 0 0 4051 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 446 15916 SH SOLE 0 0 15916 ISHARES TR CORE S&P MCP ETF 464287507 209 1102 SH SOLE 0 0 1102 ISHARES TR FLTG RATE NT ETF 46429B655 311 6111 SH SOLE 0 0 6111 ISHARES TR MIN VOL USA ETF 46429B697 336 5710 SH SOLE 0 0 5710 ISHARES TR MRNING SM CP ETF 464288703 381 2762 SH SOLE 0 0 2762 ISHARES TR MRGSTR SM CP GR 464288604 455 2279 SH SOLE 0 0 2279 ISHARES TR MRGSTR SM CP ETF 464288505 467 2759 SH SOLE 0 0 2759 ISHARES TR CORE HIGH DV ETF 46429B663 566 6072 SH SOLE 0 0 6072 ISHARES TR MRGSTR MD CP VAL 464288406 583 3747 SH SOLE 0 0 3747 ISHARES TR MRGSTR MD CP ETF 464288208 621 3302 SH SOLE 0 0 3302 ISHARES TR CORE INTL AGGR 46435G672 624 11665 SH SOLE 0 0 11665 ISHARES TR MRGSTR MD CP GRW 464288307 635 2700 SH SOLE 0 0 2700 ISHARES TR JPMORGAN USD EMG 464288281 641 5823 SH SOLE 0 0 5823 ISHARES TR CORE US AGGBD ET 464287226 1253 11484 SH SOLE 0 0 11484 ISHARES TR MRNGSTR LG-CP VL 464288109 1828 17341 SH SOLE 0 0 17341 ISHARES TR EAFE SML CP ETF 464288273 2790 48579 SH SOLE 0 0 48579 ISHARES TR MRNGSTR LG-CP GR 464287119 4684 25617 SH SOLE 0 0 25617 ISHARES TR MRNGSTR LG-CP ET 464287127 6665 41653 SH SOLE 0 0 41653 ISHARES TR USA MOMENTUM FCT 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808524748 2010 64694 SH SOLE 0 0 64694 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2114 40745 SH SOLE 0 0 40745 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3416 50194 SH SOLE 0 0 50194 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5104 163002 SH SOLE 0 0 163002 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6527 117842 SH SOLE 0 0 117842 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 246 949 SH SOLE 0 0 949 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 348 11905 SH SOLE 0 0 11905 SPDR INDEX SHS FDS MSCI ACWI ETF 78463X475 477 6113 SH SOLE 0 0 6113 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 3417 68291 SH SOLE 0 0 68291 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 2752 45645 SH SOLE 0 0 45645 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2929 87864 SH SOLE 0 0 87864 UNION PACIFIC CORP COM 907818108 668 3996 SH SOLE 0 0 3996 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 265 4229 SH SOLE 0 0 4229 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 897 16078 SH SOLE 0 0 16078 VANGUARD 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MIDCAP FUND 97717W570 2336 59371 SH SOLE 0 0 59371 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 2564 103607 SH SOLE 0 0 103607 WISDOMTREE TR CBOE S&P 500 97717X560 3177 117966 SH SOLE 0 0 117966 WISDOMTREE TR YIELD ENHANCD US 97717X511 7451 149537 SH SOLE 0 0 149537 WISDOMTREE TR YIELD ENHANCED 97717Y808 11076 222940 SH SOLE 0 0 222940 WISDOMTREE TR DYNMC CUR HEDG 97717Y709 12661 537049 SH SOLE 0 0 537049 WISDOMTREE TR US QTLY DIV GRT 97717X669 21437 497831 SH SOLE 0 0 497831