0001819955-20-000022.txt : 20200904 0001819955-20-000022.hdr.sgml : 20200904 20200904165927 ACCESSION NUMBER: 0001819955-20-000022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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: 201162362 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 03-31-2020 03-31-2020 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 84 215737 false INFORMATION TABLE 2 q12020ida13f.xml 3M CO COM 88579Y101 303 2217 SH SOLE 0 0 2217 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 238 1222 SH SOLE 0 0 1222 ALPHABET INC CAP STK CL C 02079K107 388 334 SH SOLE 0 0 334 AMAZON COM INC COM 023135106 320 164 SH SOLE 0 0 164 APPLE INC COM 037833100 8285 32582 SH SOLE 0 0 32582 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1090 5963 SH SOLE 0 0 5963 CBOE GLOBAL MARKETS INC COM 12503M108 1767 19800 SH SOLE 0 0 19800 COCA COLA CO COM 191216100 512 11579 SH SOLE 0 0 11579 FACEBOOK INC CL A 30303M102 785 4709 SH SOLE 0 0 4709 FISERV INC COM 337738108 1093 11502 SH SOLE 0 0 11502 GENERAL ELECTRIC CO COM 369604103 182 22880 SH SOLE 0 0 22880 GENERAL MLS INC COM 370334104 6072 115067 SH SOLE 0 0 115067 HOME DEPOT INC COM 437076102 253 1355 SH SOLE 0 0 1355 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 3224 106980 SH SOLE 0 0 106980 INTERNATIONAL BUSINESS MACHS COM 459200101 298 2688 SH SOLE 0 0 2688 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1470 69985 SH SOLE 0 0 69985 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 228 2713 SH SOLE 0 0 2713 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 289 3125 SH SOLE 0 0 3125 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 1931 41155 SH SOLE 0 0 41155 ISHARES INC CORE MSCI EMKT 46434G103 2293 56656 SH SOLE 0 0 56656 ISHARES TR RUSSELL 3000 ETF 464287689 366 2465 SH SOLE 0 0 2465 ISHARES TR MRNGSTR LG-CP VL 464288109 372 4299 SH SOLE 0 0 4299 ISHARES TR CORE S&P TTL STK 464287150 446 7804 SH SOLE 0 0 7804 ISHARES TR RUS MID CAP ETF 464287499 580 13429 SH SOLE 0 0 13429 ISHARES TR CORE INTL AGGR 46435G672 821 15003 SH SOLE 0 0 15003 ISHARES TR MSCI ACWI ETF 464288257 1492 23849 SH SOLE 0 0 23849 ISHARES TR MRNGSTR LG-CP GR 464287119 1641 8833 SH SOLE 0 0 8833 ISHARES TR GLOBAL REIT ETF 46434V647 1733 90500 SH SOLE 0 0 90500 ISHARES TR CORE S&P SCP ETF 464287804 2124 37852 SH SOLE 0 0 37852 ISHARES TR MRNGSTR LG-CP ET 464287127 2127 14510 SH SOLE 0 0 14510 ISHARES TR CORE US AGGBD ET 464287226 2763 23945 SH SOLE 0 0 23945 ISHARES TR EAFE SML CP ETF 464288273 4164 92883 SH SOLE 0 0 92883 ISHARES TR USA MOMENTUM FCT 46432F396 5084 47745 SH SOLE 0 0 47745 ISHARES TR CORE MSCI EAFE 46432F842 5677 113799 SH SOLE 0 0 113799 ISHARES TR CORE S&P MCP ETF 464287507 7573 52638 SH SOLE 0 0 52638 ISHARES TR CORE S&P500 ETF 464287200 10727 41512 SH SOLE 0 0 41512 ISHARES TR EDGE MSCI MINM 46435G433 12852 496966 SH SOLE 0 0 496966 ISHARES TR MSCI MIN VOL ETF 46429B697 14129 261601 SH SOLE 0 0 261601 J & J SNACK FOODS CORP COM 466032109 233 1924 SH SOLE 0 0 1924 J P MORGAN EXCHANGE-TRADED F DIVERSIFIED ET 46641Q803 1623 85608 SH SOLE 0 0 85608 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 32568 1206215 SH SOLE 0 0 1206215 JOHNSON & JOHNSON COM 478160104 468 3569 SH SOLE 0 0 3569 MICROSOFT CORP COM 594918104 461 2924 SH SOLE 0 0 2924 NETFLIX INC COM 64110L106 243 648 SH SOLE 0 0 648 PALATIN TECHNOLOGIES INC COM PAR $ .01 696077403 6 15000 SH SOLE 0 0 15000 PEOPLES UTD FINL INC COM 712704105 237 21492 SH SOLE 0 0 21492 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2415 24398 SH SOLE 0 0 24398 PIMCO ETF TR ACTIVE BD ETF 72201R775 3797 35759 SH SOLE 0 0 35759 QUALCOMM INC COM 747525103 269 3977 SH SOLE 0 0 3977 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 287 13631 SH SOLE 0 0 13631 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 470 19999 SH SOLE 0 0 19999 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 539 26042 SH SOLE 0 0 26042 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 938 17286 SH SOLE 0 0 17286 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 950 18449 SH SOLE 0 0 18449 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2432 57689 SH SOLE 0 0 57689 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 2544 123737 SH SOLE 0 0 123737 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10071 389756 SH SOLE 0 0 389756 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 15250 252363 SH SOLE 0 0 252363 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 290 1325 SH SOLE 0 0 1325 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 244 10206 SH SOLE 0 0 10206 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 446 13273 SH SOLE 0 0 13273 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 3907 108540 SH SOLE 0 0 108540 SPDR S&P 500 ETF TR TR UNIT 78462F103 354 1372 SH SOLE 0 0 1372 SPDR SER TR BLOMBERG BRC INV 78468R200 332 11308 SH SOLE 0 0 11308 SPDR SER TR PORTFOLIO S&P400 78464A847 1527 60271 SH SOLE 0 0 60271 SPDR SER TR S&P 600 SMCP VAL 78464A300 1946 47622 SH SOLE 0 0 47622 UNION PAC CORP COM 907818108 336 2382 SH SOLE 0 0 2382 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 434 8306 SH SOLE 0 0 8306 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4276 76010 SH SOLE 0 0 76010 VANGUARD INDEX FDS MID CAP ETF 922908629 1027 7802 SH SOLE 0 0 7802 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1509 21605 SH SOLE 0 0 21605 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1890 14664 SH SOLE 0 0 14664 VANGUARD INDEX FDS SMALL CP ETF 922908751 2486 21531 SH SOLE 0 0 21531 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 645 8246 SH SOLE 0 0 8246 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 908 27074 SH SOLE 0 0 27074 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 360 4556 SH SOLE 0 0 4556 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 392 4498 SH SOLE 0 0 4498 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2720 81576 SH SOLE 0 0 81576 VANGUARD WORLD FDS MATERIALS ETF 92204A801 251 2611 SH SOLE 0 0 2611 VERIZON COMMUNICATIONS INC COM 92343V104 207 3849 SH SOLE 0 0 3849 WISDOMTREE TR US MIDCAP FUND 97717W570 594 22496 SH SOLE 0 0 22496 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 818 42524 SH SOLE 0 0 42524 WISDOMTREE TR EM EX ST-OWNED 97717X578 832 34059 SH SOLE 0 0 34059 WISDOMTREE TR US QTLY DIV GRT 97717X669 5513 141694 SH SOLE 0 0 141694