0001819955-22-000008.txt : 20220722 0001819955-22-000008.hdr.sgml : 20220722 20220722130658 ACCESSION NUMBER: 0001819955-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220722 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: 221099438 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 06-30-2022 06-30-2022 Intelligence Driven Advisers, LLC

6128 INNOVATION WAY CARLSBAD CA 92009

13F HOLDINGS REPORT 028-20336 N Jordie Czapinski 760-707-5559 Jordie Czapinski San Diego CA 07-22-2022 0 97 510479 false INFORMATION TABLE 2 ida13fq22022.xml ISHARES TR MSCI USA MIN VOL 46429B697 35332 495677 SH SOLE 0 0 495677 ISHARES TR MSCI USA QLT FCT 46432F339 32490 285752 SH SOLE 0 0 285752 ISHARES TR CORE TOTAL USD 46434V613 30161 643495 SH SOLE 0 0 643495 ISHARES TR EAFE VALUE ETF 464288877 21660 514846 SH SOLE 0 0 514846 ISHARES TR MSCI USA MMENTM 46432F396 21587 158579 SH SOLE 0 0 158579 ISHARES TR CORE S&P500 ETF 464287200 20165 52338 SH SOLE 0 0 52338 SPDR SER TR PORTFOLIO LN TSR 78464A664 19160 579390 SH SOLE 0 0 579390 ISHARES TR EAFE GRWTH ETF 464288885 18756 234070 SH SOLE 0 0 234070 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18325 52012 SH SOLE 0 0 52012 ISHARES TR FALN ANGLS USD 46435G474 16208 659130 SH SOLE 0 0 659130 VANGUARD INDEX FDS VALUE ETF 922908744 15009 113825 SH SOLE 0 0 113825 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 13442 324754 SH SOLE 0 0 324754 ISHARES TR GLOBAL TECH ETF 464287291 12602 271883 SH SOLE 0 0 271883 ISHARES INC MSCI EMERG MKT 46434G889 12093 288521 SH SOLE 0 0 288521 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11934 265683 SH SOLE 0 0 265683 VANGUARD INDEX FDS SMALL CP ETF 922908751 11133 62538 SH SOLE 0 0 62538 ISHARES TR CORE MSCI EAFE 46432F842 10281 177997 SH SOLE 0 0 177997 ISHARES TR US TREAS BD ETF 46429B267 10166 424992 SH SOLE 0 0 424992 APPLE INC COM 037833100 9860 68988 SH SOLE 0 0 68988 ISHARES TR RUSSELL 3000 ETF 464287689 9736 43987 SH SOLE 0 0 43987 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 8622 228891 SH SOLE 0 0 228891 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 8538 176288 SH SOLE 0 0 176288 J P MORGAN EXCHANGE TRADED F US AGGREGATE ETF 46641Q241 8131 169334 SH SOLE 0 0 169334 ISHARES TR U.S. MED DVC ETF 464288810 7916 154157 SH SOLE 0 0 154157 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6954 148552 SH SOLE 0 0 148552 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 6724 107807 SH SOLE 0 0 107807 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5979 78241 SH SOLE 0 0 78241 ISHARES TR MSCI INTL VLU FT 46435G409 5690 265263 SH SOLE 0 0 265263 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5592 74185 SH SOLE 0 0 74185 ISHARES INC ESG AWR MSCI EM 46434G863 5343 168877 SH SOLE 0 0 168877 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 5063 97127 SH SOLE 0 0 97127 ISHARES TR MSCI INTL MOMENT 46434V449 5005 171636 SH SOLE 0 0 171636 VIZIO HLDG CORP CL A COM 92858V101 4183 560000 SH SOLE 0 0 560000 ISHARES TR CORE MSCI TOTAL 46432F834 3915 69992 SH SOLE 0 0 69992 ISHARES TR CONV BD ETF 46435G102 3896 55635 SH SOLE 0 0 55635 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3403 68025 SH SOLE 0 0 68025 SPDR S&P 500 ETF TR TR UNIT 78462F103 3287 8578 SH SOLE 0 0 8578 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 3018 30481 SH SOLE 0 0 30481 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 2890 72227 SH SOLE 0 0 72227 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 2819 40169 SH SOLE 0 0 40169 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2678 39186 SH SOLE 0 0 39186 ISHARES TR S&P 500 VAL ETF 464287408 2616 18959 SH SOLE 0 0 18959 ISHARES TR USD INV GRDE ETF 464288620 2553 49961 SH SOLE 0 0 49961 ISHARES TR CORE S&P SCP ETF 464287804 2489 26971 SH SOLE 0 0 26971 SPDR SER TR PORTFLI HIGH YLD 78468R606 2465 109882 SH SOLE 0 0 109882 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2264 47322 SH SOLE 0 0 47322 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2236 58784 SH SOLE 0 0 58784 GENERAL MLS INC COM 370334104 2191 28751 SH SOLE 0 0 28751 ISHARES TR CORE US AGGBD ET 464287226 1958 19222 SH SOLE 0 0 19222 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1951 63200 SH SOLE 0 0 63200 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1917 45450 SH SOLE 0 0 45450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1795 6513 SH SOLE 0 0 6513 PIMCO ETF TR ACTIVE BD ETF 72201R775 1751 18423 SH SOLE 0 0 18423 ISHARES TR ISHS 1-5YR INVS 464288646 1703 33656 SH SOLE 0 0 33656 ISHARES TR 3 7 YR TREAS BD 464288661 1654 13827 SH SOLE 0 0 13827 ISHARES TR IBOXX HI YD ETF 464288513 1259 17104 SH SOLE 0 0 17104 ISHARES TR MSCI EMG MKT ETF 464287234 1180 30016 SH SOLE 0 0 30016 VIZIO HLDG CORP CL A COM 92858V102 1023 150000 SH Put SOLE 0 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 979 4090 SH SOLE 0 0 4090 SPDR SER TR BBG CONV SEC ETF 78464A359 858 13211 SH SOLE 0 0 13211 VANGUARD WORLD FDS INF TECH ETF 92204A702 828 2473 SH SOLE 0 0 2473 FISERV INC COM 337738108 814 8672 SH SOLE 0 0 8672 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 798 14537 SH SOLE 0 0 14537 MICROSOFT CORP COM 594918104 753 2829 SH SOLE 0 0 2829 VANGUARD STAR FDS VG TL INTL STK F 921909768 745 14739 SH SOLE 0 0 14739 COCA COLA CO COM 191216100 689 10871 SH SOLE 0 0 10871 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 689 17520 SH SOLE 0 0 17520 SCHWAB STRATEGIC TR LONG TERM US 808524680 640 15933 SH SOLE 0 0 15933 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 574 26630 SH SOLE 0 0 26630 STRYKER CORPORATION COM 863667101 556 2770 SH SOLE 0 0 2770 ISHARES INC CORE MSCI EMKT 46434G103 544 11333 SH SOLE 0 0 11333 ALPHABET INC CAP STK CL C 02079K107 498 216 SH SOLE 0 0 216 ISHARES TR CORE S&P TTL STK 464287150 498 5859 SH SOLE 0 0 5859 ISHARES TR 7-10 YR TRSY BD 464287440 492 4789 SH SOLE 0 0 4789 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 477 1728 SH SOLE 0 0 1728 AMAZON COM INC COM 023135106 476 4161 SH SOLE 0 0 4161 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 457 4947 SH SOLE 0 0 4947 INVESCO QQQ TR UNIT SER 1 46090E103 398 1378 SH SOLE 0 0 1378 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 394 16570 SH SOLE 0 0 16570 HOME DEPOT INC COM 437076102 366 1289 SH SOLE 0 0 1289 ROYAL BK CDA COM 780087102 348 3616 SH SOLE 0 0 3616 ISHARES TR MSCI USA SMCP MN 46435G433 297 8581 SH SOLE 0 0 8581 ISHARES TR CORE S&P MCP ETF 464287507 295 1299 SH SOLE 0 0 1299 INTUIT COM 461202103 294 725 SH SOLE 0 0 725 SPDR SER TR S&P 600 SMCP VAL 78464A300 290 4047 SH SOLE 0 0 4047 ISHARES TR U.S. FIN SVC ETF 464287770 270 1803 SH SOLE 0 0 1803 J & J SNACK FOODS CORP COM 466032109 270 1924 SH SOLE 0 0 1924 ISHARES TR 10-20 YR TRS ETF 464288653 255 2127 SH SOLE 0 0 2127 VANGUARD INDEX FDS MID CAP ETF 922908629 254 1271 SH SOLE 0 0 1271 3M CO COM 88579Y101 242 1862 SH SOLE 0 0 1862 JOHNSON & JOHNSON COM 478160104 239 1341 SH SOLE 0 0 1341 INTEL CORP COM 458140100 237 6407 SH SOLE 0 0 6407 TESLA INC COM 88160R101 234 337 SH SOLE 0 0 337 AMGEN INC COM 031162100 219 894 SH SOLE 0 0 894 LILLY ELI & CO COM 532457108 213 645 SH SOLE 0 0 645 QUALCOMM INC COM 747525103 205 1614 SH SOLE 0 0 1614 MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 43 18846 SH SOLE 0 0 18846