Divergent Wealth Advisors

Divergent Wealth Advisors as of March 31, 2024

Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 39.7 $199M 378k 525.73
Ishares Tr Short Treas Bd (SHV) 22.9 $115M 1.0M 110.54
Ishares Tr Core Us Aggbd Et (AGG) 7.5 $38M 385k 97.94
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.9 $29M 456k 64.40
Ishares Tr Core Msci Intl (IDEV) 5.4 $27M 402k 67.13
Ishares Tr TRS FLT RT BD (TFLO) 4.5 $22M 440k 50.69
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $16M 270k 60.74
Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $14M 124k 115.30
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $12M 108k 110.52
Ishares Core Msci Emkt (IEMG) 2.4 $12M 229k 51.60
Ishares Tr Core Msci Total (IXUS) 0.9 $4.3M 64k 67.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $2.8M 24k 115.81
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $983k 21k 47.06
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $934k 9.9k 94.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $904k 3.5k 259.88
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $689k 33k 20.97
Ishares Gold Tr Ishares New (IAU) 0.1 $649k 15k 42.01
Ishares Tr Tips Bd Etf (TIP) 0.1 $489k 4.6k 107.42
Ishares Tr U.s. Tech Etf (IYW) 0.1 $448k 3.3k 135.07
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $436k 23k 19.21
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $434k 21k 20.43
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $399k 20k 20.07
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $387k 20k 19.29
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $381k 5.2k 72.84
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $309k 10k 29.53
Union Pacific Corporation (UNP) 0.1 $298k 1.2k 246.00
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $286k 2.8k 101.56
Ishares Msci Em Asia Etf (EEMA) 0.1 $265k 3.9k 68.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $225k 3.6k 62.05
Ishares Msci Sth Kor Etf (EWY) 0.0 $220k 3.3k 67.10
H&E Equipment Services (HEES) 0.0 $215k 3.4k 64.18
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $49k 49k 0.99