Divergent Wealth Advisors

Divergent Wealth Advisors as of March 31, 2020

Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 16.4 $46M 179k 258.40
iShares S&P 1500 Index Fund (ITOT) 14.7 $41M 721k 57.21
iShares S&P MidCap 400 Index (IJH) 14.4 $40M 281k 143.86
iShares S&P SmallCap 600 Index (IJR) 12.5 $35M 628k 56.11
Ishares Core Intl Stock Etf core (IXUS) 9.0 $25M 540k 47.01
Ishares Inc core msci emkt (IEMG) 6.4 $18M 444k 40.47
Ishares High Dividend Equity F (HDV) 5.3 $15M 209k 71.55
iShares Lehman Aggregate Bond (AGG) 3.1 $8.6M 75k 115.36
Fidelity msci rl est etf (FREL) 2.9 $8.0M 387k 20.80
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $8.0M 368k 21.62
Ishares Tr core strm usbd (ISTB) 2.8 $7.8M 155k 50.50
Ishares Tr core tl usd bd (IUSB) 1.5 $4.2M 80k 52.50
Ishares Tr core intl aggr (IAGG) 1.4 $4.0M 74k 54.69
Boston Scientific Corporation (BSX) 1.0 $2.9M 90k 32.64
Gilead Sciences (GILD) 1.0 $2.8M 38k 74.76
iShares Barclays TIPS Bond Fund (TIP) 0.8 $2.3M 19k 117.92
Medtronic (MDT) 0.8 $2.2M 25k 90.17
Amgen (AMGN) 0.7 $2.0M 9.8k 202.72
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $1.6M 32k 49.89
Chevron Corporation (CVX) 0.2 $692k 9.6k 72.45
Apple (AAPL) 0.2 $512k 2.0k 254.22
Exxon Mobil Corporation (XOM) 0.2 $506k 13k 37.97
Invesco Qqq Trust Series 1 (QQQ) 0.1 $386k 2.0k 190.52
Zagg 0.1 $367k 118k 3.11
Amazon (AMZN) 0.1 $363k 186.00 1951.61
Wells Fargo & Company (WFC) 0.1 $354k 12k 28.66
Union Pacific Corporation (UNP) 0.1 $325k 2.3k 141.24
Eli Lilly & Co. (LLY) 0.1 $322k 2.3k 138.55
International Business Machines (IBM) 0.1 $296k 2.7k 110.90
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $250k 1.1k 218.91
Vanguard S&p 500 Etf idx (VOO) 0.1 $239k 1.0k 237.10
Alphabet Inc Class C cs (GOOG) 0.1 $233k 200.00 1165.00
Vanguard Extended Market ETF (VXF) 0.1 $215k 2.4k 90.34
Ford Motor Company (F) 0.0 $82k 17k 4.82
Prospect Capital Corporation note 0.0 $51k 60k 0.85
Prospect Capital Corp conv 0.0 $50k 50k 1.00
Tcp Capital Corp convertible security 0.0 $44k 49k 0.90