Divergent Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Divergent Wealth Advisors
Divergent Wealth Advisors holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 29.1 | $113M | 302k | 375.39 | |
| Ishares Tr Short Treas Bd (SHV) | 23.7 | $92M | 834k | 110.53 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 9.5 | $37M | 313k | 118.19 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.8 | $23M | 261k | 86.22 | |
| Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) | 5.4 | $21M | 42k | 501.65 | |
| Ishares Tr Tips Bd Etf (TIP) | 5.0 | $19M | 152k | 127.65 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.8 | $19M | 361k | 51.64 | |
| Ishares Tr Core Msci Intl (IDEV) | 4.1 | $16M | 257k | 61.63 | |
| Ishares Tr Core Intl Aggr (IAGG) | 3.4 | $13M | 236k | 56.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $11M | 50k | 229.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $8.9M | 97k | 91.90 | |
| Ishares Core Msci Emkt (IEMG) | 2.2 | $8.4M | 136k | 62.04 | |
| Ishares Tr Core Msci Total (IXUS) | 1.6 | $6.3M | 94k | 67.19 | |
| Union Pacific Corporation (UNP) | 0.1 | $217k | 1.0k | 208.45 | |
| Prospect Cap Corp Note 6.375% 3/0 (Principal) | 0.0 | $62k | 60k | 1.03 | |
| Blackrock Tcp Capital Corp Note 4.625% 3/0 (Principal) | 0.0 | $49k | 49k | 1.00 |
