Divergent Wealth Advisors

Divergent Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 19 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 36.2 $162M 377k 430.82
Ishares Tr Short Treas Bd (SHV) 15.9 $72M 647k 110.47
Ishares Tr Core Us Aggbd Et (AGG) 9.2 $41M 361k 114.83
Ishares Tr Core S&p Ttl Stk (ITOT) 6.0 $27M 276k 98.38
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.3 $24M 424k 56.18
Ishares Tr Tips Bd Etf (TIP) 4.9 $22M 171k 127.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.7 $21M 413k 51.07
Ishares Tr Core Msci Intl (IDEV) 4.2 $19M 280k 66.82
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $16M 60k 263.08
Ishares Tr Core Intl Aggr (IAGG) 3.4 $15M 277k 55.02
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $12M 107k 109.19
Ishares Core Msci Emkt (IEMG) 2.2 $9.8M 159k 61.76
Ishares Tr Core Msci Total (IXUS) 1.5 $6.6M 93k 71.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.0M 4.7k 222.13
Visa Com Cl A (V) 0.1 $410k 1.8k 222.83
Union Pacific Corporation (UNP) 0.1 $273k 1.4k 196.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $239k 4.7k 50.46
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $53k 49k 1.08
Blackrock Tcp Capital Corp Note 4.625% 3/0 (Principal) 0.0 $50k 49k 1.02