Divergent Wealth Advisors

Divergent Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 49.6 $198M 516k 384.21
Ishares Tr Short Treas Bd (SHV) 8.1 $33M 296k 109.92
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $23M 236k 96.99
Ishares Tr Core Msci Intl (IDEV) 4.9 $20M 351k 55.98
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 4.9 $20M 480k 40.97
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $17M 69k 241.89
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.6 $14M 310k 46.44
Ishares Tr Tips Bd Etf (TIP) 3.6 $14M 135k 106.44
Ishares Tr Core S&p Ttl Stk (ITOT) 3.1 $13M 148k 84.80
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $12M 126k 94.64
Ishares Core Msci Emkt (IEMG) 2.1 $8.5M 183k 46.70
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.0 $7.8M 168k 46.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.2 $4.7M 99k 47.86
Ishares Tr Core Msci Total (IXUS) 1.0 $4.0M 69k 57.88
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $2.6M 27k 96.96
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.2M 26k 47.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.2M 6.5k 191.18
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M 11k 114.89
Exxon Mobil Corporation (XOM) 0.2 $972k 8.8k 110.30
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $913k 18k 50.41
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $545k 17k 31.70
Eli Lilly & Co. (LLY) 0.1 $435k 1.2k 365.98
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $364k 6.2k 58.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $331k 2.0k 169.67
Ishares Tr U.s. Tech Etf (IYW) 0.1 $291k 3.9k 74.50
Ishares Tr Core Msci Eafe (IEFA) 0.1 $272k 4.4k 61.64
Union Pacific Corporation (UNP) 0.1 $251k 1.2k 207.14
Ishares Tr Russell 2000 Etf (IWM) 0.1 $234k 1.3k 174.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $211k 2.1k 99.58
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $49k 49k 1.00