Divergent Wealth Advisors

Divergent Wealth Advisors as of March 31, 2023

Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 52.2 $224M 545k 411.08
Ishares Tr Short Treas Bd (SHV) 7.8 $33M 302k 110.50
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.5 $24M 494k 47.95
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $24M 237k 99.64
Ishares Tr Core Msci Intl (IDEV) 5.0 $22M 358k 60.47
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $17M 70k 250.16
Ishares Tr Tips Bd Etf (TIP) 3.5 $15M 138k 110.25
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.3 $14M 303k 47.16
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $13M 135k 96.70
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $12M 131k 90.55
Ishares Core Msci Emkt (IEMG) 2.1 $9.2M 188k 48.79
Ishares Tr Core Msci Total (IXUS) 0.9 $4.0M 64k 61.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $3.8M 78k 48.06
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $2.7M 52k 50.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $2.2M 22k 99.23
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $2.0M 42k 48.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.6M 14k 117.65
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.2M 25k 48.95
Exxon Mobil Corporation (XOM) 0.2 $974k 8.9k 109.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $937k 4.6k 204.09
Ishares Gold Tr Ishares New (IAU) 0.1 $414k 11k 37.37
Eli Lilly & Co. (LLY) 0.1 $410k 1.2k 343.34
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $375k 6.2k 60.64
Ishares Tr U.s. Tech Etf (IYW) 0.1 $308k 3.3k 92.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $285k 2.7k 106.39
Union Pacific Corporation (UNP) 0.1 $244k 1.2k 201.19
Ishares Tr Core Msci Eafe (IEFA) 0.1 $228k 3.4k 66.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $205k 4.5k 45.17
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $48k 49k 0.98