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Divergent Wealth Advisors

Portfolio Manager
Divergent Wealth Advisors
Performance
0% (N/A)
AUM (13F)
$547.03M
# of Holdings
33
Performance Rank
N/A
Allocation (Top 20)
N/A

Divergent Wealth Advisors Holdings Map

Top 32 Divergent Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
39.11%370.9K$213.9M
-0.88%(-3.28K)
2023-Q3: 466.0K shares2023-Q4: 467.3K shares2024-Q1: 377.8K shares2024-Q2: 374.2K shares2024-Q3: 370.9K shares2024-09-30
SHV
ISHARES TR
23.39%1.16M$128.0M
+5.53%(+60.64K)
2023-Q3: 643.9K shares2023-Q4: 648.9K shares2024-Q1: 1.04M shares2024-Q2: 1.10M shares2024-Q3: 1.16M shares2024-09-30
AGG
ISHARES TR
7.83%422.9K$42.8M
+2.70%(+11.11K)
2023-Q3: 264.9K shares2023-Q4: 263.0K shares2024-Q1: 384.7K shares2024-Q2: 411.8K shares2024-Q3: 422.9K shares2024-09-30
ONEQ
FIDELITY COMWLTH TR
5.9%450.5K$32.3M
-0.42%(-1.92K)
2023-Q3: 473.7K shares2023-Q4: 474.7K shares2024-Q1: 455.8K shares2024-Q2: 452.4K shares2024-Q3: 450.5K shares2024-09-30
IDEV
ISHARES TR
5.49%423.6K$30.0M
+4.62%(+18.69K)
2023-Q3: 389.7K shares2023-Q4: 393.9K shares2024-Q1: 402.0K shares2024-Q2: 405.0K shares2024-Q3: 423.6K shares2024-09-30
TFLO
ISHARES TR
4.24%458.8K$23.2M
+4.57%(+20.05K)
2023-Q3: 421.1K shares2023-Q4: 398.7K shares2024-Q1: 439.9K shares2024-Q2: 438.8K shares2024-Q3: 458.8K shares2024-09-30
IJH
ISHARES TR
3.11%273.3K$17.0M
+3.68%(+9.71K)
2023-Q3: 63.8K shares2023-Q4: 64.5K shares2024-Q1: 270.3K shares2024-Q2: 263.5K shares2024-Q3: 273.3K shares2024-09-30
ITOT
ISHARES TR
2.81%122.5K$15.4M
-0.16%(-200)
2023-Q3: 129.2K shares2023-Q4: 124.8K shares2024-Q1: 124.3K shares2024-Q2: 122.7K shares2024-Q3: 122.5K shares2024-09-30
IEMG
ISHARES INC
2.48%236.5K$13.6M
+4.87%(+10.98K)
2023-Q3: 212.4K shares2023-Q4: 214.6K shares2024-Q1: 228.7K shares2024-Q2: 225.6K shares2024-Q3: 236.5K shares2024-09-30
IJR
ISHARES TR
2.36%110.3K$12.9M
+1.04%(+1.14K)
2023-Q3: 123.7K shares2023-Q4: 125.1K shares2024-Q1: 107.9K shares2024-Q2: 109.2K shares2024-Q3: 110.3K shares2024-09-30

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