Divergent Wealth Advisors 13F Holdings · last filed Q3 2024
Divergent Wealth Advisors reported 33 securities worth $547.03M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: IVV (39.11%), SHV (23.39%), AGG (7.83%). Among its top 25 positions this quarter: 13 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $213.9M | 39.11% | 370,896 | Trimmed |
| 2 | SHV | ISHARES TR | $128.0M | 23.39% | 1.2M | Added |
| 3 | AGG | ISHARES TR | $42.8M | 7.83% | 422,926 | Added |
| 4 | ONEQ | FIDELITY COMWLTH TR | $32.3M | 5.90% | 450,496 | Trimmed |
| 5 | IDEV | ISHARES TR | $30.0M | 5.49% | 423,640 | Added |
| 6 | TFLO | ISHARES TR | $23.2M | 4.24% | 458,831 | Added |
| 7 | IJH | ISHARES TR | $17.0M | 3.11% | 273,254 | Added |
| 8 | ITOT | ISHARES TR | $15.4M | 2.81% | 122,478 | Trimmed |
| 9 | IEMG | ISHARES INC | $13.6M | 2.48% | 236,543 | Added |
| 10 | IJR | ISHARES TR | $12.9M | 2.36% | 110,301 | Added |
| 11 | IXUS | ISHARES TR | $4.3M | 0.78% | 58,607 | Trimmed |
| 12 | IEI | ISHARES TR | $3.7M | 0.67% | 30,824 | Added |
| 13 | EAGG | ISHARES TR | $1.0M | 0.19% | 20,890 | Hold |
| 14 | TLT | ISHARES TR | $1.1M | 0.19% | 10,869 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $957,796 | 0.18% | 3,383 | Trimmed |
| 16 | IAU | ISHARES GOLD TR | $861,450 | 0.16% | 17,333 | Added |
| 17 | IYW | ISHARES TR | $664,417 | 0.12% | 4,382 | Added |
| 18 | BSCO | INVESCO EXCH TRD SLF IDX FD | $501,716 | 0.09% | 23,755 | Hold |
| 19 | TIP | ISHARES TR | $502,487 | 0.09% | 4,549 | Added |
| 20 | BSCP | INVESCO EXCH TRD SLF IDX FD | $438,606 | 0.08% | 21,240 | Hold |
| 21 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $443,386 | 0.08% | 22,668 | Hold |
| 22 | BSCR | INVESCO EXCH TRD SLF IDX FD | $395,840 | 0.07% | 20,073 | Hold |
| 23 | BSCS | INVESCO EXCH TRD SLF IDX FD | $408,748 | 0.07% | 19,881 | Hold |
| 24 | IMCB | ISHARES TR | $365,162 | 0.07% | 4,803 | Hold |
| 25 | AAPL | APPLE INC | $351,331 | 0.06% | 1,508 | Added |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR