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| Name: |
Divergent Wealth Advisors LLC |
| City: |
MIDVALE |
| State: |
UT |
| Zip: |
84047 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHV |
iShares Barclays Short Trea... |
2 |
- |
$110.34 |
$114,484,000 |
1,035,678 |
22.9% |
43,024,000 |
386,809 |
0.584 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
3 |
- |
$96.68 |
$37,675,000 |
384,679 |
7.53% |
11,569,000 |
121,643 |
0.006 |
Closed - End Fund - E... |
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IDEV |
Ishares Core Msci Internati... |
5 |
- |
$68.59 |
$26,984,000 |
401,962 |
5.4% |
1,908,000 |
8,056 |
0.064 |
N/A |
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TFLO |
Ishares Treasury Floating R... |
6 |
- |
$0.00 |
$22,300,000 |
439,925 |
4.46% |
2,176,000 |
41,187 |
0.049 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
7 |
- |
$60.34 |
$16,421,000 |
270,342 |
3.28% |
-1,459,000 |
205,828 |
0.116 |
Closed - End Fund - E... |
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IEMG |
Ishares Core Msci Emerging ... |
10 |
- |
$54.77 |
$11,801,000 |
228,704 |
2.36% |
945,000 |
14,077 |
0.002 |
N/A |
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IXUS |
Ishares Core Msci Total Int... |
11 |
- |
$70.04 |
$4,346,000 |
64,044 |
0.87% |
251,000 |
976 |
0.002 |
N/A |
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TLT |
iShares Tr Lehman 20+yr Tres |
14 |
- |
$91.12 |
$933,000 |
9,865 |
0.19% |
-39,000 |
35 |
0.001 |
Closed - End Fund - E... |
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BSCO |
Invesco BulletShares 2024 C... |
16 |
- |
$21.01 |
$689,000 |
32,856 |
0.14% |
193,000 |
9,101 |
0.006 |
N/A |
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PPA |
Invesco Aerospace & Defense... |
27 |
- |
$105.56 |
$286,000 |
2,820 |
0.06% |
26,000 |
3 |
0.018 |
Closed - End Fund - Debt |
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SCHX |
Schwab Strategic Trust |
29 |
- |
$62.86 |
$225,000 |
3,629 |
0.04% |
21,000 |
12 |
0 |
Closed - End Fund - Debt |
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