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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 |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$532.75 |
$198,601,000 |
377,762 |
39.72% |
-24,595,000 |
-89,537 |
0.006 |
Closed - End Fund - E... |
|
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ONEQ |
Fidelity NASD Comp Index Fund |
4 |
- |
$66.26 |
$29,354,000 |
455,809 |
5.87% |
1,233,000 |
-18,891 |
0.592 |
Closed - End Fund - Debt |
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ITOT |
iShares Core S&P Total US |
8 |
- |
$116.53 |
$14,337,000 |
124,347 |
2.87% |
1,205,000 |
-444 |
0.034 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
9 |
- |
$110.22 |
$11,921,000 |
107,867 |
2.38% |
-1,624,000 |
-17,257 |
0.018 |
Closed - End Fund - E... |
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IEI |
iShares Barclays 3-7 Year T... |
12 |
- |
$114.73 |
$2,829,000 |
24,430 |
0.57% |
-63,000 |
-262 |
0.021 |
Closed - End Fund - E... |
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IAU |
iShares COMEX Gold Trust |
17 |
- |
$45.89 |
$649,000 |
15,447 |
0.13% |
39,000 |
-191 |
0.001 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
18 |
- |
$106.54 |
$489,000 |
4,551 |
0.1% |
-20,000 |
-181 |
0 |
Closed - End Fund - E... |
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JKG |
iShares Tr Morngstr Mid Core |
24 |
- |
$72.22 |
$381,000 |
5,235 |
0.08% |
-35,000 |
-954 |
0.016 |
Closed - End Fund - E... |
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EMLP |
First Trust North American ... |
25 |
- |
$31.03 |
$309,000 |
10,448 |
0.06% |
16,000 |
-124 |
0.012 |
N/A |
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EEMA |
Ishares Msci Emerging Marke... |
28 |
- |
$73.21 |
$265,000 |
3,897 |
0.05% |
4,000 |
-48 |
0.038 |
N/A |
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EWY |
iShares MSCI-South Korea |
30 |
- |
$65.24 |
$220,000 |
3,278 |
0.04% |
4,000 |
-17 |
0 |
Closed - End Fund - E... |
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