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CIK: 0001731275
Total reported value
$547.0M
$547.0M
32 檔
74.4%
At the close of Q1 2024, Divergent Wealth Advisors disclosed equity holdings valued at approximately $547.0M, spread across 32 reported holdings.
During Q1 2024, Divergent Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 39.72% | — | -19.16% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 22.89% | — | +59.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.53% | — | +46.25% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.87% | — | -3.98% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.40% | — | +2.05% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.46% | — | +10.33% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.28% | — | +319.04% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.87% | — | -0.36% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | — | -13.79% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | — | +6.56% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.87% | — | +1.55% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.57% | — | -1.06% | |
| 13 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.20% | — | — | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.19% | — | +0.36% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | — | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.14% | — | +38.31% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.13% | — | -1.22% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.10% | — | -3.83% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.09% | — | — | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.09% | — | — | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.09% | — | — | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.08% | — | — | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.08% | — | — | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.08% | — | -15.41% | |
| 25 | EMLP | First Trust North American E | ETF-Other | 0.06% | — | -1.17% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.06% | — | — | |
| 27 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.06% | — | +0.11% | |
| 28 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.05% | — | -1.22% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | — | +0.33% | |
| 30 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.04% | — | -0.52% | |
| 31 | HEESEUR | H&e Equipment Services Inc | Stock-Other | 0.04% | — | — | |
| 32 | PSEC 6.375 03-01-25Bond | Prospect Capital CORP | Bond | 0.01% | — | — |
According to official SEC Form 13F filings, Divergent Wealth Advisors reported a total U.S. public equity portfolio value of $547.0M across 32 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SHV, AGG) accounted for 74.4% of total reported equity market value during Q1 2024.
During Q1 2024, Divergent Wealth Advisors's top holdings by market value included IVV (39.7%)、SHV (22.9%)、AGG (7.5%). The largest single position, IVV, represented 39.7% of total portfolio value.
In Q1 2024, Divergent Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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