Divergent Wealth Advisors, Llc Buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, iShares Core S&P 500, Sells iShares Core U.S. Aggregate Bond, iShares Core 1-5 Year USD Bond ETF, iShares International Aggregate Bond Fund

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May 06, 2020
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Investment company Divergent Wealth Advisors, Llc (Current Portfolio) buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, iShares Core S&P 500, iShares Core S&P Total U.S. Stock Market, iShares Core MSCI Total International Stock ETF, sells iShares Core U.S. Aggregate Bond, iShares Core 1-5 Year USD Bond ETF, iShares International Aggregate Bond Fund, iShares TIPS Bond, Vanguard Russell 2000 Index Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Divergent Wealth Advisors, Llc. As of 2020Q1, Divergent Wealth Advisors, Llc owns 32 stocks with a total value of $269 million. These are the details of the buys and sells.

For the details of DIVERGENT WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/divergent+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of DIVERGENT WEALTH ADVISORS, LLC
  1. iShares Core S&P 500 (IVV) - 178,515 shares, 17.16% of the total portfolio. Shares added by 55.63%
  2. iShares Core S&P Total U.S. Stock Market (ITOT) - 720,465 shares, 15.34% of the total portfolio. Shares added by 59.20%
  3. iShares Core S&P Mid-Cap (IJH) - 281,107 shares, 15.05% of the total portfolio. Shares added by 129.14%
  4. iShares Core S&P Small-Cap (IJR) - 627,974 shares, 13.11% of the total portfolio. Shares added by 224.88%
  5. iShares Core MSCI Total International Stock ETF (IXUS) - 539,469 shares, 9.44% of the total portfolio. Shares added by 58.22%
New Purchase: Chevron Corp (CVX)

Divergent Wealth Advisors, Llc initiated holding in Chevron Corp. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $92.89. The impact to a portfolio due to this purchase was 0.26%. The holding were 9,552 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Divergent Wealth Advisors, Llc initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $263.04. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,008 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Small-Cap by 224.88%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $60.68. The impact to a portfolio due to this purchase was 9.07%. The holding were 627,974 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Mid-Cap by 129.14%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $160.32. The impact to a portfolio due to this purchase was 8.48%. The holding were 281,107 shares as of .

Added: iShares Core S&P 500 (IVV)

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P 500 by 55.63%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $287.14. The impact to a portfolio due to this purchase was 6.13%. The holding were 178,515 shares as of .

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Total U.S. Stock Market by 59.20%. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $63.70. The impact to a portfolio due to this purchase was 5.7%. The holding were 720,465 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

Divergent Wealth Advisors, Llc added to a holding in iShares Core MSCI Total International Stock ETF by 58.22%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.47. The impact to a portfolio due to this purchase was 3.47%. The holding were 539,469 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Divergent Wealth Advisors, Llc added to a holding in iShares Core MSCI Emerging Markets by 66.27%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.86. The impact to a portfolio due to this purchase was 2.66%. The holding were 443,909 shares as of .

Sold Out: Vanguard Russell 2000 Index Fund (VTWO)

Divergent Wealth Advisors, Llc sold out a holding in Vanguard Russell 2000 Index Fund. The sale prices were between $80.06 and $136.11, with an estimated average price of $121.11.

Sold Out: Zions Bancorp NA (ZION)

Divergent Wealth Advisors, Llc sold out a holding in Zions Bancorp NA. The sale prices were between $24.08 and $52.44, with an estimated average price of $41.58.

Sold Out: JPMorgan Chase & Co (JPM)

Divergent Wealth Advisors, Llc sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.

Sold Out: Becton, Dickinson and Co (BDX)

Divergent Wealth Advisors, Llc sold out a holding in Becton, Dickinson and Co. The sale prices were between $200.58 and $285.99, with an estimated average price of $253.86.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Divergent Wealth Advisors, Llc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.



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