DW

Divergent Wealth Advisors

13F
Divergent Wealth Advisors
Last update 2024-10-30 32 Stocks (1 new)
Value $547.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(39.11%)SHV(23.40%)AGG(7.83%)ONEQ(5.90%)IDEV(5.49%)
Summary Stock Picks Current Portfolio
Divergent Wealth Advisors Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
370,896
213,940.3
-0.88%
39.110
-0.35%
0.040
+2.92%
+1.97%
597,435.3
 
SHV 		iShares Short Treasury Bond ETF
1,156,791
127,975.8
+5.53%
23.400
+1.23%
0.710
+1.17%
+0.21%
19,122.3
 
AGG 		iShares Core U.S. Aggregate Bond ETF
422,926
42,829.7
+2.70%
7.830
+0.21%
0.040
-1.61%
+0.02%
119,957.6
 
ONEQ 		Fidelity Nasdaq Composite Tracking Stock
450,496
32,255.5
-0.42%
5.900
-0.03%
0.480
+7.19%
+1.76%
7,732.3
 
IDEV 		iShares Core MSCI International Developed Markets ETF
423,640
30,006.4
+4.62%
5.490
+0.24%
0.200
-4.11%
+1.38%
15,589.1
 
TFLO 		iShares Treasury Floating Rate Bond ETF
458,831
23,216.9
+4.57%
4.240
+0.19%
0.330
+1.30%
+0.24%
6,400.1
 
IJH 		iShares Core S&P Mid-Cap ETF
273,254
17,029.2
+3.68%
3.110
+0.11%
0.020
+1.70%
+3.84%
98,458.3
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
122,478
15,385.8
-0.16%
2.810
0%
0.020
+3.31%
+2.22%
65,620.9
 
IEMG 		iShares Core MSCI Emerging Markets ETF
236,543
13,579.9
+4.87%
2.480
+0.12%
0.020
-5.85%
+0.31%
78,029.5
 
IJR 		iShares Core S&P Small-Cap ETF
110,301
12,900.8
+1.04%
2.360
+0.02%
0.010
+0.48%
+2.40%
89,611.3
 

Divergent Wealth Advisors's Historical Top Holdings Breakdowns

Divergent Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-03-31Reduce
-8.95%
●
469.56 ($500.36) 525.73
$600.26
19.97%
Reduce -19.16%
377,762
-89,537
SHV 		iShares Short Treasury Bond ETF2024-03-31Add
+8.55%
●
110.11 ($110.33) 110.57
$110.34
0.01%
Add 59.61%
1,035,678
386,809
SHV 		iShares Short Treasury Bond ETF2023-09-30Add
+8.51%
●
109.99 ($110.25) 110.5
$110.34
0.08%
Add 110.82%
643,895
338,473
IVV 		iShares Core S&P 500 ETF2023-09-30Reduce
-8.00%
●
427.76 ($447.3) 460.18
$600.26
34.20%
Reduce -14.89%
466,039
-81,546
TFLO 		iShares Treasury Floating Rate Bond ETF2023-09-30Add
+2.88%
●
50.46 ($50.61) 50.74
$50.59
-0.04%
Add 145.91%
421,086
249,847
IVV 		iShares Core S&P 500 ETF2023-03-31Add
+2.82%
●
379.54 ($399.43) 416.92
$600.26
50.28%
Add 5.71%
544,917
29,447
ISTB 		iShares Core 1-5 Year USD Bond ETF2024-03-31Sold Out
-2.53%
●
47.16 ($47.41) 47.73
$47.86
0.95%
Sold Out
0
-253,997
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+2.50%
●
53.67 ($56.61) 60.74
$64.70
14.29%
Add 319.04%
270,342
205,828
AGG 		iShares Core U.S. Aggregate Bond ETF2024-03-31Add
+2.38%
●
96.75 ($97.87) 99.37
$96.92
-0.97%
Add 46.25%
384,679
121,643
TIP 		iShares TIPS Bond ETF2023-09-30Reduce
-2.08%
●
103.4 ($105.82) 107.7
$107.18
1.29%
Reduce -91.1%
8,553
-87,544

Divergent Wealth Advisors Total Holding History ($B)

To

Divergent Wealth Advisors's Asset Allocation

To

Divergent Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Divergent Wealth Advisors's Hypothetical Growth since 2024-09-30

Divergent Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Divergent Wealth Advisors's Holdings Heat Map

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Divergent Wealth Advisors's Holdings Bubble Chart

Divergent Wealth Advisors News

  • 1

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