Divergent Wealth Advisors, Llc Buys iShares Core S&P 500, iShares Core S&P Total U.S. Stock Market, iShares Core S&P Mid-Cap, Sells iShares TIPS Bond, Berkshire Hathaway Inc

Investment company Divergent Wealth Advisors, Llc buys iShares Core S&P 500, iShares Core S&P Total U.S. Stock Market, iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Gilead Sciences Inc, Boston Scientific Corp, iShares Core MSCI Emerging Markets, Medtronic PLC, Amgen Inc, Chevron Corp, sells iShares TIPS Bond, Berkshire Hathaway Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Divergent Wealth Advisors, Llc. As of 2018-03-31, Divergent Wealth Advisors, Llc owns 182 stocks with a total value of $187 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 http://www.gurufocus.com/StockBuy.php?GuruName=DIVERGENT+WEALTH+ADVISORS%2C+LLC

These are the top 5 holdings of DIVERGENT WEALTH ADVISORS, LLC
  1. iShares Core S&P 500 (IVV) - 122,077 shares, 17.34% of the total portfolio. Shares added by 27.50%
  2. iShares Core U.S. Aggregate Bond (AGG) - 289,169 shares, 16.6% of the total portfolio. Shares reduced by 12.66%
  3. iShares Core S&P Total U.S. Stock Market (ITOT) - 473,033 shares, 15.31% of the total portfolio. Shares added by 26.98%
  4. iShares Core S&P Mid-Cap (IJH) - 118,457 shares, 11.89% of the total portfolio. Shares added by 27.96%
  5. iShares Core S&P Small-Cap (IJR) - 241,772 shares, 9.97% of the total portfolio. Shares added by 28.65%
New Purchase: Gilead Sciences Inc (GILD)

Divergent Wealth Advisors, Llc initiated holding in Gilead Sciences Inc. The purchase prices were between $72.84 and $88.8, with an estimated average price of $79.49. The stock is now traded at around $74.33. The impact to a portfolio due to this purchase was 1.54%. The holding were 38,053 shares as of 2018-03-31.

New Purchase: Boston Scientific Corp (BSX)

Divergent Wealth Advisors, Llc initiated holding in Boston Scientific Corp. The purchase prices were between $24.79 and $28.54, with an estimated average price of $27.15. The stock is now traded at around $27.93. The impact to a portfolio due to this purchase was 1.31%. The holding were 89,902 shares as of 2018-03-31.

New Purchase: Medtronic PLC (MDT)

Divergent Wealth Advisors, Llc initiated holding in Medtronic PLC. The purchase prices were between $76.55 and $87.26, with an estimated average price of $82.48. The stock is now traded at around $78.59. The impact to a portfolio due to this purchase was 1.06%. The holding were 24,662 shares as of 2018-03-31.

New Purchase: Amgen Inc (AMGN)

Divergent Wealth Advisors, Llc initiated holding in Amgen Inc. The purchase prices were between $169.43 and $198, with an estimated average price of $183.57. The stock is now traded at around $172.41. The impact to a portfolio due to this purchase was 0.89%. The holding were 9,777 shares as of 2018-03-31.

New Purchase: Chevron Corp (CVX)

Divergent Wealth Advisors, Llc initiated holding in Chevron Corp. The purchase prices were between $109.06 and $133.6, with an estimated average price of $119.74. The stock is now traded at around $119.25. The impact to a portfolio due to this purchase was 0.71%. The holding were 11,568 shares as of 2018-03-31.

New Purchase: Exxon Mobil Corp (XOM)

Divergent Wealth Advisors, Llc initiated holding in Exxon Mobil Corp. The purchase prices were between $72.81 and $89.07, with an estimated average price of $80.06. The stock is now traded at around $77.43. The impact to a portfolio due to this purchase was 0.5%. The holding were 12,437 shares as of 2018-03-31.

Added: iShares Core S&P 500 (IVV)

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P 500 by 27.50%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $265.52. The impact to a portfolio due to this purchase was 3.74%. The holding were 122,077 shares as of 2018-03-31.

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 26.98%. The purchase prices were between $58.94 and $65.4, with an estimated average price of $62.43. The stock is now traded at around $60.54. The impact to a portfolio due to this purchase was 3.25%. The holding were 473,033 shares as of 2018-03-31.

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

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Mid-Cap by 27.96%. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $187.85. The impact to a portfolio due to this purchase was 2.6%. The holding were 118,457 shares as of 2018-03-31.

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

Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Small-Cap by 28.65%. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $78.14. The impact to a portfolio due to this purchase was 2.22%. The holding were 241,772 shares as of 2018-03-31.

Added: iShares Core MSCI Emerging Markets (IEMG)

Divergent Wealth Advisors, Llc added to a holding in iShares Core MSCI Emerging Markets by 21.04%. The purchase prices were between $55.19 and $62.69, with an estimated average price of $59.14. The stock is now traded at around $58.20. The impact to a portfolio due to this purchase was 1.19%. The holding were 218,222 shares as of 2018-03-31.

Added: Zions Bancorp (ZION)

Divergent Wealth Advisors, Llc added to a holding in Zions Bancorp by 104.89%. The purchase prices were between $50.62 and $57.04, with an estimated average price of $53.82. The stock is now traded at around $52.14. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,259 shares as of 2018-03-31.

Reduced: iShares TIPS Bond (TIP)

Divergent Wealth Advisors, Llc reduced to a holding in iShares TIPS Bond by 32.61%. The sale prices were between $111.39 and $113.94, with an estimated average price of $112.57. The stock is now traded at around $113.13. The impact to a portfolio due to this sale was -1.8%. Divergent Wealth Advisors, Llc still held 49,609 shares as of 2018-03-31.

Reduced: Berkshire Hathaway Inc (BRK.B)

Divergent Wealth Advisors, Llc reduced to a holding in Berkshire Hathaway Inc by 33.15%. The sale prices were between $191.42 and $217.25, with an estimated average price of $205.28. The stock is now traded at around $195.22. The impact to a portfolio due to this sale was -0.06%. Divergent Wealth Advisors, Llc still held 980 shares as of 2018-03-31.



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