Divergent Wealth Advisors Top Holdings and 13F Report (2024) About Divergent Wealth AdvisorsInvestment ActivityDivergent Wealth Advisors has $547.03 million in total holdings as of September 30, 2024.Divergent Wealth Advisors owns shares of 33 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Divergent Wealth Advisors has purchased 32 new stocks and bought additional shares in 18 stocks.Divergent Wealth Advisors sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $213,940,303iShares Short Treasury Bond ETF $127,975,750iShares Core U.S. Aggregate Bond ETF $42,829,719Fidelity NASDAQ Composite Index ETF $32,255,499iShares Core MSCI International Developed Markets ETF $30,006,438 Largest New Holdings this Quarter Vanguard FTSE Developed Markets ETF $208,166 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 60,638 shares (about $6.71M)iShares Core MSCI International Developed Markets ETF 18,689 shares (about $1.32M)iShares Core U.S. Aggregate Bond ETF 11,108 shares (about $1.12M)iShares Treasury Floating Rate Bond ETF 20,051 shares (about $1.01M)iShares Core MSCI Emerging Markets ETF 10,977 shares (about $630.19K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,277 shares (about $1.89M)iShares Core MSCI Total International Stock ETF 3,605 shares (about $261.83K)Fidelity NASDAQ Composite Index ETF 1,919 shares (about $137.40K)Union Pacific 125 shares (about $30.80K)Vanguard Total Stock Market ETF 97 shares (about $27.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivergent Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$213,940,303$1,890,240 ▼-0.9%370,89639.1%ETFSHViShares Short Treasury Bond ETF$127,975,750$6,708,380 ▲5.5%1,156,79123.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$42,829,719$1,124,907 ▲2.7%422,9267.8%FinanceONEQFidelity NASDAQ Composite Index ETF$32,255,499$137,400 ▼-0.4%450,4965.9%ETFIDEViShares Core MSCI International Developed Markets ETF$30,006,438$1,323,743 ▲4.6%423,6405.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$23,216,862$1,014,581 ▲4.6%458,8314.2%ETFIJHiShares Core S&P Mid-Cap ETF$17,029,189$604,816 ▲3.7%273,2543.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,385,748$25,124 ▼-0.2%122,4782.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,579,922$630,189 ▲4.9%236,5432.5%ETFIJRiShares Core S&P Small-Cap ETF$12,900,825$133,218 ▲1.0%110,3012.4%ETFIXUSiShares Core MSCI Total International Stock ETF$4,256,596$261,829 ▼-5.8%58,6070.8%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$3,686,739$43,656 ▲1.2%30,8240.7%ETFTLTiShares 20+ Year Treasury Bond ETF$1,066,274$11,478 ▲1.1%10,8690.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,015,0630.0%20,8900.2%ETFVTIVanguard Total Stock Market ETF$957,796$27,463 ▼-2.8%3,3830.2%ETFIAUiShares Gold Trust$861,450$3,727 ▲0.4%17,3330.2%FinanceIYWiShares U.S. Technology ETF$664,417$152 ▲0.0%4,3820.1%ManufacturingTIPiShares TIPS Bond ETF$502,487$773 ▲0.2%4,5490.1%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$501,7160.0%23,7550.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$443,3860.0%22,6680.1%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$438,6060.0%21,2400.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$408,7480.0%19,8810.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$395,8400.0%20,0730.1%ETFIMCBiShares Morningstar Mid-Cap ETF$365,1620.0%4,8030.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$353,043$974 ▲0.3%10,5070.1%ETFAAPLApple$351,331$233 ▲0.1%1,5080.1%Computer and TechnologyEEMAiShares MSCI Emerging Markets Asia ETF$331,493$3,917 ▲1.2%4,2310.1%ManufacturingPPAInvesco Aerospace & Defense ETF$325,008$345 ▲0.1%2,8270.1%ETFUNPUnion Pacific$268,100$30,802 ▼-10.3%1,0880.0%TransportationSCHXSchwab US Large-Cap ETF$247,734$1,493 ▲0.6%3,6510.0%ETFEWYiShares MSCI South Korea ETF$214,978$2,367 ▲1.1%3,3610.0%ETFVEAVanguard FTSE Developed Markets ETF$208,166$208,166 ▲New Holding3,9420.0%ETFPROSPECT CAP CORP$49,0290.0%49,0000.0%NOTE 6.375% 3/0Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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