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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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8
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0
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5
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DIVERGENT WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings36

Total Value ($x1000)300,711
Activities
New1

Increased7

Unchanged14

Decreased14

Sold Out9

Top 10 Stock Holdingstotal 82.04%
IVV13.09

ITOT11.43

AGG11.28

ISTB10.22

IJH8.63

 
IXUS7.77

IJR5.52

HDV4.97

IEMG4.94

IUSB4.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
13.09%
CORE S&P500 ETF
ITOT
11.43%
CORE S&P TTL STK
AGG
11.28%
CORE TOTUSBD ETF
ISTB
10.22%
CORE STRM USBD
IJH
8.63%
CORE S&P MCP ETF
IXUS
7.77%
CORE MSCITOTAL
IJR
5.52%
CORE S&P SCP ETF
HDV
4.97%
HIGH DIVIDND ETF
IEMG
4.94%
CORE MSCI EMKT
IUSB
4.19%
CORE TL USD BD
IAGG
3.51%
CORE INTL AGGR
FREL
2.1%
MSCI RL EST ETF
TIP
2.03%
TIPS BD ETF
IFGL
1.61%
INTL DEV RE ETF
VTWO
1.5%
VNG RUS2000IDX
BSX
1.15%
COM
REET
1.13%
GLOBAL REIT ETF
GILD
0.82%
COM
MDT
0.75%
SHS
AMGN
0.62%
COM
CVX
0.47%
COM
IEFA
0.45%
CORE MSCI EAFE
XOM
0.33%
COM
WFC
0.23%
COM
AAPL
0.2%
COM
IBM
0.13%
COM
UNP
0.13%
COM
ZION
0.12%
COM
QQQ
0.12%
UNIT SER 1
LLY
0.1%
COM
DIA
0.1%
UT SER 1
VXF
0.09%
EXTEND MKT ETF
GOOG
0.08%
CAP STK CL C
ZAGG
0.08%
COM
BDX
0.07%
COM
F
0.05%
COM PAR $0.01
SHV
0.43%
SHRT TRS BD ETF
JKG
0.4%
MRGSTR MD CP ETF
IYY
0.4%
DOW JONES US ETF
BND
0.39%
TOTAL BND MRKT
IWV
0.33%
RUSSELL 3000 ETF
IMTB
0.22%
CR 5 10 YR ETF
SMMD
0.11%
RUSEL 2500 ETF
EEMV
0.11%
EM MK MINVOL ETF
LQD
0.07%
IBOXX INV CP ETF