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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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7
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0
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5
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DIVERGENT WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings44

Total Value ($x1000)269,568
Activities
New8

Increased13

Unchanged13

Decreased10

Sold Out103

Top 10 Stock Holdingstotal 79.75%
IVV14.2

ITOT12.96

IJH10.77

IXUS8.46

IJR7.11

 
AGG6.78

IEMG5.73

ISTB5.66

HDV5.45

IUSB2.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
14.2%
CORE S&P500 ETF
ITOT
12.96%
CORE S&P TTL STK
IJH
10.77%
CORE S&P MCP ETF
IXUS
8.46%
CORE MSCITOTAL
IJR
7.11%
CORE S&P SCP ETF
AGG
6.78%
CORE TOTUSBD ETF
IEMG
5.73%
CORE MSCI EMKT
ISTB
5.66%
CORE STRM USBD
HDV
5.45%
HIGH DIVIDND ETF
IUSB
2.63%
CORE TL USD BD
IAGG
2.54%
CORE INTL AGGR
FREL
1.94%
MSCI RL EST ETF
VTWO
1.77%
VNG RUS2000IDX
IFGL
1.64%
INTL DEV RE ETF
TIP
1.53%
TIPS BD ETF
REET
1.37%
GLOBAL REIT ETF
IEFA
1.2%
CORE MSCI EAFE
BSX
1.18%
COM
GILD
0.88%
COM
MDT
0.83%
SHS
AMGN
0.71%
COM
CVX
0.47%
COM
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
XOM
0.31%
COM
WFC
0.24%
COM
IMTB
0.22%
CR 5 10 YR ETF
AAPL
0.19%
COM
ZION
0.12%
COM
QQQ
0.12%
UNIT SER 1
UNP
0.12%
COM
IBM
0.12%
COM
SMMD
0.11%
RUSEL 2500 ETF
EEMV
0.11%
EM MK MINVOL ETF
LLY
0.1%
COM
DIA
0.1%
UT SER 1
VXF
0.09%
EXTEND MKT ETF
GOOG
0.08%
CAP STK CL C
LQD
0.07%
IBOXX INV CP ETF
ZAGG
0.07%
COM
F
0.05%
COM PAR $0.01
QEP
0.09%
COM
BDX
0.08%
COM
JPM
0.08%
COM
AMZN
0.07%
COM
T
0.07%
COM
VOO
0.06%
SHS
BRK.B
0.06%
CL B NEW
GE
0.06%
COM
EPD
0.05%
COM
NUS
0.04%
CL A
MMU
0.04%
COM
IAU
0.04%
ISHARES
PFF
0.04%
U.S. PFD STK ETF
SYY
0.04%
COM
VZ
0.04%
COM
HEES
0.03%
COM
MRK
0.03%
COM
AXP
0.03%
COM
BA
0.03%
COM
OKE
0.02%
COM
FB
0.02%
CL A
COP
0.02%
COM
PG
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
CQP
0.02%
COM UNIT
BAC
0.02%
COM
JNJ
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
SBUX
0.02%
COM
ROP
0.02%
COM
WMB
0.02%
COM
TSLA
0.02%
COM
PSXP
0.02%
COM UNIT REP INT
WMT
0.02%
COM
MSFT
0.02%
COM
HD
0.02%
COM
MS
0.02%
COM NEW
MPLX
0.02%
COM UNIT REP LTD
ETE
0.02%
COM UT LTD PTN
CCT
0.02%
COM
IJK
0.01%
S&P MC 400GR ETF
CMCSA
0.01%
CL A
AMLP
0.01%
ALERIAN MLP
PAA
0.01%
UNIT LTD PARTN
TGT
0.01%
COM
BAX
0.01%
COM
DAL
0.01%
COM NEW
C
0.01%
COM NEW
ATVI
0.01%
COM
IJS
0.01%
SP SMCP600VL ETF
INTC
0.01%
COM
IJJ
0.01%
S&P MC 400VL ETF
MTD
0.01%
COM
INTU
0.01%
COM
NS
0.01%
UNIT COM
XEL
0.01%
COM
VDE
0.01%
ENERGY ETF
COST
0.01%
COM
DWDP
0.01%
COM
ESRX
0.01%
COM
IVE
0.01%
S&P 500 VAL ETF
AEP
0.01%
COM
GOOGL
0.01%
CAP STK CL A
APC
0.01%
COM
EIX
0.01%
COM
ALV
0.01%
COM
EOS
0.01%
COM
ZMH
< 0.01%
COM
QCOM
< 0.01%
COM
SIRI
< 0.01%
COM
SLV
< 0.01%
ISHARES
CTL
< 0.01%
COM
BMY
< 0.01%
COM
MPC
< 0.01%
COM
DFS
< 0.01%
COM
VNE
< 0.01%
COM
TRV
< 0.01%
COM
UNH
< 0.01%
COM
HBI
< 0.01%
COM
ZTS
< 0.01%
CL A
PFE
< 0.01%
COM
WDR
< 0.01%
CL A
WRK
< 0.01%
COM
HPQ
< 0.01%
COM
OGE
< 0.01%
COM
ARNA
< 0.01%
COM NEW
VSLR
< 0.01%
COM
HPE
< 0.01%
COM
SPWH
< 0.01%
COM
DXC
< 0.01%
COM
RTN
< 0.01%
COM NEW
DIS
< 0.01%
COM DISNEY
DDD
< 0.01%
COM NEW
NCR
< 0.01%
COM
KMB
< 0.01%
COM
BPY
< 0.01%
UNIT LTD PARTN
FTR
< 0.01%
COM NEW
SHLD
< 0.01%
COM
AVP
< 0.01%
COM
LE
< 0.01%
COM
PRSP
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
SDRL
< 0.01%
COM