Operations Manager

0001731275-18-000005.txt : 20180710 0001731275-18-000005.hdr.sgml : 20180710 20180709174546 ACCESSION NUMBER: 0001731275-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180710 DATE AS OF CHANGE: 20180709 EFFECTIVENESS DATE: 20180710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DIVERGENT WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001731275 IRS NUMBER: 821092105 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18629 FILM NUMBER: 18945514 BUSINESS ADDRESS: STREET 1: 910 WEST LEGACY CENTER WAY STREET 2: SUITE 130 CITY: MIDVALE STATE: UT ZIP: 84047 BUSINESS PHONE: 385-237-4000 MAIL ADDRESS: STREET 1: 910 WEST LEGACY CENTER WAY STREET 2: SUITE 130 CITY: MIDVALE STATE: UT ZIP: 84047 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731275 XXXXXXXX 06-30-2018 06-30-2018 DIVERGENT WEALTH ADVISORS, LLC

910 WEST LEGACY CENTER WAY SUITE 130 MIDVALE UT 84047

13F HOLDINGS REPORT 028-18629 N Victoria Vance Scott Operations Manager 385-237-4000 Victoria Vance Scott Midvale UT 07-09-2018 0 136 277492 false INFORMATION TABLE 2 dwa13f20180630.xml ACTIVISION BLIZZARD INC COM 00507V109 38 500 SH SOLE 0 0 500 DISCOVER FINL SVCS COM 254709108 9 126 SH SOLE 0 0 126 MPLX LP COM UNIT REP LTD 55336V100 44 1295 SH SOLE 0 0 1295 RAYTHEON CO COM NEW 755111507 2 10 SH SOLE 0 0 10 3-D SYS CORP DEL COM NEW 88554D205 1 99 SH SOLE 0 0 99 PFIZER INC COM 717081103 5 128 SH SOLE 0 0 128 BOSTON SCIENTIFIC CORP COM 101137107 2940 89902 SH SOLE 0 0 89902 MARATHON PETE CORP COM 56585A102 8 120 SH SOLE 0 0 120 GENERAL ELECTRIC CO COM 369604103 164 12061 SH SOLE 0 0 12061 BECTON DICKINSON & CO COM 075887109 207 866 SH SOLE 0 0 866 AUTOLIV INC COM 052800109 29 200 SH SOLE 0 0 200 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 277 1142 SH SOLE 0 0 1142 NUSTAR ENERGY LP UNIT COM 67058H102 20 894 SH SOLE 0 0 894 WADDELL & REED FINL INC CL A 930059100 5 259 SH SOLE 0 0 259 CENTURYLINK INC COM 156700106 9 497 SH SOLE 0 0 497 ZIONS BANCORPORATION COM 989701107 435 8259 SH SOLE 0 0 8259 ISHARES TR TIPS BD ETF 464287176 5645 50014 SH SOLE 0 0 50014 AMERICAN EXPRESS CO COM 025816109 74 750 SH SOLE 0 0 750 COSTCO WHSL CORP NEW COM 22160K105 21 100 SH SOLE 0 0 100 IDEXX LABS INC COM 45168D104 27 124 SH SOLE 0 0 124 BWX TECHNOLOGIES INC COM 05605H100 22 358 SH SOLE 0 0 358 ARENA PHARMACEUTICALS INC COM NEW 040047607 4 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 197 116 SH SOLE 0 0 116 UNION PAC CORP COM 907818108 326 2301 SH SOLE 0 0 2301 XCEL ENERGY INC COM 98389B100 21 467 SH SOLE 0 0 467 TARGET CORP COM 87612E106 30 400 SH SOLE 0 0 400 GGP INC COM 36174X101 3 153 SH SOLE 0 0 153 ANADARKO PETE CORP COM 032511107 18 247 SH SOLE 0 0 247 AT&T INC COM 00206R102 195 6068 SH SOLE 0 0 6068 APPLE INC COM 037833100 556 3001 SH SOLE 0 0 3001 EXPRESS SCRIPTS HLDG CO COM 30219G108 16 207 SH SOLE 0 0 207 TRAVELERS COMPANIES INC COM 89417E109 7 57 SH SOLE 0 0 57 LANDS END INC NEW COM 51509F105 0 15 SH SOLE 0 0 15 QUALCOMM INC COM 747525103 17 300 SH SOLE 0 0 300 ENTERPRISE PRODS PARTNERS L COM 293792107 124 4487 SH SOLE 0 0 4487 BOEING CO COM 097023105 67 200 SH SOLE 0 0 200 METTLER TOLEDO INTERNATIONAL COM 592688105 29 50 SH SOLE 0 0 50 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 50 974 SH SOLE 0 0 974 PROCTER AND GAMBLE CO COM 742718109 60 770 SH SOLE 0 0 770 SEADRILL LIMITED SHS G7945E105 0 613 SH SOLE 0 0 613 WALMART INC COM 931142103 43 500 SH SOLE 0 0 500 ISHARES TR INTL DEV RE ETF 464288489 5215 178720 SH SOLE 0 0 178720 ISHARES TR CORE TOTAL USD 46434V613 11882 240774 SH SOLE 0 0 240774 INTEL CORP COM 458140100 32 640 SH SOLE 0 0 640 VIVINT SOLAR INC COM 92854Q106 4 895 SH SOLE 0 0 895 NCR CORP NEW COM 62886E108 1 29 SH SOLE 0 0 29 WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 54 1322 SH SOLE 0 0 1322 EXXON MOBIL CORP COM 30231G102 1029 12437 SH SOLE 0 0 12437 ISHARES TR CORE S&P SCP ETF 464287804 20616 247015 SH SOLE 0 0 247015 VANGUARD WORLD FDS ENERGY ETF 92204A306 23 215 SH SOLE 0 0 215 ISHARES SILVER TRUST ISHARES 46428Q109 12 800 SH SOLE 0 0 800 COMCAST CORP NEW CL A 20030N101 35 1066 SH SOLE 0 0 1066 JPMORGAN CHASE & CO COM 46625H100 198 1900 SH SOLE 0 0 1900 ISHARES TR CORE MSCI TOTAL 46432F834 20749 345067 SH SOLE 0 0 345067 EATON VANCE ENH EQTY INC FD COM 278277108 15 900 SH SOLE 0 0 900 SEARS HLDGS CORP COM 812350106 0 51 SH SOLE 0 0 51 ISHARES TR SP SMCP600VL ETF 464287879 44 270 SH SOLE 0 0 270 ISHARES INC CORE MSCI EMKT 46434G103 12149 231360 SH SOLE 0 0 231360 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 183 980 SH SOLE 0 0 980 ONEOK INC NEW COM 682680103 72 1034 SH SOLE 0 0 1034 WESTROCK CO COM 96145D105 5 95 SH SOLE 0 0 95 CHEVRON CORP NEW COM 166764100 1461 11552 SH SOLE 0 0 11552 MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 0 27 SH SOLE 0 0 27 SYSCO CORP COM 871829107 98 1435 SH SOLE 0 0 1435 ALPS ETF TR ALERIAN MLP 00162Q866 35 3499 SH SOLE 0 0 3499 GILEAD SCIENCES INC COM 375558103 2696 38053 SH SOLE 0 0 38053 AMERICAN ELEC PWR INC COM 025537101 18 264 SH SOLE 0 0 264 ROPER TECHNOLOGIES INC COM 776696106 690 2500 SH SOLE 0 0 2500 KIMBERLY CLARK CORP COM 494368103 1 8 SH SOLE 0 0 8 LILLY ELI & CO COM 532457108 198 2324 SH SOLE 0 0 2324 FACEBOOK INC CL A 30303M102 86 440 SH SOLE 0 0 440 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 33 1394 SH SOLE 0 0 1394 ISHARES TR CORE INTL AGGR 46435G672 9868 187292 SH SOLE 0 0 187292 ISHARES TR CORE S&P TTL STK 464287150 30670 490565 SH SOLE 0 0 490565 EDISON INTL COM 281020107 15 244 SH SOLE 0 0 244 ZOETIS INC CL A 98978V103 24 287 SH SOLE 0 0 287 CITIGROUP INC COM NEW 172967424 30 446 SH SOLE 0 0 446 ZAGG INC COM 98884U108 311 17953 SH SOLE 0 0 17953 HOME DEPOT INC COM 437076102 26 133 SH SOLE 0 0 133 ISHARES TR CORE US AGGBD ET 464287226 31366 295014 SH SOLE 0 0 295014 ISHARES GOLD TRUST ISHARES 464285105 112 9300 SH SOLE 0 0 9300 DOWDUPONT INC COM 26078J100 23 345 SH SOLE 0 0 345 AMGEN INC COM 031162100 1805 9777 SH SOLE 0 0 9777 INTERNATIONAL BUSINESS MACHS COM 459200101 386 2761 SH SOLE 0 0 2761 FORD MTR CO DEL COM PAR $0.01 345370860 188 16940 SH SOLE 0 0 16940 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 168 672 SH SOLE 0 0 672 UNITEDHEALTH GROUP INC COM 91324P102 6 25 SH SOLE 0 0 25 ISHARES TR S&P 500 GRWT ETF 464287309 71 436 SH SOLE 0 0 436 VERIZON COMMUNICATIONS INC COM 92343V104 94 1860 SH SOLE 0 0 1860 WELLS FARGO CO NEW COM 949746101 791 14276 SH SOLE 0 0 14276 TESLA INC COM 88160R101 206 600 SH SOLE 0 0 600 INVESCO QQQ TR UNIT SER 1 46090E103 391 2276 SH SOLE 0 0 2276 QEP RES INC COM 74733V100 4 321 SH SOLE 0 0 321 CORPORATE CAP TR INC COM 219880101 46 2950 SH SOLE 0 0 2950 ISHARES TR S&P MC 400GR ETF 464287606 49 219 SH SOLE 0 0 219 MICROSOFT CORP COM 594918104 42 430 SH SOLE 0 0 430 MERCK & CO INC COM 58933Y105 77 1266 SH SOLE 0 0 1266 ISHARES TR S&P US PFD STK 464288687 142 3764 SH SOLE 0 0 3764 ISHARES TR CORE S&P MCP ETF 464287507 23860 122498 SH SOLE 0 0 122498 BRISTOL MYERS SQUIBB CO COM 110122108 9 160 SH SOLE 0 0 160 STARBUCKS CORP COM 855244109 52 1060 SH SOLE 0 0 1060 ISHARES TR S&P 500 VAL ETF 464287408 18 166 SH SOLE 0 0 166 SPORTSMANS WHSE HLDGS INC COM 84920Y106 21 4110 SH SOLE 0 0 4110 ISHARES TR CORE 1 5 YR USD 46432F859 28583 582376 SH SOLE 0 0 582376 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11 250 SH SOLE 0 0 250 PERSPECTA INC COM 715347100 0 8 SH SOLE 0 0 8 HANESBRANDS INC COM 410345102 9 400 SH SOLE 0 0 400 ISHARES TR S&P MC 400VL ETF 464287705 30 183 SH SOLE 0 0 183 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 55 1532 SH SOLE 0 0 1532 WESTERN ASST MNGD MUN FD INC COM 95766M105 125 9838 SH SOLE 0 0 9838 ALPHABET INC CAP STK CL A 02079K305 28 25 SH SOLE 0 0 25 FISERV INC COM 337738108 27 360 SH SOLE 0 0 360 DXC TECHNOLOGY CO COM 23355L106 1 17 SH SOLE 0 0 17 AVON PRODS INC COM 054303102 0 80 SH SOLE 0 0 80 SIRIUS XM HLDGS INC COM 82968B103 14 2000 SH SOLE 0 0 2000 FIDELITY MSCI RL EST ETF 316092857 7870 320711 SH SOLE 0 0 320711 NU SKIN ENTERPRISES INC CL A 67018T105 131 1679 SH SOLE 0 0 1679 ALPHABET INC CAP STK CL C 02079K107 223 200 SH SOLE 0 0 200 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 45 2610 SH SOLE 0 0 2610 HEWLETT PACKARD ENTERPRISE C COM 42824C109 3 200 SH SOLE 0 0 200 FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 0 28 SH SOLE 0 0 28 ISHARES TR CORE S&P500 ETF 464287200 34630 126825 SH SOLE 0 0 126825 INTUIT COM 461202103 26 125 SH SOLE 0 0 125 CONOCOPHILLIPS COM 20825C104 61 875 SH SOLE 0 0 875 MORGAN STANLEY COM NEW 617446448 47 1000 SH SOLE 0 0 1000 MEDTRONIC PLC SHS G5960L103 2109 24631 SH SOLE 0 0 24631 OGE ENERGY CORP COM 670837103 4 127 SH SOLE 0 0 127 ISHARES TR SHORT TREAS BD 464288679 31 282 SH SOLE 0 0 282 ISHARES TR CORE HIGH DV ETF 46429B663 12946 152328 SH SOLE 0 0 152328 BANK AMER CORP COM 060505104 57 2033 SH SOLE 0 0 2033 HP INC COM 40434L105 5 200 SH SOLE 0 0 200 BAXTER INTL INC COM 071813109 32 434 SH SOLE 0 0 434 SPDR GOLD TRUST GOLD SHS 78463V107 47 398 SH SOLE 0 0 398 ZIMMER BIOMET HLDGS INC COM 98956P102 12 107 SH SOLE 0 0 107 ISHARES TR S&P SML 600 GWT 464287887 29 154 SH SOLE 0 0 154 JOHNSON & JOHNSON COM 478160104 51 417 SH SOLE 0 0 417