Operations Manager

0001731275-18-000006.txt : 20181010 0001731275-18-000006.hdr.sgml : 20181010 20181009180601 ACCESSION NUMBER: 0001731275-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181010 DATE AS OF CHANGE: 20181009 EFFECTIVENESS DATE: 20181010 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: 181114541 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 09-30-2018 09-30-2018 DIVERGENT WEALTH ADVISORS, LLC

910 WEST LEGACY CENTER WAY SUITE 130 MIDVALE UT 84047

13F HOLDINGS REPORT 028-18629 N Victoria Scott Operations Manager 385-237-4000 Victoria Scott Midvale UT 10-09-2018 0 139 289807 false INFORMATION TABLE 2 dwa13f20180930.xml 3-D SYS CORP DEL COM NEW 88554D205 2 99 SH SOLE 0 0 99 ACTIVISION BLIZZARD INC COM 00507V109 32 400 SH SOLE 0 0 400 ALPHABET INC CAP STK CL A 02079K305 18 15 SH SOLE 0 0 15 ALPHABET INC CAP STK CL C 02079K107 231 200 SH SOLE 0 0 200 ALPS ETF TR ALERIAN MLP 00162Q866 38 3499 SH SOLE 0 0 3499 AMAZON COM INC COM 023135106 210 111 SH SOLE 0 0 111 AMERICAN ELEC PWR INC COM 025537101 19 264 SH SOLE 0 0 264 AMERICAN EXPRESS CO COM 025816109 80 750 SH SOLE 0 0 750 AMGEN INC COM 031162100 1995 9777 SH SOLE 0 0 9777 ANADARKO PETE CORP COM 032511107 17 247 SH SOLE 0 0 247 APPLE INC COM 037833100 674 3005 SH SOLE 0 0 3005 ARENA PHARMACEUTICALS INC COM NEW 040047607 4 100 SH SOLE 0 0 100 AT&T INC COM 00206R102 206 6068 SH SOLE 0 0 6068 AUTOLIV INC COM 052800109 16 200 SH SOLE 0 0 200 AVON PRODS INC COM 054303102 0 80 SH SOLE 0 0 80 BANK AMER CORP COM 060505104 61 2033 SH SOLE 0 0 2033 BAXTER INTL INC COM 071813109 32 434 SH SOLE 0 0 434 BECTON DICKINSON & CO COM 075887109 220 866 SH SOLE 0 0 866 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 160 728 SH SOLE 0 0 728 BOEING CO COM 097023105 77 200 SH SOLE 0 0 200 BOSTON SCIENTIFIC CORP COM 101137107 3403 89902 SH SOLE 0 0 89902 BRISTOL MYERS SQUIBB CO COM 110122108 10 160 SH SOLE 0 0 160 BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 1 57 SH SOLE 0 0 57 CENTURYLINK INC COM 156700106 11 497 SH SOLE 0 0 497 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 61 1532 SH SOLE 0 0 1532 CHEVRON CORP NEW COM 166764100 1448 11552 SH SOLE 0 0 11552 CITIGROUP INC COM NEW 172967424 32 446 SH SOLE 0 0 446 COMCAST CORP NEW CL A 20030N101 39 1141 SH SOLE 0 0 1141 CONOCOPHILLIPS COM 20825C104 69 875 SH SOLE 0 0 875 CORPORATE CAP TR INC COM 219880101 44 2950 SH SOLE 0 0 2950 COSTCO WHSL CORP NEW COM 22160K105 22 100 SH SOLE 0 0 100 DELTA AIR LINES INC DEL COM NEW 247361702 32 604 SH SOLE 0 0 604 DISCOVER FINL SVCS COM 254709108 10 126 SH SOLE 0 0 126 DISNEY WALT CO COM DISNEY 254687106 2 18 SH SOLE 0 0 18 DOWDUPONT INC COM 26078J100 22 345 SH SOLE 0 0 345 DXC TECHNOLOGY CO COM 23355L106 2 17 SH SOLE 0 0 17 EATON VANCE ENH EQTY INC FD COM 278277108 15 900 SH SOLE 0 0 900 EDISON INTL COM 281020107 17 244 SH SOLE 0 0 244 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 46 2610 SH SOLE 0 0 2610 ENTERPRISE PRODS PARTNERS L COM 293792107 131 4487 SH SOLE 0 0 4487 EXPRESS SCRIPTS HLDG CO COM 30219G108 20 207 SH SOLE 0 0 207 EXXON MOBIL CORP COM 30231G102 1061 12437 SH SOLE 0 0 12437 FACEBOOK INC CL A 30303M102 69 440 SH SOLE 0 0 440 FIDELITY MSCI RL EST ETF 316092857 5903 252929 SH SOLE 0 0 252929 FORD MTR CO DEL COM PAR $0.01 345370860 154 16940 SH SOLE 0 0 16940 FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 0 28 SH SOLE 0 0 28 GENERAL ELECTRIC CO COM 369604103 160 12116 SH SOLE 0 0 12116 GILEAD SCIENCES INC COM 375558103 2901 38053 SH SOLE 0 0 38053 H & E EQUIPMENT SERVICES INC COM 404030108 101 2623 SH SOLE 0 0 2623 HANESBRANDS INC COM 410345102 7 400 SH SOLE 0 0 400 HEWLETT PACKARD ENTERPRISE C COM 42824C109 3 200 SH SOLE 0 0 200 HOME DEPOT INC COM 437076102 47 239 SH SOLE 0 0 239 HP INC COM 40434L105 5 200 SH SOLE 0 0 200 INTEL CORP COM 458140100 30 640 SH SOLE 0 0 640 INTERNATIONAL BUSINESS MACHS COM 459200101 411 2761 SH SOLE 0 0 2761 INTUIT COM 461202103 28 125 SH SOLE 0 0 125 INVESCO QQQ TR UNIT SER 1 46090E103 460 2555 SH SOLE 0 0 2555 ISHARES GOLD TRUST ISHARES 464285105 107 9300 SH SOLE 0 0 9300 ISHARES INC CORE MSCI EMKT 46434G103 11178 226551 SH SOLE 0 0 226551 ISHARES INC MIN VOL EMRG MKT 464286533 49 862 SH SOLE 0 0 862 ISHARES SILVER TRUST ISHARES 46428Q109 11 800 SH SOLE 0 0 800 ISHARES TR CORE 1 5 YR USD 46432F859 37746 774590 SH SOLE 0 0 774590 ISHARES TR CORE HIGH DV ETF 46429B663 11964 131112 SH SOLE 0 0 131112 ISHARES TR CORE INTL AGGR 46435G672 12754 246213 SH SOLE 0 0 246213 ISHARES TR CORE MSCI EAFE 46432F842 90 1436 SH SOLE 0 0 1436 ISHARES TR CORE MSCI TOTAL 46432F834 17877 304653 SH SOLE 0 0 304653 ISHARES TR CORE S&P MCP ETF 464287507 19888 101387 SH SOLE 0 0 101387 ISHARES TR CORE S&P SCP ETF 464287804 15963 190461 SH SOLE 0 0 190461 ISHARES TR CORE S&P TTL STK 464287150 26474 402708 SH SOLE 0 0 402708 ISHARES TR CORE S&P500 ETF 464287200 30033 103587 SH SOLE 0 0 103587 ISHARES TR CORE TOTAL USD 46434V613 21942 451811 SH SOLE 0 0 451811 ISHARES TR CORE US AGGBD ET 464287226 40337 386625 SH SOLE 0 0 386625 ISHARES TR GLOBAL REIT ETF 46434V647 17 713 SH SOLE 0 0 713 ISHARES TR IBOXX INV CP ETF 464287242 1037 9182 SH SOLE 0 0 9182 ISHARES TR INTL DEV RE ETF 464288489 4934 178719 SH SOLE 0 0 178719 ISHARES TR S&P 500 GRWT ETF 464287309 63 361 SH SOLE 0 0 361 ISHARES TR S&P 500 VAL ETF 464287408 19 166 SH SOLE 0 0 166 ISHARES TR S&P MC 400GR ETF 464287606 39 175 SH SOLE 0 0 175 ISHARES TR S&P MC 400VL ETF 464287705 30 183 SH SOLE 0 0 183 ISHARES TR S&P SML 600 GWT 464287887 60 310 SH SOLE 0 0 310 ISHARES TR S&P US PFD STK 464288687 107 2967 SH SOLE 0 0 2967 ISHARES TR SHORT TREAS BD 464288679 30 272 SH SOLE 0 0 272 ISHARES TR SP SMCP600VL ETF 464287879 31 189 SH SOLE 0 0 189 ISHARES TR TIPS BD ETF 464287176 9236 84524 SH SOLE 0 0 84524 JOHNSON & JOHNSON COM 478160104 61 442 SH SOLE 0 0 442 JPMORGAN CHASE & CO COM 46625H100 219 1906 SH SOLE 0 0 1906 KIMBERLY CLARK CORP COM 494368103 1 8 SH SOLE 0 0 8 LANDS END INC NEW COM 51509F105 0 15 SH SOLE 0 0 15 LILLY ELI & CO COM 532457108 267 2324 SH SOLE 0 0 2324 MARATHON PETE CORP COM 56585A102 10 120 SH SOLE 0 0 120 MEDTRONIC PLC SHS G5960L103 2393 24631 SH SOLE 0 0 24631 MERCK & CO INC COM 58933Y105 90 1266 SH SOLE 0 0 1266 METTLER TOLEDO INTERNATIONAL COM 592688105 30 50 SH SOLE 0 0 50 MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 0 27 SH SOLE 0 0 27 MICROSOFT CORP COM 594918104 48 430 SH SOLE 0 0 430 MORGAN STANLEY COM NEW 617446448 47 1000 SH SOLE 0 0 1000 MPLX LP COM UNIT REP LTD 55336V100 46 1295 SH SOLE 0 0 1295 NCR CORP NEW COM 62886E108 1 29 SH SOLE 0 0 29 NU SKIN ENTERPRISES INC CL A 67018T105 129 1679 SH SOLE 0 0 1679 NUSTAR ENERGY LP UNIT COM 67058H102 25 894 SH SOLE 0 0 894 OGE ENERGY CORP COM 670837103 5 127 SH SOLE 0 0 127 ONEOK INC NEW COM 682680103 71 1034 SH SOLE 0 0 1034 PERSPECTA INC COM 715347100 0 8 SH SOLE 0 0 8 PFIZER INC COM 717081103 6 128 SH SOLE 0 0 128 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 51 974 SH SOLE 0 0 974 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 35 1394 SH SOLE 0 0 1394 PROCTER AND GAMBLE CO COM 742718109 64 776 SH SOLE 0 0 776 QEP RES INC COM 74733V100 268 23494 SH SOLE 0 0 23494 QUALCOMM INC COM 747525103 14 200 SH SOLE 0 0 200 RAYTHEON CO COM NEW 755111507 2 10 SH SOLE 0 0 10 ROPER TECHNOLOGIES INC COM 776696106 58 198 SH SOLE 0 0 198 SEADRILL LTD COM G7998G106 0 1 SH SOLE 0 0 1 SEARS HLDGS CORP COM 812350106 0 51 SH SOLE 0 0 51 SIRIUS XM HLDGS INC COM 82968B103 12 2000 SH SOLE 0 0 2000 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 302 1142 SH SOLE 0 0 1142 SPORTSMANS WHSE HLDGS INC COM 84920Y106 3 520 SH SOLE 0 0 520 STARBUCKS CORP COM 855244109 59 1060 SH SOLE 0 0 1060 SYSCO CORP COM 871829107 103 1435 SH SOLE 0 0 1435 TARGET CORP COM 87612E106 34 400 SH SOLE 0 0 400 TESLA INC COM 88160R101 52 200 SH SOLE 0 0 200 TRAVELERS COMPANIES INC COM 89417E109 7 57 SH SOLE 0 0 57 UNION PAC CORP COM 907818108 377 2301 SH SOLE 0 0 2301 UNITEDHEALTH GROUP INC COM 91324P102 7 25 SH SOLE 0 0 25 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 178 672 SH SOLE 0 0 672 VANGUARD WORLD FDS ENERGY ETF 92204A306 23 215 SH SOLE 0 0 215 VEONEER INCORPORATED COM 92336X109 9 200 SH SOLE 0 0 200 VERIZON COMMUNICATIONS INC COM 92343V104 102 1860 SH SOLE 0 0 1860 VIVINT SOLAR INC COM 92854Q106 4 895 SH SOLE 0 0 895 WADDELL & REED FINL INC CL A 930059100 5 259 SH SOLE 0 0 259 WALMART INC COM 931142103 50 537 SH SOLE 0 0 537 WELLS FARGO CO NEW COM 949746101 753 14163 SH SOLE 0 0 14163 WESTERN ASST MNGD MUN FD INC COM 95766M105 115 9838 SH SOLE 0 0 9838 WESTROCK CO COM 96145D105 5 95 SH SOLE 0 0 95 WILLIAMS COS INC DEL COM 969457100 55 1974 SH SOLE 0 0 1974 XCEL ENERGY INC COM 98389B100 23 467 SH SOLE 0 0 467 ZAGG INC COM 98884U108 259 18478 SH SOLE 0 0 18478 ZIMMER BIOMET HLDGS INC COM 98956P102 14 107 SH SOLE 0 0 107 ZIONS BANCORPORATION COM 989701107 423 8259 SH SOLE 0 0 8259 ZOETIS INC CL A 98978V103 7 71 SH SOLE 0 0 71