0001731275-19-000004.txt : 20190805 0001731275-19-000004.hdr.sgml : 20190805 20190805162543 ACCESSION NUMBER: 0001731275-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190805 DATE AS OF CHANGE: 20190805 EFFECTIVENESS DATE: 20190805 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: 19998992 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 06-30-2019 06-30-2019 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 08-05-2019 0 41 314136 false
INFORMATION TABLE 2 dwa13f20190630.xml ZIONS BANCORPORATION N A COM 989701107 404 8792 SH SOLE 0 0 8792 ISHARES TR TIPS BD ETF 464287176 10120 87626 SH SOLE 0 0 87626 ALPHABET INC CAP STK CL C 02079K107 216 200 SH SOLE 0 0 200 EXXON MOBIL CORP COM 30231G102 953 12437 SH SOLE 0 0 12437 UNION PACIFIC CORP COM 907818108 389 2301 SH SOLE 0 0 2301 LILLY ELI & CO COM 532457108 257 2324 SH SOLE 0 0 2324 ISHARES TR GLOBAL REIT ETF 46434V647 2700 101234 SH SOLE 0 0 101234 ZAGG INC COM 98884U108 175 25119 SH SOLE 0 0 25119 GILEAD SCIENCES INC COM 375558103 2571 38053 SH SOLE 0 0 38053 FIDELITY MSCI RL EST ETF 316092857 5402 206337 SH SOLE 0 0 206337 ISHARES TR CORE MSCI TOTAL 46432F834 19093 325590 SH SOLE 0 0 325590 MEDTRONIC PLC SHS G5960L103 2399 24631 SH SOLE 0 0 24631 ISHARES TR CORE S&P500 ETF 464287200 32922 111693 SH SOLE 0 0 111693 ISHARES TR CORE HIGH DV ETF 46429B663 12913 136648 SH SOLE 0 0 136648 ISHARES TR CORE INTL AGGR 46435G672 13943 255951 SH SOLE 0 0 255951 ISHARES TR CORE S&P TTL STK 464287150 29245 438911 SH SOLE 0 0 438911 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 4125 33008 SH SOLE 0 0 33008 BLACKROCK TCP CAPITAL CORP NOTE 4.625% 3/0 87238QAD5 50 49000 PRN SOLE 0 0 49000 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 304 1142 SH SOLE 0 0 1142 CHEVRON CORP NEW COM 166764100 1438 11552 SH SOLE 0 0 11552 ISHARES TR CORE US AGGBD ET 464287226 44491 399557 SH SOLE 0 0 399557 ISHARES TR CORE TOTAL USD 46434V613 23963 463687 SH SOLE 0 0 463687 PROSPECT CAPITAL CORPORATION NOTE 4.750% 4/1 74348TAQ5 50 50000 PRN SOLE 0 0 50000 AMGEN INC COM 031162100 1802 9777 SH SOLE 0 0 9777 ISHARES TR CORE S&P SCP ETF 464287804 14648 187124 SH SOLE 0 0 187124 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 282 2380 SH SOLE 0 0 2380 AMAZON COM INC COM 023135106 553 292 SH SOLE 0 0 292 JPMORGAN CHASE & CO COM 46625H100 216 1935 SH SOLE 0 0 1935 ISHARES TR CORE 1 5 YR USD 46432F859 41124 815474 SH SOLE 0 0 815474 INVESCO QQQ TR UNIT SER 1 46090E103 378 2026 SH SOLE 0 0 2026 PROSPECT CAPITAL CORPORATION NOTE 6.375% 3/0 74348TAT9 61 60000 PRN SOLE 0 0 60000 ISHARES TR INTL DEV RE ETF 464288489 4246 142446 SH SOLE 0 0 142446 BECTON DICKINSON & CO COM 075887109 218 866 SH SOLE 0 0 866 ISHARES INC CORE MSCI EMKT 46434G103 12868 250148 SH SOLE 0 0 250148 FORD MTR CO DEL COM 345370860 173 16940 SH SOLE 0 0 16940 BOSTON SCIENTIFIC CORP COM 101137107 3864 89902 SH SOLE 0 0 89902 WELLS FARGO CO NEW COM 949746101 661 13964 SH SOLE 0 0 13964 ISHARES TR CORE S&P MCP ETF 464287507 22859 117674 SH SOLE 0 0 117674 APPLE INC COM 037833100 624 3154 SH SOLE 0 0 3154 INTERNATIONAL BUSINESS MACHS COM 459200101 387 2805 SH SOLE 0 0 2805 ISHARES TR CORE MSCI EAFE 46432F842 1049 17080 SH SOLE 0 0 17080