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