0001731275-20-000001.txt : 20200108 0001731275-20-000001.hdr.sgml : 20200108 20200108113405 ACCESSION NUMBER: 0001731275-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200108 DATE AS OF CHANGE: 20200108 EFFECTIVENESS DATE: 20200108 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: 20514924 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 12-31-2019 12-31-2019 DIVERGENT WEALTH ADVISORS, LLC

910 WEST LEGACY CENTER WAY SUITE 130 MIDVALE UT 84047

13F HOLDINGS REPORT 028-18629 N Randy Taylor 385-237-4000 Randy Taylor Midvale UT 01-08-2020 0 41 339806 false INFORMATION TABLE 2 dwa13f20191231.xml ZIONS BANCORPORATION N A COM 989701107 456 8792 SH SOLE 0 0 8792 ISHARES TR TIPS BD ETF 464287176 10680 91621 SH SOLE 0 0 91621 ALPHABET INC CAP STK CL C 02079K107 267 200 SH SOLE 0 0 200 EXXON MOBIL CORP COM 30231G102 864 12382 SH SOLE 0 0 12382 UNION PACIFIC CORP COM 907818108 416 2301 SH SOLE 0 0 2301 LILLY ELI & CO COM 532457108 305 2324 SH SOLE 0 0 2324 ISHARES TR GLOBAL REIT ETF 46434V647 2756 99800 SH SOLE 0 0 99800 ZAGG INC COM 98884U108 338 41696 SH SOLE 0 0 41696 GILEAD SCIENCES INC COM 375558103 2473 38053 SH SOLE 0 0 38053 MEDTRONIC PLC SHS G5960L103 2794 24631 SH SOLE 0 0 24631 ISHARES TR CORE S&P500 ETF 464287200 37076 114702 SH SOLE 0 0 114702 ISHARES TR CORE MSCI TOTAL 46432F834 21105 340957 SH SOLE 0 0 340957 ISHARES TR CORE HIGH DV ETF 46429B663 14248 145281 SH SOLE 0 0 145281 BLACKROCK TCP CAPITAL CORP NOTE 4.625% 3/0 87238QAD5 50 49000 PRN SOLE 0 0 49000 ISHARES TR CORE INTL AGGR 46435G672 14652 267424 SH SOLE 0 0 267424 ISHARES TR CORE S&P TTL STK 464287150 32897 452560 SH SOLE 0 0 452560 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 4516 33914 SH SOLE 0 0 33914 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 326 1142 SH SOLE 0 0 1142 PROSPECT CAPITAL CORPORATION NOTE 4.750% 4/1 74348TAQ5 50 50000 PRN SOLE 0 0 50000 ISHARES TR CORE TOTAL USD 46434V613 25223 484033 SH SOLE 0 0 484033 ISHARES TR CORE US AGGBD ET 464287226 46854 416958 SH SOLE 0 0 416958 AMGEN INC COM 031162100 2357 9777 SH SOLE 0 0 9777 ISHARES TR CORE S&P SCP ETF 464287804 16208 193294 SH SOLE 0 0 193294 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 300 2380 SH SOLE 0 0 2380 AMAZON COM INC COM 023135106 528 286 SH SOLE 0 0 286 JPMORGAN CHASE & CO COM 46625H100 270 1935 SH SOLE 0 0 1935 PROSPECT CAPITAL CORPORATION NOTE 6.375% 3/0 74348TAT9 64 60000 PRN SOLE 0 0 60000 INVESCO QQQ TR UNIT SER 1 46090E103 431 2026 SH SOLE 0 0 2026 ISHARES TR CORE 1 5 YR USD 46432F859 43334 859793 SH SOLE 0 0 859793 ISHARES TR INTL DEV RE ETF 464288489 4537 150218 SH SOLE 0 0 150218 BECTON DICKINSON & CO COM 075887109 236 866 SH SOLE 0 0 866 FORD MTR CO DEL COM 345370860 158 16940 SH SOLE 0 0 16940 ISHARES INC CORE MSCI EMKT 46434G103 14353 266981 SH SOLE 0 0 266981 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 209 3574 SH SOLE 0 0 3574 BOSTON SCIENTIFIC CORP COM 101137107 4065 89902 SH SOLE 0 0 89902 WELLS FARGO CO NEW COM 949746101 730 13572 SH SOLE 0 0 13572 FIDELITY COVINGTON TR MSCI RL EST ETF 316092857 6037 216684 SH SOLE 0 0 216684 INTERNATIONAL BUSINESS MACHS COM 459200101 376 2805 SH SOLE 0 0 2805 APPLE INC COM 037833100 898 3057 SH SOLE 0 0 3057 ISHARES TR CORE S&P MCP ETF 464287507 25249 122677 SH SOLE 0 0 122677 ISHARES TR CORE MSCI EAFE 46432F842 1120 17175 SH SOLE 0 0 17175