0001731275-20-000005.txt : 20201105
0001731275-20-000005.hdr.sgml : 20201105
20201105170620
ACCESSION NUMBER: 0001731275-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201105
DATE AS OF CHANGE: 20201105
EFFECTIVENESS DATE: 20201105
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: 201291466
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
09-30-2020
09-30-2020
DIVERGENT WEALTH ADVISORS, LLC
910 WEST LEGACY CENTER WAY
SUITE 130
MIDVALE
UT
84047
13F HOLDINGS REPORT
028-18629
N
Randy Taylor
Operations Manager
3852374000
Randy Taylor
Midvale
UT
11-05-2020
0
36
370372
false
INFORMATION TABLE
2
dwa13f20200930.xml
BLACKROCK TCP CAPITAL CORP
NOTE 4.625% 3/0
87238QAD5
49
49000
PRN
SOLE
0
0
49000
BOSTON SCIENTIFIC CORP
COM
101137107
3435
89902
SH
SOLE
0
0
89902
BECTON DICKINSON & CO
COM
075887109
202
866
SH
SOLE
0
0
866
ISHARES TR
TIPS BD ETF
464287176
17911
141590
SH
SOLE
0
0
141590
UNION PAC CORP
COM
907818108
483
2451
SH
SOLE
0
0
2451
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
317
1142
SH
SOLE
0
0
1142
AMAZON COM INC
COM
023135106
375
119
SH
SOLE
0
0
119
APPLE INC
COM
037833100
1056
9120
SH
SOLE
0
0
9120
PROSPECT CAP CORP
NOTE 6.375% 3/0
74348TAT9
61
60000
PRN
SOLE
0
0
60000
ISHARES TR
CORE MSCI TOTAL
46432F834
5665
97101
SH
SOLE
0
0
97101
ISHARES TR
CORE S&P SCP ETF
464287804
8558
121850
SH
SOLE
0
0
121850
EXXON MOBIL CORP
COM
30231G102
412
12009
SH
SOLE
0
0
12009
CHEVRON CORP NEW
COM
166764100
678
9412
SH
SOLE
0
0
9412
ISHARES INC
CORE MSCI EMKT
46434G103
7480
141667
SH
SOLE
0
0
141667
GILEAD SCIENCES INC
COM
375558103
2405
38053
SH
SOLE
0
0
38053
ISHARES TR
CORE S&P TTL STK
464287150
19971
264548
SH
SOLE
0
0
264548
ISHARES TR
CORE INTL AGGR
46435G672
12406
222897
SH
SOLE
0
0
222897
LILLY ELI & CO
COM
532457108
344
2324
SH
SOLE
0
0
2324
ZAGG INC
COM
98884U108
330
117871
SH
SOLE
0
0
117871
ISHARES TR
CORE MSCI INTL
46435G326
14024
259892
SH
SOLE
0
0
259892
ISHARES TR
CORE US AGGBD ET
464287226
34361
291049
SH
SOLE
0
0
291049
WELLS FARGO CO NEW
COM
949746101
285
12121
SH
SOLE
0
0
12121
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
403
1309
SH
SOLE
0
0
1309
INVESCO QQQ TR
UNIT SER 1
46090E103
563
2026
SH
SOLE
0
0
2026
TESLA INC
COM
88160R101
356
830
SH
SOLE
0
0
830
INTERNATIONAL BUSINESS MACHS
COM
459200101
332
2726
SH
SOLE
0
0
2726
AMGEN INC
COM
031162100
2491
9800
SH
SOLE
0
0
9800
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
309
2380
SH
SOLE
0
0
2380
ISHARES TR
CORE S&P MCP ETF
464287507
11966
64572
SH
SOLE
0
0
64572
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
18684
43052
SH
SOLE
0
0
43052
ISHARES TR
CORE 1 5 YR USD
46432F859
17419
337903
SH
SOLE
0
0
337903
ALPHABET INC
CAP STK CL C
02079K107
294
200
SH
SOLE
0
0
200
FORD MTR CO DEL
COM
345370860
107
16086
SH
SOLE
0
0
16086
ISHARES TR
CORE S&P500 ETF
464287200
127035
378014
SH
SOLE
0
0
378014
ISHARES TR
SHORT TREAS BD
464288679
57045
515308
SH
SOLE
0
0
515308
MEDTRONIC PLC
SHS
G5960L103
2560
24631
SH
SOLE
0
0
24631