0001731275-23-000006.txt : 20230707 0001731275-23-000006.hdr.sgml : 20230707 20230707162150 ACCESSION NUMBER: 0001731275-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230707 DATE AS OF CHANGE: 20230707 EFFECTIVENESS DATE: 20230707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Divergent Wealth Advisors 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: 231077025 BUSINESS ADDRESS: STREET 1: 489 W. SOUTH JORDAN PARKWAY STREET 2: SUITE 310 CITY: SOUTH JORDAN STATE: UT ZIP: 84095 BUSINESS PHONE: 3852374000 MAIL ADDRESS: STREET 1: 489 W. SOUTH JORDAN PARKWAY STREET 2: SUITE 310 CITY: SOUTH JORDAN STATE: UT ZIP: 84095 FORMER COMPANY: FORMER CONFORMED NAME: DIVERGENT WEALTH ADVISORS, LLC DATE OF NAME CHANGE: 20180213 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001731275 XXXXXXXX 06-30-2023 06-30-2023 Divergent Wealth Advisors

489 W. SOUTH JORDAN PARKWAY SUITE 310 SOUTH JORDAN UT 84095

13F HOLDINGS REPORT 028-18629 N Randy Taylor 3852374000 Randy Taylor South Jordan UT 07-07-2023 0 30 454198235 false INFORMATION TABLE 2 dwa13f20230630.xml EXXON MOBIL CORP COM 30231G102 960632 8957 SH SOLE 0 0 0 8957 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 26739477 494443 SH SOLE 0 0 0 494443 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 205512 7612 SH SOLE 0 0 0 7612 ISHARES GOLD TR ISHARES NEW 464285204 433587 11915 SH SOLE 0 0 0 11915 ISHARES INC CORE MSCI EMKT 46434G103 9472548 192180 SH SOLE 0 0 0 192180 ISHARES TR 3 7 YR TREAS BD 464288661 1708258 14821 SH SOLE 0 0 0 14821 ISHARES TR TRS FLT RT BD 46434V860 8676676 171239 SH SOLE 0 0 0 171239 ISHARES TR CORE INTL AGGR 46435G672 931078 18890 SH SOLE 0 0 0 18890 ISHARES TR CORE S&P TTL STK 464287150 12897792 131825 SH SOLE 0 0 0 131825 ISHARES TR MRGSTR MD CP ETF 464288208 391733 6189 SH SOLE 0 0 0 6189 ISHARES TR CORE MSCI INTL 46435G326 22031359 360461 SH SOLE 0 0 0 360461 ISHARES TR CORE US AGGBD ET 464287226 24556863 250708 SH SOLE 0 0 0 250708 ISHARES TR CORE MSCI EAFE 46432F842 229700 3403 SH SOLE 0 0 0 3403 ISHARES TR TIPS BD ETF 464287176 10341909 96097 SH SOLE 0 0 0 96097 ISHARES TR ESG AWR US AGRGT 46435U549 2526535 53562 SH SOLE 0 0 0 53562 ISHARES TR U.S. TECH ETF 464287721 361038 3316 SH SOLE 0 0 0 3316 ISHARES TR CORE S&P SCP ETF 464287804 13792643 138411 SH SOLE 0 0 0 138411 ISHARES TR 20 YR TR BD ETF 464287432 291220 2829 SH SOLE 0 0 0 2829 ISHARES TR 0-5YR INVT GR CP 46434V100 723084 14999 SH SOLE 0 0 0 14999 ISHARES TR SHORT TREAS BD 464288679 33733888 305422 SH SOLE 0 0 0 305422 ISHARES TR CORE S&P500 ETF 464287200 244063993 547585 SH SOLE 0 0 0 547585 ISHARES TR CORE MSCI TOTAL 46432F834 4052692 64719 SH SOLE 0 0 0 64719 ISHARES TR CORE S&P MCP ETF 464287507 18525666 70849 SH SOLE 0 0 0 70849 ISHARES TR CORE 1 5 YR USD 46432F859 14498485 310859 SH SOLE 0 0 0 310859 LILLY ELI & CO COM 532457108 561247 1197 SH SOLE 0 0 0 1197 PROSPECT CAP CORP NOTE 6.375% 3/0 74348TAT9 48249 49000 PRN SOLE 0 0 0 49000 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 211524 4039 SH SOLE 0 0 0 4039 UNION PAC CORP COM 907818108 247959 1212 SH SOLE 0 0 0 1212 VANGUARD INDEX FDS TOTAL STK MKT 922908769 773148 3510 SH SOLE 0 0 0 3510 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 209740 4542 SH SOLE 0 0 0 4542