0001731275-24-000004.txt : 20240510 0001731275-24-000004.hdr.sgml : 20240510 20240510142835 ACCESSION NUMBER: 0001731275-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Divergent Wealth Advisors CENTRAL INDEX KEY: 0001731275 ORGANIZATION NAME: 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: 24934192 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 03-31-2024 03-31-2024 Divergent Wealth Advisors
489 W. SOUTH JORDAN PARKWAY SUITE 310 SOUTH JORDAN UT 84095
13F HOLDINGS REPORT 028-18629 N
Randy Taylor CCO 3852374000 Randy Taylor South Jordan UT 05-10-2024 0 32 500052747 false
INFORMATION TABLE 2 dwa13f20240331.xml FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 29354088 455809 SH SOLE 0 578 0 455231 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 308539 10448 SH SOLE 0 0 0 10448 H & E EQUIPMENT SERVICES INC COM 404030108 215067 3351 SH SOLE 0 0 0 3351 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 387208 20073 SH SOLE 0 0 0 20073 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 435452 22668 SH SOLE 0 0 0 22668 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 399006 19881 SH SOLE 0 0 0 19881 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 689001 32856 SH SOLE 0 0 0 32856 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 433933 21240 SH SOLE 0 0 0 21240 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 286406 2820 SH SOLE 0 0 0 2820 ISHARES GOLD TR ISHARES NEW 464285204 648928 15447 SH SOLE 0 0 0 15447 ISHARES INC CORE MSCI EMKT 46434G103 11801114 228704 SH SOLE 0 309 0 228395 ISHARES INC MSCI STH KOR ETF 464286772 219968 3278 SH SOLE 0 0 0 3278 ISHARES INC MSCI EM ASIA ETF 464286426 265403 3897 SH SOLE 0 0 0 3897 ISHARES TR CORE S&P500 ETF 464287200 198600710 377762 SH SOLE 0 461 0 377300 ISHARES TR 20 YR TR BD ETF 464287432 933452 9865 SH SOLE 0 0 0 9865 ISHARES TR CORE S&P MCP ETF 464287507 16420562 270342 SH SOLE 0 345 0 269997 ISHARES TR SHORT TREAS BD 464288679 114483853 1035678 SH SOLE 0 1162 0 1034516 ISHARES TR 3 7 YR TREAS BD 464288661 2829281 24430 SH SOLE 0 0 0 24430 ISHARES TR TRS FLT RT BD 46434V860 22299774 439925 SH SOLE 0 125 0 439800 ISHARES TR CORE S&P TTL STK 464287150 14337216 124347 SH SOLE 0 0 0 124347 ISHARES TR MRGSTR MD CP ETF 464288208 381301 5235 SH SOLE 0 0 0 5235 ISHARES TR CORE MSCI INTL 46435G326 26983735 401962 SH SOLE 0 597 0 401365 ISHARES TR CORE US AGGBD ET 464287226 37675474 384679 SH SOLE 0 65 0 384614 ISHARES TR CORE MSCI TOTAL 46432F834 4345997 64044 SH SOLE 0 0 0 64044 ISHARES TR CORE S&P SCP ETF 464287804 11921454 107867 SH SOLE 0 134 0 107733 ISHARES TR ESG AWR US AGRGT 46435U549 983118 20891 SH SOLE 0 0 0 20891 ISHARES TR U.S. TECH ETF 464287721 447769 3315 SH SOLE 0 0 0 3315 ISHARES TR TIPS BD ETF 464287176 488857 4551 SH SOLE 0 0 0 4551 PROSPECT CAP CORP NOTE 6.375% 3/0 74348TAT9 48633 49000 PRN SOLE 0 0 0 49000 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 225186 3629 SH SOLE 0 0 0 3629 UNION PAC CORP COM 907818108 298153 1212 SH SOLE 0 0 0 1212 VANGUARD INDEX FDS TOTAL STK MKT 922908769 904109 3479 SH SOLE 0 0 0 3479