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