Divergent Wealth Advisors historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Divergent Wealth Advisors opened 1 positions, added to 39, reduced 26 and sold out of 3.
- Q3 2024: Stock SHV; Country of operation —; Class SHORT TREAS BD; Shares before 1,096,153.
- Q3 2024: Stock IDEV; Country of operation —; Class CORE MSCI INTL; Shares before 404,951.
- Q3 2024: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 411,818.
- Q3 2024: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 263,549.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731275), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | SHV
ISHARES TR | | SHORT TREAS BD | 1,096,153 | 1,156,791 | +60,638 | $121,124,917 | $127,975,750 | +$6,850,833 | 2024-10-30 |
|---|
| Q3 2024 | IDEV
ISHARES TR | | CORE MSCI INTL | 404,951 | 423,640 | +18,689 | $26,580,967 | $30,006,438 | +$3,425,471 | 2024-10-30 |
|---|
| Q3 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 411,818 | 422,926 | +11,108 | $39,975,175 | $42,829,719 | +$2,854,544 | 2024-10-30 |
|---|
| Q3 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 263,549 | 273,254 | +9,705 | $15,422,887 | $17,029,189 | +$1,606,302 | 2024-10-30 |
|---|
| Q3 2024 | IEMG
ISHARES INC | | CORE MSCI EMKT | 225,566 | 236,543 | +10,977 | $12,074,567 | $13,579,922 | +$1,505,355 | 2024-10-30 |
|---|
| Q3 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 109,162 | 110,301 | +1,139 | $11,643,197 | $12,900,825 | +$1,257,628 | 2024-10-30 |
|---|
| Q3 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 438,780 | 458,831 | +20,051 | $22,228,598 | $23,216,862 | +$988,264 | 2024-10-30 |
|---|
| Q3 2024 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 30,459 | 30,824 | +365 | $3,517,127 | $3,686,739 | +$169,612 | 2024-10-30 |
|---|
| Q3 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 10,752 | 10,869 | +117 | $986,845 | $1,066,274 | +$79,429 | 2024-10-30 |
|---|
| Q3 2024 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 2,824 | 2,827 | +3 | $290,041 | $325,008 | +$34,967 | 2024-10-30 |
|---|
| Q3 2024 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 10,478 | 10,507 | +29 | $319,145 | $353,043 | +$33,898 | 2024-10-30 |
|---|
| Q3 2024 | EEMA
ISHARES INC | | MSCI EM ASIA ETF | 4,181 | 4,231 | +50 | $303,007 | $331,493 | +$28,486 | 2024-10-30 |
|---|
| Q3 2024 | TIP
ISHARES TR | | TIPS BD ETF | 4,542 | 4,549 | +7 | $485,025 | $502,487 | +$17,462 | 2024-10-30 |
|---|
| Q3 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 3,629 | 3,651 | +22 | $233,132 | $247,734 | +$14,602 | 2024-10-30 |
|---|
| Q3 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 4,381 | 4,382 | +1 | $659,395 | $664,417 | +$5,022 | 2024-10-30 |
|---|
| Q3 2024 | EWY
ISHARES INC | | MSCI STH KOR ETF | 3,324 | 3,361 | +37 | $219,665 | $214,978 | -$4,687 | 2024-10-30 |
|---|
| Q2 2024 | SHV
ISHARES TR | | SHORT TREAS BD | 1,035,678 | 1,096,153 | +60,475 | $114,483,853 | $121,124,917 | +$6,641,064 | 2024-07-17 |
|---|
| Q2 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 384,679 | 411,818 | +27,139 | $37,675,474 | $39,975,175 | +$2,299,701 | 2024-07-17 |
|---|
| Q2 2024 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 24,430 | 30,459 | +6,029 | $2,829,281 | $3,517,127 | +$687,846 | 2024-07-17 |
|---|
| Q2 2024 | IDEV
ISHARES TR | | CORE MSCI INTL | 401,962 | 404,951 | +2,989 | $26,983,735 | $26,580,967 | -$402,768 | 2024-07-17 |
|---|
| Q2 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 107,867 | 109,162 | +1,295 | $11,921,454 | $11,643,197 | -$278,257 | 2024-07-17 |
|---|
| Q2 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 3,315 | 4,381 | +1,066 | $447,769 | $659,395 | +$211,626 | 2024-07-17 |
|---|
| Q2 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 9,865 | 10,752 | +887 | $933,452 | $986,845 | +$53,393 | 2024-07-17 |
|---|
| Q2 2024 | EEMA
ISHARES INC | | MSCI EM ASIA ETF | 3,897 | 4,181 | +284 | $265,403 | $303,007 | +$37,604 | 2024-07-17 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 3,479 | 3,480 | +1 | $904,109 | $931,003 | +$26,894 | 2024-07-17 |
|---|
| Q2 2024 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 10,448 | 10,478 | +30 | $308,539 | $319,145 | +$10,606 | 2024-07-17 |
|---|
| Q2 2024 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 2,820 | 2,824 | +4 | $286,406 | $290,041 | +$3,635 | 2024-07-17 |
|---|
| Q2 2024 | EWY
ISHARES INC | | MSCI STH KOR ETF | 3,278 | 3,324 | +46 | $219,968 | $219,665 | -$303 | 2024-07-17 |
|---|
| Q1 2024 | SHV
ISHARES TR | | SHORT TREAS BD | 648,869 | 1,035,678 | +386,809 | $71,459,939 | $114,483,853 | +$43,023,914 | 2024-05-10 |
|---|
| Q1 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 263,036 | 384,679 | +121,643 | $26,106,341 | $37,675,474 | +$11,569,133 | 2024-05-10 |
|---|
| Q1 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 398,738 | 439,925 | +41,187 | $20,124,322 | $22,299,774 | +$2,175,452 | 2024-05-10 |
|---|
| Q1 2024 | IDEV
ISHARES TR | | CORE MSCI INTL | 393,906 | 401,962 | +8,056 | $25,076,047 | $26,983,735 | +$1,907,688 | 2024-05-10 |
|---|
| Q1 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 64,514 | 270,342 | +205,828 | $17,880,073 | $16,420,562 | -$1,459,511 | 2024-05-10 |
|---|
| Q1 2024 | IEMG
ISHARES INC | | CORE MSCI EMKT | 214,627 | 228,704 | +14,077 | $10,855,843 | $11,801,114 | +$945,271 | 2024-05-10 |
|---|
| Q1 2024 | IXUS
ISHARES TR | | CORE MSCI TOTAL | 63,068 | 64,044 | +976 | $4,095,013 | $4,345,997 | +$250,984 | 2024-05-10 |
|---|
| Q1 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 23,755 | 32,856 | +9,101 | $496,123 | $689,001 | +$192,878 | 2024-05-10 |
|---|
| Q1 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 9,830 | 9,865 | +35 | $971,994 | $933,452 | -$38,542 | 2024-05-10 |
|---|
| Q1 2024 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 2,817 | 2,820 | +3 | $259,573 | $286,406 | +$26,833 | 2024-05-10 |
|---|
| Q1 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 3,617 | 3,629 | +12 | $204,003 | $225,186 | +$21,183 | 2024-05-10 |
|---|
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