HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
467,299 | +1,260 | $223,196 |
| IVV | 467,299 | +1,260 | $223,196 |
| ISHARES TR (SHV) |
648,869 | +4,974 | $71,460 |
| SHV | 648,869 | +4,974 | $71,460 |
| FIDELITY COMWLTH TR |
474,700 | +960 | $28,121 |
| ONEQ | 474,700 | +960 | $28,121 |
| ISHARES TR (AGG) |
263,036 | -1,845 | $26,106 |
| AGG | 263,036 | -1,845 | $26,106 |
| ISHARES TR (IDEV) |
393,906 | +4,178 | $25,076 |
| IDEV | 393,906 | +4,178 | $25,076 |
| ISHARES TR (TFLO) |
398,738 | -22,348 | $20,124 |
| TFLO | 398,738 | -22,348 | $20,124 |
| ISHARES TR (IJH) |
64,514 | +699 | $17,880 |
| IJH | 64,514 | +699 | $17,880 |
| ISHARES TR (IJR) |
125,124 | +1,380 | $13,545 |
| IJR | 125,124 | +1,380 | $13,545 |
| ISHARES TR (ITOT) |
124,791 | -4,423 | $13,132 |
| ITOT | 124,791 | -4,423 | $13,132 |
| ISHARES TR (ISTB) |
253,997 | -2,835 | $12,080 |
| ISTB | 253,997 | -2,835 | $12,080 |
| ISHARES INC (IEMG) |
214,627 | +2,264 | $10,856 |
| IEMG | 214,627 | +2,264 | $10,856 |
| ISHARES TR (IXUS) |
63,068 | -483 | $4,095 |
| IXUS | 63,068 | -483 | $4,095 |
| ISHARES TR (IEI) |
24,692 | +5,933 | $2,892 |
| IEI | 24,692 | +5,933 | $2,892 |
| ISHARES TR (EAGG) |
20,891 | +1 | $997 |
| EAGG | 20,891 | +1 | $997 |
| ISHARES TR (TLT) |
9,830 | +6,208 | $972 |
| TLT | 9,830 | +6,208 | $972 |
| VANGUARD INDEX FDS (VTI) |
3,479 | +1 | $825 |
| VTI | 3,479 | +1 | $825 |
| ISHARES TR (SLQD) |
13,657 | UNCH | $672 |
| SLQD | 13,657 | UNCH | $672 |
| ISHARES GOLD TR (IAU) |
15,638 | +322 | $610 |
| IAU | 15,638 | +322 | $610 |
| ISHARES TR (TIP) |
4,732 | -3,821 | $509 |
| TIP | 4,732 | -3,821 | $509 |
| INVESCO EXCH TRD SLF IDX FD |
23,755 | +5,425 | $496 |
| BSCO | 23,755 | +5,425 | $496 |
| INVESCO EXCH TRD SLF IDX FD |
22,668 | +2,598 | $437 |
| BSCQ | 22,668 | +2,598 | $437 |
| INVESCO EXCH TRD SLF IDX FD |
21,240 | +2,450 | $434 |
| BSCP | 21,240 | +2,450 | $434 |
| ISHARES TR (IMCB) |
6,189 | UNCH | $416 |
| IMCB | 6,189 | UNCH | $416 |
| ISHARES TR (IYW) |
3,315 | UNCH | $407 |
| IYW | 3,315 | UNCH | $407 |
| INVESCO EXCH TRD SLF IDX FD |
19,881 | +19,881 | $403 |
| BSCS | 19,881 | +19,881 | $403 |
| INVESCO EXCH TRD SLF IDX FD |
20,073 | UNCH | $391 |
| BSCR | 20,073 | UNCH | $391 |
| UNION PAC CORP |
1,212 | UNCH | $298 |
| UNP | 1,212 | UNCH | $298 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
10,572 | +10,572 | $293 |
| EMLP | 10,572 | +10,572 | $293 |
| ISHARES INC (EEMA) |
3,945 | +618 | $261 |
| EEMA | 3,945 | +618 | $261 |
| INVESCO EXCHANGE TRADED FD T (PPA) |
2,817 | +2,817 | $260 |
| PPA | 2,817 | +2,817 | $260 |
| VANGUARD TAX MANAGED FDS (VEA) |
4,542 | +4,542 | $218 |
| VEA | 4,542 | +4,542 | $218 |
| ISHARES INC (EWY) |
3,295 | +3,295 | $216 |
| EWY | 3,295 | +3,295 | $216 |
| SCHWAB STRATEGIC TR |
3,617 | -437 | $204 |
| SCHX | 3,617 | -437 | $204 |
 PROSPECT CAP CORP |
$49 | ||
| NOTE 6 | 49,000 | UNCH | $49 |
See Full List: All Stocks Held By Divergent Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Divergent Wealth Advisors
|
Size ($ in 1000's)
At 12/31/2023: $477,933 At 09/30/2023: $439,614 Divergent Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Divergent Wealth Advisors 13F filings. Link to 13F filings: SEC filings |
