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Home > Institutional Investor > Divergent Wealth Advisors, Llc > Profile

Instuitional Investor - Divergent Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Divergent Wealth Advisors, Llc
Portfolio Value $547,033,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 370,896 $213,940,303 39.11%
2.
Ishares Tr
 1,156,791 $127,975,750 23.39%
3.
Ishares Trust
 IEF 422,926 $42,829,719 7.83%
4.
Fidelity Comwlth Tr
 450,496 $32,255,499 5.9%
5.
Ishares Tr - CORE MSCI INTL
 423,640 $30,006,438 5.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)