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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 $477,932,072
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 467,299 $223,195,786 46.7%
2.
Ishares Tr
 648,869 $71,459,939 14.95%
3.
Fidelity Comwlth Tr
 474,700 $28,121,231 5.88%
4.
Ishares Trust
 IEF 263,036 $26,106,341 5.46%
5.
Ishares Tr
 393,906 $25,076,047 5.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)