Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 24 | Q3 2023 | 53.7% |
ISHARES TR | 24 | Q3 2023 | 15.3% |
ISHARES TR | 24 | Q3 2023 | 14.7% |
ISHARES TR | 24 | Q3 2023 | 14.1% |
ISHARES TR | 24 | Q3 2023 | 14.4% |
ISHARES TR | 24 | Q3 2023 | 12.5% |
ISHARES TR CORE MSCI TOTAL | 24 | Q3 2023 | 9.0% |
ISHARES INC CORE MSCI EMERGING MKTS ETF | 24 | Q3 2023 | 6.4% |
ISHARES TR | 24 | Q3 2023 | 5.0% |
ISHARES TR | 23 | Q2 2023 | 4.7% |
View Divergent Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-20 |
View Divergent Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.