Divergent-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  "IEMG",
  null,
  "IVV",
  null,
  "AAPL",
  null,
  "SCHX",
  null,
  null,
  "VEA",
  null,
  "IXUS",
  null,
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-10-30
Total Holdings: 33
Total Value: 547033417
Accession Number: 0001731275-24-000007
Form Type: 13F-HR
CIK: divergent-wealth-advisors
Manager Name: Divergent-Wealth-Advisors

Data Enrichment

33% identified

11 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $547.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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46138J825

Shares:21.2K

Value:$438.6K

% of Portfolio:0.1% ($438.6K/$547.0M)

46138J643

Shares:19.9K

Value:$408.7K

% of Portfolio:0.1% ($408.7K/$547.0M)

46138J783

Shares:20.1K

Value:$395.8K

% of Portfolio:0.1% ($395.8K/$547.0M)

464288208

Shares:4.8K

Value:$365.2K

% of Portfolio:0.1% ($365.2K/$547.0M)

33738D101

Shares:10.5K

Value:$353.0K

% of Portfolio:0.1% ($353.0K/$547.0M)

Apple Inc.

AAPL|037833100

Shares:1.5K

Value:$351.3K

% of Portfolio:0.1% ($351.3K/$547.0M)

464286426

Shares:4.2K

Value:$331.5K

% of Portfolio:0.1% ($331.5K/$547.0M)

46137V100

Shares:2.8K

Value:$325.0K

% of Portfolio:0.1% ($325.0K/$547.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$268.1K

% of Portfolio:0.0% ($268.1K/$547.0M)

808524201

SCHX|808524201

Shares:3.7K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$547.0M)

464286772

Shares:3.4K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$547.0M)

921943858

VEA|921943858

Shares:3.9K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$547.0M)

74348TAT9

Shares:—

Value:$49.0K

% of Portfolio:0.0% ($49.0K/$547.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J825)✕	21.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$438.6K	0.1% ($438.6K/$547.0M)	QoQ +0.97% (+$4.2K) YoY-
(cusip46138J643)✕	19.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$408.7K	0.1% ($408.7K/$547.0M)	QoQ +3.05% (+$12.1K) YoY-
(cusip46138J783)✕	20.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$395.8K	0.1% ($395.8K/$547.0M)	QoQ +2.60% (+$10.0K) YoY-
(cusip464288208)✕	4.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$365.2K	0.1% ($365.2K/$547.0M)	QoQ +8.45% (+$28.5K) YoY-
(cusip33738D101)✕	10.5K	QoQ +0.27% (+29) YoY-	All Managers (Combined)	$353.0K	0.1% ($353.0K/$547.0M)	QoQ +10.62% (+$33.9K) YoY-
Apple Inc.(AAPLcusip037833100)	1.5K	QoQ +0.06% (+1) YoY-	All Managers (Combined)	$351.3K	0.1% ($351.3K/$547.0M)	QoQ +10.68% (+$33.9K) YoY-
(cusip464286426)✕	4.2K	QoQ +1.19% (+50) YoY-	All Managers (Combined)	$331.5K	0.1% ($331.5K/$547.0M)	QoQ +9.40% (+$28.5K) YoY-
(cusip46137V100)✕	2.8K	QoQ +0.10% (+3) YoY-	All Managers (Combined)	$325.0K	0.1% ($325.0K/$547.0M)	QoQ +12.05% (+$35.0K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ -10.30% (-125) YoY-	All Managers (Combined)	$268.1K	0.0% ($268.1K/$547.0M)	QoQ -2.27% (-$6.2K) YoY-
(SCHXcusip808524201)	3.7K	QoQ +0.60% (+22) YoY-	All Managers (Combined)	$247.7K	0.0% ($247.7K/$547.0M)	QoQ +6.26% (+$14.6K) YoY-
(cusip464286772)✕	3.4K	QoQ +1.11% (-37) YoY-	All Managers (Combined)	$215.0K	0.0% ($215.0K/$547.0M)	QoQ -2.13% (-$4.7K) YoY-
(VEAcusip921943858)	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$208.2K	0.0% ($208.2K/$547.0M)	QoQ NEW(+$208.2K) YoY-
(cusip74348TAT9)✕	—	QoQ - YoY-	All Managers (Combined)	$49.0K	0.0% ($49.0K/$547.0M)	QoQ +0.43% (+$210) YoY-