Ticker | $ Bought |
---|---|
vanguard tax-managed fds | 208,166 |
Ticker | % Inc. |
---|---|
ishares tr | 5.53 |
ishares inc | 4.87 |
ishares tr | 4.62 |
ishares tr | 4.57 |
ishares tr | 3.68 |
ishares tr | 2.7 |
ishares tr | 1.2 |
ishares inc | 1.2 |
Ticker | % Reduced |
---|---|
union pac corp | -10.31 |
ishares tr | -5.79 |
vanguard index fds | -2.79 |
ishares tr | -0.88 |
fidelity comwlth tr | -0.42 |
ishares tr | -0.16 |
Sector | % |
---|---|
Others | 99.9 |
Category | % |
---|---|
UNALLOCATED | 99.9 |
Index | % |
---|---|
Others | 99.9 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
IJR | ishares tr | 39.11 | 370,896 | 213,940,000 | reduced | -0.88 | ||
Historical Trend of ISHARES TR Position Held By DIVERGENT WEALTH ADVISORS, LLCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
AAXJ | ishares tr | 23.40 | 1,156,790 | 127,976,000 | added | 5.53 | ||
IJR | ishares tr | 7.83 | 422,926 | 42,829,700 | added | 2.7 | ||
ONEQ | fidelity comwlth tr | 5.90 | 450,496 | 32,255,500 | reduced | -0.42 | ||
AGT | ishares tr | 5.48 | 423,640 | 30,006,400 | added | 4.62 | ||
ACWF | ishares tr | 4.24 | 458,831 | 23,216,900 | added | 4.57 | ||
IJR | ishares tr | 3.11 | 273,254 | 17,029,200 | added | 3.68 | ||
IJR | ishares tr | 2.81 | 122,478 | 15,385,700 | reduced | -0.16 | ||
EMGF | ishares inc | 2.48 | 236,543 | 13,579,900 | added | 4.87 | ||
IJR | ishares tr | 2.36 | 110,301 | 12,900,800 | added | 1.04 | ||
IBCE | ishares tr | 0.78 | 58,607 | 4,256,600 | reduced | -5.79 | ||
AAXJ | ishares tr | 0.67 | 30,824 | 3,686,740 | added | 1.2 | ||
IJR | ishares tr | 0.20 | 10,869 | 1,066,270 | added | 1.09 | ||
BGRN | ishares tr | 0.19 | 20,890 | 1,015,060 | unchanged | 0.00 | ||
VB | vanguard index fds | 0.17 | 3,383 | 957,796 | reduced | -2.79 | ||
IAU | ishares gold tr | 0.16 | 17,333 | 861,450 | added | 0.43 | ||
IJR | ishares tr | 0.12 | 4,382 | 664,417 | added | 0.02 | ||
IJR | ishares tr | 0.09 | 4,549 | 502,487 | added | 0.15 | ||
BSAE | invesco exch trd slf idx fd | 0.09 | 23,755 | 501,716 | unchanged | 0.00 | ||
BSAE | invesco exch trd slf idx fd | 0.08 | 22,668 | 443,386 | unchanged | 0.00 | ||