Divergent Planning

Divergent Planning as of Dec. 31, 2021

Portfolio Holdings for Divergent Planning

Divergent Planning holds 18 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 37.2 $51M 106k 479.68
Vanguard Index Fds Mid Cap Etf (VO) 17.9 $24M 97k 253.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 14.8 $20M 150k 134.48
Ishares Tr Msci Usa Esg Slc (SUSA) 9.4 $13M 121k 106.14
Janus Detroit Str Tr Henderson Mtg (JMBS) 9.0 $12M 233k 52.58
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 7.0 $9.5M 211k 45.24
Apple (AAPL) 1.4 $2.0M 11k 179.70
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $973k 9.0k 108.04
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $546k 7.5k 73.17
Marriott Intl Cl A (MAR) 0.4 $536k 3.2k 167.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $440k 8.0k 54.90
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $382k 6.7k 57.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $320k 4.7k 68.00
Ishares Tr Conser Alloc Etf (AOK) 0.2 $316k 7.9k 39.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $298k 3.5k 84.30
Visa Com Cl A (V) 0.2 $295k 1.3k 222.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $294k 954.00 308.18
Amazon (AMZN) 0.2 $275k 82.00 3353.66