Divergent Planning as of Dec. 31, 2020
Portfolio Holdings for Divergent Planning
Divergent Planning holds 15 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 35.3 | $37M | 98k | 375.39 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 18.0 | $19M | 91k | 206.77 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 17.4 | $18M | 197k | 92.58 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 9.3 | $9.7M | 180k | 54.07 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 8.7 | $9.1M | 75k | 121.83 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.1 | $7.4M | 164k | 45.44 | |
| Apple (AAPL) | 1.5 | $1.5M | 11k | 132.66 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.6 | $576k | 9.0k | 64.16 | |
| Marriott Intl Cl A (MAR) | 0.4 | $421k | 3.2k | 131.93 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.4 | $396k | 7.6k | 52.22 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $375k | 6.7k | 56.22 | |
| Visa Com Cl A (V) | 0.3 | $290k | 1.3k | 218.87 | |
| Amazon (AMZN) | 0.3 | $267k | 82.00 | 3256.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $262k | 1.1k | 231.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $203k | 116.00 | 1750.00 |
