Divergent Planning as of March 31, 2021
Portfolio Holdings for Divergent Planning
Divergent Planning holds 16 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 36.1 | $42M | 101k | 418.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 17.9 | $21M | 91k | 231.00 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 17.4 | $20M | 200k | 101.83 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 9.3 | $11M | 203k | 53.58 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 8.7 | $10M | 76k | 134.50 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.8 | $8.0M | 175k | 45.82 | |
| Apple (AAPL) | 1.3 | $1.5M | 11k | 134.20 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $629k | 9.1k | 69.46 | |
| Marriott Intl Cl A (MAR) | 0.4 | $474k | 3.2k | 148.54 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $341k | 6.2k | 54.92 | |
| Visa Com Cl A (V) | 0.3 | $300k | 1.3k | 226.42 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $283k | 4.7k | 60.14 | |
| Amazon (AMZN) | 0.2 | $279k | 82.00 | 3402.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $260k | 954.00 | 272.54 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $249k | 6.3k | 39.43 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $207k | 529.00 | 391.30 |
