Divergent Planning as of June 30, 2021
Portfolio Holdings for Divergent Planning
Divergent Planning holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 36.5 | $45M | 104k | 433.27 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 17.8 | $22M | 94k | 233.38 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 15.4 | $19M | 140k | 135.77 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 9.3 | $11M | 215k | 53.14 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 8.6 | $11M | 111k | 96.10 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.9 | $8.5M | 186k | 45.81 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.7 | $2.0M | 20k | 103.10 | |
| Apple (AAPL) | 1.3 | $1.6M | 11k | 146.36 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $641k | 9.1k | 70.18 | |
| Marriott Intl Cl A (MAR) | 0.3 | $431k | 3.2k | 135.07 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $361k | 6.5k | 55.64 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.3 | $353k | 8.9k | 39.84 | |
| Visa Com Cl A (V) | 0.3 | $329k | 1.3k | 248.30 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $295k | 4.7k | 62.69 | |
| Amazon (AMZN) | 0.2 | $293k | 82.00 | 3573.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $265k | 954.00 | 277.78 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.2 | $205k | 4.5k | 45.10 |
