Divergent Planning as of March 31, 2022
Portfolio Holdings for Divergent Planning
Divergent Planning holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.0 | $50M | 110k | 454.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.4 | $24M | 101k | 239.20 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 14.6 | $23M | 460k | 49.65 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 12.6 | $20M | 157k | 125.17 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 9.9 | $15M | 352k | 43.80 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 7.9 | $12M | 127k | 97.14 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.9 | $4.5M | 88k | 51.49 | |
| Apple (AAPL) | 1.2 | $1.9M | 11k | 174.35 | |
| Eagle Ban (EGBN) | 0.7 | $1.2M | 20k | 57.26 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $642k | 6.3k | 101.87 | |
| Marriott Intl Cl A (MAR) | 0.4 | $554k | 3.2k | 173.61 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $481k | 6.9k | 69.28 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $400k | 7.4k | 54.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $336k | 954.00 | 352.20 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $319k | 4.7k | 67.79 | |
| Visa Com Cl A (V) | 0.2 | $300k | 1.3k | 226.42 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $300k | 8.0k | 37.74 | |
| Amazon (AMZN) | 0.2 | $268k | 82.00 | 3268.29 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $236k | 529.00 | 446.12 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $228k | 790.00 | 288.61 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $215k | 5.0k | 43.06 |
