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 |