Divergent Planning

Divergent Planning as of June 30, 2022

Portfolio Holdings for Divergent Planning

Divergent Planning holds 18 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.9 $43M 113k 379.15
Janus Detroit Str Tr Henderson Mtg (JMBS) 16.5 $23M 479k 47.96
Vanguard Index Fds Mid Cap Etf (VO) 14.8 $21M 105k 196.97
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.2 $17M 323k 52.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 10.6 $15M 364k 40.55
American Centy Etf Tr Us Eqt Etf (AVUS) 7.5 $11M 161k 65.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.5 $4.8M 97k 49.92
Apple (AAPL) 1.0 $1.5M 11k 136.70
Eagle Ban (EGBN) 0.7 $969k 20k 47.39
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $546k 6.4k 85.33
Marriott Intl Cl A (MAR) 0.3 $434k 3.2k 136.01
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $409k 6.8k 59.82
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $362k 7.5k 48.06
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $292k 4.7k 62.05
Ishares Tr Conser Alloc Etf (AOK) 0.2 $269k 7.8k 34.60
Visa Com Cl A (V) 0.2 $261k 1.3k 196.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $260k 954.00 272.54
Lockheed Martin Corporation (LMT) 0.2 $227k 529.00 429.11