Divergent Planning

Divergent Planning as of Sept. 30, 2022

Portfolio Holdings for Divergent Planning

Divergent Planning holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.1 $41M 114k 358.66
Vanguard Index Fds Mid Cap Etf (VO) 14.7 $20M 107k 187.98
Janus Detroit Str Tr Henderson Mtg (JMBS) 14.6 $20M 440k 45.03
American Centy Etf Tr Intl Smcp Vlu (AVDV) 10.9 $15M 311k 47.50
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 10.7 $15M 365k 39.94
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $10M 167k 62.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $4.8M 100k 48.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $2.4M 32k 74.27
Apple (AAPL) 1.1 $1.4M 10k 138.19
Ishares Tr Msci Eafe Etf (EFA) 0.7 $973k 17k 56.03
Eagle Ban (EGBN) 0.7 $917k 20k 44.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $788k 4.4k 179.46
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $786k 14k 57.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $767k 9.7k 78.88
Marriott Intl Cl A (MAR) 0.3 $447k 3.2k 140.08
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $377k 6.8k 55.42
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $332k 6.6k 50.33
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $312k 7.0k 44.74
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $272k 4.7k 57.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $255k 954.00 267.30
Lockheed Martin Corporation (LMT) 0.2 $240k 622.00 385.85
Visa Com Cl A (V) 0.2 $235k 1.3k 177.36