Divergent Planning

Divergent Planning as of Dec. 31, 2022

Portfolio Holdings for Divergent Planning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.1 $46M 120k 384.21
Vanguard Index Fds Mid Cap Etf (VO) 14.2 $23M 111k 203.81
Janus Detroit Str Tr Henderson Mtg (JMBS) 14.1 $22M 492k 45.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.7 $20M 365k 55.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.7 $16M 200k 77.51
American Centy Etf Tr Us Eqt Etf (AVUS) 7.5 $12M 174k 68.01
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.3 $9.9M 240k 41.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.3 $5.3M 106k 49.49
Apple (AAPL) 0.8 $1.3M 10k 129.93
Eagle Ban (EGBN) 0.6 $901k 20k 44.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $517k 6.0k 86.19
Marriott Intl Cl A (MAR) 0.3 $475k 3.2k 148.89
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $356k 6.0k 59.75
Lockheed Martin Corporation (LMT) 0.2 $303k 622.00 486.49
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $301k 4.7k 63.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $295k 954.00 308.90
Visa Com Cl A (V) 0.2 $275k 1.3k 207.76
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $272k 5.8k 47.16