Divergent Planning

Divergent Planning as of March 31, 2023

Portfolio Holdings for Divergent Planning

Divergent Planning holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.5 $52M 127k 411.08
Janus Detroit Str Tr Henderson Mtg (JMBS) 14.1 $25M 536k 46.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 13.6 $24M 53k 458.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.6 $22M 383k 58.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.7 $17M 214k 80.22
American Centy Etf Tr Us Eqt Etf (AVUS) 7.4 $13M 185k 70.88
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.4 $11M 266k 42.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.2 $5.6M 111k 50.66
Apple (AAPL) 0.9 $1.7M 10k 164.90
Eagle Ban (EGBN) 0.4 $684k 20k 33.47
Chevron Corporation (CVX) 0.4 $678k 4.2k 163.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $539k 5.8k 92.09
Marriott Intl Cl A (MAR) 0.3 $530k 3.2k 166.04
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $405k 1.9k 210.92
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $343k 5.4k 63.59
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $297k 5.9k 50.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $295k 954.00 308.77
Lockheed Martin Corporation (LMT) 0.2 $294k 622.00 472.73
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $294k 4.7k 62.40
Visa Com Cl A (V) 0.2 $291k 1.3k 225.46
Invitae (NVTAQ) 0.1 $156k 115k 1.35
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $61k 14k 4.44