Divergent Planning

Divergent Planning as of June 30, 2023

Portfolio Holdings for Divergent Planning

Divergent Planning holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.7 $59M 132k 445.71
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 13.4 $26M 54k 478.91
Janus Detroit Str Tr Henderson Mtg (JMBS) 13.2 $25M 552k 45.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.0 $23M 398k 57.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.3 $18M 225k 79.03
American Centy Etf Tr Us Eqt Etf (AVUS) 7.6 $14M 192k 75.19
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.5 $12M 297k 41.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.1 $5.9M 118k 50.22
Apple (AAPL) 1.0 $1.9M 10k 193.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $860k 3.9k 220.28
Marriott Intl Cl A (MAR) 0.3 $586k 3.2k 183.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $537k 5.5k 96.98
Eagle Ban (EGBN) 0.2 $433k 20k 21.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $421k 5.8k 72.69
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $415k 1.9k 220.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $325k 954.00 341.00
Visa Com Cl A (V) 0.2 $307k 1.3k 237.48
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $305k 5.9k 51.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $296k 4.7k 62.81
Lockheed Martin Corporation (LMT) 0.1 $286k 622.00 460.38
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $283k 4.3k 66.34
Chevron Corporation (CVX) 0.1 $260k 1.7k 157.35
Vanguard Index Fds Growth Etf (VUG) 0.1 $224k 790.00 282.96
Amazon (AMZN) 0.1 $223k 1.7k 130.36
Invitae (NVTAQ) 0.1 $130k 115k 1.13
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $93k 20k 4.75