Divergent Planning

Divergent Planning as of Dec. 31, 2023

Portfolio Holdings for Divergent Planning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.9 $62M 130k 474.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 14.0 $29M 58k 505.74
Janus Detroit Str Tr Henderson Mtg (JMBS) 13.5 $28M 611k 45.66
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.4 $26M 416k 61.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.3 $19M 239k 80.86
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $16M 196k 81.13
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.4 $13M 312k 42.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $6.3M 124k 50.89
Apple (AAPL) 0.9 $1.9M 10k 185.64
Cheniere Energy Com New (LNG) 0.4 $772k 4.6k 169.41
Marriott Intl Cl A (MAR) 0.3 $708k 3.2k 221.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $573k 5.6k 102.01
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $417k 1.8k 231.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $346k 954.00 362.46
Amazon (AMZN) 0.2 $344k 2.3k 149.93
Visa Com Cl A (V) 0.2 $334k 1.3k 258.87
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $299k 5.7k 52.81
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $298k 4.7k 63.21
RBB Us Treas 3 Mnth (TBIL) 0.1 $295k 5.9k 49.86
Lockheed Martin Corporation (LMT) 0.1 $284k 622.00 456.12
Eagle Ban (EGBN) 0.1 $279k 9.3k 29.85
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $274k 4.0k 68.58
Chevron Corporation (CVX) 0.1 $247k 1.7k 149.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $241k 790.00 305.58
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $92k 16k 5.73
Invitae (NVTAQ) 0.0 $71k 115k 0.61