Divergent Planning

Divergent Planning as of Dec. 31, 2024

Portfolio Holdings for Divergent Planning

Divergent Planning holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 27.5 $81M 138k 583.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 12.6 $37M 65k 565.61
American Centy Etf Tr Intl Smcp Vlu (AVDV) 11.2 $33M 512k 63.86
Janus Detroit Str Tr Henderson Mtg (JMBS) 11.0 $32M 740k 43.66
Dimensional Etf Trust Us Small Cap Etf (DFAS) 10.0 $29M 455k 64.12
American Centy Etf Tr Us Eqt Etf (AVUS) 7.1 $21M 216k 96.36
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 6.0 $18M 345k 50.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.5 $13M 265k 49.71
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $12M 296k 40.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $6.8M 86k 79.39
Apple (AAPL) 0.7 $2.1M 9.0k 236.85
RBB Us Treas 3 Mnth (TBIL) 0.6 $1.7M 34k 49.92
Marriott Intl Cl A (MAR) 0.3 $864k 3.2k 270.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $638k 5.5k 116.16
Microsoft Corporation (MSFT) 0.2 $601k 1.4k 418.81
Amazon (AMZN) 0.2 $596k 2.7k 218.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $533k 1.1k 507.19
Visa Com Cl A (V) 0.2 $513k 1.7k 307.71
Lockheed Martin Corporation (LMT) 0.2 $472k 1.0k 468.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $422k 954.00 442.66
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $358k 4.7k 75.74
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $339k 6.0k 56.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $322k 790.00 407.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $322k 4.7k 68.32
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $230k 875.00 262.82
Eagle Ban (EGBN) 0.1 $219k 9.3k 23.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 1.1k 193.17
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $75k 11k 6.82