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RBB shares owned by Divergent Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Divergent Planning from 13F filings

Historical chart of Divergent Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Divergent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Divergent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 34k 49.83
2023-12-31 $295k 5.9k 49.86
2023-09-30 $228k 4.6k 49.93

More positions owned by Divergent Planning

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Marriott Intl Cl A (MAR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Divergent Planning

Top funds holding RBB

Stifel Financial
HighTower Advisors
Wealth Enhancement Advisory Services
Wealthquest
Revolve Wealth Partners
Putnam Fl Investment Management
Lido Advisors
Private Advisor
Janney Montgomery Scott
Commonwealth Equity Services
Benjamin F. Edwards & Company
Cambridge Investment Research Advisors
Global Assets Advisory
Oxbow Advisors
Moloney Securities Asset Management

View all funds holding RBB