The Analysis of Divergent Planning, LLC's Holdings
Currently, Divergent Planning, LLC holds 35 types of securities in its portfolio with a total value $338.4M. In the most recent quarter, they have increased their positions in IVV (+143.5K shares, valued at $89.0M), AVDV (+531.6K shares, valued at $42.2M), MDY (+70.2K shares, valued at $40.3M); decreased their positions in MSFT (-18.8K shares, valued at $9.3M), QQQ (-16.1K shares, valued at $8.8M), V (-19.1K shares, valued at $6.8M); initiated new positions in IVV (+143.5K shares, valued at $89.0M), AVDV (+531.6K shares, valued at $42.2M), MDY (+70.2K shares, valued at $40.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR143.5K sharesnew addition2025-09-302025-10-09
AVDV AMERICAN CENTY ETF TR531.6K sharesnew addition2025-09-302025-10-09 MDY SPDR S&P MIDCAP 400 ETF TR70.2K sharesnew addition2025-09-302025-10-09 JMBS JANUS DETROIT STR TR812.7K sharesnew addition2025-09-302025-10-09 AVUS AMERICAN CENTY ETF TR230.3K sharesnew addition2025-09-302025-10-09 DFAS DIMENSIONAL ETF TRUST341.5K shares823.37%2025-09-302025-10-09 JAAA JANUS DETROIT STR TR382.6K shares751.39%2025-09-302025-10-09 DFCF DIMENSIONAL ETF TRUST343.1K shares2332.02%2025-09-302025-10-09 VTEB VANGUARD MUN BD FDS276.7K sharesnew addition2025-09-302025-10-09 VCIT VANGUARD SCOTTSDALE FDS93.1K sharesnew addition2025-09-302025-10-09 TBIL RBB FD INC137.8K sharesnew addition2025-09-302025-10-09 AVDE AMERICAN CENTY ETF TR86.8K sharesnew addition2025-09-302025-10-09 SCHC SCHWAB STRATEGIC TR130.9K sharesnew addition2025-09-302025-10-09 AAPL APPLE INC9.2K shares-67.61%2025-09-302025-10-09 VT VANGUARD INTL EQUITY INDEX F7.2K sharesnew addition2025-09-302025-10-09 MSFT MICROSOFT CORP1.8K shares-91.25%2025-09-302025-10-09 MAR MARRIOTT INTL INC NEW3.2K sharesnew addition2025-09-302025-10-09 VO VANGUARD INDEX FDS2.4K shares-30.58%2025-09-302025-10-09 AMZN AMAZON COM INC2.7K shares-89.97%2025-09-302025-10-09 V VISA INC1.6K shares-92.25%2025-09-302025-10-09 QQQ INVESCO QQQ TR910 shares-94.65%2025-09-302025-10-09 LMT LOCKHEED MARTIN CORP1.0K shares108.90%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL954 shares-75.66%2025-09-302025-10-09 AOA ISHARES TR4.9K sharesnew addition2025-09-302025-10-09 AOR ISHARES TR6.1K sharesnew addition2025-09-302025-10-09 VUG VANGUARD INDEX FDS862 sharesnew addition2025-09-302025-10-09 SPLV INVESCO EXCH TRADED FD TR II4.7K sharesnew addition2025-09-302025-10-09 VTI VANGUARD INDEX FDS991 sharesnew addition2025-09-302025-10-09 ACN ACCENTURE PLC IRELAND972 sharesnew addition2025-09-302025-10-09 NFLX NETFLIX INC224 shares-11.11%2025-09-302025-10-09 VOO VANGUARD INDEX FDS469 sharesnew addition2025-09-302025-10-09 GLD SPDR GOLD TR775 shares-47.88%2025-09-302025-10-09 GOOG ALPHABET INC1.2K sharesnew addition2025-09-302025-10-09 FSCO FS CREDIT OPPORTUNITIES CORP11.0K sharesnew addition2025-09-302025-10-09 HCAT HEALTH CATALYST INC11.0K sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available