The Analysis of Divergent Planning, LLC's Holdings

Currently, Divergent Planning, LLC holds 36 types of securities in its portfolio with a total value $391.5M. In the most recent quarter, they have increased their positions in JMBS (+105.3K shares, valued at $4.8M), TBIL (+89.5K shares, valued at $4.5M), IVV (+5.4K shares, valued at $3.7M); decreased their positions in DFCF (-28.8K shares, valued at $1.2M), AVDV (-1.7K shares, valued at $164.1K), AAPL (-596 shares, valued at $161.5K); initiated new positions in MS (+4.2K shares, valued at $762.7K), AOK (+6.0K shares, valued at $242.0K), NVDA (+1.2K shares, valued at $219.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR148.8K shares3.75%2025-12-312026-01-12

AVDV AMERICAN CENTY ETF TR529.9K shares-0.33%2025-12-312026-01-12

MDY SPDR S&P MIDCAP 400 ETF TR76.2K shares8.54%2025-12-312026-01-12

JMBS JANUS DETROIT STR TR918.1K shares12.96%2025-12-312026-01-12

AVUS AMERICAN CENTY ETF TR242.2K shares5.18%2025-12-312026-01-12

DFAS DIMENSIONAL ETF TRUST361.0K shares5.70%2025-12-312026-01-12

JAAA JANUS DETROIT STR TR417.3K shares9.09%2025-12-312026-01-12

VTEB VANGUARD MUN BD FDS292.2K shares5.60%2025-12-312026-01-12

Sponsored

DFCF DIMENSIONAL ETF TRUST314.4K shares-8.38%2025-12-312026-01-12

TBIL RBB FD INC227.4K shares64.95%2025-12-312026-01-12

VCIT VANGUARD SCOTTSDALE FDS115.2K shares23.71%2025-12-312026-01-12

AVDE AMERICAN CENTY ETF TR109.7K shares26.36%2025-12-312026-01-12

SCHC SCHWAB STRATEGIC TR137.7K shares5.17%2025-12-312026-01-12

AAPL APPLE INC8.6K shares-6.49%2025-12-312026-01-12

VT VANGUARD INTL EQUITY INDEX F7.0K shares-3.28%2025-12-312026-01-12

MAR MARRIOTT INTL INC NEW3.0K shares-5.45%2025-12-312026-01-12

Sponsored

MS MORGAN STANLEY4.2K sharesnew addition2025-12-312026-01-12

MSFT MICROSOFT CORP1.5K shares-16.22%2025-12-312026-01-12

VO VANGUARD INDEX FDS2.2K shares-8.03%2025-12-312026-01-12

INVESCO QQQ TR INVESCO QQQ TR1.0K shares13.85%2025-12-312026-01-12

AMZN AMAZON COM INC2.6K shares-4.12%2025-12-312026-01-12

V VISA INC1.6K shares0.00%2025-12-312026-01-12

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2025-12-312026-01-12

AOA ISHARES TR5.0K shares2.23%2025-12-312026-01-12

Sponsored

AOR ISHARES TR6.3K shares2.37%2025-12-312026-01-12

VUG VANGUARD INDEX FDS790 shares-8.35%2025-12-312026-01-12

ALPHABET INC ALPHABET INC1.1K shares-6.44%2025-12-312026-01-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.7K shares0.74%2025-12-312026-01-12

VTI VANGUARD INDEX FDS960 shares-3.13%2025-12-312026-01-12

GLD SPDR GOLD TR775 shares0.00%2025-12-312026-01-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares19.55%2025-12-312026-01-12

VANGUARD INDEX FDS VANGUARD INDEX FDS469 shares0.00%2025-12-312026-01-12

Sponsored

AOK ISHARES TR6.0K sharesnew addition2025-12-312026-01-12

NVDA NVIDIA CORPORATION1.2K sharesnew addition2025-12-312026-01-12

FSCO FS CREDIT OPPORTUNITIES CORP10.1K shares-8.01%2025-12-312026-01-12

HCAT HEALTH CATALYST INC11.0K shares0.00%2025-12-312026-01-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available