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CIK: 0001730787
Total reported value
$391.5M
$391.5M
28 檔
47.3%
At the close of Q2 2024, Divergent Planning, LLC disclosed equity holdings valued at approximately $391.5M, spread across 28 reported holdings.
During Q2 2024, Divergent Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MDY, JMBS) accounted for 47.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.67% | -0.29% | +2.10% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 13.15% | +0.04% | +3.11% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 11.91% | +0.08% | +5.08% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 11.65% | +0.10% | +2.19% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.46% | +0.06% | +2.23% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.97% | +0.10% | — | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.71% | -0.03% | +4.40% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.60% | -0.13% | +18.64% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.62% | -0.01% | +3.58% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.48% | -0.08% | -69.19% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.46% | +0.14% | +118.32% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.02% | -1.42% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -4.89% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.24% | -0.03% | -7.46% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.01% | +25.89% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.01% | +1098.63% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | -0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.13% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.05% | — | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.13% | — | +7.23% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.12% | — | — | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.12% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | -0.01% | — | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -2.89% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.12% | -0.01% | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | -0.02% | -22.22% | |
| 28 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Divergent Planning, LLC reported a total U.S. public equity portfolio value of $391.5M across 28 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Divergent Planning, LLC's top holdings by market value included IVV (29.7%)、MDY (13.2%)、JMBS (11.9%). The largest single position, IVV, represented 29.7% of total portfolio value.
In Q2 2024, Divergent Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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