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CIK: 0001730787
Total reported value
$391.5M
$391.5M
29 檔
50.9%
As reported in its official Q3 2024 Form 13F filing, Divergent Planning, LLC's tracked investment portfolio stood at $391.5M with 29 total positions.
During Q3 2024, Divergent Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.18% | -0.29% | +1.28% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 13.54% | +0.04% | +3.07% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 12.16% | +0.08% | +5.68% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 11.88% | +0.10% | +2.87% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.53% | +0.06% | +2.99% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.97% | +0.10% | +6.86% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.88% | -0.03% | +9.27% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.66% | -0.13% | +5.39% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.81% | -0.01% | +4.46% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.55% | -0.08% | +6.43% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.80% | -0.02% | -1.47% | |
| 12 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.43% | +0.14% | -68.38% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.30% | +0.01% | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.24% | -0.03% | +2.85% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.05% | +91.97% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.01% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.01% | +1.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.13% | EXIT | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.14% | -0.01% | — | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.14% | — | +20.65% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.13% | — | — | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.12% | — | -0.18% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | -0.01% | — | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.09% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | -0.02% | — | |
| 28 | EGBN | Eagle Bancorp Inc | Stock-Other | 0.08% | — | — | |
| 29 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.03% | — | -8.31% |
According to official SEC Form 13F filings, Divergent Planning, LLC reported a total U.S. public equity portfolio value of $391.5M across 29 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MDY, JMBS) accounted for 50.9% of total reported equity market value during Q3 2024.
During Q3 2024, Divergent Planning, LLC's top holdings by market value included IVV (29.2%)、MDY (13.5%)、JMBS (12.2%). The largest single position, IVV, represented 29.2% of total portfolio value.
In Q3 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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