Divergent Planning, LLC Top Holdings and 13F Report (2025) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $292.41 million in total holdings as of December 31, 2024.Divergent Planning, LLC owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.07% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Divergent Planning, LLC has purchased 29 new stocks and bought additional shares in 16 stocks.Divergent Planning, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $80,532,772SPDR S&P MidCap 400 ETF Trust $36,724,193Avantis International Small Cap Value ETF $32,707,242Janus Henderson Mortgage-Backed Securities ETF $32,309,470Dimensional U.S. Small Cap ETF $29,200,697 Largest New Holdings this Quarter Alphabet $203,408 Holding Largest Purchases this Quarter Dimensional U.S. Small Cap ETF 296,739 shares (about $19.03M)Avantis International Small Cap Value ETF 57,713 shares (about $3.69M)Janus Henderson AAA CLO ETF 29,124 shares (about $1.48M)Janus Henderson Mortgage-Backed Securities ETF 30,666 shares (about $1.34M)iShares Core S&P 500 ETF 2,046 shares (about $1.19M) Largest Sales this Quarter Apple 425 shares (about $100.66K)Amazon.com 316 shares (about $69.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivergent Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$80,532,772$1,193,493 ▲1.5%138,05727.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$36,724,193$621,044 ▲1.7%64,92812.6%ETFAVDVAvantis International Small Cap Value ETF$32,707,242$3,685,552 ▲12.7%512,17111.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$32,309,470$1,338,877 ▲4.3%740,02511.0%ETFDFASDimensional U.S. Small Cap ETF$29,200,697$19,026,905 ▲187.0%455,40710.0%ETFAVUSAvantis U.S. Equity ETF$20,804,679$381,103 ▲1.9%215,9067.1%ETFJAAAJanus Henderson AAA CLO ETF$17,541,545$1,479,208 ▲9.2%345,3746.0%ETFVTEBVanguard Tax-Exempt Bond ETF$13,171,112$363,778 ▲2.8%264,9594.5%ETFDFCFDimensional Core Fixed Income ETF$12,086,919$158,292 ▲1.3%295,8134.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,796,499$232,771 ▲3.5%85,6092.3%ETFAAPLApple$2,141,598$100,661 ▼-4.5%9,0420.7%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$1,685,848$522,513 ▲44.9%33,7710.6%ETFMARMarriott International$863,9950.0%3,1910.3%Consumer DiscretionaryVTVanguard Total World Stock ETF$638,415$13,126 ▲2.1%5,4960.2%ETFMSFTMicrosoft$600,5720.0%1,4340.2%Computer and TechnologyAMZNAmazon.com$595,517$69,185 ▼-10.4%2,7200.2%Retail/WholesaleQQQInvesco QQQ$533,057$12,680 ▲2.4%1,0510.2%FinanceVVisa$512,6450.0%1,6660.2%Business ServicesLMTLockheed Martin$472,262$181,135 ▲62.2%1,0090.2%AerospaceBRK.BBerkshire Hathaway$422,2980.0%9540.1%FinanceAOAiShares Core Aggressive Allocation ETF$358,158$2,424 ▲0.7%4,7290.1%ETFAORiShares Core Growth Allocation ETF$338,660$20,571 ▲6.5%5,9760.1%ETFVUGVanguard Growth ETF$321,7910.0%7900.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$321,5140.0%4,7060.1%ETFVOVanguard Mid-Cap ETF$229,9680.0%8750.1%ETFEGBNEagle Bancorp$218,6030.0%9,3380.1%FinanceGOOGAlphabet$203,408$203,408 ▲New Holding1,0530.1%Computer and TechnologyFSCOFS Credit Opportunities$75,2250.0%11,0300.0%Financial ServicesNVDANVIDIA$0$443,591 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$253,840 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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