Divergent Planning, LLC Top Holdings and 13F Report (2025) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $301.41 million in total holdings as of March 31, 2025.Divergent Planning, LLC owns shares of 30 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Divergent Planning, LLC has purchased 28 new stocks and bought additional shares in 18 stocks.Divergent Planning, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $78,749,585SPDR S&P MidCap 400 ETF Trust $36,234,537Avantis International Small Cap Value ETF $35,646,811Janus Henderson Mortgage-Backed Securities ETF $35,284,121Dimensional U.S. Small Cap ETF $28,709,201 Largest New Holdings this Quarter 64110L106 - Netflix $224,525 Holding78463V107 - SPDR Gold Shares $223,324 Holding90274D382 - ETRACS Alerian MLP Infrastructure Index ETN Series B $205,130 Holding Largest Purchases this Quarter US Treasury 3 Month Bill ETF 42,234 shares (about $2.11M)Janus Henderson Mortgage-Backed Securities ETF 37,330 shares (about $1.69M)Dimensional Core Fixed Income ETF 24,319 shares (about $1.03M)Dimensional U.S. Small Cap ETF 16,163 shares (about $984.00K)Janus Henderson AAA CLO ETF 18,543 shares (about $932.16K) Largest Sales this Quarter Vanguard Mid-Cap ETF 32 shares (about $8.38K) 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$78,749,585$443,551 ▲0.6%138,83926.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$36,234,537$857,616 ▲2.4%66,50212.0%ETFAVDVAvantis International Small Cap Value ETF$35,646,811$767,964 ▲2.2%523,44811.8%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$35,284,121$1,694,408 ▲5.0%777,35511.7%ETFDFASDimensional U.S. Small Cap ETF$28,709,201$984,004 ▲3.5%471,5709.5%ETFAVUSAvantis U.S. Equity ETF$20,473,582$275,598 ▲1.4%218,8526.8%ETFJAAAJanus Henderson AAA CLO ETF$18,294,108$932,157 ▲5.4%363,9176.1%ETFVTEBVanguard Tax-Exempt Bond ETF$13,710,040$515,081 ▲3.9%275,3024.5%ETFDFCFDimensional Core Fixed Income ETF$13,503,168$1,025,775 ▲8.2%320,1324.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,444,541$447,717 ▲6.4%91,0872.5%ETFTBILUS Treasury 3 Month Bill ETF$3,788,856$2,105,369 ▲125.1%76,0051.3%ETFAAPLApple$2,282,782$258,369 ▲12.8%10,1960.8%Computer and TechnologyMARMarriott International$774,0090.0%3,1910.3%Consumer DiscretionaryMSFTMicrosoft$732,035$184,155 ▲33.6%1,9160.2%Computer and TechnologyVTVanguard Total World Stock ETF$654,025$10,883 ▲1.7%5,5890.2%ETFAMZNAmazon.com$589,206$56,059 ▲10.5%3,0060.2%Retail/WholesaleVVisa$576,9860.0%1,6660.2%Business ServicesBRK.BBerkshire Hathaway$512,9850.0%9540.2%FinanceQQQInvesco QQQ$484,460$10,816 ▲2.3%1,0750.2%FinanceLMTLockheed Martin$456,9460.0%1,0090.2%AerospaceAOAiShares Core 80/20 Aggressive Allocation ETF$363,609$154 ▲0.0%4,7310.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$348,8560.0%4,7060.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$336,3890.0%5,9760.1%ETFVUGVanguard Growth ETF$298,0590.0%7900.1%ETFNFLXNetflix$224,525$224,525 ▲New Holding2400.1%Consumer DiscretionaryGLDSPDR Gold Shares$223,324$223,324 ▲New Holding7750.1%FinanceVOVanguard Mid-Cap ETF$220,782$8,381 ▼-3.7%8430.1%ETFGOOGAlphabet$213,667$46,387 ▲27.7%1,3450.1%Computer and TechnologyMLPBETRACS Alerian MLP Infrastructure Index ETN Series B$205,130$205,130 ▲New Holding7,3000.1%ETFFSCOFS Credit Opportunities$77,6510.0%11,0300.0%Financial ServicesEGBNEagle Bancorp$0$218,603 ▼-100.0%00.0%FinanceShowing 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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