13F HOLDINGS REPORT
Divergent Planning, LLC
Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001085146-23-000214
Total Value
$159.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 120,422 | $46.3M | 29.11% |
| 2 | VANGUARD INDEX FDS | 922908629 | 110,851 | $22.6M | 14.21% |
| 3 | JANUS DETROIT STR TR | 47103U852 | 491,895 | $22.4M | 14.07% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 364,643 | $20.2M | 12.70% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C870 | 199,500 | $15.5M | 9.73% |
| 6 | AMERICAN CENTY ETF TR | 025072885 | 174,196 | $11.8M | 7.45% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 239,592 | $9.9M | 6.26% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 106,429 | $5.3M | 3.31% |
| 9 | APPLE INC | AAPL | 10,326 | $1.3M | 0.84% |
| 10 | EAGLE BANCORP INC MD | EGBN | 20,449 | $901,187 | 0.57% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042742 | 5,999 | $517,054 | 0.33% |
| 12 | MARRIOTT INTL INC NEW | 571903202 | 3,191 | $475,108 | 0.30% |
| 13 | ISHARES TR | 464289859 | 5,954 | $355,752 | 0.22% |
| 14 | LOCKHEED MARTIN CORP | LMT | 622 | $302,597 | 0.19% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 4,706 | $300,713 | 0.19% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 954 | $294,691 | 0.19% |
| 17 | VISA INC | V | 1,325 | $275,282 | 0.17% |
| 18 | ISHARES TR | 464289867 | 5,760 | $271,642 | 0.17% |