Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001730787

Divergent Planning, LLC

BETHESDA, MD · File #028-20641

Latest AUM
$391.5M
Positions
36
Top-10 Concentration
90.4%
Filings
14

Sector Allocation

Technology
0.9%$3.6M
Financials
0.4%$1.5M
Industrials
0.1%$501,544
Healthcare
0.0%$25,075

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200148,837$102.1M26.08%
2AMERICAN CENTY ETF TR025072802529,894$50.2M12.83%
3SPDR S&P MIDCAP 400 ETF TRMDY76,242$46.6M11.90%
4JANUS DETROIT STR TR47103U852918,067$41.8M10.69%
5AMERICAN CENTY ETF TR025072885242,241$27.3M6.96%
6DIMENSIONAL ETF TRUST25434V500361,021$25.4M6.49%
7JANUS DETROIT STR TR47103U845417,349$21.1M5.39%
8VANGUARD MUN BD FDS922907746292,191$14.7M3.76%
9DIMENSIONAL ETF TRUST25434V872314,352$13.4M3.42%
10RBB FD INC74933W452227,379$11.3M2.90%
11VANGUARD SCOTTSDALE FDS92206C870115,213$9.6M2.46%
12AMERICAN CENTY ETF TR025072703109,710$9.1M2.33%
13SCHWAB STRATEGIC TR808524888137,675$6.3M1.61%
14APPLE INCAAPL8,584$2.3M0.59%
15VANGUARD INTL EQUITY INDEX F9220427426,964$989,5840.25%
16MARRIOTT INTL INC NEW5719032023,017$945,5580.24%
17MORGAN STANLEYMS-PQ4,193$762,7070.19%
18MICROSOFT CORPMSFT1,513$715,3790.18%
19VANGUARD INDEX FDS9229086292,209$646,4200.17%
20INVESCO QQQ TRIVZ1,036$635,2660.16%