| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 37.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 18.2% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 17.4% |
| APPLE INC | 15 | Q2 2024 | 1.5% |
| MARRIOTT INTL INC NEW | 15 | Q2 2024 | 0.4% |
| ISHARES TR | 15 | Q2 2024 | 0.6% |
| ISHARES TR | 15 | Q2 2024 | 0.4% |
| VISA INC | 15 | Q2 2024 | 0.3% |
| INVESCO EXCH TRADED FD TR II | 15 | Q2 2024 | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 0.3% |
View Divergent Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-15 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
View Divergent Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.