$104 Million is the total value of Divergent Planning, LLC's 15 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $36,824,000 | – | 98,096 | +100.0% | 35.27% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $18,773,000 | – | 90,791 | +100.0% | 17.98% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $18,210,000 | – | 196,697 | +100.0% | 17.44% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $9,745,000 | – | 180,236 | +100.0% | 9.33% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $9,133,000 | – | 74,963 | +100.0% | 8.75% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $7,427,000 | – | 163,451 | +100.0% | 7.11% | – |
| AAPL | New | APPLE INC | $1,515,000 | – | 11,420 | +100.0% | 1.45% | – |
| AOA | New | ISHARES TRaggres alloc etf | $576,000 | – | 8,978 | +100.0% | 0.55% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $421,000 | – | 3,191 | +100.0% | 0.40% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $396,000 | – | 7,584 | +100.0% | 0.38% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $375,000 | – | 6,670 | +100.0% | 0.36% | – |
| V | New | VISA INC | $290,000 | – | 1,325 | +100.0% | 0.28% | – |
| AMZN | New | AMAZON COM INC | $267,000 | – | 82 | +100.0% | 0.26% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $262,000 | – | 1,132 | +100.0% | 0.25% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $203,000 | – | 116 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 37.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 18.2% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 17.4% |
| APPLE INC | 12 | Q3 2023 | 1.5% |
| MARRIOTT INTL INC NEW | 12 | Q3 2023 | 0.4% |
| ISHARES TR | 12 | Q3 2023 | 0.6% |
| ISHARES TR | 12 | Q3 2023 | 0.4% |
| INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 0.4% |
| VISA INC | 12 | Q3 2023 | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 0.3% |
View Divergent Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-14 |
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.