$137 Million is the total value of Divergent Planning, LLC's 18 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $1,956,000 | +26.7% | 10,885 | -0.2% | 1.43% | +14.7% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $973,000 | -38.2% | 9,006 | -41.4% | 0.71% | -44.1% |
AOA | Sell | ISHARES TRaggres alloc etf | $546,000 | -13.5% | 7,462 | -17.4% | 0.40% | -21.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.