$159 Million is the total value of Divergent Planning, LLC's 18 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | APPLE INC | $1,341,657 | -6.0% | 10,326 | 0.0% | 0.84% | -19.7% | |
EGBN | EAGLE BANCORP INC MD | $901,187 | -1.7% | 20,449 | 0.0% | 0.57% | -16.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $475,108 | +6.3% | 3,191 | 0.0% | 0.30% | -9.1% | |
LMT | LOCKHEED MARTIN CORP | $302,597 | +26.1% | 622 | 0.0% | 0.19% | +7.3% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $300,713 | +10.6% | 4,706 | 0.0% | 0.19% | -5.5% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $294,691 | +15.6% | 954 | 0.0% | 0.18% | -1.6% | |
V | VISA INC | $275,282 | +17.1% | 1,325 | 0.0% | 0.17% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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 | 2024-01-10 |
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 |
13F-HR | 2021-10-15 |
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.