Divergent Planning, LLC - Q4 2022 holdings

$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%
10,3260.0%0.84%
-19.7%
EGBN  EAGLE BANCORP INC MD$901,187
-1.7%
20,4490.0%0.57%
-16.0%
MAR  MARRIOTT INTL INC NEWcl a$475,108
+6.3%
3,1910.0%0.30%
-9.1%
LMT  LOCKHEED MARTIN CORP$302,597
+26.1%
6220.0%0.19%
+7.3%
SPLV  INVESCO EXCH TRADED FD TR IIs&p500 low vol$300,713
+10.6%
4,7060.0%0.19%
-5.5%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$294,691
+15.6%
9540.0%0.18%
-1.6%
V  VISA INC$275,282
+17.1%
1,3250.0%0.17%0.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR12Q3 202337.2%
VANGUARD INDEX FDS12Q3 202318.2%
VANGUARD INTL EQUITY INDEX F12Q3 202317.4%
APPLE INC12Q3 20231.5%
MARRIOTT INTL INC NEW12Q3 20230.4%
ISHARES TR12Q3 20230.6%
ISHARES TR12Q3 20230.4%
INVESCO EXCH TRADED FD TR II12Q3 20230.4%
VISA INC12Q3 20230.3%
BERKSHIRE HATHAWAY INC DEL12Q3 20230.3%

View Divergent Planning, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-10
13F-HR2023-10-13
13F-HR2023-07-12
13F-HR2023-04-07
13F-HR2023-01-19
13F-HR2022-10-12
13F-HR2022-07-11
13F-HR2022-04-14
13F-HR2022-01-14
13F-HR2021-10-15

View Divergent Planning, LLC's complete filings history.

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