$178 Million is the total value of Divergent Planning, LLC's 22 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $24,113,283 | – | 52,602 | +100.0% | 13.57% | – |
CVX | New | CHEVRON CORP NEW | $677,930 | – | 4,155 | +100.0% | 0.38% | – |
NVTA | New | INVITAE CORP | $155,771 | – | 115,386 | +100.0% | 0.09% | – |
New | FS CREDIT OPPORTUNITIES CORP | $60,970 | – | 13,732 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-07
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.