Divergent Planning, LLC
CIK 1730787 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- IVV29.88%
- MDY14.03%
- JMBS13.47%
- AVDV12.43%
- VCIT9.33%
- AVUS7.68%
- DFCF6.39%
- VTEB3.04%
- AAPL0.91%
- LNG0.37%
Share classes counted separately97.53%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $61.88M | 29.88% | 130.29K shares | — | ↗▾ | |
| 02 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $29.06M | 14.03% | 57.46K shares | — | ↗▾ | |
| 03 | JMBSJANUS HENDERSON MORTG BACKEDHENDERSON MTG View history and evidence | $27.90M | 13.47% | 611.00K shares | — | ↗▾ | |
| 04 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $25.74M | 12.43% | 416.21K shares | — | ↗▾ | |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $19.32M | 9.33% | 238.97K shares | — | ↗▾ | |
| 06 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $15.91M | 7.68% | 196.12K shares | — | ↗▾ | |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $13.22M | 6.39% | 312.21K shares | — | ↗▾ | |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $6.29M | 3.04% | 123.62K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $1.89M | 0.91% | 10.17K shares | — | ↗▾ | |
| 10 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $771.49K | 0.37% | 4.55K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1730787 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 207077847
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.