Divergent Planning, LLC
CIK 1730787 · Holdings on Mar 31, 2024 · First reported Apr 12, 2024
Top ten holdings
Q1 2024- IVV29.17%
- MDY14.02%
- JMBS12.04%
- AVDV11.96%
- VCIT8.49%
- AVUS7.59%
- VTEB4.80%
- DFCF4.11%
- DFAS3.82%
- TBIL0.71%
Share classes counted separately96.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFCFWeight decreased · -2.28 pp6.39% → 4.11%Shares -78.72K (-25.21%)
- VTEBWeight increased · +1.76 pp3.04% → 4.80%Shares +102.24K (+82.71%)
- JMBSWeight decreased · -1.43 pp13.47% → 12.04%Shares +27.79K (+4.55%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
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 | $69.04M | 29.17% | 131.53K shares | 29.88% → 29.17%-0.71 pp +1.23K (+0.94%) | Added | ↗▾ |
| 02 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $33.18M | 14.02% | 60.06K shares | 14.03% → 14.02%-0.01 pp +2.60K (+4.53%) | Added | ↗▾ |
| 03 | JMBSJANUS HENDERSON MORTG BACKEDHENDERSON MTG View history and evidence | $28.51M | 12.04% | 638.78K shares | 13.47% → 12.04%-1.43 pp +27.79K (+4.55%) | Added | ↗▾ |
| 04 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $28.31M | 11.96% | 432.28K shares | 12.43% → 11.96%-0.47 pp +16.07K (+3.86%) | Added | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $20.09M | 8.49% | 252.16K shares | 9.33% → 8.49%-0.84 pp +13.19K (+5.52%) | Added | ↗▾ |
| 06 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $17.97M | 7.59% | 201.32K shares | 7.68% → 7.59%-0.09 pp +5.20K (+2.65%) | Added | ↗▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $11.37M | 4.80% | 225.85K shares | 3.04% → 4.80%+1.76 pp +102.24K (+82.71%) | Added | ↗▾ |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $9.74M | 4.11% | 233.49K shares | 6.39% → 4.11%-2.28 pp -78.72K (-25.21%) | Reduced | ↗▾ |
| 09 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $9.05M | 3.82% | 146.64K shares | Prior unavailable +146.64K | New | ↗▾ |
| 10 | TBILF/M US TREASURY 3 MONTH BILLUS TREAS 3 MNTH View history and evidence | $1.68M | 0.71% | 33.76K shares | 0.14% → 0.71%+0.57 pp +27.85K (+471.08%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LNG CHENIERE ENERGY INC | Non-derivative | -4,554 | -$771.49K | SEC filing ↗ | SEC filing ↗ |
| CVX CHEVRON CORP | Non-derivative | -1,655 | -$247.39K | SEC filing ↗ | SEC filing ↗ |
| 46185L103 INVITAE CORP | Non-derivative | -115,386 | -$70.71K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730787 · Period Mar 31, 2024
Data loaded Sep 23, 2026 · First reported Apr 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 236691863
}Take these holdings further.
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