Divergent Planning, LLC
CIK 1730787 · Holdings on Sep 30, 2024 · First reported Oct 7, 2024
Top ten holdings
Q3 2024- IVV29.18%
- MDY13.54%
- JMBS12.16%
- AVDV11.88%
- AVUS7.53%
- JAAA5.97%
- VTEB4.88%
- DFCF4.66%
- DFAS3.81%
- VCIT2.55%
Share classes counted separately96.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TBILWeight decreased · -1.03 pp1.46% → 0.43%Shares -50.40K (-68.38%)
- IVVWeight decreased · -0.49 pp29.67% → 29.18%Shares +1.72K (+1.28%)
- MDYWeight increased · +0.39 pp13.15% → 13.54%Shares +1.90K (+3.07%)
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 29
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 | $78.30M | 29.18% | 136.01K shares | 29.67% → 29.18%-0.49 pp +1.72K (+1.28%) | Added | ↗▾ |
| 02 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $36.34M | 13.54% | 63.83K shares | 13.15% → 13.54%+0.39 pp +1.90K (+3.07%) | Added | ↗▾ |
| 03 | JMBSJANUS HENDERSON MORTG BACKEDHENDERSON MTG View history and evidence | $32.62M | 12.16% | 709.36K shares | 11.91% → 12.16%+0.25 pp +38.11K (+5.68%) | Added | ↗▾ |
| 04 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $31.87M | 11.88% | 454.46K shares | 11.65% → 11.88%+0.23 pp +12.70K (+2.87%) | Added | ↗▾ |
| 05 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $20.21M | 7.53% | 211.95K shares | 7.46% → 7.53%+0.07 pp +6.15K (+2.99%) | Added | ↗▾ |
| 06 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $16.03M | 5.97% | 316.25K shares | 5.97% → 5.97%+0.00 pp +20.29K (+6.86%) | Added | ↗▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $13.10M | 4.88% | 257.64K shares | 4.71% → 4.88%+0.17 pp +21.86K (+9.27%) | Added | ↗▾ |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $12.50M | 4.66% | 291.94K shares | 4.60% → 4.66%+0.06 pp +14.93K (+5.39%) | Added | ↗▾ |
| 09 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $10.22M | 3.81% | 158.67K shares | 3.62% → 3.81%+0.19 pp +6.77K (+4.46%) | Added | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.85M | 2.55% | 82.68K shares | 2.48% → 2.55%+0.07 pp +4.99K (+6.43%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1730787 · Period Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Oct 7, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 268293550
}Take these holdings further.
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