Divergent Planning, LLC
CIK 1730787 · Holdings on Dec 31, 2024 · First reported Jan 16, 2025
Top ten holdings
Q4 2024- IVV27.54%
- MDY12.56%
- AVDV11.19%
- JMBS11.05%
- DFAS9.99%
- AVUS7.11%
- JAAA6.00%
- VTEB4.50%
- DFCF4.13%
- VCIT2.32%
Share classes counted separately96.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFASWeight increased · +6.18 pp3.81% → 9.99%Shares +296.74K (+187.02%)
- IVVWeight decreased · -1.64 pp29.18% → 27.54%Shares +2.05K (+1.50%)
- JMBSWeight decreased · -1.11 pp12.16% → 11.05%Shares +30.67K (+4.32%)
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 | $80.53M | 27.54% | 138.06K shares | 29.18% → 27.54%-1.64 pp +2.05K (+1.50%) | Added | ↗▾ |
| 02 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $36.72M | 12.56% | 64.93K shares | 13.54% → 12.56%-0.98 pp +1.10K (+1.72%) | Added | ↗▾ |
| 03 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $32.71M | 11.19% | 512.17K shares | 11.88% → 11.19%-0.69 pp +57.71K (+12.70%) | Added | ↗▾ |
| 04 | JMBSJANUS HENDERSON MORTG BACKEDHENDERSON MTG View history and evidence | $32.31M | 11.05% | 740.02K shares | 12.16% → 11.05%-1.11 pp +30.67K (+4.32%) | Added | ↗▾ |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $29.20M | 9.99% | 455.41K shares | 3.81% → 9.99%+6.18 pp +296.74K (+187.02%) | Added | ↗▾ |
| 06 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $20.80M | 7.11% | 215.91K shares | 7.53% → 7.11%-0.42 pp +3.96K (+1.87%) | Added | ↗▾ |
| 07 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $17.54M | 6.00% | 345.37K shares | 5.97% → 6.00%+0.03 pp +29.12K (+9.21%) | Added | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $13.17M | 4.50% | 264.96K shares | 4.88% → 4.50%-0.38 pp +7.32K (+2.84%) | Added | ↗▾ |
| 09 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $12.09M | 4.13% | 295.81K shares | 4.66% → 4.13%-0.53 pp +3.87K (+1.33%) | Added | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.80M | 2.32% | 85.61K shares | 2.55% → 2.32%-0.23 pp +2.93K (+3.55%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Non-derivative | -3,551 | -$443.59K | SEC filing ↗ | SEC filing ↗ |
| NVO NOVO-NORDISK A/S-SPONS ADR | Non-derivative | -2,205 | -$253.84K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 16, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 292408662
}Take these holdings further.
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