Divergent Planning, LLC
- SEC CIK
- 0001730787
- Latest filing
- Jan 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.
- Positions
- 16
- No 13F data for Q4 2020
- Portfolio value
- $117.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 100,858 | $42.2M | 36.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 90,903 | $21.0M | 17.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 200,315 | $20.4M | 17.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 202,587 | $10.9M | 9.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 75,559 | $10.2M | 8.7% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 174,749 | $8.01M | 6.8% | – | – | – |
| AAPLApple Inc. | Stock | 11,140 | $1.50M | 1.3% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 9,055 | $629.0K | 0.5% | – | – | – |
| MARMarriott International Inc | Stock | 3,191 | $474.0K | 0.4% | – | – | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,209 | $341.0K | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,325 | $300.0K | 0.3% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,706 | $283.0K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 82 | $279.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 954 | $260.0K | 0.2% | – | – | History |
| iShares Tr464289883 | CORE 30 70 ETF | 6,315 | $249.0K | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 529 | $207.0K | 0.2% | – | – | History |