Divergent Planning, LLC
- SEC CIK
- 0001730787
- Latest filing
- Jan 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 18
- +2 vs. Q3 2021
- Portfolio value
- $136.6M
- +$13.0M (+10.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 105,931 | $50.8M | 37.2% | +3,058+3.0% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 96,472 | $24.4M | 17.9% | +2,917+3.1% | Added | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 149,937 | $20.2M | 14.8% | +8,562+6.1% | Added | – |
| iShares Tr464288802 | ESG OPTIMIZED | 120,469 | $12.8M | 9.4% | +6,685+5.9% | Added | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 233,408 | $12.3M | 9.0% | +14,305+6.5% | Added | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 210,559 | $9.53M | 7.0% | +17,635+9.1% | Added | – |
| AAPLApple Inc. | Stock | 10,885 | $1.96M | 1.4% | −23−0.2% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 9,006 | $973.0K | 0.7% | −6,359−41.4% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,462 | $546.0K | 0.4% | −1,572−17.4% | Reduced | – |
| MARMarriott International Inc | Stock | 3,191 | $536.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 8,014 | $440.0K | 0.3% | +8,014 | New | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,685 | $382.0K | 0.3% | +27+0.4% | Added | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,706 | $320.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464289883 | CORE 30 70 ETF | 7,931 | $316.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,535 | $298.0K | 0.2% | +3,535 | New | – |
| VVisa Inc. | Stock | 1,325 | $295.0K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 954 | $294.0K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 82 | $275.0K | 0.2% | 00.0% | Unchanged | History |