Divergent Planning, LLC Top Holdings and 13F Report (2024) → Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (From Banyan Hill Publishing) (Ad) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $236.69 million in total holdings as of March 31, 2024.Divergent Planning, LLC owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Divergent Planning, LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Divergent Planning, LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $69,035,498SPDR S&P MidCap 400 ETF Trust $33,175,099Janus Henderson Mortgage-Backed Securities ETF $28,508,952Avantis International Small Cap Value ETF $28,314,277Vanguard Intermediate-Term Corporate Bond ETF $20,087,198 Largest New Holdings this Quarter Dimensional U.S. Small Cap ETF $9,050,806 HoldingInvesco QQQ $362,634 HoldingMicrosoft $316,949 HoldingNovo Nordisk A/S $281,248 HoldingNVIDIA $263,860 Holding Largest Purchases this Quarter Dimensional U.S. Small Cap ETF 146,643 shares (about $9.05M)Vanguard Tax-Exempt Bond ETF 102,238 shares (about $5.15M)SPDR S&P MidCap 400 ETF Trust 2,601 shares (about $1.44M)US Treasury 3 Month Bill ETF 27,850 shares (about $1.39M)Janus Henderson Mortgage-Backed Securities ETF 27,785 shares (about $1.24M) Largest Sales this Quarter Dimensional Core Fixed Income ETF 78,722 shares (about $3.28M)Vanguard Mid-Cap ETF 679 shares (about $168.55K)Apple 427 shares (about $72.60K)FS Credit Opportunities 3,931 shares (about $23.04K)iShares Core Growth Allocation ETF 411 shares (about $22.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivergent Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$69,035,498$646,129 ▲0.9%131,52629.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$33,175,099$1,436,752 ▲4.5%60,05814.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$28,508,952$1,240,044 ▲4.5%638,78512.0%ETFAVDVAvantis International Small Cap Value ETF$28,314,277$1,052,258 ▲3.9%432,27912.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$20,087,198$1,051,033 ▲5.5%252,1628.5%ETFAVUSAvantis U.S. Equity ETF$17,971,993$464,293 ▲2.7%201,3227.6%ETFVTEBVanguard Tax-Exempt Bond ETF$11,369,490$5,146,661 ▲82.7%225,8544.8%ETFDFCFDimensional Core Fixed Income ETF$9,738,784$3,283,494 ▼-25.2%233,4884.1%ETFDFASDimensional U.S. Small Cap ETF$9,050,806$9,050,806 ▲New Holding146,6433.8%ETFTBILUS Treasury 3 Month Bill ETF$1,682,360$1,387,765 ▲471.1%33,7620.7%ETFAAPLApple$1,657,112$72,603 ▼-4.2%9,7460.7%Computer and TechnologyMARMarriott International$801,9940.0%3,1910.3%Consumer DiscretionaryVTVanguard Total World Stock ETF$623,348$4,739 ▲0.8%5,6560.3%ETFAMZNAmazon.com$577,656$162,873 ▲39.3%3,1920.2%Retail/WholesaleVVisa$463,614$104,355 ▲29.0%1,6660.2%Business ServicesBRK.BBerkshire Hathaway$400,8710.0%9540.2%FinanceQQQInvesco QQQ$362,634$362,634 ▲New Holding8150.2%FinanceMSFTMicrosoft$316,949$316,949 ▲New Holding7470.1%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$308,1490.0%4,7060.1%ETFAOAiShares Core Aggressive Allocation ETF$293,419$1,244 ▲0.4%4,0090.1%ETFAORiShares Core Growth Allocation ETF$290,832$22,794 ▼-7.3%5,2440.1%ETFLMTLockheed Martin$281,6350.0%6220.1%AerospaceNVONovo Nordisk A/S$281,248$281,248 ▲New Holding2,2050.1%MedicalVOVanguard Mid-Cap ETF$279,270$168,555 ▼-37.6%1,1250.1%ETFVUGVanguard Growth ETF$271,9730.0%7900.1%ETFNVDANVIDIA$263,860$263,860 ▲New Holding2920.1%Computer and TechnologyEGBNEagle Bancorp$212,3460.0%9,3380.1%FinanceFSCOFS Credit Opportunities$70,496$23,036 ▼-24.6%12,0300.0%Financial ServicesCHENIERE ENERGY INC$0$771,493 ▼-100.0%00.0%COM NEWCVXChevron$0$247,389 ▼-100.0%00.0%Oils/EnergyNVTAInvitae$0$70,709 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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