Divergent Planning, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$338.4B
Holdings
35
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 143,457 | $89.0B | 26.31% | |
| 2 | AVDVAMERICAN CENTY ETF TR | 531,625 | $42.2B | 12.46% | |
| 3 | MDYSPDR S&P MIDCAP 400 ETF TR | 70,243 | $40.3B | 11.91% | |
| 4 | JMBSJANUS DETROIT STR TR | 812,743 | $36.4B | 10.77% | |
| 5 | AVUSAMERICAN CENTY ETF TR | 230,313 | $23.3B | 6.89% | |
| 6 | DFASDIMENSIONAL ETF TRUST | 341,545 | $22.1B | 6.53% | |
| 7 | JAAAJANUS DETROIT STR TR | 382,574 | $19.3B | 5.72% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 343,110 | $14.5B | 4.28% | |
| 9 | VTEBVANGUARD MUN BD FDS | 276,707 | $13.5B | 4.00% | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 93,132 | $7.7B | 2.27% | |
| 11 | TBILRBB FD INC | 137,848 | $6.9B | 2.03% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 86,825 | $6.4B | 1.90% | |
| 13 | SCHCSCHWAB STRATEGIC TR | 130,904 | $5.6B | 1.64% | |
| 14 | AAPLAPPLE INC | 9,180 | $1.9B | 0.56% | |
| 15 | VTVANGUARD INTL EQUITY INDEX F | 7,200 | $925.4M | 0.27% | |
| 16 | MSFTMICROSOFT CORP | 1,806 | $888.5M | 0.26% | |
| 17 | MARMARRIOTT INTL INC NEW | 3,191 | $887.3M | 0.26% | |
| 18 | VOVANGUARD INDEX FDS | 2,402 | $676.0M | 0.20% | |
| 19 | AMZNAMAZON COM INC | 2,670 | $588.6M | 0.17% | |
| 20 | VVISA INC | 1,604 | $570.2M | 0.17% | |
| 21 | NDQINVESCO QQQ TR | 910 | $497.8M | 0.15% | |
| 22 | LMTLOCKHEED MARTIN CORP | 1,009 | $470.1M | 0.14% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 954 | $467.1M | 0.14% | |
| 24 | AOAISHARES TR | 4,937 | $411.5M | 0.12% | |
| 25 | AORISHARES TR | 6,117 | $376.4M | 0.11% | |
| 26 | VUGVANGUARD INDEX FDS | 862 | $374.1M | 0.11% | |
| 27 | SPLVINVESCO EXCH TRADED FD TR II | 4,706 | $345.1M | 0.10% | |
| 28 | VTIVANGUARD INDEX FDS | 991 | $301.3M | 0.09% | |
| 29 | ACNACCENTURE PLC IRELAND | 972 | $294.1M | 0.09% | |
| 30 | NFLXNETFLIX INC | 224 | $289.8M | 0.09% | |
| 31 | VOOVANGUARD INDEX FDS | 469 | $266.3M | 0.08% | |
| 32 | GQ9SPDR GOLD TR | 775 | $238.4M | 0.07% | |
| 33 | GOOGALPHABET INC | 1,227 | $217.1M | 0.06% | |
| 34 | FSCOFS CREDIT OPPORTUNITIES CORP | 11,030 | $80.5M | 0.02% | |
| 35 | HCATHEALTH CATALYST INC | 10,998 | $44.5M | 0.01% |