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Name: |
Divergent Planning LLC |
City: |
BETHESDA |
State: |
MD |
Zip: |
20817 |
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Holdings
Found :
5 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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DFAS |
Dimensional U S Small Cap Etf |
9 |
New |
$61.24 |
$9,051,000 |
146,643 |
3.82% |
9,051,000 |
146,643 |
0.163 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
17 |
New |
$457.95 |
$363,000 |
815 |
0.15% |
363,000 |
815 |
0 |
Closed - End Fund - Debt |
|
MSFT |
Microsoft Corp |
18 |
New |
$430.16 |
$317,000 |
747 |
0.13% |
317,000 |
747 |
0 |
Application Software |
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NVO |
Novo Nordisk A/S (ADR) |
23 |
New |
$136.04 |
$281,000 |
2,205 |
0.12% |
281,000 |
2,205 |
0 |
Drug Manufacturers - ... |
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NVDA |
NVIDIA Corporation |
26 |
New |
$1,064.69 |
$264,000 |
292 |
0.11% |
264,000 |
292 |
0 |
Semiconductor - Speci... |
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