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  Name: Divergent Planning LLC
  City: BETHESDA
  State: MD
  Zip: 20817
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $236,690,000
  Total Value Change : $29,611,000
  Securities Held Change : 2
   
All Securities Held : 28
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 5

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (MAR)1 Year Chart         MAR Marriott International Inc 12 - $240.46 $802,000 3,191 0.34% 94,000 0 0.001    Lodging
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 16 - $412.05 $401,000 954 0.17% 55,000 0 0    Property & Casualty I...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 19 - $65.47 $308,000 4,706 0.13% 11,000 0 0.003    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 22 - $468.88 $282,000 622 0.12% -2,000 0 0    Aerospace/Defense - M...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 25 - $343.81 $272,000 790 0.11% 31,000 0 0    Closed - End Fund - E...
   (EGBN)1 Year Chart         EGBN Eagle Bancorp Inc 27 - $19.94 $212,000 9,338 0.09% -67,000 0 0.029    Domestic Regional Banks

      6 Records Found
  1    
Page 1 of 1
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