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| Name: |
Divergent Planning LLC |
| City: |
BETHESDA |
| State: |
MD |
| Zip: |
20817 |
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data |
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| Holdings
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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 |
|
DFAS |
Dimensional U S Small Cap Etf |
9 |
New |
$61.34 |
$9,051,000 |
146,643 |
3.82% |
9,051,000 |
146,643 |
0.163 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
17 |
New |
$442.06 |
$363,000 |
815 |
0.15% |
363,000 |
815 |
0 |
Closed - End Fund - Debt |
|
|
MSFT |
Microsoft Corp |
18 |
New |
$414.74 |
$317,000 |
747 |
0.13% |
317,000 |
747 |
0 |
Application Software |
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NVO |
Novo Nordisk A/S (ADR) |
23 |
New |
$128.42 |
$281,000 |
2,205 |
0.12% |
281,000 |
2,205 |
0 |
Drug Manufacturers - ... |
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NVDA |
NVIDIA Corporation |
26 |
New |
$898.78 |
$264,000 |
292 |
0.11% |
264,000 |
292 |
0 |
Semiconductor - Speci... |
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