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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 : 12     View All Holdings Currently Viewing:  Increased 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
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $523.39 $69,035,000 131,526 29.17% 7,159,000 1,231 0.002    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 2 - $547.09 $33,175,000 60,058 14.02% 4,116,000 2,601 0.143    Closed - End Fund - E...
   (JMBS)1 Year Chart         JMBS Janus Henderson Mortgagebac... 3 - $44.13 $28,509,000 638,785 12.04% 611,000 27,785 0.582    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 4 - $0.00 $28,314,000 432,279 11.96% 2,575,000 16,065 0.275    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 5 - $79.12 $20,087,000 252,162 8.49% 764,000 13,194 0.028    Closed - End Fund - Debt
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 6 - $0.00 $17,972,000 201,322 7.59% 2,061,000 5,201 0.224    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 7 - $50.18 $11,369,000 225,854 4.8% 5,078,000 102,238 0.013    N/A
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 10 - $0.00 $1,682,000 33,762 0.71% 1,387,000 27,850 0.038    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 13 - $110.58 $623,000 5,656 0.26% 50,000 43 0.003    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 14 - $187.48 $578,000 3,192 0.24% 234,000 900 0    Internet Software & S...
   (V)1 Year Chart         V Visa Inc 15 - $280.74 $464,000 1,666 0.2% 130,000 375 0    Business Services
   (AOA)1 Year Chart         AOA iShares Trust 20 - $73.21 $293,000 4,009 0.12% 19,000 17 0.022    Closed - End Fund - Debt
      12 Records Found
  1    
Page 1 of 1
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