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| Name: |
Divergent Planning LLC |
| City: |
BETHESDA |
| State: |
MD |
| Zip: |
20817 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Menu
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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 |
|
DFCF |
Dfa Dimensional Core Fixed ... |
8 |
- |
$0.00 |
$9,739,000 |
233,488 |
4.11% |
-3,483,000 |
-78,722 |
0.259 |
N/A |
|
|
AAPL |
Apple Inc |
11 |
- |
$183.05 |
$1,657,000 |
9,746 |
0.7% |
-232,000 |
-427 |
0 |
Personal Computers |
|
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AOR |
iShares Core Growth Allocat... |
21 |
- |
$55.29 |
$291,000 |
5,244 |
0.12% |
-8,000 |
-411 |
0.018 |
Closed - End Fund - Debt |
|
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VO |
Vanguard Mid Cap VIPERS |
24 |
- |
$245.74 |
$279,000 |
1,125 |
0.12% |
-138,000 |
-679 |
0.001 |
Closed - End Fund - E... |
|
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FSCO |
Fs Global Credit Opportunit... |
28 |
- |
$6.16 |
$70,000 |
12,030 |
0.03% |
-21,000 |
-3,931 |
0.013 |
N/A |
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