13F-HR filed by Divergent Planning, LLC
Divergent Planning, LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-10-15, with 16 holding rows worth $123,662,000.
- Accession
- 0001085146-21-002802
- Filer
- CIK 1730787
- Filed
- 2021-10-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 16 entries on the cover page, a total value of $123,662,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,662,000 with VALUE read as thousands by filing date, 13F file number 028-20641. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 102,873 | $44,774,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 93,555 | $22,568,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 141,375 | $18,875,000 | thousands by filing date | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 219,103 | $11,602,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 113,784 | $11,038,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 192,924 | $8,753,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 15,365 | $1,575,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 10,908 | $1,544,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 9,034 | $631,000 | thousands by filing date | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 3,191 | $502,000 | thousands by filing date | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 6,658 | $369,000 | thousands by filing date | |
| ISHARES TR | 464289883 | CORE 30 70 ETF | 7,931 | $312,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,325 | $297,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 4,706 | $290,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 82 | $266,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 954 | $266,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-21-002802 | this filing | 2021-10-15 | acceptance time not in the bulk data set |