Divergent Planning, LLC

13F filer, CIK 1730787, BETHESDA, MD

Divergent Planning, LLC reported $236,691,863 across 28 holdings for the quarter ended 2024-03-31, in a 13F-HR filed 2024-04-12. Its ten largest share positions make up 96.72% of the portfolio.

Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC13F-HR 0001085146-24-001795

Period: 2024-03-31
Reported value: $237M
Holdings: 28
Top 10 weight: 96.72%
New: 5
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFASnew	+146,643	$9.05M
VTEBadded	+102,238	$5.15M
MDYadded	+2,601	$1.44M
TBILadded	+27,850	$1.39M
JMBSadded	+27,785	$1.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DFCFreduced	-78,722	-$3.28M
LNGexited	-4,554	-$771K
CVXexited	-1,655	-$247K
VOreduced	-679	-$169K
AAPLreduced	-427	-$72.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2024

Share positions as resolved from 13F-HR 0001085146-24-001795, largest first. % of portfolio is the value over $236,691,863, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	131,526	$69M	29.17%	+1,231	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	60,058	$33.2M	14.02%	+2,601	Timeline
JMBSJANUS DETROIT STR TR	638,785	$28.5M	12.04%	+27,785	Timeline
AVDVAMERICAN CENTY ETF TR	432,279	$28.3M	11.96%	+16,065	Timeline
VCITVANGUARD SCOTTSDALE FDS	252,162	$20.1M	8.49%	+13,194	Timeline
AVUSAMERICAN CENTY ETF TR	201,322	$18M	7.59%	+5,201	Timeline
VTEBVANGUARD MUN BD FDS	225,854	$11.4M	4.8%	+102,238	Timeline
DFCFDIMENSIONAL ETF TRUST	233,488	$9.74M	4.11%	-78,722	Timeline
DFASDIMENSIONAL ETF TRUST	146,643	$9.05M	3.82%	new	Timeline
TBILRBB FD INC	33,762	$1.68M	0.71%	+27,850	Timeline
AAPLAPPLE INC	9,746	$1.66M	0.7%	-427	Timeline
MARMARRIOTT INTL INC NEW	3,191	$802K	0.34%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	5,656	$623K	0.26%	+43	Timeline
AMZNAMAZON COM INC	3,192	$578K	0.24%	+900	Timeline
VVISA INC	1,666	$464K	0.2%	+375	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	954	$401K	0.17%	0	Timeline
QQQINVESCO QQQ TR	815	$363K	0.15%	new	Timeline
MSFTMICROSOFT CORP	747	$317K	0.13%	new	Timeline
SPLVINVESCO EXCH TRADED FD TR II	4,706	$308K	0.13%	0	Timeline
AOAISHARES TR	4,009	$293K	0.12%	+17	Timeline
AORISHARES TR	5,244	$291K	0.12%	-411	Timeline
LMTLOCKHEED MARTIN CORP	622	$282K	0.12%	0	Timeline
NVONOVO-NORDISK A S	2,205	$281K	0.12%	new	Timeline
VOVANGUARD INDEX FDS	1,125	$279K	0.12%	-679	Timeline
VUGVANGUARD INDEX FDS	790	$272K	0.11%	0	Timeline
NVDANVIDIA CORPORATION	292	$264K	0.11%	new	Timeline
EGBNEAGLE BANCORPORATION INC	9,338	$212K	0.09%	0	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	12,030	$70.5K	0.03%	-3,931	Timeline

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LNGCHENIERE ENERGY INC	4,554	$771K	shares
CVXCHEVRON CORPORATION	1,655	$247K	shares
INVITAE CORPINVITAE CORP	115,386	$70.7K	shares

How Q1 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-001795	base		2024-04-12	acceptance time not in the bulk data set	2026-10-07 18:28:46 UTC