Investor
Divergent Planning, LLC
CIK 0001730787 · filed 2026-01-12 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 148.8K | $102.1M | 26.1% | — | Held |
| American Centy Etf Tr | — | 529.9K | $50.2M | 12.8% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 76.2K | $46.6M | 11.9% | — | Held |
| Janus Detroit Str Tr | — | 918.1K | $41.8M | 10.7% | — | Held |
| American Centy Etf Tr | — | 242.2K | $27.3M | 7.0% | — | Held |
| Dimensional Etf Trust | — | 361K | $25.4M | 6.5% | — | Held |
| Janus Detroit Str Tr | — | 417.3K | $21.1M | 5.4% | — | Held |
| Vanguard Mun Bd Fds | — | 292.2K | $14.7M | 3.8% | — | Held |
| Dimensional Etf Trust | — | 314.4K | $13.4M | 3.4% | — | Held |
| Rbb Fd Inc | — | 227.4K | $11.3M | 2.9% | — | Held |
| Vanguard Scottsdale Fds | — | 115.2K | $9.65M | 2.5% | — | Held |
| American Centy Etf Tr | — | 109.7K | $9.12M | 2.3% | — | Held |
| Schwab Strategic Tr | — | 137.7K | $6.32M | 1.6% | — | Held |
| Apple Inc. | AAPL | 8.58K | $2.33M | 0.6% | — | Held |
| Vanguard Intl Equity Index F | — | 6.96K | $989.6K | 0.3% | — | Held |
| Marriott Intl Inc New | — | 3.02K | $945.6K | 0.2% | — | Held |
| Morgan Stanley | — | 4.19K | $762.7K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 1.51K | $715.4K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.21K | $646.4K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 1.04K | $635.3K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 2.56K | $579.8K | 0.1% | — | Held |
| Visa Inc. | V | 1.6K | $555.8K | 0.1% | — | Held |
| Lockheed Martin Corp | LMT | 1.01K | $501.5K | 0.1% | — | Held |
| Ishares Tr | — | 5.05K | $454.5K | 0.1% | — | Held |
| Ishares Tr | — | 6.26K | $408.8K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 790 | $384.1K | 0.1% | — | Held |
| Alphabet Inc | — | 1.15K | $362K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.74K | $337.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 960 | $322.8K | 0.1% | — | Held |
| Spdr Gold Tr | — | 775 | $308.7K | 0.1% | — | Held |
| Accenture Plc Ireland | — | 1.16K | $302.1K | 0.1% | — | Held |
| Vanguard Index Fds | — | 469 | $294.7K | 0.1% | — | Held |
| Ishares Core 30 70 Con | — | 6K | $242K | 0.1% | — | Held |
| Nvidia Corp | NVDA | 1.16K | $219.6K | 0.1% | — | Held |
| FS Credit Opportunities Corp. | FSCO | 10.1K | $64.4K | 0.0% | — | Held |
| Health Catalyst, Inc. | HCAT | 11K | $25.1K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.