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Divergent Planning, LLC

13F
Divergent Planning, LLC
Last update 2025-07-09 85 Stocks (72 new)
Value $264.00 Mil Turnover 96 %
Countries:
Divergent Planning, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
553,661
28,059.5
New Holding
10.650
+10.65%
0.090
+1.29%
+2.74%
32,239.8
 
SHY
iShares 1-3 Year Treasury Bond ETF
141,855
11,754.1
New Holding
4.460
+4.46%
0.050
+0.82%
+2.70%
23,691.0
 
QUAL
iShares MSCI USA Quality Factor ETF
58,544
10,703.0
New Holding
4.060
+4.06%
0.020
+17.08%
+4.02%
52,982.5
 
MSFT
Microsoft Corp
20,651
10,271.8
+977.82%
3.900
+3.54%
0.000
+42.29%
+21.48%
3,791,043.3
Software
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
162,334
9,709.2
New Holding
3.680
+3.68%
0.030
+1.31%
+4.31%
31,635.4
 
QQQ
INVESCO QQQ Trust
17,009
9,382.9
+1,482.23%
3.560
+3.34%
0.000
+30.41%
+10.64%
359,714.8
 
IJH
iShares Core S&P Mid-Cap ETF
146,334
9,075.6
New Holding
3.440
+3.44%
0.010
+17.98%
+1.77%
96,632.4
 
AVGO
Broadcom Inc
32,301
8,903.8
New Holding
3.380
+3.38%
0.000
+73.81%
+24.98%
1,355,587.4
Semiconductors
JEPI
JPMorgan Equity Premium Income ETF
148,752
8,456.5
New Holding
3.210
+3.21%
0.020
+10.65%
+3.24%
41,051.4
 
ETN
Eaton Corp PLC
21,608
7,713.8
New Holding
2.930
+2.93%
0.010
+44.51%
+13.40%
146,213.2
Industrial Products

Divergent Planning, LLC's Historical Top Holdings Breakdowns

Divergent Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Sold Out
Sold Out
-26.13%
498.8 ($573.99) 620.9
$631.73
10.06%
Sold Out
0
-138,839
MDY
S&P MidCap 400 ETF
2025-06-30
Sold Out
Sold Out
-12.02%
468.22 ($536.67) 566.51
$575.81
7.29%
Sold Out
0
-66,502
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-06-30
Sold Out
Sold Out
-11.83%
61.76 ($73.9) 79.32
$80.85
9.40%
Sold Out
0
-523,448
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2025-06-30
Sold Out
Sold Out
-11.71%
43.89 ($44.52) 45.45
$44.64
0.27%
Sold Out
0
-777,355
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
New Buy
New Buy
+10.65%
50.36 ($50.51) 50.68
$50.60
0.18%
New holding
553,661
553,661
DFAS
Dimensional U.S. Small Cap ETF
2025-06-30
Reduce
Reduce
-8.77%
52.31 ($59.95) 63.72
$64.96
8.36%
Reduce -92.16%
36,989
-434,581
AVUS
Avantis U.S. Equity ETF
2025-06-30
Sold Out
Sold Out
-6.79%
81.38 ($93.61) 100.82
$102.48
9.48%
Sold Out
0
-218,852
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Reduce
Reduce
-5.32%
49.79 ($50.49) 50.75
$50.68
0.38%
Reduce -87.65%
44,935
-318,982
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Sold Out
Sold Out
-4.55%
48.13 ($48.86) 49.85
$48.60
-0.53%
Sold Out
0
-275,302
SHY
iShares 1-3 Year Treasury Bond ETF
2025-06-30
New Buy
New Buy
+4.46%
82.21 ($82.56) 83.12
$82.58
0.02%
New holding
141,855
141,855

Divergent Planning, LLC Total Holding History ($B)

To

Divergent Planning, LLC's Asset Allocation

To

Divergent Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Year Portfolio % % Excess Gain %

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