DP

Divergent Planning, LLC

13F
Divergent Planning, LLC
Last update 2025-04-10 30 Stocks (3 new)
Value $301.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(26.13%)MDY(12.02%)AVDV(11.83%)JMBS(11.71%)DFAS(9.52%)
Summary Stock Picks Current Portfolio
Divergent Planning, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
138,839
78,749.6
+0.57%
26.130
+0.15%
0.010
+1.36%
+1.21%
584,351.9
 
MDY 		S&P MidCap 400 ETF
66,502
36,234.5
+2.42%
12.020
+0.28%
0.160
-0.29%
-2.02%
22,402.2
 
AVDV 		Avantis International Small Cap Value ETF
523,448
35,646.8
+2.20%
11.830
+0.25%
0.470
+14.09%
+18.93%
8,988.5
 
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
777,355
35,284.1
+5.04%
11.710
+0.56%
0.680
-0.82%
+1.86%
5,404.0
 
DFAS 		Dimensional U.S. Small Cap ETF
471,570
28,709.2
+3.55%
9.520
+0.33%
0.310
-1.56%
-4.37%
9,862.5
 
AVUS 		Avantis U.S. Equity ETF
218,852
20,473.6
+1.36%
6.790
+0.09%
0.260
+0.20%
+0.15%
8,285.4
 
JAAA 		Janus Henderson AAA CLO ETF
363,917
18,294.1
+5.37%
6.070
+0.31%
0.090
+0.82%
+1.63%
20,825.1
 
VTEB 		Vanguard Tax-Exempt Bond ETF
275,302
13,710.0
+3.90%
4.550
+0.17%
0.040
-2.41%
-1.39%
35,987.8
 
DFCF 		Dimensional Core Fixed Income ETF
320,132
13,503.2
+8.22%
4.480
+0.34%
0.200
-0.16%
+2.21%
6,771.0
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
91,087
7,444.5
+6.40%
2.470
+0.15%
0.010
+0.66%
+2.92%
51,972.8
 

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
TBIL 		US Treasury 3 Month Bill ETF2025-03-31Add
+0.70%
●
49.85 ($49.94) 50.04
$49.99
0.10%
Add 125.06%
76,005
42,234
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2025-03-31Add
+0.56%
●
43.53 ($44.61) 45.42
$44.25
-0.81%
Add 5.04%
777,355
37,330
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.34%
●
40.79 ($41.67) 42.32
$41.54
-0.31%
Add 8.22%
320,132
24,319
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.33%
●
58.81 ($64.31) 68.2
$62.10
-3.44%
Add 3.55%
471,570
16,163
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+0.31%
●
50.48 ($50.78) 51.04
$50.62
-0.32%
Add 5.37%
363,917
18,543
MDY 		S&P MidCap 400 ETF2025-03-31Add
+0.28%
●
522.96 ($567.65) 601.18
$556.70
-1.93%
Add 2.42%
66,502
1,574
AVDV 		Avantis International Small Cap Value ETF2025-03-31Add
+0.25%
●
63.74 ($67.91) 71.96
$77.40
13.97%
Add 2.2%
523,448
11,277
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Add
+0.17%
●
49.25 ($50.03) 50.66
$48.90
-2.26%
Add 3.9%
275,302
10,343
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.15%
●
554.06 ($590.51) 615.85
$593.94
0.58%
Add 0.57%
138,839
782
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2025-03-31Add
+0.15%
●
79.17 ($80.9) 82.04
$81.37
0.58%
Add 6.4%
91,087
5,478

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

Top Ranked Articles

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Divergent Planning, LLC's Hypothetical Growth since 2025-03-31

Divergent Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Divergent Planning, LLC's Holdings Heat Map

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Divergent Planning, LLC's Holdings Bubble Chart

Divergent Planning, LLC News

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