Divergent Planning, LLC Buys 3, Sells 2 in 2nd Quarter

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Jul 11, 2022
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Divergent Planning, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

6701 DEMOCRACY BLVD. BETHESDA, MD 20817

As of the latest 13F report, the guru’s equity portfolio contained 18 stocks valued at a total of $139.00Mil. The top holdings were IVV(30.85%), JMBS(16.51%), and VO(14.84%).

According to GuruFocus data, these were Divergent Planning, LLC’s top five trades of the quarter.

Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF


The guru sold out of their 157,377-share investment in ARCA:VSS. Previously, the stock had a 12.61% weight in the equity portfolio. Shares traded for an average price of $113.23 during the quarter.

On 07/11/2022, Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF traded for a price of $101.36 per share and a market cap of $7.30Bil. The stock has returned -21.65% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF has a price-earnings ratio of 10.90 and a price-book ratio of 1.36.

Avantis International Small Cap Value ETF


The guru established a new position worth 322,930 shares in ARCA:AVDV, giving the stock a 12.24% weight in the equity portfolio. Shares traded for an average price of $58.73 during the quarter.

On 07/11/2022, Avantis International Small Cap Value ETF traded for a price of $51.5 per share and a market cap of $1.50Bil. The stock has returned -17.01% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Avantis International Small Cap Value ETF has a price-earnings ratio of 7.01 and a price-book ratio of 0.90.

MSCI USA ESG Select ETF


The guru sold out of their 127,312-share investment in ARCA:SUSA. Previously, the stock had a 7.91% weight in the equity portfolio. Shares traded for an average price of $87.76 during the quarter.

On 07/11/2022, MSCI USA ESG Select ETF traded for a price of $82.23 per share and a market cap of $3.31Bil. The stock has returned -12.27% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, MSCI USA ESG Select ETF has a price-earnings ratio of 19.11 and a price-book ratio of 4.07.

Avantis U.S. Equity ETF


The guru established a new position worth 161,413 shares in ARCA:AVUS, giving the stock a 7.54% weight in the equity portfolio. Shares traded for an average price of $71.05 during the quarter.

On 07/11/2022, Avantis U.S. Equity ETF traded for a price of $66.18 per share and a market cap of $2.21Bil. The stock has returned -8.41% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Avantis U.S. Equity ETF has a price-earnings ratio of 13.70 and a price-book ratio of 2.64.

iShares Core S&P 500 ETF


During the quarter, Divergent Planning, LLC bought 3,171 shares of ARCA:IVV for a total holding of 113,259. The trade had a 0.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $411.02.

On 07/11/2022, iShares Core S&P 500 ETF traded for a price of $386.38 per share and a market cap of $285.87Bil. The stock has returned -8.52% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 18.27 and a price-book ratio of 3.50.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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