Notify me when Divergent Planning, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 36 | $391,538,858 | +$9,254,611 | -$1,124,844 | +$8,129,767 | IVV, AVDV, MDY, JMBS, AVUS | 13F-HR | 12 Jan 2026, 10:14 |
| Q3 2025 | 35 | $376,178,159 | +$18,122,609 | -$1,850,389 | +$16,272,220 | IVV, AVDV, MDY, JMBS, AVUS | Restatement | 27 Oct 2025, 13:32 |
| Q2 2025 | 35 | $338,403,533 | +$27,226,841 | -$9,110,954 | +$18,115,887 | IVV, AVDV, MDY, JMBS, AVUS | Restatement | 30 Jul 2025, 11:23 |
| Q1 2025 | 30 | $301,413,976 | +$11,269,042 | -$226,984 | +$11,042,058 | IVV, MDY, AVDV, JMBS, DFAS | 13F-HR | 09 Apr 2025, 13:53 |
| Q4 2024 | 28 | $292,408,662 | +$29,436,880 | -$867,277 | +$28,569,603 | IVV, MDY, AVDV, JMBS, DFAS | 13F-HR | 16 Jan 2025, 11:08 |
| Q3 2024 | 29 | $268,293,550 | +$9,523,945 | -$2,553,339 | +$6,970,606 | IVV, MDY, JMBS, AVDV, AVUS | 13F-HR | 07 Oct 2024, 17:25 |
| Q2 2024 | 28 | $250,929,153 | +$25,148,659 | -$14,370,287 | +$10,778,372 | IVV, MDY, JMBS, AVDV, AVUS | 13F-HR | 12 Jul 2024, 14:32 |
| Q1 2024 | 28 | $236,691,863 | +$22,973,641 | -$4,660,073 | +$18,313,568 | IVV, MDY, JMBS, AVDV, VCIT | 13F-HR | 12 Apr 2024, 14:38 |
| Q4 2023 | 26 | $207,077,847 | +$5,480,300 | -$71,546 | +$5,408,754 | IVV, MDY, JMBS, AVDV, VCIT | 13F-HR | 10 Jan 2024, 14:39 |
| Q3 2023 | 24 | $185,701,066 | +$4,107,963 | -$2,498,631 | +$1,609,332 | IVV, JMBS, MDY, AVDV, VCIT | 13F-HR | 13 Oct 2023, 10:24 |
| Q2 2023 | 26 | $190,934,335 | +$8,664,294 | -$531,428 | +$8,132,866 | IVV, MDY, JMBS, AVDV, VCIT | 13F-HR | 11 Jul 2023, 21:07 |
| Q1 2023 | 22 | $177,709,193 | +$34,354,076 | -$23,062,064 | +$11,292,012 | IVV, JMBS, MDY, AVDV, VCIT | 13F-HR | 07 Apr 2023, 13:15 |
| Q4 2022 | 18 | $158,965,547 | +$34,875,602 | -$20,263,931 | +$14,611,671 | IVV, VO, JMBS, AVDV, VCIT | 13F-HR | 18 Jan 2023, 17:44 |
| Q3 2022 | 22 | $135,829,000 | +$6,737,126 | -$2,696,077 | +$4,041,049 | IVV, VO, JMBS, AVDV, SHYG | 13F-HR | 11 Oct 2022, 19:50 |
| Q2 2022 | 18 | $139,176,000 | +$31,460,454 | -$32,789,431 | -$1,328,977 | IVV, JMBS, VO, AVDV, SHYG | 13F-HR | 08 Jul 2022, 18:00 |
| Q1 2022 | 21 | $156,251,000 | +$27,889,123 | -$654,227 | +$27,234,896 | IVV, VO, JMBS, VSS, SHYG | 13F-HR | 14 Apr 2022, 16:27 |
| Q4 2021 | 18 | $136,621,000 | +$6,356,027 | -$806,178 | +$5,549,849 | IVV, VO, VSS, SUSA, JMBS | 13F-HR | 13 Jan 2022, 19:17 |
| Q3 2021 | 16 | $123,662,000 | +$1,075,830 | -$1,312,590 | -$236,760 | IVV, VO, VSS, JMBS, SUSA | 13F-HR | 15 Oct 2021, 15:52 |
| Q2 2021 | 17 | $123,359,000 | +$33,683,313 | -$29,692,710 | +$3,990,603 | IVV, VO, VSS, JMBS, SUSA | 13F-HR | 21 Jul 2021, 20:07 |
| Q1 2021 | 16 | $117,187,000 | +$3,808,052 | -$482,710 | +$3,325,342 | IVV, VO, VT, VMBS, VSS | 13F-HR | 22 Apr 2021, 20:51 |
| Q4 2020 | 15 | $104,417,000 | $0 | $0 | $0 | IVV, VO, VT, VMBS, VSS | 13F-HR | 09 Feb 2021, 21:45 |