0001085146-23-002652.txt : 20230712 0001085146-23-002652.hdr.sgml : 20230712 20230711210724 ACCESSION NUMBER: 0001085146-23-002652 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Divergent Planning, LLC CENTRAL INDEX KEY: 0001730787 IRS NUMBER: 272691017 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20641 FILM NUMBER: 231083141 BUSINESS ADDRESS: STREET 1: 6701 DEMOCRACY BLVD. STREET 2: SUITE 300 CITY: BETHESDA STATE: MD ZIP: 20817 BUSINESS PHONE: 301.466.4833 MAIL ADDRESS: STREET 1: 6701 DEMOCRACY BLVD. STREET 2: SUITE 300 CITY: BETHESDA STATE: MD ZIP: 20817 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001730787 XXXXXXXX 06-30-2023 06-30-2023 false Divergent Planning, LLC

6701 DEMOCRACY BLVD. SUITE 300 BETHESDA MD 20817

13F HOLDINGS REPORT 028-20641 N Matthew Brock 240-428-8911 /s/Matthew Brock Bethesda MD 07-11-2023 0 26 190934335 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 223307 1713 SH SOLE 0 0 1713 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 22923157 398248 SH SOLE 0 0 398248 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 14436905 192006 SH SOLE 0 0 192006 APPLE INC COM 037833100 BBG001S5N8V8 1943385 10019 SH SOLE 0 0 10019 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 325314 954 SH SOLE 0 0 954 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 260414 1655 SH SOLE 0 0 1655 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 12380790 296688 SH SOLE 0 0 296688 EAGLE BANCORP INC MD COM 268948106 BBG001SBX1Z5 432701 20449 SH SOLE 0 0 20449 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 92554 19485 SH SOLE 0 0 19485 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 295584 4706 SH SOLE 0 0 4706 INVITAE CORP COM 46185L103 BBG005DJFD52 130386 115386 SH SOLE 0 0 115386 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 283006 4266 SH SOLE 0 0 4266 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 58660232 131611 SH SOLE 0 0 131611 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 304533 5919 SH SOLE 0 0 5919 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 25250588 551805 SH SOLE 0 0 551805 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 286356 622 SH SOLE 0 0 622 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 586155 3191 SH SOLE 0 0 3191 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 25669202 53599 SH SOLE 0 0 53599 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 421384 5797 SH SOLE 0 0 5797 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 223538 790 SH SOLE 0 0 790 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 415002 1885 SH SOLE 0 0 1885 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 860414 3906 SH SOLE 0 0 3906 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 537366 5541 SH SOLE 0 0 5541 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 5906324 117609 SH SOLE 0 0 117609 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 17779151 224967 SH SOLE 0 0 224967 VISA INC COM CL A 92826C839 BBG001SRCFY3 306587 1291 SH SOLE 0 0 1291