0001085146-24-000157.txt : 20240110 0001085146-24-000157.hdr.sgml : 20240110 20240110143923 ACCESSION NUMBER: 0001085146-24-000157 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Divergent Planning, LLC CENTRAL INDEX KEY: 0001730787 ORGANIZATION NAME: 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: 24526173 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 12-31-2023 12-31-2023 false Divergent Planning, LLC
6701 DEMOCRACY BLVD. SUITE 300 BETHESDA MD 20817
13F HOLDINGS REPORT 028-20641 N
Matthew Brock Chief Compliance Officer 240-428-8911 /s/Matthew Brock Bethesda MD 01-10-2024 0 26 207077847 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 343640 2292 SH SOLE NONE 0 0 2292 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 25738676 416214 SH SOLE NONE 0 0 416214 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 15911277 196121 SH SOLE NONE 0 0 196121 APPLE INC COM 037833100 BBG001S5N8V8 1888516 10173 SH SOLE NONE 0 0 10173 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 345787 954 SH SOLE NONE 0 0 954 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 771493 4554 SH SOLE NONE 0 0 4554 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 247389 1655 SH SOLE NONE 0 0 1655 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 13222094 312210 SH SOLE NONE 0 0 312210 EAGLE BANCORP INC MD COM 268948106 BBG001SBX1Z5 278739 9338 SH SOLE NONE 0 0 9338 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 91457 15961 SH SOLE NONE 0 0 15961 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 297466 4706 SH SOLE NONE 0 0 4706 INVITAE CORP COM 46185L103 BBG005DJFD52 70709 115386 SH SOLE NONE 0 0 115386 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 273771 3992 SH SOLE NONE 0 0 3992 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 61875808 130295 SH SOLE NONE 0 0 130295 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 298641 5655 SH SOLE NONE 0 0 5655 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 27898237 611000 SH SOLE NONE 0 0 611000 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 283707 622 SH SOLE NONE 0 0 622 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 707891 3191 SH SOLE NONE 0 0 3191 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 294772 5912 SH SOLE NONE 0 0 5912 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 29058542 57457 SH SOLE NONE 0 0 57457 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 241408 790 SH SOLE NONE 0 0 790 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 417301 1804 SH SOLE NONE 0 0 1804 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 572582 5613 SH SOLE NONE 0 0 5613 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 6290818 123616 SH SOLE NONE 0 0 123616 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 19322925 238968 SH SOLE NONE 0 0 238968 VISA INC COM CL A 92826C839 BBG001SRCFY3 334201 1291 SH SOLE NONE 0 0 1291