0001085146-24-002905.txt : 20240712 0001085146-24-002905.hdr.sgml : 20240712 20240712143256 ACCESSION NUMBER: 0001085146-24-002905 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240712 DATE AS OF CHANGE: 20240712 EFFECTIVENESS DATE: 20240712 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: 241114156 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 06-30-2024 06-30-2024 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 07-12-2024 0 28 250929153 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 599883 3036 SH SOLE 0 0 3036 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 29231262 441760 SH SOLE 0 0 441760 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 18707380 205802 SH SOLE 0 0 205802 APPLE INC COM 037833100 BBG001S5N8V8 2128652 9608 SH SOLE 0 0 9608 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 387105 954 SH SOLE 0 0 954 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 11554087 277010 SH SOLE 0 0 277010 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 9080403 151897 SH SOLE 0 0 151897 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 76992 12030 SH SOLE 0 0 12030 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 304666 4706 SH SOLE 0 0 4706 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 503807 1026 SH SOLE 0 0 1026 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 292364 3893 SH SOLE 0 0 3893 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 74440118 134288 SH SOLE 0 0 134288 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 317475 5623 SH SOLE 0 0 5623 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 29877360 671251 SH SOLE 0 0 671251 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 14987465 295961 SH SOLE 0 0 295961 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 289871 622 SH SOLE 0 0 622 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 766382 3191 SH SOLE 0 0 3191 MICROSOFT CORP COM 594918104 BBG001S5TD05 343973 747 SH SOLE 0 0 747 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 306208 2205 SH SOLE 0 0 2205 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 448980 3500 SH SOLE 0 0 3500 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 3673607 73708 SH SOLE 0 0 73708 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 33000617 61926 SH SOLE 0 0 61926 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 302388 790 SH SOLE 0 0 790 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 211365 875 SH SOLE 0 0 875 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 597618 5234 SH SOLE 0 0 5234 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 11827026 235786 SH SOLE 0 0 235786 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 6223962 77683 SH SOLE 0 0 77683 VISA INC COM CL A 92826C839 BBG001SRCFY3 448137 1666 SH SOLE 0 0 1666