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Disclosed positions
Divergent Planning, LLC: source evidence dated 2026-01-13T04:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $102,130,408
- Reported amount
- 148,837
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001730787-26-000002Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $102,130,408 | 148,837 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $50,239,259 | 529,894 | SH | None |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $46,607,786 | 76,242 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $41,845,471 | 918,067 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $27,264,197 | 242,241 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $25,412,268 | 361,021 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $21,122,054 | 417,349 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $14,717,663 | 292,191 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $13,375,678 | 314,352 | SH | None |
| RBB FD INC | TBIL | US TREAS 3 MNTH | $11,346,211 | 227,379 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $9,647,937 | 115,213 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $9,124,581 | 109,710 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $6,320,659 | 137,675 | SH | None |
| APPLE INC | AAPL | COM | $2,326,350 | 8,584 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $989,584 | 6,964 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $945,558 | 3,017 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $762,707 | 4,193 | SH | None |
| MICROSOFT CORP | MSFT | COM | $715,379 | 1,513 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $646,420 | 2,209 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $635,266 | 1,036 | SH | None |
| AMAZON COM INC | AMZN | COM | $579,840 | 2,560 | SH | None |
| VISA INC | V | COM CL A | $555,754 | 1,604 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $501,544 | 1,009 | SH | None |
| ISHARES TR | AOA | CORE 80/20 AGGRE | $454,468 | 5,047 | SH | None |
| ISHARES TR | AOR | CORE 60/40 BALAN | $408,846 | 6,262 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $384,098 | 790 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $361,987 | 1,148 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $337,582 | 4,741 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $322,804 | 960 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $308,667 | 775 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $302,062 | 1,162 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $294,673 | 469 | SH | None |
| ISHARES TR | AOK | CORE 30/70 CONSE | $241,962 | 6,001 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $219,633 | 1,163 | SH | None |
| FS CREDIT OPPORTUNITIES CORP | FSCO | COMMON STOCK | $64,427 | 10,146 | SH | None |
| HEALTH CATALYST INC | HCAT | COM | $25,075 | 10,998 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.