Instuitional Investor - Divergent Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Divergent Planning, Llc |
| Portfolio Value | $263,510,923 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 553,661 | $28,059,554 | 10.65% | |
| 2. | IEF | 141,855 | $11,754,109 | 4.46% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 58,544 | $10,702,972 | 4.06% | |
| 4. | MSFT | 20,651 | $10,271,801 | 3.9% | |
| 5. | Vanguard Scottsdale Funds | 162,334 | $9,709,206 | 3.68% |
