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Home > Institutional Investor > Divergent Planning, Llc > Profile

Instuitional Investor - Divergent Planning, Llc

Fund Profile
Filing Period:
Fund Name: Divergent Planning, Llc
Portfolio Value $338,403,533
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 143,457 $89,039,728 26.31%
2.
American Centy Etf Tr
 531,625 $42,179,110 12.46%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 70,243 $40,295,870 11.91%
4.
Janus Detroit Str Tr
 812,743 $36,443,374 10.77%
5.
American Centy Etf Tr - US EQT ETF
 230,313 $23,307,651 6.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)