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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 $207,077,847
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,295 $61,875,808 29.88%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 57,457 $29,058,542 14.03%
3.
Janus Detroit Str Tr
 611,000 $27,898,237 13.47%
4.
American Centy Etf Tr
 416,214 $25,738,676 12.42%
5.
Vanguard Scottsdale Funds
 238,968 $19,322,925 9.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)