Divergent Planning, LLC Purchases in Q2 2025

Divergent Planning, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
143K
New
$498.8 - $620.9 $71.6M - $89.1M
143K $89.1M
AVDV
American Centy ETF Tr Avantis

ETFs
532K
New
$61.76 - $79.32 $32.8M - $42.2M
532K $42.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
70.2K
New
$468.22 - $566.51 $32.9M - $39.8M
70.2K $39.8M
JMBS
Janus Detroit Str Tr Henderson

ETFs
813K
New
$43.89 - $45.45 $35.7M - $36.9M
813K $36.6M
AVUS
American Centy ETF Tr Avantis

ETFs
230K
New
$81.38 - $100.82 $18.7M - $23.2M
230K $23.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
305K
+ 823.37%
$52.31 - $63.72 $15.9M - $19.4M
342K $21.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
338K
+ 751.39%
$49.79 - $50.75 $16.8M - $17.1M
383K $19.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
329K
+ 2332.02%
$41.1 - $42.37 $13.5M - $13.9M
343K $14.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
277K
New
$48.13 - $49.85 $13.3M - $13.8M
277K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
93.1K
New
$79.56 - $82.92 $7.41M - $7.72M
93.1K $7.72M
SCHC
Schwab Strategic Tr Intl Small

ETFs
131K
New
$32.41 - $42.59 $4.24M - $5.58M
131K $5.58M
VT
Vanguard Total World Stk Index

ETFs
7.2K
New
$103.16 - $128.52 $743K - $925K
7.2K $925K
MAR
Marriott International Inc

Consumer Cyclical
3.19K
New
$211.12 - $274.14 $674K - $875K
3.19K $871K
AOA
Ishares Tr Core Aggressive All

ETFs
4.94K
New
$69.46 - $83.4 $343K - $412K
4.94K $411K
VUG
Vanguard Growth ETF

ETFs
862
New
$329.49 - $438.4 $284K - $378K
862 $377K
AOR
Ishares Tr Core Growth Allocat

ETFs
6.12K
New
$53.36 - $61.57 $326K - $377K
6.12K $376K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.71K
New
$68.13 - $74.77 $321K - $352K
4.71K $342K
VTI
Vanguard Total Stock Market Et

ETFs
991
New
$243.75 - $303.93 $242K - $301K
991 $301K
ACN
Accenture PLC

Technology
972
New
$279.23 - $323.21 $271K - $314K
972 $290K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
469
New
$456.74 - $568.03 $214K - $266K
469 $266K
LMT
Lockheed Martin Corp

Industrials
526
+ 108.9%
$430.82 - $486.45 $227K - $256K
1.01K $467K
GOOG
Alphabet Inc.

Communication Services
1.23K
New
$146.58 - $180.01 $180K - $221K
1.23K $217K
HCAT
Health Catalyst, Inc.

Healthcare
11K
New
$3.58 - $4.52 $39.4K - $49.7K
11K $41K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
138K
New
N/A
138K $0
FSCO
Fs Cr Opportunities Corp Com
11K
New
N/A
11K $0
Activity Summary
Buys All Purchases 26 New Holdings 22 Increased Positions 4 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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