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Divergent Planning, LLC Historic Quarter Change: USA ETF, Reduced

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Divergent Planning, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Divergent Planning, LLC opened 10 positions, added to 108, reduced 23 and sold out of 2.

  • Q4 2025: Stock AVDV; Country of operation —; Class INTL SMCP VLU; Shares before 532,016.
  • Q4 2025: Stock VT; Country of operation —; Class TT WRLD ST ETF; Shares before 7,591.
  • Q4 2025: Stock VO; Country of operation —; Class MID CAP ETF; Shares before 2,387.
  • Q4 2025: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 862.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730787), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025AVDV
AMERICAN CENTY ETF TR		INTL SMCP VLU532,016529,894-2,122$47,902,700$50,239,259+$2,336,5592026-01-12
Q4 2025VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF7,5916,964-627$1,055,756$989,584-$66,1722026-01-12
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF2,3872,209-178$704,666$646,420-$58,2462026-01-12
Q4 2025VUG
VANGUARD INDEX FDS		GROWTH ETF862790-72$415,001$384,098-$30,9032026-01-12
Q4 2025FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK11,03010,146-884$76,989$64,427-$12,5622026-01-12
Q4 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT992960-32$327,246$322,804-$4,4422026-01-12
Q3 2025DFCF
DIMENSIONAL ETF TRUST		CORE FIXED INCOM343,110311,353-31,757$14,499,829$13,347,703-$1,152,1262025-10-27
Q3 2025VO
VANGUARD INDEX FDS		MID CAP ETF2,4022,387-15$675,995$704,666+$28,6712025-10-27
Q3 2025AOR
ISHARES TR		CORE 60/40 BALAN6,1176,088-29$376,440$392,920+$16,4802025-10-27
Q2 2025DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF471,570341,545-130,025$28,709,201$22,097,982-$6,611,2192025-07-30
Q2 2025QQQ
INVESCO QQQ TR		UNIT SER 11,075910-165$484,460$497,761+$13,3012025-07-30
Q1 2025VO
VANGUARD INDEX FDS		MID CAP ETF875843-32$229,968$220,782-$9,1862025-04-09
Q3 2024TBIL
RBB FD INC		US TREAS 3 MNTH73,70823,304-50,404$3,673,607$1,162,404-$2,511,2032024-10-07
Q3 2024AOR
ISHARES TR		GRWT ALLOCAT ETF5,6235,613-10$317,475$329,651+$12,1762024-10-07
Q3 2024FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK12,03011,030-1,000$76,992$73,019-$3,9732024-10-07
Q2 2024VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP252,16277,683-174,479$20,087,198$6,223,962-$13,863,2362024-07-12
Q2 2024VO
VANGUARD INDEX FDS		MID CAP ETF1,125875-250$279,270$211,365-$67,9052024-07-12
Q2 2024VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF5,6565,234-422$623,348$597,618-$25,7302024-07-12
Q2 2024AOA
ISHARES TR		AGGRES ALLOC ETF4,0093,893-116$293,419$292,364-$1,0552024-07-12
Q1 2024DFCF
DIMENSIONAL ETF TRUST		CORE FIXED INCOM312,210233,488-78,722$13,222,094$9,738,784-$3,483,3102024-04-12
Q1 2024VO
VANGUARD INDEX FDS		MID CAP ETF1,8041,125-679$417,301$279,270-$138,0312024-04-12
Q1 2024FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK15,96112,030-3,931$91,457$70,496-$20,9612024-04-12
Q1 2024AOR
ISHARES TR		GRWT ALLOCAT ETF5,6555,244-411$298,641$290,832-$7,8092024-04-12

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