Divergent Planning, LLC Last Quarter Change: USA ETF, Added

Divergent Planning, LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Divergent Planning, LLC opened 1 positions, added to 16, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was IVV (+$2,930,517); the largest decrease was VT (-$66,172).

IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2025-09-30 147,527; Shares 2025-12-31 148,837.
MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2025-09-30 74,284; Shares 2025-12-31 76,242.
JMBS: Country of operation —; Class HENDERSON MTG; Shares 2025-09-30 874,439; Shares 2025-12-31 918,067.
AVUS: Country of operation —; Class US EQT ETF; Shares 2025-09-30 237,847; Shares 2025-12-31 242,241.

Two Form 13F-HR filings compared (SEC CIK 1730787): 2025-09-30 (filed 2025-10-27) and 2025-12-31 (filed 2026-01-12). 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; share change is the position change.

Stock	Class	Shares 2025-09-30	Shares 2025-12-31	Share change	Value 2025-09-30	Value 2025-12-31	Value change
IVV ISHARES TR	CORE S&P500 ETF	147,527	148,837	+1,310	$99,199,891	$102,130,408	+$2,930,517
MDY SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	74,284	76,242	+1,958	$44,621,197	$46,607,786	+$1,986,589
JMBS JANUS DETROIT STR TR	HENDERSON MTG	874,439	918,067	+43,628	$39,900,629	$41,845,471	+$1,944,842
AVUS AMERICAN CENTY ETF TR	US EQT ETF	237,847	242,241	+4,394	$25,975,244	$27,264,197	+$1,288,953
JAAA JANUS DETROIT STR TR	HENDRSON AAA CL	393,494	417,349	+23,855	$19,910,815	$21,122,054	+$1,211,239
TBIL RBB FD INC	US TREAS 3 MNTH	207,926	227,379	+19,453	$10,369,252	$11,346,211	+$976,959
DFAS DIMENSIONAL ETF TRUST	US SMALL CAP ETF	353,779	361,021	+7,242	$24,446,129	$25,412,268	+$966,139
AVDE AMERICAN CENTY ETF TR	INTL EQT ETF	107,561	109,710	+2,149	$8,602,729	$9,124,581	+$521,852
VTEB VANGUARD MUN BD FDS	TAX EXEMPT BD	285,196	292,191	+6,995	$14,254,096	$14,717,663	+$463,567
SCHC SCHWAB STRATEGIC TR	INTL SCEQT ETF	134,925	137,675	+2,750	$6,211,947	$6,320,659	+$108,712
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	113,615	115,213	+1,598	$9,550,477	$9,647,937	+$97,460
QQQ INVESCO QQQ TR	UNIT SER 1	963	1,036	+73	$580,862	$635,266	+$54,404
DFCF DIMENSIONAL ETF TRUST	CORE FIXED INCOM	311,353	314,352	+2,999	$13,347,703	$13,375,678	+$27,975
AOR ISHARES TR	CORE 60/40 BALAN	6,088	6,262	+174	$392,920	$408,846	+$15,926
AOA ISHARES TR	CORE 80/20 AGGRE	4,975	5,047	+72	$440,575	$454,468	+$13,893
SPLV INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	4,715	4,741	+26	$344,208	$337,582	-$6,626

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