Asset Manager
← All Institutions
Divergent Planning, LLC
Market Value
$0
-100.0%
Holdings
36
-2
New Purchases
0
Added To
0
Closed
36
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $0 | 0% |
| Large Cap | 14 | $0 | 0% |
| Mid Cap | 6 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$728.0B
Median Market Cap
$80.0B
Avg P/E
27.9
Median P/E
28.6
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
12
# ETFs / Funds
24
Top Holdings (36 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACN | —% | — | — | — | -$302K | -1,162 | -100.0% | SOLD |
| 2 | MS | —% | — | — | — | -$763K | -4,193 | -100.0% | SOLD |
| 3 | LMT | —% | — | — | — | -$502K | -1,009 | -100.0% | SOLD |
| 4 | V | —% | — | — | — | -$556K | -1,604 | -100.0% | SOLD |
| 5 | FSCO | —% | — | — | — | -$64K | -10,146 | -100.0% | SOLD |
| 6 | AMZN | —% | — | — | — | -$580K | -2,560 | -100.0% | SOLD |
| 7 | MAR | —% | — | — | — | -$946K | -3,017 | -100.0% | SOLD |
| 8 | AAPL | —% | — | — | — | -$2M | -8,584 | -100.0% | SOLD |
| 9 | HCAT | —% | — | — | — | -$25K | -10,998 | -100.0% | SOLD |
| 10 | AVUS | —% | — | — | — | -$27M | -242,241 | -100.0% | SOLD |
| 11 | AVDE | —% | — | — | — | -$9M | -109,710 | -100.0% | SOLD |
| 12 | IVV | —% | — | — | — | -$102M | -148,837 | -100.0% | SOLD |
| 13 | SCHC | —% | — | — | — | -$6M | -137,675 | -100.0% | SOLD |
| 14 | VT | —% | — | — | — | -$990K | -6,964 | -100.0% | SOLD |
| 15 | VTI | —% | — | — | — | -$323K | -960 | -100.0% | SOLD |
| 16 | DFCF | —% | — | — | — | -$13M | -314,352 | -100.0% | SOLD |
| 17 | VTEB | —% | — | — | — | -$15M | -292,191 | -100.0% | SOLD |
| 18 | VUG | —% | — | — | — | -$384K | -790 | -100.0% | SOLD |
| 19 | JMBS | —% | — | — | — | -$42M | -918,067 | -100.0% | SOLD |
| 20 | AOA | —% | — | — | — | -$454K | -5,047 | -100.0% | SOLD |
| 21 | GOOG | —% | — | — | — | -$362K | -1,148 | -100.0% | SOLD |
| 22 | SPLV | —% | — | — | — | -$338K | -4,741 | -100.0% | SOLD |
| 23 | GLD | —% | — | — | — | -$309K | -775 | -100.0% | SOLD |
| 24 | AVDV | —% | — | — | — | -$50M | -529,894 | -100.0% | SOLD |
| 25 | AOR | —% | — | — | — | -$409K | -6,262 | -100.0% | SOLD |
| 26 | JAAA | —% | — | — | — | -$21M | -417,349 | -100.0% | SOLD |
| 27 | MSFT | —% | — | — | — | -$715K | -1,513 | -100.0% | SOLD |
| 28 | QQQ | —% | — | — | — | -$635K | -1,036 | -100.0% | SOLD |
| 29 | NVDA | —% | — | — | — | -$220K | -1,163 | -100.0% | SOLD |
| 30 | VO | —% | — | — | — | -$646K | -2,209 | -100.0% | SOLD |
| 31 | VCIT | —% | — | — | — | -$10M | -115,213 | -100.0% | SOLD |
| 32 | DFAS | —% | — | — | — | -$25M | -361,021 | -100.0% | SOLD |
| 33 | MDY | —% | — | — | — | -$47M | -76,242 | -100.0% | SOLD |
| 34 | TBIL | —% | — | — | — | -$11M | -227,379 | -100.0% | SOLD |
| 35 | VOO | —% | — | — | — | -$295K | -469 | -100.0% | SOLD |
| 36 | AOK | —% | — | — | — | -$242K | -6,001 | -100.0% | SOLD |