Divergent-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  "MSFT",
  "IVV",
  "AAPL",
  "LMT",
  null,
  null,
  "GLD",
  "VO",
  "VCIT",
  "AMZN",
  "VUG",
  "VTEB",
  "VT",
  "V",
  null,
  null,
  null,
  "BRK-B",
  null,
  "MAR",
  "QQQ",
  "MDY",
  "GOOG",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 30
Total Value: 301413976
Accession Number: 0001085146-25-001963
Form Type: 13F-HR
CIK: divergent-planning
Manager Name: Divergent-Planning

Data Enrichment

63% identified

19 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $301.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464289859

Shares:4.7K

Value:$363.6K

% of Portfolio:0.1% ($363.6K/$301.4M)

46138E354

Shares:4.7K

Value:$348.9K

% of Portfolio:0.1% ($348.9K/$301.4M)

464289867

Shares:6.0K

Value:$336.4K

% of Portfolio:0.1% ($336.4K/$301.4M)

922908736

VUG|922908736

Shares:790

Value:$298.1K

% of Portfolio:0.1% ($298.1K/$301.4M)

NETFLIX INC

NFLX|64110L106

Shares:240

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$301.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:775

Value:$223.3K

% of Portfolio:0.1% ($223.3K/$301.4M)

922908629

VO|922908629

Shares:843

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$301.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$213.7K

% of Portfolio:0.1% ($213.7K/$301.4M)

90274D382

Shares:7.3K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$301.4M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:11.0K

Value:$77.7K

% of Portfolio:0.0% ($77.7K/$301.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289859)✕	4.7K	QoQ +0.04% (+2) YoY +18.00% (+722)	All Managers (Combined)	$363.6K	0.1% ($363.6K/$301.4M)	QoQ +1.52% (+$5.5K) YoY +23.92% (+$70.2K)
(cusip46138E354)✕	4.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$348.9K	0.1% ($348.9K/$301.4M)	QoQ +8.50% (+$27.3K) YoY +13.21% (+$40.7K)
(cusip464289867)✕	6.0K	QoQ 0.00% (-0) YoY +13.95% (+732)	All Managers (Combined)	$336.4K	0.1% ($336.4K/$301.4M)	QoQ -0.67% (-$2.3K) YoY +15.66% (+$45.6K)
(VUGcusip922908736)	790	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$298.1K	0.1% ($298.1K/$301.4M)	QoQ -7.37% (-$23.7K) YoY +9.59% (+$26.1K)
NETFLIX INC(NFLXcusip64110L106)	240	QoQ NEW(+240) YoY NEW(+240)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$301.4M)	QoQ NEW(+$224.5K) YoY NEW(+$224.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	775	QoQ NEW(+775) YoY NEW(+775)	All Managers (Combined)	$223.3K	0.1% ($223.3K/$301.4M)	QoQ NEW(+$223.3K) YoY NEW(+$223.3K)
(VOcusip922908629)	843	QoQ -3.65% (-32) YoY -25.06% (-282)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$301.4M)	QoQ -3.99% (-$9.2K) YoY -20.94% (-$58.5K)
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +27.73% (+292) YoY NEW(+1.3K)	All Managers (Combined)	$213.7K	0.1% ($213.7K/$301.4M)	QoQ +5.04% (+$10.3K) YoY NEW(+$213.7K)
(cusip90274D382)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$301.4M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	11.0K	QoQ 0.00% (+0) YoY -8.31% (-1.0K)	All Managers (Combined)	$77.7K	0.0% ($77.7K/$301.4M)	QoQ +3.22% (+$2.4K) YoY +10.14% (-$7.2K)