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Matthew Brock

@Divergent Planning, Llc

Latest period2024 - Q4ReportedManaged Assets$292.409MTotal holdings28
Assets growth rate8.99%Assets growth rate (2-Q avg)7.96%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Divergent Planning, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Divergent Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 292.409M in assets, with a quarterly growth rate of 8.99% and a 2-quarter average growth rate of 7.96%. The portfolio is managed by Matthew Brock, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.51%
27.55%
$80.533M
138,057 shares@ $583.33 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 1.73%
12.56%
$36.724M
64,928 shares@ $565.62 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 12.7%
11.19%
$32.707M
512,171 shares@ $63.87 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 4.33%
11.05%
$32.309M
740,025 shares@ $43.66 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 187.02%
9.99%
$29.201M
455,407 shares@ $64.13 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 1.87%
7.12%
$20.805M
215,906 shares@ $96.36 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 9.21%
6%
$17.542M
345,374 shares@ $50.79 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.85%
4.51%
$13.171M
264,959 shares@ $49.72 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 1.33%
4.14%
$12.087M
295,813 shares@ $40.86 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 3.55%
2.33%
$6.796M
85,609 shares@ $79.4 avg price