Matthew Brock

@Divergent Planning, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$292.409M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity Decreased -4.48%	0.74%	$2.142M 9,042 shares@ $236.86 avg price	Decreased -4.48%
AMZNAmazon Com Inc Recent Activity Decreased -10.4%	0.21%	$595,517 2,720 shares@ $218.95 avg price	Decreased -10.4%