test

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
GOOGAlphabet Inc
Recent Activity
New Position
0.07%
$203,408
1,053 shares@ $193.17 avg price