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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
AAPLApple Inc
Recent Activity
Decreased -4.48%
0.74%
$2.142M
9,042 shares@ $236.86 avg price
TBILRbb Fd Inc
Recent Activity
Increased 44.92%
0.58%
$1.686M
33,771 shares@ $49.92 avg price
MARMarriott Intl Inc New
Recent Activity
0.3%
$863,995
3,191 shares@ $270.76 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 2.1%
0.22%
$638,415
5,496 shares@ $116.16 avg price
MSFTMicrosoft Corp
Recent Activity
0.21%
$600,572
1,434 shares@ $418.81 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -10.4%
0.21%
$595,517
2,720 shares@ $218.95 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.44%
0.19%
$533,057
1,051 shares@ $507.2 avg price
VVisa Inc
Recent Activity
0.18%
$512,645
1,666 shares@ $307.72 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 62.22%
0.17%
$472,262
1,009 shares@ $468.05 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.15%
$422,298
954 shares@ $442.67 avg price