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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
AOAIshares Tr
Recent Activity
Increased 0.69%
0.13%
$358,158
4,729 shares@ $75.74 avg price
AORIshares Tr
Recent Activity
Increased 6.47%
0.12%
$338,660
5,976 shares@ $56.68 avg price
VUGVanguard Index Fds
Recent Activity
0.12%
$321,791
790 shares@ $407.34 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
0.11%
$321,514
4,706 shares@ $68.33 avg price
VOVanguard Index Fds
Recent Activity
0.08%
$229,968
875 shares@ $262.83 avg price
EGBNEagle Bancorp Inc Md
Recent Activity
0.08%
$218,603
9,338 shares@ $23.42 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.07%
$203,408
1,053 shares@ $193.17 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
0.03%
$75,225
11,030 shares@ $6.83 avg price