Fund Universe

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☆Divergent Planning, LLC

CIK 0001730787 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.903
AUM ($M)
392
Positions
36
Turnover
0.01
Top-10 wt
90%
Herfindahl
0.127
History (qtrs)
4
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 38 positions · portfolio value $392M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 26.1% -0.2% 102.1 148,837 +5,380 1 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 12.8% +0.4% 50.2 529,894 -1,731 1 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR ADD — 11.9% -0.0% 46.6 76,242 +5,999 1 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 10.7% -0.1% 41.8 918,067 +105,324 1 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 7.0% +0.1% 27.3 242,241 +11,928 1 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 6.5% -0.0% 25.4 361,021 +19,476 1 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 5.4% -0.3% 21.1 417,349 +34,775 1 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 3.8% -0.2% 14.7 292,191 +15,484 1 —
☆DFCF funds › DIMENSIONAL ETF TRUST TRIM — 3.4% -0.9% 13.4 314,352 -28,758 1 —
☆TBIL funds › RBB FD INC ADD — 2.9% +0.9% 11.3 227,379 +89,531 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.5% +0.2% 9.6 115,213 +22,081 1 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 2.3% +0.4% 9.1 109,710 +22,885 1 —
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 1.6% -0.0% 6.3 137,675 +6,771 1 —
☆AAPL funds › APPLE INC TRIM — 0.6% +0.0% 2.3 8,584 -596 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.3% -0.0% 1.0 6,964 -236 1 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.2% -0.0% 0.9 3,017 -174 1 —
☆MS funds › MORGAN STANLEY NEW — 0.2% +0.2% 0.8 4,193 +4,193 1 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.2% -0.1% 0.7 1,513 -293 1 —
☆VO funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.6 2,209 -193 1 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% +0.0% 0.6 1,036 +126 1 —
☆AMZN funds › AMAZON COM INC TRIM — 0.1% -0.0% 0.6 2,560 -110 1 —
☆V funds › VISA INC HOLD — 0.1% -0.0% 0.6 1,604 +0 1 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% -0.0% 0.5 1,009 +0 1 —
☆AOA funds › ISHARES TR ADD — 0.1% -0.0% 0.5 5,047 +110 1 —
☆AOR funds › ISHARES TR ADD — 0.1% -0.0% 0.4 6,262 +145 1 —
☆VUG funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.4 790 -72 1 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% +0.0% 0.4 1,148 -79 1 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 0.3 4,741 +35 1 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.3 960 -31 1 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% +0.0% 0.3 775 +0 1 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.1% -0.0% 0.3 1,162 +190 1 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.3 469 +0 1 —
☆AOK funds › ISHARES TR NEW — 0.1% +0.1% 0.2 6,001 +6,001 1 —
☆NVDA funds › NVIDIA CORPORATION NEW — 0.1% +0.1% 0.2 1,163 +1,163 1 —
☆FSCO funds › FS CREDIT OPPORTUNITIES CORP TRIM — 0.0% -0.0% 0.1 10,146 -884 1 —
☆HCAT funds › HEALTH CATALYST INC HOLD — 0.0% -0.0% 0.0 10,998 +0 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.1% 0.0 0 -954 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.1% 0.0 0 -224 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 392 36 0.02 90% 0.127 0.874 — entered
2025Q3 338 35 0.96 91% 0.128 0.000 — out
2025Q2 264 85 0.96 43% 0.032 0.000 — out
2025Q1 301 30 0.00 96% 0.133 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status