Divergent Planning, LLC 13F 持仓 · 最近申报 2025年Q4
Divergent Planning 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 3.92 亿美元。前几大持仓：IVV（26.08%）、AVDV（12.83%）、MDY（11.90%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $102.1M | 26.08% | 148,837 | 增持 |
| 2 | AVDV | AMERICAN CENTY ETF TR | $50.2M | 12.83% | 529,894 | 减持 |
| 3 | MDY | SPDR S&P MIDCAP 400 ETF TR | $46.6M | 11.90% | 76,242 | 增持 |
| 4 | JMBS | JANUS DETROIT STR TR | $41.8M | 10.69% | 918,067 | 增持 |
| 5 | AVUS | AMERICAN CENTY ETF TR | $27.3M | 6.96% | 242,241 | 增持 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $25.4M | 6.49% | 361,021 | 增持 |
| 7 | JAAA | JANUS DETROIT STR TR | $21.1M | 5.39% | 417,349 | 增持 |
| 8 | VTEB | VANGUARD MUN BD FDS | $14.7M | 3.76% | 292,191 | 增持 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $13.4M | 3.42% | 314,352 | 增持 |
| 10 | TBIL | RBB FD INC | $11.3M | 2.90% | 227,379 | 增持 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $9.6M | 2.46% | 115,213 | 增持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $9.1M | 2.33% | 109,710 | 增持 |
| 13 | SCHC | SCHWAB STRATEGIC TR | $6.3M | 1.61% | 137,675 | 增持 |
| 14 | AAPL | APPLE INC | $2.3M | 0.59% | 8,584 | 减持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $989,584 | 0.25% | 6,964 | 减持 |
| 16 | MAR | MARRIOTT INTL INC NEW | $945,558 | 0.24% | 3,017 | 减持 |
| 17 | MS | MORGAN STANLEY | $762,707 | 0.19% | 4,193 | 新建仓 |
| 18 | MSFT | MICROSOFT CORP | $715,379 | 0.18% | 1,513 | 减持 |
| 19 | VO | VANGUARD INDEX FDS | $646,420 | 0.17% | 2,209 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $635,266 | 0.16% | 1,036 | 增持 |
| 21 | AMZN | AMAZON COM INC | $579,840 | 0.15% | 2,560 | 持平 |
| 22 | V | VISA INC | $555,754 | 0.14% | 1,604 | 持平 |
| 23 | LMT | LOCKHEED MARTIN CORP | $501,544 | 0.13% | 1,009 | 持平 |
| 24 | AOA | ISHARES TR | $454,468 | 0.12% | 5,047 | 增持 |
| 25 | AOR | ISHARES TR | $408,846 | 0.10% | 6,262 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR