Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERGENT PLANNING LLC | 04-12-2024 | 03-31-2024 | 28 | 236,691,863 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $69,035,498 | 131,526 | 0.03 | 0.03 | 1,231 | 0.94 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2 | $33,175,099 | 60,058 | 0.01 | 0.01 | 2,601 | 4.53 | 03-31-2024 |
| JANUS DETROIT STR TR | HENDERSON MTG | 3 | $28,508,952 | 638,785 | 0.01 | 0.01 | 27,785 | 4.55 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 4 | $28,314,277 | 432,279 | 0.01 | 0.01 | 16,065 | 3.86 | 03-31-2024 |
