Divergent Planning, LLC
Nilai portofolio QoQ: +4.1% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q4 2025: 0,29% Perkiraan pembelian $9.254.614 · penjualan $1.124.844
Kepemilikan median: 4,0 kuartal Dilacak Q1 2025–Q4 2025 · 92,3% masih dipegang
Rincian sektor
Portofolio lengkap 36 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $102.130.408 | 26,08% | 148.837 | $2.930.517 | Naik ×4 | ||
| AVDV | $50.239.259 | 12,83% | 529.894 | $2.336.559 | Turun ×1 | ||
| MDY | $46.607.786 | 11,90% | 76.242 | $1.986.589 | Naik ×4 | ||
| JMBS | $41.845.471 | 10,69% | 918.067 | $1.944.842 | Naik ×4 | ||
| AVUS | $27.264.197 | 6,96% | 242.241 | $1.288.953 | Naik ×4 | ||
| DFAS | $25.412.268 | 6,49% | 361.021 | $966.139 | Naik ×2 | ||
| JAAA | $21.122.054 | 5,39% | 417.349 | $1.211.239 | Naik ×4 | ||
| VTEB | $14.717.663 | 3,76% | 292.191 | $463.567 | Naik ×4 | ||
| DFCF | $13.375.678 | 3,42% | 314.352 | $27.975 | Naik ×1 | ||
| TBIL | $11.346.211 | 2,90% | 227.379 | $976.959 | Naik ×4 | ||
| VCIT | $9.647.937 | 2,46% | 115.213 | $97.460 | Naik ×4 | ||
| AVDE | $9.124.581 | 2,33% | 109.710 | $521.852 | Naik ×2 | ||
| SCHC | $6.320.659 | 1,61% | 137.675 | $108.712 | Naik ×2 | ||
| AAPL | $2.326.350 | 0,59% | 8.584 | $42.873 | Turun ×3 | ||
| VT | $989.584 | 0,25% | 6.964 | $-66.172 | Turun ×1 | ||
| MAR | $945.558 | 0,24% | 3.017 | $85.588 | Turun ×1 | ||
| MS | $762.707 | 0,19% | 4.193 | Naik ×1 | |||
| MSFT | $715.379 | 0,18% | 1.513 | $-154.608 | Turun ×3 | ||
| VO | $646.420 | 0,17% | 2.209 | $-58.246 | Turun ×2 | ||
| QQQ | $635.266 | 0,16% | 1.036 | $54.404 | Naik ×2 | ||
| AMZN | $579.840 | 0,15% | 2.560 | $17.894 | |||
| V | $555.754 | 0,14% | 1.604 | $-5.389 | |||
| LMT | $501.544 | 0,13% | 1.009 | $-7.486 | |||
| AOA | $454.468 | 0,12% | 5.047 | $13.893 | Naik ×4 | ||
| AOR | $408.846 | 0,10% | 6.262 | $15.926 | Naik ×1 | ||
| VUG | $384.098 | 0,10% | 790 | $-30.903 | Turun ×1 | ||
| GOOG | $361.987 | 0,09% | 1.148 | $79.062 | |||
| SPLV | $337.582 | 0,09% | 4.741 | $-6.626 | Naik ×2 | ||
| VTI | $322.804 | 0,08% | 960 | $-4.442 | Turun ×1 | ||
| GLD | $308.667 | 0,08% | 775 | $31.496 | |||
| ACN | $302.062 | 0,08% | 1.162 | $17.000 | |||
| VOO | $294.673 | 0,08% | 469 | $6.097 | |||
| AOK | $241.962 | 0,06% | 6.001 | Naik ×1 | |||
| NVDA | $219.633 | 0,06% | 1.163 | $-39.845 | Turun ×1 | ||
| FSCO | $64.427 | 0,02% | 10.146 | $-12.562 | Turun ×1 | ||
| HCAT | $25.075 | 0,01% | 10.998 | $-7.479 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IVV | $102.130.408 | 26,08% | naik ×4 |
| MDY | $46.607.786 | 11,90% | naik ×4 |
| JMBS | $41.845.471 | 10,69% | naik ×4 |
| AVUS | $27.264.197 | 6,96% | naik ×4 |
| JAAA | $21.122.054 | 5,39% | naik ×4 |
| VTEB | $14.717.663 | 3,76% | naik ×4 |
| TBIL | $11.346.211 | 2,90% | naik ×4 |
| VCIT | $9.647.937 | 2,46% | naik ×4 |
| AOA | $454.468 | 0,12% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +1K | +$2.9M |
| AVDV | Dipangkas | -2K | +$2.3M |
| MDY | Beli lebih banyak | +2K | +$2.0M |
| JMBS | Beli lebih banyak | +44K | +$1.9M |
| AVUS | Beli lebih banyak | +4K | +$1.3M |
| JAAA | Beli lebih banyak | +24K | +$1.2M |
| TBIL | Beli lebih banyak | +19K | +$977K |
| DFAS | Beli lebih banyak | +7K | +$966K |
| AVDE | Beli lebih banyak | +2K | +$522K |
| VTEB | Beli lebih banyak | +7K | +$464K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.