0001085146-24-005102.txt : 20241023 0001085146-24-005102.hdr.sgml : 20241023 20241023171841 ACCESSION NUMBER: 0001085146-24-005102 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20241023 DATE AS OF CHANGE: 20241023 EFFECTIVENESS DATE: 20241023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Convergence Financial, LLC CENTRAL INDEX KEY: 0002034001 ORGANIZATION NAME: IRS NUMBER: 834561081 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24400 FILM NUMBER: 241390053 BUSINESS ADDRESS: STREET 1: 3919 S PROVIDENCE RD CITY: COLUMBIA STATE: MO ZIP: 65203 BUSINESS PHONE: 573-818-2264 MAIL ADDRESS: STREET 1: 3919 S PROVIDENCE RD CITY: COLUMBIA STATE: MO ZIP: 65203 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002034001 XXXXXXXX 03-31-2022 03-31-2022 false Convergence Financial, LLC

3919 S PROVIDENCE RD COLUMBIA MO 65203

13F HOLDINGS REPORT 028-24400 000304146 801-116738 N Cathleen Wrisberg 314-887-7271 /s/Cathleen Wrisberg Columbia MO 10-23-2024 0 22 93223558 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPS ETF TR SECTR DIV DOGS 00162Q858 304922 5539 SH SOLE 677 0 4862 ARK ETF TR INNOVATION ETF 00214Q104 475962 7180 SH SOLE 0 0 7180 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 563597 1597 SH SOLE 15 0 1582 INVESCO QQQ TR UNIT SER 1 46090E103 279156 770 SH SOLE 0 0 770 ISHARES TR CORE S&P MCP ETF 464287507 345890 1289 SH SOLE 22 0 1267 ISHARES TR CORE S&P SCP ETF 464287804 210042 1947 SH SOLE 0 0 1947 ISHARES TR CORE S&P500 ETF 464287200 643332 1418 SH SOLE 224 0 1194 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 513291 9614 SH SOLE 0 0 9614 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 362043 2278 SH SOLE 0 0 2278 SPDR SER TR DJ REIT ETF 78464A607 417307 3557 SH SOLE 0 0 3557 SPDR SER TR PORTFLI INTRMDIT 78464A672 1585379 52340 SH SOLE 0 0 52340 SPDR SER TR PORTFOLIO AGRGTE 78464A649 856465 30819 SH SOLE 290 0 30529 SPDR SER TR PORTFOLIO S&P500 78464A854 481889 9070 SH SOLE 0 0 9070 SPDR SER TR PRTFLO S&P500 GW 78464A409 12318661 186054 SH SOLE 0 0 186054 SPDR SER TR PRTFLO S&P500 VL 78464A508 12905037 309103 SH SOLE 0 0 309103 SPDR SER TR S&P 400 MDCP GRW 78464A821 13409280 180694 SH SOLE 0 0 180694 SPDR SER TR S&P 400 MDCP VAL 78464A839 14168716 201317 SH SOLE 0 0 201317 SPDR SER TR S&P 600 SMCP GRW 78464A201 14432770 172167 SH SOLE 0 0 172167 SPDR SER TR S&P 600 SMCP VAL 78464A300 15097814 181181 SH SOLE 0 0 181181 TESLA INC COM 88160R101 1973086 1831 SH SOLE 23 0 1808 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 280469 1730 SH SOLE 541 0 1189 VANGUARD WORLD FDS INF TECH ETF 92204A702 1598450 3838 SH SOLE 0 0 3838