0001085146-24-005103.txt : 20241023 0001085146-24-005103.hdr.sgml : 20241023 20241023171851 ACCESSION NUMBER: 0001085146-24-005103 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 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: 241390055 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 06-30-2022 06-30-2022 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 21 96816207 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPS ETF TR SECTR DIV DOGS 00162Q858 258968 5168 SH SOLE 677 0 4491 ARK ETF TR INNOVATION ETF 00214Q104 364583 9142 SH SOLE 0 0 9142 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 580440 2126 SH SOLE 15 0 2111 ISHARES TR CORE S&P MCP ETF 464287507 270345 1195 SH SOLE 22 0 1173 ISHARES TR CORE S&P500 ETF 464287200 528156 1393 SH SOLE 204 0 1189 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 424843 9614 SH SOLE 0 0 9614 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5688249 44747 SH SOLE 0 0 44747 SOFI TECHNOLOGIES INC COM 83406F102 1054000 200000 SH SOLE 0 0 200000 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 242833 8420 SH SOLE 0 0 8420 SPDR S&P 500 ETF TR TR UNIT 78462F103 2894639 7673 SH SOLE 0 0 7673 SPDR SER TR PORTFLI INTRMDIT 78464A672 732329 24850 SH SOLE 0 0 24850 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2419615 91826 SH SOLE 0 0 91826 SPDR SER TR PORTFOLIO S&P500 78464A854 404957 9133 SH SOLE 0 0 9133 SPDR SER TR PRTFLO S&P500 GW 78464A409 13472806 257705 SH SOLE 0 0 257705 SPDR SER TR PRTFLO S&P500 VL 78464A508 14129015 383732 SH SOLE 0 0 383732 SPDR SER TR S&P 400 MDCP GRW 78464A821 12075942 198096 SH SOLE 0 0 198096 SPDR SER TR S&P 400 MDCP VAL 78464A839 12836567 212175 SH SOLE 0 0 212175 SPDR SER TR S&P 600 SMCP GRW 78464A201 13479922 191205 SH SOLE 0 0 191205 SPDR SER TR S&P 600 SMCP VAL 78464A300 13943769 192567 SH SOLE 0 0 192567 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 248143 1730 SH SOLE 541 0 1189 VANGUARD WORLD FDS INF TECH ETF 92204A702 766086 2346 SH SOLE 0 0 2346