0001085146-24-005105.txt : 20241023 0001085146-24-005105.hdr.sgml : 20241023 20241023171911 ACCESSION NUMBER: 0001085146-24-005105 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 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: 241390057 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 12-31-2022 12-31-2022 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 27 112899673 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 201870 2288 SH SOLE 0 0 2288 ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 251490 4889 SH SOLE 677 0 4212 AMAZON COM INC COM 023135106 BBG001S5PQL7 206136 2454 SH SOLE 160 0 2294 APPLE INC COM 037833100 BBG001S5N8V8 296711 2284 SH SOLE 203 0 2081 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 303871 9727 SH SOLE 0 0 9727 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 362958 1175 SH SOLE 15 0 1160 HOME DEPOT INC COM 437076102 BBG001S5RTW7 308595 977 SH SOLE 0 0 977 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 270191 1117 SH SOLE 22 0 1095 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 547499 1425 SH SOLE 218 0 1207 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 5832538 46870 SH SOLE 0 0 46870 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 2327280 78386 SH SOLE 0 0 78386 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 2153046 65323 SH SOLE 0 0 65323 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3543220 9265 SH SOLE 0 0 9265 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 2308778 91873 SH SOLE 0 0 91873 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 794212 17657 SH SOLE 0 0 17657 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 390939 13532 SH SOLE 0 0 13532 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 778071 26483 SH SOLE 0 0 26483 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 13843150 273202 SH SOLE 0 0 273202 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 15729287 404456 SH SOLE 0 0 404456 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 13649961 208907 SH SOLE 0 0 208907 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 14438500 223092 SH SOLE 0 0 223092 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 14388825 199181 SH SOLE 0 0 199181 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 14878037 200459 SH SOLE 0 0 200459 TESLA INC COM 88160R101 BBG001SQKGD7 3724963 30240 SH SOLE 69 0 30171 TESLA INC COM 88160R101 BBG001SQKGD7 256000 200 SH Put SOLE 0 0 200 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 262637 1730 SH SOLE 541 0 1189 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 850908 2664 SH SOLE 0 0 2664