0001085146-24-005106.txt : 20241023 0001085146-24-005106.hdr.sgml : 20241023 20241023171920 ACCESSION NUMBER: 0001085146-24-005106 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 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: 241390058 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 03-31-2023 03-31-2023 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 28 135734548 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 260983 2516 SH SOLE 0 0 2516 ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 250317 4889 SH SOLE 677 0 4212 AMAZON COM INC COM 023135106 BBG001S5PQL7 277331 2685 SH SOLE 160 0 2525 APPLE INC COM 037833100 BBG001S5N8V8 409822 2485 SH SOLE 203 0 2282 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 415705 10305 SH SOLE 0 0 10305 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 396463 1284 SH SOLE 15 0 1269 HOME DEPOT INC COM 437076102 BBG001S5RTW7 281249 953 SH SOLE 0 0 953 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 286182 1144 SH SOLE 22 0 1122 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 507274 1234 SH SOLE 138 0 1096 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 BBG00KHT04L1 276249 5362 SH SOLE 0 0 5362 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 7167368 47463 SH SOLE 0 0 47463 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 1214061 200010 SH SOLE 0 0 200010 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 819701 25520 SH SOLE 0 0 25520 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 336216 9851 SH SOLE 0 0 9851 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3920754 9577 SH SOLE 0 0 9577 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 6628682 72192 SH SOLE 0 0 72192 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 3671886 142376 SH SOLE 0 0 142376 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 641793 13329 SH SOLE 0 0 13329 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 15653803 528309 SH SOLE 2334 0 525975 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 16285802 294180 SH SOLE 0 0 294180 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 17245785 423521 SH SOLE 0 0 423521 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 15066179 220137 SH SOLE 0 0 220137 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 15247013 230735 SH SOLE 0 0 230735 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 13080199 177357 SH SOLE 0 0 177357 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 13354125 175297 SH SOLE 0 0 175297 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 726321 9528 SH SOLE 0 0 9528 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 286394 1860 SH SOLE 541 0 1319 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 1026891 2664 SH SOLE 0 0 2664