Filer Name: DIVERSIFIED PORTFOLIOS, INC.
CIK: 1634212
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 146
Portfolio Value: $0.92B

Diversified Portfolios, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 415,829 $121M 13.14% -1.3% -
JBND US JPMORGAN ACTIVE BOND ETF 1,351,629 $71M 7.70% 6.0% -
ICSH US ISHARES ULT STBA ETF USD INC 1,092,489 $55M 6.01% -5.2% -
VCRB US VANGUARD CORE BOND ETF 560,086 $42M 4.63% 60.7% -
AVDE US AVANTIS INTERNATIONAL EQUITY 673,880 $41M 4.51% 16.4% -
FLOT US ISHARES FLOATING RATE BOND E 641,040 $33M 3.56% -2.1% -
DFSD US DIMENSIONAL SHORT DURATION 563,958 $26M 2.88% 33.9% -
IUSB US ISHARES CORE TOTAL BOND ETF 559,800 $25M 2.76% -20.3% -
BSV US VANGUARD SHORT-TERM BOND ETF 318,667 $25M 2.69% -19.7% -
SPY US SPDR S&P 500 ETF TRUST 39,595 $23M 2.53% 0.3% -
IVV US ISHARES CORE S&P 500 ETF 37,938 $22M 2.44% -0.3% -
AVEM US AVANTIS EMERGING MARKETS EQ 362,931 $21M 2.33% 14.8% -
REET US ISHARES GLOBAL REIT ETF 772,173 $19M 2.02% 7.7% -
IWV US ISHARES RUSSELL 3000 ETF 53,859 $18M 1.96% -0.2% -
DFAE US DIMENSIONAL EMERGING CORE EQ 706,798 $18M 1.96% 3.7% -
MUB US ISHARES NATIONAL MUNI BOND E 157,627 $17M 1.83% 2.9% -
DFLV US DIM US LARGE CAP VALUE ETF 541,616 $16M 1.77% 18.3% -
ESGV US VANGUARD ESG US STOCK ETF 129,751 $14M 1.48% -8.8% -
VTHR US VANGUARD RUSSELL 3000 52,058 $14M 1.47% -0.2% -
DFUV US DIMENSIONAL US MARKETWIDE VA 304,492 $12M 1.36% - -
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