Diversified Portfolios, Inc.
CIK: 0001634212SEC EDGAR →
Portfolio Value
$1.1M
Holdings
181
As of
Q4 2025
New Positions
6
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt | 458,478 | $153K | 13.66% |
| 2 | JPMorgan Active Bond ETF | 1,921,439 | $103K | 9.20% |
| 3 | Vanguard Core Bond ETF | 1,129,478 | $87K | 7.77% |
| 4 | Avantis International Equity ETF | 943,601 | $77K | 6.88% |
| 5 | DFA Short-Duration Fixed Inc ETF | 1,236,613 | $59K | 5.27% |
| 6 | iShares Ultra Short-Term Bond ETF | 1,078,140 | $54K | 4.82% |
| 7 | Avantis Emerging Markets EQ ETF | 549,538 | $42K | 3.75% |
| 8 | SPDR Trust (S&P 500) | 40,294 | $27K | 2.41% |
| 9 | DFA US Large Cap Value ETF | 768,137 | $26K | 2.32% |
| 10 | iShares Core S&P 500 ETF | 35,559 | $24K | 2.14% |
Quarterly Changes
New Positions (19)
$19K · 761K shares
$5K · 103K shares
$1K · 74K shares
$0 · 16K shares
$0 · 13K shares
$0 · 14K shares
$0 · 14K shares
$0 · 4K shares
$0 · 469 shares
$0 · 743 shares
$0 · 20K shares
$0 · 13K shares
$0 · 16K shares
$0 · 720 shares
$0 · 12K shares
$0 · 14K shares
$0 · 14K shares
$0 · 13K shares
$0 · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $1.1M | 96.5% |
| Unknown | 8 | $21K | 1.9% |
| Technology | 8 | $10K | 0.9% |
| Consumer Cyclical | 4 | $4K | 0.4% |
| Healthcare | 4 | $3K | 0.3% |
| Industrials | 5 | $1K | 0.1% |
| Consumer Defensive | 1 | $0 | 0.0% |
| Communication Services | 4 | $0 | 0.0% |
| Energy | 2 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |