Diversified Portfolios, Inc. Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$710.5M
Holdings
126
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BNDVanguard Total Bond | 67,535 | $0 | 0.00% | |
| 102 | AVDEAvantis International Equity ETF | 445,350 | $0 | 0.00% | |
| 103 | IWDRussell 1000/ Lrg. Value | 23,642 | $0 | 0.00% | |
| 104 | ABBVAbbvie Inc | 8,321 | $0 | 0.00% | |
| 105 | VTIVanguard Total Stock Mkt | 419,680 | $0 | 0.00% | |
| 106 | VTESVANGUARD SHRT TAX EXEMPT BND ETF | 37,495 | $0 | 0.00% | |
| 107 | BIVVanguard Interm Bond Index ETF | 257,233 | $0 | 0.00% | |
| 108 | DFUVDFA Tax-Managed US Marketwide Value II | 305,829 | $0 | 0.00% | |
| 109 | DFATDFA U.S. Small Cap Value (TM) | 76,182 | $0 | 0.00% | |
| 110 | ICSHiShares Ultra Short-Term Bond ETF | 874,901 | $0 | 0.00% | |
| 111 | IWBiShares Russell 1000 ETF | 3,788 | $0 | 0.00% | |
| 112 | VBRVanguard Small Cap Value | 12,759 | $0 | 0.00% | |
| 113 | VTHRVanguard Russell 3000 ETF | 52,307 | $0 | 0.00% | |
| 114 | NDQInvesco QQQ Trust | 3,528 | $0 | 0.00% | |
| 115 | AVEMAvantis Emerging Markets EQ ETF | 223,604 | $0 | 0.00% | |
| 116 | IEMGiShares Core MSCI Emerging Markets ETF | 23,774 | $0 | 0.00% | |
| 117 | VCITVanguard Intermediate | 26,447 | $0 | 0.00% | |
| 118 | JMUBJPMorgan Municipal ETF | 131,143 | $0 | 0.00% | |
| 119 | REETiShares Global REIT ETF | 652,063 | $0 | 0.00% | |
| 120 | DFSVDimensional US Small Cap Value ETF | 246,054 | $0 | 0.00% | |
| 121 | VTVVanguard Value | 67,150 | $0 | 0.00% | |
| 122 | VNQVanguard Reit | 68,382 | $0 | 0.00% | |
| 123 | IJRiShares Core S&P Small-Cap ETF | 21,011 | $0 | 0.00% | |
| 124 | VOOGVanguard S&P 500 Growth ETF | 9,698 | $0 | 0.00% | |
| 125 | IVWiShares S&P 500 Growth ETF | 36,085 | $0 | 0.00% | |
| 126 | ITOTiShares Core S&P Total US Stock Mkt ETF | 24,234 | $0 | 0.00% |
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