Diversified Portfolios, Inc. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$950.8M
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VOVanguard Mid Cap | 2,180 | $563K | 0.06% | |
| 102 | AGGiShares Aggregate Bond Fd | 5,679 | $561K | 0.06% | |
| 103 | AVSDAvantis Responsible International Equity ETF | 9,309 | $558K | 0.06% | |
| 104 | IWBiShares Russell 1000 ETF | 1,794 | $550K | 0.06% | |
| 105 | IWNRussell 2000/ Small Value | 3,616 | $545K | 0.06% | |
| 106 | AVUSAvantis U.S. Equity ETF | 5,805 | $536K | 0.06% | |
| 107 | SCHGSchwab US Large Cap | 19,822 | $496K | 0.05% | |
| 108 | JPSTJPMorgan Ultra-Short Income ETF | 9,736 | $492K | 0.05% | |
| 109 | SCHESchw Emg Mkt Eq Etf | 17,683 | $487K | 0.05% | |
| 110 | EEMiShares MSCI Emerging Markets ETF | 10,971 | $479K | 0.05% | |
| 111 | ABTAbbott Laboratories | 3,589 | $476K | 0.05% | |
| 112 | VIGVanguard Div Apprciation | 2,416 | $468K | 0.05% | |
| 113 | SHYiShares 1-3 Year Treasury Bond ETF | 5,484 | $453K | 0.05% | |
| 114 | DFASDFA U.S. Small Cap (TM) | 6,732 | $402K | 0.04% | |
| 115 | IWORussell 2000/ Small Growth | 1,555 | $397K | 0.04% | |
| 116 | EAGGiShares ESG U.S. Aggregate Bond ETF | 8,183 | $388K | 0.04% | |
| 117 | DEDeere & Co | 818 | $383K | 0.04% | |
| 118 | FSMDFidelity Small-Mid Multifactor ETF | 9,034 | $353K | 0.04% | |
| 119 | COSTCostco Whsl Corp New | 365 | $345K | 0.04% | |
| 120 | FNDFSchwab Fundamental Inl | 9,214 | $332K | 0.03% | |
| 121 | GOOGLGoogle Inc. Class A | 2,026 | $313K | 0.03% | |
| 122 | AVREAvantis Real Estate ETF | 7,238 | $311K | 0.03% | |
| 123 | SCHASchw US Scap Etf | 13,283 | $311K | 0.03% | |
| 124 | GSGoldman Sachs Group Inc | 561 | $306K | 0.03% | |
| 125 | HDHome Depot Inc | 827 | $303K | 0.03% | |
| 126 | DONSPDR Dow Jones Industrial Average ETF | 700 | $293K | 0.03% | |
| 127 | PYLDPIMCO MULTISECTOR BOND ACTV ETF | 10,600 | $279K | 0.03% | |
| 128 | ICFiShares C&S Real Estate | 4,522 | $278K | 0.03% | |
| 129 | IWRiShares Russell Mid-Cap ETF | 3,150 | $267K | 0.03% | |
| 130 | ENBEnbridge Inc | 5,919 | $262K | 0.03% | |
| 131 | DTEDTE Energy Company | 1,892 | $261K | 0.03% | |
| 132 | IWPiShares Russell Mid-Cap Growth ETF | 2,207 | $259K | 0.03% | |
| 133 | ACNAccenture Plc Cl A | 827 | $258K | 0.03% | |
| 134 | USHYiShares Broad USD High Yield Corp Bd ETF | 6,997 | $257K | 0.03% | |
| 135 | GOOGGoogle Inc. Class C | 1,551 | $242K | 0.03% | |
| 136 | XLFSector Spdr Fincl Select | 4,750 | $236K | 0.02% | |
| 137 | SCHXSchwab US Large Cap Etf | 10,695 | $236K | 0.02% | |
| 138 | DFNMDFA National Muni | 4,875 | $231K | 0.02% | |
| 139 | ORCLOracle Corporation | 1,623 | $226K | 0.02% | |
| 140 | AURAURORA INNOVATION CL A ORD | 19,121 | $128K | 0.01% | |
| 141 | CLIRClearSign Technologies Corp | 13,000 | $9K | 0.00% |
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