Diversified Portfolios, Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.1B

Holdings

166

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
VTIVanguard Total Stock Mkt
$145.6M
JBNDJPMorgan Active Bond ETF
$98.4M
VCRBVanguard Core Bond ETF
$81.4M
AVDEAvantis International Equity ETF
$67.9M
ICSHiShares Ultra Short-Term Bond ETF
$57.6M
DFSDDFA Short-Duration Fixed Inc ETF
$54.4M
AVEMAvantis Emerging Markets EQ ETF
$37.8M
SPYSPDR Trust (S&P 500)
$27.1M
IVViShares Core S&P 500 ETF
$24.9M
DFLVDFA US Large Cap Value ETF
$24.3M
FLOTIshares Floating Rate
$23.4M
DFAEDFA Core Emerging Mkt ETF
$23.0M
REETiShares Global REIT ETF
$22.6M
IWVRussell 3000
$21.9M
DFSVDFA US Small Cap Value ETF
$18.9M
VTHRVanguard Russell 3000 ETF
$15.8M
ESGVVanguard ESG U.S. Stock ETF
$15.1M
DFAIDFA Int'l Core Equity ETF
$14.9M
VTVVanguard Value
$14.5M
MUBiShares National Muni Bond ETF
$14.1M
VPLSVanguard Core-Plus Bond ETF
$13.5M
DFUVDFA Tax-Managed US Marketwide Value II
$13.4M
JMSTJPMorgan Ultra-Short Municipal Inc ETF
$12.9M
JMUBJPMorgan Municipal ETF
$11.7M
SCHVSchwab US Large Cap Value
$11.3M
BSVVanguard Short-Term Bond Index Fund
$11.0M
IWMRussell 2000/Small Blend
$9.9M
IUSBiShares Core Total USD Bond Market ETF
$9.6M
VUGVanguard Growth
$8.8M
VSGXVanguard ESG Int'l ETF
$8.6M
DFAUDFA US Core Equity ETF
$7.7M
VNQVanguard Reit
$6.9M
TOTLSPDR DoubleLine Total Return Tact ETF
$6.8M
AVUVAvantis US Small Cap Value ETF
$6.5M
SUBiShares Short-Term National Muni Bond ETF
$6.5M
ITOTiShares Core S&P Total US Stock Mkt ETF
$6.4M
MDYMid Cap S P D R TRUST
$6.2M
AAPLApple Computer Inc
$6.1M
SCHBSchw US Brd Mkt Etf
$5.5M
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
$5.4M
VTEBVanguard Tax-Exempt Bond ETF
$5.1M
IWDRussell 1000/ Lrg. Value
$5.0M
BIVVanguard Interm Bond Index ETF
$4.6M
IWFRussell 1000/ Lrg. Growth
$4.6M
IVWiShares S&P 500 Growth ETF
$4.2M
DFATDFA U.S. Small Cap Value (TM)
$4.2M
VONGVanguard Russell 1000 Growth ETF
$4.1M
VBRVanguard Small Cap Value
$4.1M
VMBSVanguard Mortgage Backed
$4.0M
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF
$3.8M
VOOGVanguard S&P 500 Growth ETF
$3.4M
VCSHVanguard Short Term Corp Bond
$3.3M
IJRiShares Core S&P Small-Cap ETF
$3.1M
VYMVanguard High Dividend ETF
$3.1M
AMZNAmazon Com Inc
$2.9M
SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF
$2.8M
IEMGiShares Core MSCI Emerging Markets ETF
$2.8M
VEAVanguard Msci Eafe Etf
$2.8M
DFIVDFA Tax Managed Intl
$2.7M
IJHiShares Core S&P Mid-Cap ETF
$2.7M
UMBFUMB Financial Corp
$2.5M
PYLDPIMCO MULTISECTOR BOND ACTV ETF
$2.3M
VCITVanguard Intermediate
$2.2M
VOOVanguard S&P 500 Etf
$2.1M
NDQInvesco QQQ Trust
$2.0M
SCHFSchw Intl Eq Etf
$2.0M
VTESVANGUARD SHRT TAX EXEMPT BND ETF
$2.0M
MSFTMicrosoft Corp
$2.0M
BBBSBLOXX BBB 1-5 YR Core Bond ETF
$1.9M
HYMBSPDR Nuveen BB Hi Yld Muncpl Bd ETF
$1.8M
AVSUAvantis Responsible US Equity ETF
$1.6M
LLYLilly Eli & Company
$1.6M
IVEiShares S&P 500 Value ETF
$1.5M
VONVVanguard Russell 1000
$1.4M
JPMJPMorgan Chase & Co.
$1.4M
PRFPowershare Ftse Rafi US
$1.4M
VWOVanguard Emerging Market
$1.4M
EFAiShares MSCI EAFE ETF
$1.3M
SPYVSPDR Portfolio S&P 500 Value ETF
$1.3M
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
$1.3M
EVSMEaton Vance Short Dur Muncpl Inc ETF
$1.2M
ABBVAbbvie Inc
$1.2M
DFARDFA US Real Estate ETF
$1.2M
JMTGJ P Morgan Mortgage Backed Secs ETF
$1.1M
BRK/BBerkshire Hathaway B New
$1.1M
VBVanguard Small Cap
$1.1M
NOCNorthrop Grumman Corp
$1.1M
CVNACarvana Co
$1.0M
BNDVanguard Total Bond
$1.0M
JEPIJPMorgan Equity Premium Income ETF
$957K
ORCLOracle Corporation
$938K
VXUSVanguard Total Intl Etf
$924K
MAMastercard Inc
$914K
VGTVanguard Info Technology
$867K
AVREAvantis Real Estate ETF
$866K
NULVNuveen ESG Large-Cap Value ETF
$853K
FNDFSchwab Fundamental Inl
$778K
MBBiShares MBS Bond Fd
$777K
DFUSDFA U.S. Equity ETF
$758K
BRK-BBerkshire Hathaway Inc A
$754K
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