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)

#StockSharesValue% PortfolioType
101
SHYGIshares High Yield
17,270$747K0.07%
102
UYLDAngel Oak UltraShort Income ETF
14,624$747K0.07%
103
XOMExxon Mobil Corporation
6,334$714K0.06%
104
VOVanguard Mid Cap
2,412$708K0.06%
105
ISTBiShares Core 1-5 Year USD Bond ETF
13,841$675K0.06%
106
VVisa Inc Cl A
1,951$666K0.06%
107
AVSDAvantis Responsible International Equity ETF
9,309$666K0.06%
108
DFASDFA U.S. Small Cap (TM)
9,631$659K0.06%
109
IWBiShares Russell 1000 ETF
1,801$658K0.06%
110
IWNRussell 2000/ Small Value
3,716$656K0.06%
111
AVUSAvantis U.S. Equity ETF
5,805$631K0.06%
112
JAAAJanus Henderson AAA CLO ETF
12,409$630K0.06%
113
AVLVAvantis U.S. Large Cap Value ETF
8,274$597K0.05%
114
JPLDJPMorgan Limited Duration Bond ETF
11,376$596K0.05%
115
HDHome Depot Inc
1,433$580K0.05%
116
ABTAbbott Laboratories
4,328$579K0.05%
117
EEMiShares MSCI Emerging Markets ETF
10,821$577K0.05%
118
SCHGSchwab US Large Cap
16,653$531K0.05%
119
CMFiShares California Muni Bond ETF
9,139$521K0.05%
120
VIGVanguard Div Apprciation
2,411$520K0.05%
121
GOOGLGoogle Inc. Class A
2,068$502K0.04%
122
IWORussell 2000/ Small Growth
1,555$497K0.04%
123
AGGiShares Aggregate Bond Fd
4,943$495K0.04%
124
SMBVanEck Short Muni ETF
27,956$486K0.04%
125
QUALIshars Edg Msci Usa Qlty
2,345$456K0.04%
126
SHYiShares 1-3 Year Treasury Bond ETF
5,491$455K0.04%
127
SCHESchw Emg Mkt Eq Etf
13,562$452K0.04%
128
JPSTJPMorgan Ultra-Short Income ETF
8,797$446K0.04%
129
GSGoldman Sachs Group Inc
558$444K0.04%
130
GOOGGoogle Inc. Class C
1,796$437K0.04%
131
NVDANvidia Corp
2,320$432K0.04%
132
DFCFDFA Core Fixed Income ETF
10,065$430K0.04%
133
SCHOSchwab Short-Term U.S. Treasury ETF
16,678$406K0.04%
134
DEDeere & Co
818$374K0.03%
135
FSMDFidelity Small-Mid Multifactor ETF
8,496$373K0.03%
136
EAGGiShares ESG U.S. Aggregate Bond ETF
7,518$361K0.03%
137
COSTCostco Whsl Corp New
370$342K0.03%
138
DONSPDR Dow Jones Industrial Average ETF
700$324K0.03%
139
JNJJohnson & Johnson
1,731$320K0.03%
140
IWPiShares Russell Mid-Cap Growth ETF
2,207$314K0.03%
141
ASMLAsml Hldgs Nv
318$307K0.03%
142
IWRiShares Russell Mid-Cap ETF
3,138$302K0.03%
143
DTEDTE Energy Company
2,124$300K0.03%
144
ENBEnbridge Inc
5,919$298K0.03%
145
NFLXNetflix Com Inc Com
237$284K0.03%
146
FLXRTCW Flexible Income ETF
7,050$280K0.02%
147
ICFiShares C&S Real Estate
4,472$275K0.02%
148
USHYiShares Broad USD High Yield Corp Bd ETF
7,134$269K0.02%
149
GQ9SPDR Gold ETF
728$258K0.02%
150
CATCaterpillar Inc
537$256K0.02%
151
BXBlackstone Group Lp
1,504$256K0.02%
152
ETNEaton Corporation
677$253K0.02%
153
XLFSector Spdr Fincl Select
4,525$243K0.02%
154
MCDMc Donalds Corp
777$236K0.02%
155
VVVanguard Large Cap Etf
739$227K0.02%
156
SCHXSchwab US Large Cap Etf
8,598$226K0.02%
157
SCHASchw US Scap Etf
8,079$225K0.02%
158
RTXRaytheon Technologies Ord
1,340$224K0.02%
159
AQLTiShares Core MSCI EAFE ETF
2,474$216K0.02%
160
CVXChevrontexaco Corp
1,393$216K0.02%
161
FNDXSchwab Fundamental US
8,154$214K0.02%
162
AQLTiShares Select Dividend ETF
1,500$213K0.02%
163
XLIIndustrial SPDR
1,385$213K0.02%
164
XEXGXEv Tax Man Glb Div Eqty
19,900$181K0.02%
165
AURAURORA INNOVATION CL A ORD
19,121$103K0.01%
166
CLIRClearSign Technologies Corp
20,000$15K0.00%
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