Diversified Portfolios, Inc. Q4 2023 Filing
Filed January 30, 2024
Portfolio Value
$635.5M
Holdings
124
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWDRussell 1000/ Lrg. Value | 23,711 | $0 | 0.00% | |
| 102 | ABBVAbbvie Inc | 8,687 | $0 | 0.00% | |
| 103 | VTIVanguard Total Stock Mkt | 417,129 | $0 | 0.00% | |
| 104 | VTESVANGUARD SHRT TAX EXEMPT BND ETF | 20,399 | $0 | 0.00% | |
| 105 | BIVVanguard Interm Bond Index ETF | 249,240 | $0 | 0.00% | |
| 106 | DFUVDFA Tax-Managed US Marketwide Value II | 308,443 | $0 | 0.00% | |
| 107 | DFATDFA U.S. Small Cap Value (TM) | 78,641 | $0 | 0.00% | |
| 108 | ICSHiShares Ultra Short-Term Bond ETF | 837,621 | $0 | 0.00% | |
| 109 | AGGiShares Aggregate Bond Fd | 10,680 | $0 | 0.00% | |
| 110 | IWBiShares Russell 1000 ETF | 4,135 | $0 | 0.00% | |
| 111 | VBRVanguard Small Cap Value | 12,850 | $0 | 0.00% | |
| 112 | VTHRVanguard Russell 3000 ETF | 52,307 | $0 | 0.00% | |
| 113 | NDQInvesco QQQ Trust | 3,548 | $0 | 0.00% | |
| 114 | AVEMAvantis Emerging Markets EQ ETF | 170,267 | $0 | 0.00% | |
| 115 | IEMGiShares Core MSCI Emerging Markets ETF | 23,458 | $0 | 0.00% | |
| 116 | VCITVanguard Intermediate | 12,632 | $0 | 0.00% | |
| 117 | JMUBJPMorgan Municipal ETF | 93,034 | $0 | 0.00% | |
| 118 | REETiShares Global REIT ETF | 614,650 | $0 | 0.00% | |
| 119 | DFSVDimensional US Small Cap Value ETF | 212,312 | $0 | 0.00% | |
| 120 | VTVVanguard Value | 66,612 | $0 | 0.00% | |
| 121 | VNQVanguard Reit | 68,771 | $0 | 0.00% | |
| 122 | IJRiShares Core S&P Small-Cap ETF | 20,306 | $0 | 0.00% | |
| 123 | VOOGVanguard S&P 500 Growth ETF | 9,698 | $0 | 0.00% | |
| 124 | IVWiShares S&P 500 Growth ETF | 36,408 | $0 | 0.00% |
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