Diversified Portfolios, Inc. Q4 2024 Filing
Filed January 29, 2025
Portfolio Value
$916.9M
Holdings
146
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (146 positions)
| Stock | Value |
|---|---|
VTIVanguard Total Stock Mkt | $121K |
JBNDJPMorgan Active Bond ETF | $71K |
ICSHiShares Ultra Short-Term Bond ETF | $55K |
VCRBVanguard Core Bond ETF | $42K |
AVDEAvantis International Equity ETF | $41K |
FLOTIshares Floating Rate | $33K |
DFSDDimensional Short-Duration Fixed Inc ETF | $26K |
IUSBiShares Core Total USD Bond Market ETF | $25K |
BSVVanguard Short-Term Bond Index Fund | $25K |
SPYSPDR Trust (S&P 500) | $23K |
IVViShares Core S&P 500 ETF | $22K |
AVEMAvantis Emerging Markets EQ ETF | $21K |
REETiShares Global REIT ETF | $19K |
IWVRussell 3000 | $18K |
DFAEDFA Core Emerging Mkt ETF | $18K |
MUBiShares National Muni Bond ETF | $17K |
DFLVDimensional US Large Cap Value ETF | $16K |
ESGVVanguard ESG U.S. Stock ETF | $14K |
VTHRVanguard Russell 3000 ETF | $14K |
DFUVDFA Tax-Managed US Marketwide Value II | $12K |
VTVVanguard Value | $12K |
DFSVDimensional US Small Cap Value ETF | $12K |
JAAAJanus Henderson AAA CLO ETF | $11K |
DFAIDFA Int'l Core Equity ETF | $10K |
IWMRussell 2000/Small Blend | $9K |
AAPLApple Computer Inc | $8K |
VPLSVanguard Core-Plus Bond ETF | $8K |
SCHVSchwab US Large Cap Value | $8K |
VSGXVanguard ESG Int'l ETF | $8K |
VUGVanguard Growth | $8K |
BIVVanguard Interm Bond Index ETF | $7K |
DFAUDFA US Core Equity ETF | $7K |
VNQVanguard Reit | $7K |
JMSTJPMorgan Ultra-Short Municipal Inc ETF | $7K |
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $6K |
JMUBJPMorgan Municipal ETF | $6K |
MDYMid Cap S P D R TRUST | $6K |
VMBSVanguard Mortgage Backed | $6K |
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | $5K |
SUBiShares Short-Term National Muni Bond ETF | $5K |
SCHBSchw US Brd Mkt Etf | $5K |
AVUVAvantis US Small Cap Value ETF | $5K |
IWDRussell 1000/ Lrg. Value | $4K |
ITOTiShares Core S&P Total US Stock Mkt ETF | $4K |
IWFRussell 1000/ Lrg. Growth | $4K |
DFATDFA U.S. Small Cap Value (TM) | $4K |
VONGVanguard Russell 1000 Growth ETF | $4K |
SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF | $4K |
IVWiShares S&P 500 Growth ETF | $4K |
VCSHVanguard Short Term Corp Bond | $3K |
VOOGVanguard S&P 500 Growth ETF | $3K |
AMZNAmazon Com Inc | $3K |
VBRVanguard Small Cap Value | $3K |
VYMVanguard High Dividend ETF | $3K |
BNDVanguard Total Bond | $3K |
IJHiShares Core S&P Mid-Cap ETF | $3K |
VTESVANGUARD SHRT TAX EXEMPT BND ETF | $3K |
SCHFSchw Intl Eq Etf | $3K |
IJRiShares Core S&P Small-Cap ETF | $2K |
VEAVanguard Msci Eafe Etf | $2K |
DFIVDFA Tax Managed Intl | $2K |
MSFTMicrosoft Corp | $2K |
VCITVanguard Intermediate | $2K |
VOOVanguard S&P 500 Etf | $2K |
LLYLilly Eli & Company | $2K |
SMBVanEck Short Muni ETF | $2K |
AVSUAvantis Responsible US Equity ETF | $2K |
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $1K |
IEMGiShares Core MSCI Emerging Markets ETF | $1K |
NDQInvesco QQQ Trust | $1K |
VONVVanguard Russell 1000 | $1K |
IVEiShares S&P 500 Value ETF | $1K |
SPYVSPDR Portfolio S&P 500 Value ETF | $1K |
PRFPowershare Ftse Rafi US | $1K |
IWBiShares Russell 1000 ETF | $1K |
EFAiShares MSCI EAFE ETF | $1K |
VBVanguard Small Cap | $1K |
VWOVanguard Emerging Market | $1K |
BRK/BBerkshire Hathaway B New | $1K |
ABBVAbbvie Inc | $956 |
TOTLSPDR DoubleLine Total Return Tact ETF | $929 |
MBBiShares MBS Bond Fd | $917 |
JPMJPMorgan Chase & Co. | $883 |
NOCNorthrop Grumman Corp | $839 |
VVisa Inc Cl A | $816 |
JEPIJPMorgan Equity Premium Income ETF | $797 |
VXUSVanguard Total Intl Etf | $788 |
DFUSDFA U.S. Equity ETF | $786 |
MCDMc Donalds Corp | $780 |
AGGiShares Aggregate Bond Fd | $762 |
NULVNuveen ESG Large-Cap Value ETF | $742 |
SHYGIshares High Yield | $740 |
GOOGLGoogle Inc. Class A | $735 |
VGTVanguard Info Technology | $722 |
CVNACarvana Co | $708 |
ISTBiShares Core 1-5 Year USD Bond ETF | $698 |
DFARDimensional US Real Estate ETF | $686 |
XOMExxon Mobil Corporation | $682 |
BRK-B1/100 Berkshire Htwy Cla | $680 |
SCHGSchwab US Large Cap | $664 |
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