Diversified Portfolios, Inc. 13F Holdings

CIK 0001634212 · Bloomfield Hills, MI

As of Sep 30, 2025, Diversified Portfolios, Inc. reported 166 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—443,621 45.6M12.85%
JPMORGAN ACTIVE BOND ETFJBND—1,817,562$98.4M8.69%
VANGUARD CORE BOND ETFVCRB—1,038,100$81.4M7.18%
AVANTIS INTERNATIONAL EQUITY ETFAVDEEquity860,652$67.9M5.99%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—1,134,932$57.6M5.08%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFDFSD—1,129,183$54.4M4.80%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity502,835$37.8M3.33%
SPDR S&P 500 ETF TRUSTSPY—40,746$27.1M2.40%
ISHARES CORE S&P 500 ETFIVV—37,147$24.9M2.19%
DIMENSIONAL ETF TRUSTDFLV—737,321$24.3M2.14%
ISHARES FLOATING RATE BOND ETFFLOT—458,406$23.4M2.07%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—730,848$23.0M2.03%
ISHARES GLOBAL REIT ETFREET—883,749$22.6M1.99%
ISHARES RUSSELL 3000 ETFIWV—57,697$21.9M1.93%
DIMENSIONAL US SMALL CAP VALUE ETFDFSV—592,314 8.9M1.66%
VANGUARD RUSSELL 3000 INDEX FUNDVTHR—53,527 5.8M1.39%
VANGUARD ESG US STOCK ETFESGV—127,193 5.1M1.33%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—410,268 4.9M1.32%
VANGUARD VALUE INDEX FUNDVTV—77,526 4.5M1.28%
ISHARES NATIONAL MUNI BOND ETFMUB—132,870 4.1M1.25%
VANGUARD CORE-PLUS BOND ETFVPLS—172,023 3.5M1.19%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—300,840 3.4M1.19%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMST—253,337 2.9M1.14%
JPMORGAN MUNICIPAL ETFJMUB—231,492 1.7M1.03%
SCHWAB US LARGE-CAP VALUESCHVEquity387,611 1.3M1.00%