Diversified Portfolios, Inc. Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$950.8M

Holdings

141

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
VOVanguard Mid Cap
$563K
AGGiShares Aggregate Bond Fd
$561K
AVSDAvantis Responsible International Equity ETF
$558K
IWBiShares Russell 1000 ETF
$550K
IWNRussell 2000/ Small Value
$545K
AVUSAvantis U.S. Equity ETF
$536K
SCHGSchwab US Large Cap
$496K
JPSTJPMorgan Ultra-Short Income ETF
$492K
SCHESchw Emg Mkt Eq Etf
$487K
EEMiShares MSCI Emerging Markets ETF
$479K
ABTAbbott Laboratories
$476K
VIGVanguard Div Apprciation
$468K
SHYiShares 1-3 Year Treasury Bond ETF
$453K
DFASDFA U.S. Small Cap (TM)
$402K
IWORussell 2000/ Small Growth
$397K
EAGGiShares ESG U.S. Aggregate Bond ETF
$388K
DEDeere & Co
$383K
FSMDFidelity Small-Mid Multifactor ETF
$353K
COSTCostco Whsl Corp New
$345K
FNDFSchwab Fundamental Inl
$332K
GOOGLGoogle Inc. Class A
$313K
AVREAvantis Real Estate ETF
$311K
SCHASchw US Scap Etf
$311K
GSGoldman Sachs Group Inc
$306K
HDHome Depot Inc
$303K
DONSPDR Dow Jones Industrial Average ETF
$293K
PYLDPIMCO MULTISECTOR BOND ACTV ETF
$279K
ICFiShares C&S Real Estate
$278K
IWRiShares Russell Mid-Cap ETF
$267K
ENBEnbridge Inc
$262K
DTEDTE Energy Company
$261K
IWPiShares Russell Mid-Cap Growth ETF
$259K
ACNAccenture Plc Cl A
$258K
USHYiShares Broad USD High Yield Corp Bd ETF
$257K
GOOGGoogle Inc. Class C
$242K
XLFSector Spdr Fincl Select
$236K
SCHXSchwab US Large Cap Etf
$236K
DFNMDFA National Muni
$231K
ORCLOracle Corporation
$226K
AURAURORA INNOVATION CL A ORD
$128K
CLIRClearSign Technologies Corp
$9K
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