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)
| Stock | Value |
|---|---|
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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