Diversified Portfolios, Inc. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.0B

Holdings

163

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (163 positions)

#	Stock	Shares	Value	% Portfolio
101	XOMExxon Mobil Corporation	6,355	$685K	0.07%
102	VOVanguard Mid Cap	2,365	$661K	0.06%
103	AVSDAvantis Responsible International Equity ETF	9,309	$628K	0.06%
104	DFASDFA U.S. Small Cap (TM)	9,777	$622K	0.06%
105	VVisa Inc Cl A	1,729	$614K	0.06%
106	IWBiShares Russell 1000 ETF	1,794	$609K	0.06%
107	JMTGJ P Morgan Mortgage Backed Secs ETF	11,731	$588K	0.06%
108	IWNRussell 2000/ Small Value	3,716	$586K	0.06%
109	AVUSAvantis U.S. Equity ETF	5,805	$585K	0.06%
110	EEMiShares MSCI Emerging Markets ETF	11,721	$565K	0.05%
111	ABTAbbott Laboratories	4,098	$557K	0.05%
112	AGGiShares Aggregate Bond Fd	5,294	$525K	0.05%
113	HDHome Depot Inc	1,433	$525K	0.05%
114	AVLVAvantis U.S. Large Cap Value ETF	7,664	$522K	0.05%
115	UYLDAngel Oak UltraShort Income ETF	10,144	$518K	0.05%
116	SCHGSchwab US Large Cap	17,638	$515K	0.05%
117	VIGVanguard Div Apprciation	2,411	$493K	0.05%
118	JPSTJPMorgan Ultra-Short Income ETF	9,723	$492K	0.05%
119	SMBVanEck Short Muni ETF	28,114	$485K	0.05%
120	SHYiShares 1-3 Year Treasury Bond ETF	5,488	$454K	0.04%
121	IWORussell 2000/ Small Growth	1,555	$444K	0.04%
122	SCHESchw Emg Mkt Eq Etf	14,559	$438K	0.04%
123	JPLDJPMorgan Limited Duration Bond ETF	8,388	$438K	0.04%
124	ORCLOracle Corporation	1,978	$432K	0.04%
125	DFCFDFA Core Fixed Income ETF	9,914	$418K	0.04%
126	DEDeere & Co	820	$416K	0.04%
127	SCHOSchwab Short-Term U.S. Treasury ETF	16,678	$406K	0.04%
128	GSGoldman Sachs Group Inc	558	$394K	0.04%
129	NVDANvidia Corp	2,469	$390K	0.04%
130	GOOGLGoogle Inc. Class A	2,129	$375K	0.04%
131	JAAAJanus Henderson AAA CLO ETF	7,334	$372K	0.04%
132	EAGGiShares ESG U.S. Aggregate Bond ETF	7,801	$370K	0.04%
133	COSTCostco Whsl Corp New	374	$370K	0.04%
134	FSMDFidelity Small-Mid Multifactor ETF	8,564	$355K	0.03%
135	NFLXNetflix Com Inc Com	240	$321K	0.03%
136	GOOGGoogle Inc. Class C	1,796	$318K	0.03%
137	KOCoca Cola Company	4,497	$318K	0.03%
138	DONSPDR Dow Jones Industrial Average ETF	700	$308K	0.03%
139	IWPiShares Russell Mid-Cap Growth ETF	2,207	$306K	0.03%
140	QUALIshars Edg Msci Usa Qlty	1,588	$290K	0.03%
141	IWRiShares Russell Mid-Cap ETF	3,150	$289K	0.03%
142	DTEDTE Energy Company	2,124	$281K	0.03%
143	ICFiShares C&S Real Estate	4,522	$276K	0.03%
144	ENBEnbridge Inc	5,919	$268K	0.03%
145	USHYiShares Broad USD High Yield Corp Bd ETF	7,106	$266K	0.03%
146	JNJJohnson & Johnson	1,731	$264K	0.03%
147	EVSMEaton Vance Short Dur Muncpl Inc ETF	5,163	$258K	0.02%
148	ASMLAsml Hldgs Nv	311	$249K	0.02%
149	ACNAccenture Plc Cl A	826	$246K	0.02%
150	ETNEaton Corporation	681	$243K	0.02%
151	XLFSector Spdr Fincl Select	4,300	$225K	0.02%
152	BXBlackstone Group Lp	1,504	$224K	0.02%
153	GQ9SPDR Gold ETF	728	$221K	0.02%
154	SCHXSchwab US Large Cap Etf	8,858	$216K	0.02%
155	FCALFirst Trust California Muni Hi Inc ETF	4,385	$210K	0.02%
156	CATCaterpillar Inc	537	$208K	0.02%
157	XLIIndustrial SPDR	1,385	$204K	0.02%
158	SCHASchw US Scap Etf	8,078	$204K	0.02%
159	IBMInt'l Business Mach	687	$202K	0.02%
160	FNDXSchwab Fundamental US	8,154	$200K	0.02%
161	XEXGXEv Tax Man Glb Div Eqty	19,900	$174K	0.02%
162	AURAURORA INNOVATION CL A ORD	19,121	$100K	0.01%
163	CLIRClearSign Technologies Corp	20,000	$10K	0.00%

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