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 |
|---|---|
ACNAccenture Plc Cl A | $662 |
AVSDAvantis Responsible International Equity ETF | $636 |
MAMastercard Inc | $634 |
IWNRussell 2000/ Small Value | $593 |
VOVanguard Mid Cap | $566 |
AVUSAvantis U.S. Equity ETF | $562 |
BXBlackstone Group Lp | $523 |
SCHESchw Emg Mkt Eq Etf | $506 |
SHYiShares 1-3 Year Treasury Bond ETF | $497 |
VIGVanguard Div Apprciation | $473 |
FSMDFidelity Small-Mid Multifactor ETF | $466 |
IWORussell 2000/ Small Growth | $447 |
EEMiShares MSCI Emerging Markets ETF | $444 |
ABTAbbott Laboratories | $425 |
DFASDFA U.S. Small Cap (TM) | $413 |
EAGGiShares ESG U.S. Aggregate Bond ETF | $413 |
VTEBVanguard Tax-Exempt Bond ETF | $408 |
SCHOSchwab Short-Term U.S. Treasury ETF | $401 |
JPSTJPMorgan Ultra-Short Income ETF | $396 |
BNDXVanguard Total Internatl | $385 |
IWRiShares Russell Mid-Cap ETF | $349 |
DEDeere & Co | $346 |
COSTCostco Whsl Corp New | $343 |
TMOThermo Electron Corp | $333 |
GSGoldman Sachs Group Inc | $321 |
HDHome Depot Inc | $318 |
AVREAvantis Real Estate ETF | $302 |
DONSPDR Dow Jones Industrial Average ETF | $297 |
ORCLOracle Corporation | $297 |
GOOGGoogle Inc. Class C | $287 |
IWPiShares Russell Mid-Cap Growth ETF | $279 |
ICFiShares C&S Real Estate | $272 |
ENBEnbridge Inc | $251 |
XMMOInvesco S&P MidCap Momentum ETF | $244 |
DFNMDFA National Muni | $242 |
TTDThe Trade Desk Inc | $240 |
USHYiShares Broad USD High Yield Corp Bd ETF | $232 |
XLFSector Spdr Fincl Select | $229 |
DTEDTE Energy Company | $227 |
SPGIS&Pglobal Inc Com | $224 |
NKENike Inc Class B | $216 |
SCHXSchwab US Large Cap Etf | $216 |
WMTWal-Mart Stores Inc | $214 |
ETNEaton Corporation | $208 |
EMREmerson Elec Co | $206 |
AURAURORA INNOVATION CL A ORD | $120 |
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