The Analysis of Diversified Portfolios, Inc.'s Holdings
Currently, Diversified Portfolios, Inc. holds 166 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VCRB (+146.4K shares, valued at $11.5M), JBND (+192.4K shares, valued at $10.4M), DFSD (+196.0K shares, valued at $9.4M); decreased their positions in IUSB (-176.1K shares, valued at $8.2M), BSV (-49.3K shares, valued at $3.9M), FLOT (-42.6K shares, valued at $2.2M); initiated new positions in CMF (+9.1K shares, valued at $521.3K), FLXR (+7.0K shares, valued at $280.6K), VV (+739 shares, valued at $227.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Total Stock Mkt443.6K shares0.19%2025-09-302025-11-12
JBND JPMorgan Active Bond ETF1.8M shares11.84%2025-09-302025-11-12 VCRB Vanguard Core Bond ETF1.0M shares16.42%2025-09-302025-11-12 AVDE Avantis International Equity ETF860.7K shares6.21%2025-09-302025-11-12 ICSH iShares Ultra Short-Term Bond ETF1.1M shares2.84%2025-09-302025-11-12 DFSD DFA Short-Duration Fixed Inc ETF1.1M shares21.01%2025-09-302025-11-12 AVEM Avantis Emerging Markets EQ ETF502.8K shares5.94%2025-09-302025-11-12 SPY SPDR Trust (S&P 500)40.7K shares-0.25%2025-09-302025-11-12 IVV iShares Core S&P 500 ETF37.1K shares-1.90%2025-09-302025-11-12 DFLV DFA US Large Cap Value ETF737.3K shares12.99%2025-09-302025-11-12 FLOT Ishares Floating Rate458.4K shares-8.50%2025-09-302025-11-12 DFAE DFA Core Emerging Mkt ETF730.8K shares-0.48%2025-09-302025-11-12 REET iShares Global REIT ETF883.7K shares3.50%2025-09-302025-11-12 IWV Russell 300057.7K shares-0.23%2025-09-302025-11-12 DFSV DFA US Small Cap Value ETF592.3K shares11.11%2025-09-302025-11-12 VTHR Vanguard Russell 3000 ETF53.5K shares0.00%2025-09-302025-11-12 ESGV Vanguard ESG U.S. Stock ETF127.2K shares-8.23%2025-09-302025-11-12 DFAI DFA Int'l Core Equity ETF410.3K shares-3.88%2025-09-302025-11-12 VTV Vanguard Value77.5K shares0.70%2025-09-302025-11-12 MUB iShares National Muni Bond ETF132.9K shares-0.07%2025-09-302025-11-12 VPLS Vanguard Core-Plus Bond ETF172.0K shares7.60%2025-09-302025-11-12 DFUV DFA Tax-Managed US Marketwide Value II300.8K shares-0.74%2025-09-302025-11-12 JMST JPMorgan Ultra-Short Municipal Inc ETF253.3K shares10.73%2025-09-302025-11-12 JMUB JPMorgan Municipal ETF231.5K shares23.29%2025-09-302025-11-12 SCHV Schwab US Large Cap Value387.6K shares2.41%2025-09-302025-11-12 BSV Vanguard Short-Term Bond Index Fund138.8K shares-26.22%2025-09-302025-11-12 IWM Russell 2000/Small Blend40.8K shares-0.04%2025-09-302025-11-12 IUSB iShares Core Total USD Bond Market ETF204.9K shares-46.22%2025-09-302025-11-12 VUG Vanguard Growth18.3K shares-0.20%2025-09-302025-11-12 VSGX Vanguard ESG Int'l ETF124.4K shares-2.11%2025-09-302025-11-12 DFAU DFA US Core Equity ETF167.8K shares-5.04%2025-09-302025-11-12 VNQ Vanguard Reit75.5K shares-7.80%2025-09-302025-11-12 TOTL SPDR DoubleLine Total Return Tact ETF168.6K shares5.04%2025-09-302025-11-12 AVUV Avantis US Small Cap Value ETF65.1K shares5.63%2025-09-302025-11-12 SUB iShares Short-Term National Muni Bond ETF60.6K shares0.00%2025-09-302025-11-12 ITOT iShares Core S&P Total US Stock Mkt ETF44.1K shares-0.55%2025-09-302025-11-12 MDY Mid Cap S P D R TRUST10.4K shares-0.19%2025-09-302025-11-12 AAPL Apple Computer Inc24.1K shares-2.65%2025-09-302025-11-12 SCHB Schw US Brd Mkt Etf215.5K shares0.45%2025-09-302025-11-12 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF102.7K shares0.00%2025-09-302025-11-12 VTEB Vanguard Tax-Exempt Bond ETF102.8K shares16.02%2025-09-302025-11-12 IWD Russell 1000/ Lrg. Value24.7K shares0.41%2025-09-302025-11-12 BIV Vanguard Interm Bond Index ETF59.4K shares-1.81%2025-09-302025-11-12 IWF Russell 1000/ Lrg. Growth9.9K shares0.14%2025-09-302025-11-12 IVW iShares S&P 500 Growth ETF35.0K shares0.33%2025-09-302025-11-12 DFAT DFA U.S. Small Cap Value (TM)72.6K shares0.13%2025-09-302025-11-12 VONG Vanguard Russell 1000 Growth ETF34.0K shares-3.71%2025-09-302025-11-12 VBR Vanguard Small Cap Value19.4K shares0.35%2025-09-302025-11-12 VMBS Vanguard Mortgage Backed85.3K shares3.06%2025-09-302025-11-12 BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF41.6K shares6.11%2025-09-302025-11-12 VOOG Vanguard S&P 500 Growth ETF7.8K shares-11.35%2025-09-302025-11-12 VCSH Vanguard Short Term Corp Bond40.9K shares-0.18%2025-09-302025-11-12 IJR iShares Core S&P Small-Cap ETF26.0K shares1.37%2025-09-302025-11-12 VYM Vanguard High Dividend ETF21.9K shares0.00%2025-09-302025-11-12 AMZN Amazon Com Inc13.3K shares-0.39%2025-09-302025-11-12 SGOV ISHARES 0 TO 3 MNTH TREASURY BND ETF28.1K shares-5.22%2025-09-302025-11-12 IEMG iShares Core MSCI Emerging Markets ETF42.5K shares-1.00%2025-09-302025-11-12 VEA Vanguard Msci Eafe Etf46.1K shares2.44%2025-09-302025-11-12 DFIV DFA Tax Managed Intl58.7K shares0.52%2025-09-302025-11-12 IJH iShares Core S&P Mid-Cap ETF41.4K shares1.27%2025-09-302025-11-12 UMBF UMB Financial Corp21.1K shares-2.35%2025-09-302025-11-12 PYLD PIMCO MULTISECTOR BOND ACTV ETF86.3K shares1.77%2025-09-302025-11-12 VCIT Vanguard Intermediate25.8K shares5.58%2025-09-302025-11-12 VOO Vanguard S&P 500 Etf3.5K shares-0.85%2025-09-302025-11-12 QQQ Invesco QQQ Trust3.4K shares6.23%2025-09-302025-11-12 SCHF Schw Intl Eq Etf87.2K shares0.36%2025-09-302025-11-12 VTES VANGUARD SHRT TAX EXEMPT BND ETF19.6K shares-4.64%2025-09-302025-11-12 MSFT Microsoft Corp3.8K shares4.47%2025-09-302025-11-12 BBBS BLOXX BBB 1-5 YR Core Bond ETF36.0K shares15.39%2025-09-302025-11-12 HYMB SPDR Nuveen BB Hi Yld Muncpl Bd ETF73.1K shares-10.39%2025-09-302025-11-12 AVSU Avantis Responsible US Equity ETF21.4K shares-1.29%2025-09-302025-11-12 LLY Lilly Eli & Company2.0K shares0.25%2025-09-302025-11-12 IVE iShares S&P 500 Value ETF7.2K shares2.03%2025-09-302025-11-12 VONV Vanguard Russell 100016.2K shares0.00%2025-09-302025-11-12 JPM JPMorgan Chase & Co.4.6K shares12.09%2025-09-302025-11-12 PRF Powershare Ftse Rafi US30.8K shares-0.42%2025-09-302025-11-12 VWO Vanguard Emerging Market25.1K shares0.65%2025-09-302025-11-12 EFA iShares MSCI EAFE ETF14.3K shares-2.08%2025-09-302025-11-12 SPYV SPDR Portfolio S&P 500 Value ETF23.2K shares0.09%2025-09-302025-11-12 IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF23.6K shares-5.13%2025-09-302025-11-12 EVSM Eaton Vance Short Dur Muncpl Inc ETF24.2K shares368.33%2025-09-302025-11-12 ABBV Abbvie Inc5.2K shares-1.17%2025-09-302025-11-12 DFAR DFA US Real Estate ETF48.3K shares0.15%2025-09-302025-11-12 JMTG J P Morgan Mortgage Backed Secs ETF22.5K shares91.57%2025-09-302025-11-12 BRK.B Berkshire Hathaway B New2.2K shares-0.49%2025-09-302025-11-12 VB Vanguard Small Cap4.3K shares1.46%2025-09-302025-11-12 NOC Northrop Grumman Corp1.8K shares-0.06%2025-09-302025-11-12 CVNA Carvana Co2.7K shares-26.88%2025-09-302025-11-12 BND Vanguard Total Bond13.7K shares-19.75%2025-09-302025-11-12 JEPI JPMorgan Equity Premium Income ETF16.8K shares4.09%2025-09-302025-11-12 ORCL Oracle Corporation3.3K shares68.66%2025-09-302025-11-12 VXUS Vanguard Total Intl Etf12.6K shares-1.83%2025-09-302025-11-12 MA Mastercard Inc1.6K shares1.07%2025-09-302025-11-12 VGT Vanguard Info Technology1.2K shares0.00%2025-09-302025-11-12 AVRE Avantis Real Estate ETF19.5K shares-3.47%2025-09-302025-11-12 NULV Nuveen ESG Large-Cap Value ETF19.5K shares0.00%2025-09-302025-11-12 FNDF Schwab Fundamental Inl18.1K shares0.83%2025-09-302025-11-12 MBB iShares MBS Bond Fd8.2K shares0.00%2025-09-302025-11-12 DFUS DFA U.S. Equity ETF10.5K shares-6.42%2025-09-302025-11-12 BRK.A Berkshire Hathaway Inc A1 shares0.00%2025-09-302025-11-12 UYLD Angel Oak UltraShort Income ETF14.6K shares44.16%2025-09-302025-11-12 SHYG Ishares High Yield17.3K shares-4.98%2025-09-302025-11-12 XOM Exxon Mobil Corporation6.3K shares-0.33%2025-09-302025-11-12 VO Vanguard Mid Cap2.4K shares1.99%2025-09-302025-11-12 ISTB iShares Core 1-5 Year USD Bond ETF13.8K shares-3.98%2025-09-302025-11-12 V Visa Inc Cl A2.0K shares12.84%2025-09-302025-11-12 AVSD Avantis Responsible International Equity ETF9.3K shares0.00%2025-09-302025-11-12 DFAS DFA U.S. Small Cap (TM)9.6K shares-1.49%2025-09-302025-11-12 IWB iShares Russell 1000 ETF1.8K shares0.39%2025-09-302025-11-12 IWN Russell 2000/ Small Value3.7K shares0.00%2025-09-302025-11-12 AVUS Avantis U.S. Equity ETF5.8K shares0.00%2025-09-302025-11-12 JAAA Janus Henderson AAA CLO ETF12.4K shares69.20%2025-09-302025-11-12 AVLV Avantis U.S. Large Cap Value ETF8.3K shares7.96%2025-09-302025-11-12 JPLD JPMorgan Limited Duration Bond ETF11.4K shares35.62%2025-09-302025-11-12 HD Home Depot Inc1.4K shares0.00%2025-09-302025-11-12 ABT Abbott Laboratories4.3K shares5.61%2025-09-302025-11-12 EEM iShares MSCI Emerging Markets ETF10.8K shares-7.68%2025-09-302025-11-12 SCHG Schwab US Large Cap16.7K shares-5.58%2025-09-302025-11-12 CMF iShares California Muni Bond ETF9.1K sharesnew addition2025-09-302025-11-12 VIG Vanguard Div Apprciation2.4K shares0.00%2025-09-302025-11-12 GOOGL Google Inc. Class A2.1K shares-2.87%2025-09-302025-11-12 IWO Russell 2000/ Small Growth1.6K shares0.00%2025-09-302025-11-12 AGG iShares Aggregate Bond Fd4.9K shares-6.63%2025-09-302025-11-12 SMB VanEck Short Muni ETF28.0K shares-0.56%2025-09-302025-11-12 QUAL Ishars Edg Msci Usa Qlty2.3K shares47.67%2025-09-302025-11-12 SHY iShares 1-3 Year Treasury Bond ETF5.5K shares0.05%2025-09-302025-11-12 SCHE Schw Emg Mkt Eq Etf13.6K shares-6.85%2025-09-302025-11-12 JPST JPMorgan Ultra-Short Income ETF8.8K shares-9.52%2025-09-302025-11-12 GS Goldman Sachs Group Inc558 shares0.00%2025-09-302025-11-12 GOOG Google Inc. Class C1.8K shares0.00%2025-09-302025-11-12 NVDA Nvidia Corp2.3K shares-6.03%2025-09-302025-11-12 DFCF DFA Core Fixed Income ETF10.1K shares1.52%2025-09-302025-11-12 SCHO Schwab Short-Term U.S. Treasury ETF16.7K shares0.00%2025-09-302025-11-12 DE Deere & Co818 shares-0.24%2025-09-302025-11-12 FSMD Fidelity Small-Mid Multifactor ETF8.5K shares-0.79%2025-09-302025-11-12 EAGG iShares ESG U.S. Aggregate Bond ETF7.5K shares-3.63%2025-09-302025-11-12 COST Costco Whsl Corp New370 shares-1.07%2025-09-302025-11-12 DIA SPDR Dow Jones Industrial Average ETF700 shares0.00%2025-09-302025-11-12 JNJ Johnson & Johnson1.7K shares0.00%2025-09-302025-11-12 IWP iShares Russell Mid-Cap Growth ETF2.2K shares0.00%2025-09-302025-11-12 ASML Asml Hldgs Nv318 shares2.25%2025-09-302025-11-12 IWR iShares Russell Mid-Cap ETF3.1K shares-0.38%2025-09-302025-11-12 DTE DTE Energy Company2.1K shares0.00%2025-09-302025-11-12 ENB Enbridge Inc5.9K shares0.00%2025-09-302025-11-12 NFLX Netflix Com Inc Com237 shares-1.25%2025-09-302025-11-12 FLXR TCW Flexible Income ETF7.0K sharesnew addition2025-09-302025-11-12 ICF iShares C&S Real Estate4.5K shares-1.11%2025-09-302025-11-12 USHY iShares Broad USD High Yield Corp Bd ETF7.1K shares0.39%2025-09-302025-11-12 GLD SPDR Gold ETF728 shares0.00%2025-09-302025-11-12 BX Blackstone Group Lp1.5K shares0.00%2025-09-302025-11-12 CAT Caterpillar Inc537 shares0.00%2025-09-302025-11-12 ETN Eaton Corporation677 shares-0.59%2025-09-302025-11-12 XLF Sector Spdr Fincl Select4.5K shares5.23%2025-09-302025-11-12 MCD Mc Donalds Corp777 shares-71.66%2025-09-302025-11-12 VV Vanguard Large Cap Etf739 sharesnew addition2025-09-302025-11-12 SCHX Schwab US Large Cap Etf8.6K shares-2.94%2025-09-302025-11-12 SCHA Schw US Scap Etf8.1K shares0.01%2025-09-302025-11-12 RTX Raytheon Technologies Ord1.3K sharesnew addition2025-09-302025-11-12 CVX Chevrontexaco Corp1.4K sharesnew addition2025-09-302025-11-12 IEFA iShares Core MSCI EAFE ETF2.5K sharesnew addition2025-09-302025-11-12 FNDX Schwab Fundamental US8.2K shares0.00%2025-09-302025-11-12 XLI Industrial SPDR1.4K shares0.00%2025-09-302025-11-12 DVY iShares Select Dividend ETF1.5K sharesnew addition2025-09-302025-11-12 EXG Ev Tax Man Glb Div Eqty19.9K shares0.00%2025-09-302025-11-12 AUR AURORA INNOVATION CL A ORD19.1K shares0.00%2025-09-302025-11-12 CLIR ClearSign Technologies Corp20.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available