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The Analysis of Diversified Portfolios, Inc.'s Holdings & P&L

Currently, Diversified Portfolios, Inc. holds 174 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in DFLV (+148.3K shares, valued at $5.3M), VCRB (+65.2K shares, valued at $5.0M), DFSD (+99.8K shares, valued at $4.8M); decreased their positions in JMST (-54.2K shares, valued at $2.8M), REET (-94.3K shares, valued at $2.4M), PYLD (-78.3K shares, valued at $2.1M); initiated new positions in JAAA (+27.3K shares, valued at $1.4M), JBBB (+25.5K shares, valued at $1.2M), JSCP (+23.8K shares, valued at $1.1M).

1M P&L

+7.7M+0.60%

3M P&L

-53.5M-3.98%

HY P&L

+5.8M+0.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B

97.7%

2Consumer Electronics6.0M

0.5%

3Drug Manufacturers - General3.4M

0.3%

Top Industries by Stock Count

1N/A137 stocks

82.0%

2Drug Manufacturers - General3 stocks

1.8%

3Farm & Heavy Construction Machinery2 stocks

1.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Total Stock Mkt457.9K shares-0.14%2026-03-312026-05-06

JBND JPMorgan Active Bond ETF2.0M shares3.43%2026-03-312026-05-06

VCRB Vanguard Core Bond ETF1.2M shares5.77%2026-03-312026-05-06

AVDE Avantis International Equity ETF932.7K shares-1.16%2026-03-312026-05-06

DFSD DFA Short-Duration Fixed Inc ETF1.3M shares8.07%2026-03-312026-05-06

ICSH iShares Ultra Short-Term Bond ETF1.1M shares2.30%2026-03-312026-05-06

AVEM Avantis Emerging Markets EQ ETF576.9K shares4.99%2026-03-312026-05-06

DFLV DFA US Large Cap Value ETF916.4K shares19.31%2026-03-312026-05-06

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SPY SPDR Trust (S&P 500)39.9K shares-1.10%2026-03-312026-05-06

DFSV DFA US Small Cap Value ETF695.4K shares7.69%2026-03-312026-05-06

DFAE DFA Core Emerging Mkt ETF699.9K shares-1.41%2026-03-312026-05-06

IVV iShares Core S&P 500 ETF36.1K shares1.57%2026-03-312026-05-06

NCLO Nuveen AA-BBB CLO ETF907.8K shares19.24%2026-03-312026-05-06

IWV Russell 300056.4K shares-0.20%2026-03-312026-05-06

FLOT Ishares Floating Rate393.7K shares-2.15%2026-03-312026-05-06

VTHR Vanguard Russell 3000 ETF57.2K shares6.82%2026-03-312026-05-06

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DFAI DFA Int'l Core Equity ETF386.9K shares-1.13%2026-03-312026-05-06

VPLS Vanguard Core-Plus Bond ETF193.4K shares4.97%2026-03-312026-05-06

VTV Vanguard Value75.1K shares-1.52%2026-03-312026-05-06

ESGV Vanguard ESG U.S. Stock ETF130.5K shares3.91%2026-03-312026-05-06

DFUV DFA Tax-Managed US Marketwide Value II294.4K shares-1.76%2026-03-312026-05-06

JMUB JPMorgan Municipal ETF271.2K shares-4.71%2026-03-312026-05-06

MUB iShares National Muni Bond ETF122.7K shares-1.55%2026-03-312026-05-06

REET iShares Global REIT ETF494.5K shares-16.02%2026-03-312026-05-06

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JMST JPMorgan Ultra-Short Municipal Inc ETF242.9K shares-18.26%2026-03-312026-05-06

SCHV Schwab US Large Cap Value386.1K shares8.53%2026-03-312026-05-06

IWM Russell 2000/Small Blend40.1K shares-1.08%2026-03-312026-05-06

TOTL SPDR DoubleLine Total Return Tact ETF232.7K shares32.36%2026-03-312026-05-06

VSGX Vanguard ESG Int'l ETF119.3K shares-1.98%2026-03-312026-05-06

VUG Vanguard Growth18.6K shares-1.21%2026-03-312026-05-06

AVUV Avantis US Small Cap Value ETF71.5K shares7.11%2026-03-312026-05-06

BSV Vanguard Short-Term Bond Index Fund95.4K shares-21.32%2026-03-312026-05-06

Sponsored

ITOT iShares Core S&P Total US Stock Mkt ETF51.8K shares16.01%2026-03-312026-05-06

DFAU DFA US Core Equity ETF162.9K shares-2.29%2026-03-312026-05-06

IUSB iShares Core Total USD Bond Market ETF157.9K shares-17.13%2026-03-312026-05-06

VTEB Vanguard Tax-Exempt Bond ETF143.5K shares41.42%2026-03-312026-05-06

CLOI VanEck CLO ETF122.6K shares19.30%2026-03-312026-05-06

AAPL Apple Computer Inc23.8K shares-21.45%2026-03-312026-05-06

MDY Mid Cap S P D R TRUST9.7K shares-3.84%2026-03-312026-05-06

SCHB Schw US Brd Mkt Etf224.9K shares4.75%2026-03-312026-05-06

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IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF102.6K shares-0.06%2026-03-312026-05-06

IWD Russell 1000/ Lrg. Value24.5K shares-0.28%2026-03-312026-05-06

VNQ Vanguard Reit52.1K shares-14.51%2026-03-312026-05-06

SUB iShares Short-Term National Muni Bond ETF43.2K shares-8.02%2026-03-312026-05-06

DFAT DFA U.S. Small Cap Value (TM)69.7K shares-2.18%2026-03-312026-05-06

IWF Russell 1000/ Lrg. Growth9.6K shares-1.89%2026-03-312026-05-06

EVSM Eaton Vance Short Dur Muncpl Inc ETF81.2K shares27.41%2026-03-312026-05-06

VMBS Vanguard Mortgage Backed84.6K shares-0.01%2026-03-312026-05-06

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VBR Vanguard Small Cap Value17.8K shares-6.56%2026-03-312026-05-06

IVW iShares S&P 500 Growth ETF33.4K shares-1.64%2026-03-312026-05-06

VONG Vanguard Russell 1000 Growth ETF33.8K shares-0.06%2026-03-312026-05-06

VCIT Vanguard Intermediate39.7K shares60.00%2026-03-312026-05-06

IJR iShares Core S&P Small-Cap ETF26.3K shares-6.99%2026-03-312026-05-06

VYM Vanguard High Dividend ETF21.8K shares0.00%2026-03-312026-05-06

DFCF DFA Core Fixed Income ETF74.5K shares666.81%2026-03-312026-05-06

IEMG iShares Core MSCI Emerging Markets ETF45.0K shares-3.23%2026-03-312026-05-06

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VCSH Vanguard Short Term Corp Bond37.9K shares-4.04%2026-03-312026-05-06

VOOG Vanguard S&P 500 Growth ETF7.4K shares0.00%2026-03-312026-05-06

JPLD JPMorgan Limited Duration Bond ETF56.0K shares175.18%2026-03-312026-05-06

VEA Vanguard Msci Eafe Etf45.2K shares-1.43%2026-03-312026-05-06

AMZN Amazon Com Inc13.7K shares-1.88%2026-03-312026-05-06

BIV Vanguard Interm Bond Index ETF36.2K shares-30.82%2026-03-312026-05-06

IJH iShares Core S&P Mid-Cap ETF39.2K shares-4.82%2026-03-312026-05-06

HYMB SPDR Nuveen BB Hi Yld Muncpl Bd ETF105.3K shares2.82%2026-03-312026-05-06

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SCHF Schw Intl Eq Etf100.3K shares12.75%2026-03-312026-05-06

Vanguard S&P 500 Etf Vanguard S&P 500 Etf4.0K shares-2.40%2026-03-312026-05-06

BBBS BLOXX BBB 1-5 YR Core Bond ETF46.4K shares23.80%2026-03-312026-05-06

BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF24.1K shares10.65%2026-03-312026-05-06

UMBF UMB Financial Corp17.9K shares-15.27%2026-03-312026-05-06

VTES VANGUARD SHRT TAX EXEMPT BND ETF19.8K shares-0.37%2026-03-312026-05-06

DFUS DFA U.S. Equity ETF27.0K shares158.10%2026-03-312026-05-06

Invesco QQQ Trust Invesco QQQ Trust3.3K shares3.04%2026-03-312026-05-06

Sponsored

LLY Lilly Eli & Company2.0K shares-2.63%2026-03-312026-05-06

JMTG J P Morgan Mortgage Backed Secs ETF32.3K shares40.77%2026-03-312026-05-06

FLXR TCW Flexible Income ETF41.4K shares32.86%2026-03-312026-05-06

AVSU Avantis Responsible US Equity ETF21.4K shares0.00%2026-03-312026-05-06

MSFT Microsoft Corp4.2K shares-5.89%2026-03-312026-05-06

IVE iShares S&P 500 Value ETF7.2K shares0.00%2026-03-312026-05-06

SGOV ISHARES 0 TO 3 MNTH TREASURY BND ETF15.1K shares-12.43%2026-03-312026-05-06

VONV Vanguard Russell 100015.9K shares0.00%2026-03-312026-05-06

Sponsored

Powershare Ftse Rafi US Powershare Ftse Rafi US30.8K shares0.00%2026-03-312026-05-06

CLOB VanEck AA-BB CLO ETF29.2K shares78.73%2026-03-312026-05-06

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF26.9K shares12.02%2026-03-312026-05-06

SPYV SPDR Portfolio S&P 500 Value ETF24.8K shares2.05%2026-03-312026-05-06

EFA iShares MSCI EAFE ETF14.3K shares1.31%2026-03-312026-05-06

JAAA Janus Henderson AAA CLO ETF27.3K sharesnew addition2026-03-312026-05-06

JPM JPMorgan Chase & Co.4.7K shares-4.48%2026-03-312026-05-06

VWO Vanguard Emerging Market24.6K shares-0.34%2026-03-312026-05-06

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DFIV DFA Tax Managed Intl23.3K shares-28.47%2026-03-312026-05-06

NOC Northrop Grumman Corp1.8K shares-0.89%2026-03-312026-05-06

JBBB Janus Henderson B-BBB CLO ETF25.5K sharesnew addition2026-03-312026-05-06

Berkshire Hathaway B New Berkshire Hathaway B New2.5K shares0.00%2026-03-312026-05-06

JSCP JPMorgan Short Duration Core Plus ETF23.8K sharesnew addition2026-03-312026-05-06

XOM Exxon Mobil Corporation6.6K shares-6.27%2026-03-312026-05-06

ABBV Abbvie Inc4.9K shares-14.07%2026-03-312026-05-06

CVNA Carvana Co3.3K shares17.48%2026-03-312026-05-06

Sponsored

VXUS Vanguard Total Intl Etf13.1K shares-9.32%2026-03-312026-05-06

VB Vanguard Small Cap3.7K shares-0.08%2026-03-312026-05-06

FNDF Schwab Fundamental Inl18.1K shares0.00%2026-03-312026-05-06

AVUS Avantis U.S. Equity ETF7.9K shares34.01%2026-03-312026-05-06

NULV Nuveen ESG Large-Cap Value ETF19.3K shares0.46%2026-03-312026-05-06

DFAR DFA US Real Estate ETF35.6K shares-16.32%2026-03-312026-05-06

MBB iShares MBS Bond Fd8.7K shares7.23%2026-03-312026-05-06

CMF iShares California Muni Bond ETF14.1K shares33.26%2026-03-312026-05-06

Sponsored

VO Vanguard Mid Cap2.7K shares8.37%2026-03-312026-05-06

NVDA Nvidia Corp4.3K shares-1.59%2026-03-312026-05-06

JEPI JPMorgan Equity Premium Income ETF13.1K shares-9.03%2026-03-312026-05-06

MA Mastercard Inc1.5K shares-6.07%2026-03-312026-05-06

AVLV Avantis U.S. Large Cap Value ETF9.0K shares0.00%2026-03-312026-05-06

BRK.A Berkshire Hathaway Inc A1 shares0.00%2026-03-312026-05-06

EVTR Eaton Vance Total Return Bond ETF13.8K sharesnew addition2026-03-312026-05-06

UYLD Angel Oak UltraShort Income ETF13.6K shares-7.78%2026-03-312026-05-06

Sponsored

SHYG Ishares High Yield16.3K shares-5.62%2026-03-312026-05-06

AVSD Avantis Responsible International Equity ETF9.3K shares0.00%2026-03-312026-05-06

DFAS DFA U.S. Small Cap (TM)9.5K shares0.00%2026-03-312026-05-06

IWN Russell 2000/ Small Value3.6K shares-2.72%2026-03-312026-05-06

IWB iShares Russell 1000 ETF1.8K shares0.00%2026-03-312026-05-06

AVRE Avantis Real Estate ETF14.3K shares-13.20%2026-03-312026-05-06

Google Inc. Class A Google Inc. Class A2.1K shares-3.07%2026-03-312026-05-06

Google Inc. Class C Google Inc. Class C2.0K shares0.00%2026-03-312026-05-06

Sponsored

CALI iShares Short-Term CA Muni Act ETF11.0K shares-11.55%2026-03-312026-05-06

V Visa Inc Cl A1.8K shares-13.23%2026-03-312026-05-06

SHY iShares 1-3 Year Treasury Bond ETF6.3K shares0.42%2026-03-312026-05-06

EEM iShares MSCI Emerging Markets ETF9.1K shares0.33%2026-03-312026-05-06

ISTB iShares Core 1-5 Year USD Bond ETF10.5K shares-19.35%2026-03-312026-05-06

COST Costco Whsl Corp New507 shares25.50%2026-03-312026-05-06

GS Goldman Sachs Group Inc588 shares0.00%2026-03-312026-05-06

IWO Russell 2000/ Small Growth1.5K shares0.00%2026-03-312026-05-06

Sponsored

VIG Vanguard Div Apprciation2.2K shares-1.37%2026-03-312026-05-06

HD Home Depot Inc1.5K shares-4.34%2026-03-312026-05-06

BND Vanguard Total Bond6.5K shares-71.82%2026-03-312026-05-06

DE Deere & Co833 shares-0.95%2026-03-312026-05-06

PYLD PIMCO MULTISECTOR BOND ACTV ETF17.4K shares-81.80%2026-03-312026-05-06

JNJ Johnson & Johnson1.9K shares-18.32%2026-03-312026-05-06

SMB VanEck Short Muni ETF25.5K shares-8.87%2026-03-312026-05-06

ASML Asml Hldgs Nv322 shares-5.85%2026-03-312026-05-06

Sponsored

VCLT Vanguard Long-Term Corporate Bd ETF5.5K sharesnew addition2026-03-312026-05-06

CAT Caterpillar Inc570 shares-3.88%2026-03-312026-05-06

SCHE Schw Emg Mkt Eq Etf12.2K shares-10.77%2026-03-312026-05-06

AGG iShares Aggregate Bond Fd4.0K shares-37.24%2026-03-312026-05-06

ABT Abbott Laboratories3.8K shares-4.67%2026-03-312026-05-06

VGT Vanguard Info Technology547 shares-52.60%2026-03-312026-05-06

SCHG Schwab US Large Cap12.6K shares-6.57%2026-03-312026-05-06

JPST JPMorgan Ultra-Short Income ETF6.8K shares9.60%2026-03-312026-05-06

Sponsored

QUAL Ishars Edg Msci Usa Qlty1.7K shares0.00%2026-03-312026-05-06

IWR iShares Russell Mid-Cap ETF3.4K shares13.30%2026-03-312026-05-06

DIA SPDR Dow Jones Industrial Average ETF700 shares0.00%2026-03-312026-05-06

ORCL Oracle Corporation2.2K shares-38.87%2026-03-312026-05-06

DTE DTE Energy Company2.1K shares-1.79%2026-03-312026-05-06

DVY iShares Select Dividend ETF2.0K shares33.73%2026-03-312026-05-06

GLD SPDR Gold ETF704 shares-3.30%2026-03-312026-05-06

USHY iShares Broad USD High Yield Corp Bd ETF7.8K shares0.08%2026-03-312026-05-06

Sponsored

NFLX Netflix Com Inc Com2.9K shares0.00%2026-03-312026-05-06

IEFA iShares Core MSCI EAFE ETF3.1K shares0.00%2026-03-312026-05-06

EAGG iShares ESG U.S. Aggregate Bond ETF5.8K shares-19.34%2026-03-312026-05-06

RTX Raytheon Technologies Ord1.4K shares-6.42%2026-03-312026-05-06

IWP iShares Russell Mid-Cap Growth ETF2.1K shares0.00%2026-03-312026-05-06

FSMD Fidelity Small-Mid Multifactor ETF5.8K shares-7.57%2026-03-312026-05-06

MUNI PIMCO Intermediate Municipal Bd Actv ETF4.9K shares23.36%2026-03-312026-05-06

Eaton Corporation Eaton Corporation682 shares-10.26%2026-03-312026-05-06

Sponsored

ICF iShares C&S Real Estate3.9K shares0.00%2026-03-312026-05-06

META Meta Platforms Inc Class A413 shares-11.94%2026-03-312026-05-06

XLF Sector Spdr Fincl Select4.7K shares0.00%2026-03-312026-05-06

CVX Chevrontexaco Corp1.1K sharesnew addition2026-03-312026-05-06

JPIE JPMorgan Income ETF5.0K sharesnew addition2026-03-312026-05-06

FNDX Schwab Fundamental US8.2K shares0.00%2026-03-312026-05-06

XLI Industrial SPDR1.4K shares0.00%2026-03-312026-05-06

SCHA Schw US Scap Etf7.6K shares-5.51%2026-03-312026-05-06

Sponsored

VV Vanguard Large Cap Etf739 shares0.00%2026-03-312026-05-06

SCHX Schwab US Large Cap Etf8.6K shares0.03%2026-03-312026-05-06

WELL Welltower Inc Com1.0K sharesnew addition2026-03-312026-05-06

GLW Corning Inc1.5K sharesnew addition2026-03-312026-05-06

EXG Ev Tax Man Glb Div Eqty19.9K shares0.00%2026-03-312026-05-06

AUR AURORA INNOVATION CL A ORD14.0K shares-13.23%2026-03-312026-05-06

VTI

Vanguard Total Stock Mkt

-0.14%

Shares457.9K

Event2026-03-31

Filed2026-05-06

JBND

JPMorgan Active Bond ETF

3.43%

Shares2.0M

Event2026-03-31

Filed2026-05-06

VCRB

Vanguard Core Bond ETF

5.77%

Shares1.2M

Event2026-03-31

Filed2026-05-06

AVDE

Avantis International Equity ETF

-1.16%

Shares932.7K

Event2026-03-31

Filed2026-05-06

DFSD

DFA Short-Duration Fixed Inc ETF

8.07%

Shares1.3M

Event2026-03-31

Filed2026-05-06

ICSH

iShares Ultra Short-Term Bond ETF

2.30%

Shares1.1M

Event2026-03-31

Filed2026-05-06

AVEM

Avantis Emerging Markets EQ ETF

4.99%

Shares576.9K

Event2026-03-31

Filed2026-05-06

DFLV

DFA US Large Cap Value ETF

19.31%

Shares916.4K

Event2026-03-31

Filed2026-05-06

SPY

SPDR Trust (S&P 500)

-1.10%

Shares39.9K

Event2026-03-31

Filed2026-05-06

DFSV

DFA US Small Cap Value ETF

7.69%

Shares695.4K

Event2026-03-31

Filed2026-05-06

DFAE

DFA Core Emerging Mkt ETF

-1.41%

Shares699.9K

Event2026-03-31

Filed2026-05-06

IVV

iShares Core S&P 500 ETF

1.57%

Shares36.1K

Event2026-03-31

Filed2026-05-06

NCLO

Nuveen AA-BBB CLO ETF

19.24%

Shares907.8K

Event2026-03-31

Filed2026-05-06

IWV

Russell 3000

-0.20%

Shares56.4K

Event2026-03-31

Filed2026-05-06

FLOT

Ishares Floating Rate

-2.15%

Shares393.7K

Event2026-03-31

Filed2026-05-06

VTHR

Vanguard Russell 3000 ETF

6.82%

Shares57.2K

Event2026-03-31

Filed2026-05-06

DFAI

DFA Int'l Core Equity ETF

-1.13%

Shares386.9K

Event2026-03-31

Filed2026-05-06

VPLS

Vanguard Core-Plus Bond ETF

4.97%

Shares193.4K

Event2026-03-31

Filed2026-05-06

VTV

Vanguard Value

-1.52%

Shares75.1K

Event2026-03-31

Filed2026-05-06

ESGV

Vanguard ESG U.S. Stock ETF

3.91%

Shares130.5K

Event2026-03-31

Filed2026-05-06

DFUV

DFA Tax-Managed US Marketwide Value II

-1.76%

Shares294.4K

Event2026-03-31

Filed2026-05-06

JMUB

JPMorgan Municipal ETF

-4.71%

Shares271.2K

Event2026-03-31

Filed2026-05-06

MUB

iShares National Muni Bond ETF

-1.55%

Shares122.7K

Event2026-03-31

Filed2026-05-06

REET

iShares Global REIT ETF

-16.02%

Shares494.5K

Event2026-03-31

Filed2026-05-06

JMST

JPMorgan Ultra-Short Municipal Inc ETF

-18.26%

Shares242.9K

Event2026-03-31

Filed2026-05-06

SCHV

Schwab US Large Cap Value

8.53%

Shares386.1K

Event2026-03-31

Filed2026-05-06

IWM

Russell 2000/Small Blend

-1.08%

Shares40.1K

Event2026-03-31

Filed2026-05-06

TOTL

SPDR DoubleLine Total Return Tact ETF

32.36%

Shares232.7K

Event2026-03-31

Filed2026-05-06

VSGX

Vanguard ESG Int'l ETF

-1.98%

Shares119.3K

Event2026-03-31

Filed2026-05-06

VUG

Vanguard Growth

-1.21%

Shares18.6K

Event2026-03-31

Filed2026-05-06

AVUV

Avantis US Small Cap Value ETF

7.11%

Shares71.5K

Event2026-03-31

Filed2026-05-06

BSV

Vanguard Short-Term Bond Index Fund

-21.32%

Shares95.4K

Event2026-03-31

Filed2026-05-06

ITOT

iShares Core S&P Total US Stock Mkt ETF

16.01%

Shares51.8K

Event2026-03-31

Filed2026-05-06

DFAU

DFA US Core Equity ETF

-2.29%

Shares162.9K

Event2026-03-31

Filed2026-05-06

IUSB

iShares Core Total USD Bond Market ETF

-17.13%

Shares157.9K

Event2026-03-31

Filed2026-05-06

VTEB

Vanguard Tax-Exempt Bond ETF

41.42%

Shares143.5K

Event2026-03-31

Filed2026-05-06

CLOI

VanEck CLO ETF

19.30%

Shares122.6K

Event2026-03-31

Filed2026-05-06

AAPL

Apple Computer Inc

-21.45%

Shares23.8K

Event2026-03-31

Filed2026-05-06

MDY

Mid Cap S P D R TRUST

-3.84%

Shares9.7K

Event2026-03-31

Filed2026-05-06

SCHB

Schw US Brd Mkt Etf

4.75%

Shares224.9K

Event2026-03-31

Filed2026-05-06

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.06%

Shares102.6K

Event2026-03-31

Filed2026-05-06

IWD

Russell 1000/ Lrg. Value

-0.28%

Shares24.5K

Event2026-03-31

Filed2026-05-06

VNQ

Vanguard Reit

-14.51%

Shares52.1K

Event2026-03-31

Filed2026-05-06

SUB

iShares Short-Term National Muni Bond ETF

-8.02%

Shares43.2K

Event2026-03-31

Filed2026-05-06

DFAT

DFA U.S. Small Cap Value (TM)

-2.18%

Shares69.7K

Event2026-03-31

Filed2026-05-06

IWF

Russell 1000/ Lrg. Growth

-1.89%

Shares9.6K

Event2026-03-31

Filed2026-05-06

EVSM

Eaton Vance Short Dur Muncpl Inc ETF

27.41%

Shares81.2K

Event2026-03-31

Filed2026-05-06

VMBS

Vanguard Mortgage Backed

-0.01%

Shares84.6K

Event2026-03-31

Filed2026-05-06

VBR

Vanguard Small Cap Value

-6.56%

Shares17.8K

Event2026-03-31

Filed2026-05-06

IVW

iShares S&P 500 Growth ETF

-1.64%

Shares33.4K

Event2026-03-31

Filed2026-05-06

VONG

Vanguard Russell 1000 Growth ETF

-0.06%

Shares33.8K

Event2026-03-31

Filed2026-05-06

VCIT

Vanguard Intermediate

60.00%

Shares39.7K

Event2026-03-31

Filed2026-05-06

IJR

iShares Core S&P Small-Cap ETF

-6.99%

Shares26.3K

Event2026-03-31

Filed2026-05-06

VYM

Vanguard High Dividend ETF

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-06

DFCF

DFA Core Fixed Income ETF

666.81%

Shares74.5K

Event2026-03-31

Filed2026-05-06

IEMG

iShares Core MSCI Emerging Markets ETF

-3.23%

Shares45.0K

Event2026-03-31

Filed2026-05-06

VCSH

Vanguard Short Term Corp Bond

-4.04%

Shares37.9K

Event2026-03-31

Filed2026-05-06

VOOG

Vanguard S&P 500 Growth ETF

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-06

JPLD

JPMorgan Limited Duration Bond ETF

175.18%

Shares56.0K

Event2026-03-31

Filed2026-05-06

VEA

Vanguard Msci Eafe Etf

-1.43%

Shares45.2K

Event2026-03-31

Filed2026-05-06

AMZN

Amazon Com Inc

-1.88%

Shares13.7K

Event2026-03-31

Filed2026-05-06

BIV

Vanguard Interm Bond Index ETF

-30.82%

Shares36.2K

Event2026-03-31

Filed2026-05-06

IJH

iShares Core S&P Mid-Cap ETF

-4.82%

Shares39.2K

Event2026-03-31

Filed2026-05-06

HYMB

SPDR Nuveen BB Hi Yld Muncpl Bd ETF

2.82%

Shares105.3K

Event2026-03-31

Filed2026-05-06

SCHF

Schw Intl Eq Etf

12.75%

Shares100.3K

Event2026-03-31

Filed2026-05-06

Vanguard S&P 500 Etf

-2.40%

Shares4.0K

Event2026-03-31

Filed2026-05-06

BBBS

BLOXX BBB 1-5 YR Core Bond ETF

23.80%

Shares46.4K

Event2026-03-31

Filed2026-05-06

BIL

SPDR Blmbg Barclays 1-3 Mth T-Bill ETF

10.65%

Shares24.1K

Event2026-03-31

Filed2026-05-06

UMBF

UMB Financial Corp

-15.27%

Shares17.9K

Event2026-03-31

Filed2026-05-06

VTES

VANGUARD SHRT TAX EXEMPT BND ETF

-0.37%

Shares19.8K

Event2026-03-31

Filed2026-05-06

DFUS

DFA U.S. Equity ETF

158.10%

Shares27.0K

Event2026-03-31

Filed2026-05-06

Invesco QQQ Trust

3.04%

Shares3.3K

Event2026-03-31

Filed2026-05-06

LLY

Lilly Eli & Company

-2.63%

Shares2.0K

Event2026-03-31

Filed2026-05-06

JMTG

J P Morgan Mortgage Backed Secs ETF

40.77%

Shares32.3K

Event2026-03-31

Filed2026-05-06

FLXR

TCW Flexible Income ETF

32.86%

Shares41.4K

Event2026-03-31

Filed2026-05-06

AVSU

Avantis Responsible US Equity ETF

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-06

MSFT

Microsoft Corp

-5.89%

Shares4.2K

Event2026-03-31

Filed2026-05-06

IVE

iShares S&P 500 Value ETF

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-06

SGOV

ISHARES 0 TO 3 MNTH TREASURY BND ETF

-12.43%

Shares15.1K

Event2026-03-31

Filed2026-05-06

VONV

Vanguard Russell 1000

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-06

Powershare Ftse Rafi US

0.00%

Shares30.8K

Event2026-03-31

Filed2026-05-06

CLOB

VanEck AA-BB CLO ETF

78.73%

Shares29.2K

Event2026-03-31

Filed2026-05-06

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

12.02%

Shares26.9K

Event2026-03-31

Filed2026-05-06

SPYV

SPDR Portfolio S&P 500 Value ETF

2.05%

Shares24.8K

Event2026-03-31

Filed2026-05-06

EFA

iShares MSCI EAFE ETF

1.31%

Shares14.3K

Event2026-03-31

Filed2026-05-06

JAAA

Janus Henderson AAA CLO ETF

New

Shares27.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMorgan Chase & Co.

-4.48%

Shares4.7K

Event2026-03-31

Filed2026-05-06

VWO

Vanguard Emerging Market

-0.34%

Shares24.6K

Event2026-03-31

Filed2026-05-06

DFIV

DFA Tax Managed Intl

-28.47%

Shares23.3K

Event2026-03-31

Filed2026-05-06

NOC

Northrop Grumman Corp

-0.89%

Shares1.8K

Event2026-03-31

Filed2026-05-06

JBBB

Janus Henderson B-BBB CLO ETF

New

Shares25.5K

Event2026-03-31

Filed2026-05-06

Berkshire Hathaway B New

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

JSCP

JPMorgan Short Duration Core Plus ETF

New

Shares23.8K

Event2026-03-31

Filed2026-05-06

XOM

Exxon Mobil Corporation

-6.27%

Shares6.6K

Event2026-03-31

Filed2026-05-06

ABBV

Abbvie Inc

-14.07%

Shares4.9K

Event2026-03-31

Filed2026-05-06

CVNA

Carvana Co

17.48%

Shares3.3K

Event2026-03-31

Filed2026-05-06

VXUS

Vanguard Total Intl Etf

-9.32%

Shares13.1K

Event2026-03-31

Filed2026-05-06

Vanguard Small Cap

-0.08%

Shares3.7K

Event2026-03-31

Filed2026-05-06

FNDF

Schwab Fundamental Inl

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-06

AVUS

Avantis U.S. Equity ETF

34.01%

Shares7.9K

Event2026-03-31

Filed2026-05-06

NULV

Nuveen ESG Large-Cap Value ETF

0.46%

Shares19.3K

Event2026-03-31

Filed2026-05-06

DFAR

DFA US Real Estate ETF

-16.32%

Shares35.6K

Event2026-03-31

Filed2026-05-06

MBB

iShares MBS Bond Fd

7.23%

Shares8.7K

Event2026-03-31

Filed2026-05-06

CMF

iShares California Muni Bond ETF

33.26%

Shares14.1K

Event2026-03-31

Filed2026-05-06

Vanguard Mid Cap

8.37%

Shares2.7K

Event2026-03-31

Filed2026-05-06

NVDA

Nvidia Corp

-1.59%

Shares4.3K

Event2026-03-31

Filed2026-05-06

JEPI

JPMorgan Equity Premium Income ETF

-9.03%

Shares13.1K

Event2026-03-31

Filed2026-05-06

Mastercard Inc

-6.07%

Shares1.5K

Event2026-03-31

Filed2026-05-06

AVLV

Avantis U.S. Large Cap Value ETF

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-06

BRK.A

Berkshire Hathaway Inc A

0.00%

Shares1

Event2026-03-31

Filed2026-05-06

EVTR

Eaton Vance Total Return Bond ETF

New

Shares13.8K

Event2026-03-31

Filed2026-05-06

UYLD

Angel Oak UltraShort Income ETF

-7.78%

Shares13.6K

Event2026-03-31

Filed2026-05-06

SHYG

Ishares High Yield

-5.62%

Shares16.3K

Event2026-03-31

Filed2026-05-06

AVSD

Avantis Responsible International Equity ETF

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-06

DFAS

DFA U.S. Small Cap (TM)

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-06

IWN

Russell 2000/ Small Value

-2.72%

Shares3.6K

Event2026-03-31

Filed2026-05-06

IWB

iShares Russell 1000 ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-06

AVRE

Avantis Real Estate ETF

-13.20%

Shares14.3K

Event2026-03-31

Filed2026-05-06

Google Inc. Class A

-3.07%

Shares2.1K

Event2026-03-31

Filed2026-05-06

Google Inc. Class C

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

CALI

iShares Short-Term CA Muni Act ETF

-11.55%

Shares11.0K

Event2026-03-31

Filed2026-05-06

Visa Inc Cl A

-13.23%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SHY

iShares 1-3 Year Treasury Bond ETF

0.42%

Shares6.3K

Event2026-03-31

Filed2026-05-06

EEM

iShares MSCI Emerging Markets ETF

0.33%

Shares9.1K

Event2026-03-31

Filed2026-05-06

ISTB

iShares Core 1-5 Year USD Bond ETF

-19.35%

Shares10.5K

Event2026-03-31

Filed2026-05-06

COST

Costco Whsl Corp New

25.50%

Shares507

Event2026-03-31

Filed2026-05-06

Goldman Sachs Group Inc

0.00%

Shares588

Event2026-03-31

Filed2026-05-06

IWO

Russell 2000/ Small Growth

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

VIG

Vanguard Div Apprciation

-1.37%

Shares2.2K

Event2026-03-31

Filed2026-05-06

Home Depot Inc

-4.34%

Shares1.5K

Event2026-03-31

Filed2026-05-06

BND

Vanguard Total Bond

-71.82%

Shares6.5K

Event2026-03-31

Filed2026-05-06

Deere & Co

-0.95%

Shares833

Event2026-03-31

Filed2026-05-06

PYLD

PIMCO MULTISECTOR BOND ACTV ETF

-81.80%

Shares17.4K

Event2026-03-31

Filed2026-05-06

JNJ

Johnson & Johnson

-18.32%

Shares1.9K

Event2026-03-31

Filed2026-05-06

SMB

VanEck Short Muni ETF

-8.87%

Shares25.5K

Event2026-03-31

Filed2026-05-06

ASML

Asml Hldgs Nv

-5.85%

Shares322

Event2026-03-31

Filed2026-05-06

VCLT

Vanguard Long-Term Corporate Bd ETF

New

Shares5.5K

Event2026-03-31

Filed2026-05-06

CAT

Caterpillar Inc

-3.88%

Shares570

Event2026-03-31

Filed2026-05-06

SCHE

Schw Emg Mkt Eq Etf

-10.77%

Shares12.2K

Event2026-03-31

Filed2026-05-06

AGG

iShares Aggregate Bond Fd

-37.24%

Shares4.0K

Event2026-03-31

Filed2026-05-06

ABT

Abbott Laboratories

-4.67%

Shares3.8K

Event2026-03-31

Filed2026-05-06

VGT

Vanguard Info Technology

-52.60%

Shares547

Event2026-03-31

Filed2026-05-06

SCHG

Schwab US Large Cap

-6.57%

Shares12.6K

Event2026-03-31

Filed2026-05-06

JPST

JPMorgan Ultra-Short Income ETF

9.60%

Shares6.8K

Event2026-03-31

Filed2026-05-06

QUAL

Ishars Edg Msci Usa Qlty

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

IWR

iShares Russell Mid-Cap ETF

13.30%

Shares3.4K

Event2026-03-31

Filed2026-05-06

DIA

SPDR Dow Jones Industrial Average ETF

0.00%

Shares700

Event2026-03-31

Filed2026-05-06

ORCL

Oracle Corporation

-38.87%

Shares2.2K

Event2026-03-31

Filed2026-05-06

DTE

DTE Energy Company

-1.79%

Shares2.1K

Event2026-03-31

Filed2026-05-06

DVY

iShares Select Dividend ETF

33.73%

Shares2.0K

Event2026-03-31

Filed2026-05-06

GLD

SPDR Gold ETF

-3.30%

Shares704

Event2026-03-31

Filed2026-05-06

USHY

iShares Broad USD High Yield Corp Bd ETF

0.08%

Shares7.8K

Event2026-03-31

Filed2026-05-06

NFLX

Netflix Com Inc Com

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

IEFA

iShares Core MSCI EAFE ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-06

EAGG

iShares ESG U.S. Aggregate Bond ETF

-19.34%

Shares5.8K

Event2026-03-31

Filed2026-05-06

RTX

Raytheon Technologies Ord

-6.42%

Shares1.4K

Event2026-03-31

Filed2026-05-06

IWP

iShares Russell Mid-Cap Growth ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

FSMD

Fidelity Small-Mid Multifactor ETF

-7.57%

Shares5.8K

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO Intermediate Municipal Bd Actv ETF

23.36%

Shares4.9K

Event2026-03-31

Filed2026-05-06

Eaton Corporation

-10.26%

Shares682

Event2026-03-31

Filed2026-05-06

ICF

iShares C&S Real Estate

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-06