Diversified Portfolios, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Diversified Portfolios, Inc. reported 139 stock positions worth $958.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.4% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 7.3%) and Berkshire Hathaway Class A (BRK.A, 7.2%). Compared with Q2 2024, it opened 8 new positions, sold out of 4, added to 57 and reduced 54. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +844%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −59%).

Most Recent 13F
Q2 2026
Location
Bloomfield Hills, MI
CIK
0001634212
Portfolio Value
$958.5M (Q3 2024)
SEC Filing
0000905729-24-000164 ↗ filed Nov 6, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $710.5M Q1 2024 Q2 2024: $759.0M Q2 2024 Q3 2024: $958.5M $958.5M Q3 2024 Q4 2024: $916.9M Q4 2024 Q1 2025: $950.8M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 139 stocks · $958.5M
VTI VG Morningstar TS MKT ETF-US 12.44% 421,188 $119.3M Add +0.3%
JBND JPMorgan Active Bond ETF 7.27% 1,274,873 $69.7M Add +844.3%
BRK.A Berkshire Hathaway Inc. Class A 7.21% 100 $69.1M Reduce -50.0%
ICSH iShares Ultra Short Duration 6.10% 1,152,993 $58.5M Add +36.1%
AVDE Avantis International Equity 4.05% 579,028 $38.8M Add +14.8%
FLOT iShares Floating Rate Bond E 3.49% 654,493 $33.4M Add +5.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.45% 702,030 $33.1M Reduce -23.4%
BSV Vanguard Short-Term Bond ETF 3.26% 396,893 $31.2M Reduce -59.0%
VCRB Vanguard Core Bond ETF 2.88% 348,480 $27.6M Add +1545.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.36% 39,483 $22.7M Add +0.5%
IVV iShares Core S&P 500 ETF 2.29% 38,057 $22.0M Reduce -0.8%
AVEM Avantis Emerging Markets Eq 2.13% 316,120 $20.4M Add +16.5%
DFSD Dimensional Short Duration 2.10% 421,197 $20.1M Add +981.9%
REET iShares Global REIT ETF 2.00% 716,691 $19.1M Add +6.7%
DFAE Dimensional Emerging Core Eq 1.95% 681,396 $18.7M Add +2.7%
IWV iShares Russell 3000 ETF 1.84% 53,989 $17.6M Reduce -0.1%
MUB iShares National Muni Bond E 1.74% 153,258 $16.6M Reduce -0.1%
ESGV Vanguard ESG US Stock ETF 1.51% 142,260 $14.5M Reduce -3.0%
DFLV Dim US Large Cap Value ETF 1.47% 457,913 $14.1M Add +23.5%
VTHR Vanguard Russell 3000 1.38% 52,187 $13.2M Reduce -0.2%
DFUV Dimensional US Marketwide Va 1.32% 304,492 $12.7M Reduce -0.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.23% 67,696 $11.8M Add +1.6%
DFAI Dimensional International Co. 1.18% 355,719 $11.3M Add +6.0%
DFSV Dimensional US Small Cap Val 1.14% 354,031 $10.9M Add +11.1%
BIV Vanguard Intermediate-Term B 1.12% 136,427 $10.7M Reduce -43.6%
IWM iShares Russell 2000 ETF 0.90% 38,906 $8.6M Reduce -2.2%
VSGX Vanguard ESG Intl Stock ETF 0.87% 136,270 $8.4M No change
AAPL Apple Inc. 0.82% 33,859 $7.9M Add +35.6%
SCHV Schwab US Large-Cap Value 0.77% 91,992 $7.4M Add +11.8%
VNQ Vanguard Real Estate ETF 0.77% 75,740 $7.4M Reduce -1.5%
JAAA Janus Henderson Aaa Clo ETF 0.75% 141,398 $7.2M Add +49.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.74% 18,545 $7.1M No change
DFAU Dimensional US Core Equity M 0.74% 179,076 $7.1M Reduce -7.3%
VPLS Vanguard Core-Plus Bond ETF 0.70% 84,546 $6.7M Add +155.8%
MDY State Street SPDR S&P Midcap 0.65% 10,871 $6.2M Reduce -0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.64% 67,004 $6.2M Add +1534.2%
JMUB JPMorgan Municipal ETF 0.59% 110,260 $5.7M Add +10.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.58% 105,959 $5.6M No change
SUB iShares Short-Term National 0.51% 45,721 $4.9M Reduce -8.4%
SCHB Schwab US Broad Market ETF 0.50% 71,370 $4.7M Reduce -0.4%
AVUV Avantis US Small Cap Value 0.47% 47,451 $4.6M Add +20.8%
IWD iShares Russell 1000 Value E 0.47% 23,700 $4.5M Reduce -1.3%
DFAT Dimensional US Target Value 0.43% 74,345 $4.1M Reduce -1.8%
IWF iShares Russell 1000 Growth 0.39% 10,082 $3.8M Reduce -1.2%
VONG Vanguard Russell 1000 Growth 0.37% 37,190 $3.6M Add +0.5%
SGOV iShares 0-3 Month Treasury B 0.37% 35,195 $3.5M Add +820.9%
ITOT iShares Core S&P Total U.S. 0.37% 27,949 $3.5M Add +11.2%
BND Vanguard Total Bond Market 0.36% 46,243 $3.5M Reduce -19.3%
IVW iShares S&P 500 Growth ETF 0.36% 35,890 $3.4M Reduce -0.1%
VCSH Vanguard S/T Corp. Bond ETF 0.35% 42,696 $3.4M Reduce -3.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.35% 66,206 $3.4M Add +112.3%
VOOG Vanguard S&P 500 Growth ETF 0.32% 8,907 $3.1M Reduce -4.6%
VTES Vanguard SH Term Tax-Ex Bond 0.31% 29,728 $3.0M Reduce -2.7%
VYM Vanguard High DVD Yield ETF 0.29% 21,596 $2.8M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.28% 13,137 $2.6M Add +1.6%
IJH iShares Core S&P Midcap ETF 0.27% 41,120 $2.6M Reduce -9.4%
AMZN Amazon.com Inc. 0.27% 13,681 $2.5M Add +0.7%
VEA Vanguard Ftse Developed ETF 0.25% 46,030 $2.4M Add +2.5%
IJR iShares Core S&P Small-Cap E 0.25% 20,266 $2.4M Reduce -0.5%
DFIV Dimensional International Va 0.21% 54,120 $2.1M No change
MSFT Microsoft Corp. 0.20% 4,535 $2.0M Reduce -0.6%
VCIT Vanguard Int-Term Corporate 0.20% 22,564 $1.9M Reduce -1.3%
LLY Eli Lilly & Co. 0.19% 2,050 $1.8M Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 0.18% 3,508 $1.7M Add +0.1%
SMB Vaneck Short Muni ETF 0.17% 93,033 $1.6M No change
AVSU Avantis Resp US Equity ETF 0.16% 24,010 $1.6M No change
IEMG iShares Core MSCI Emerging 0.16% 26,433 $1.5M Add +9.7%
VONV Vanguard Russell 1000 Value 0.15% 16,988 $1.4M Add +1.5%
IVE iShares S&P 500 Value ETF 0.15% 7,067 $1.4M No change
PRF Invesco Rafi US 1000 ETF 0.13% 31,325 $1.3M No change
IGIB iShares 5-10Y Inv Grade Corp. 0.13% 23,199 $1.2M No change
EFA iShares MSCI Eafe ETF 0.13% 14,523 $1.2M Reduce -3.9%
SCHF Schwab Intl Equity ETF 0.13% 29,508 $1.2M Add +64.7%
SPYV SS SPDR P S&P 500 Value ETF 0.12% 22,260 $1.2M Add +0.1%
VOO Vanguard S&P 500 ETF 0.12% 2,226 $1.2M Reduce -0.5%
IWB iShares Russell 1000 ETF 0.12% 3,538 $1.1M Reduce -5.3%
ABBV Abbvie Inc. 0.12% 5,629 $1.1M Add +0.0%
VWO Vanguard Ftse Emerging Marke 0.12% 23,197 $1.1M Add +3.9%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 2,257 $1.0M Reduce -25.0%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 4,355 $1.0M Add +3.6%
NOC Northrop Grumman Corp. 0.10% 1,789 $945K No change
MCD McDonald's Corp. 0.10% 3,009 $916K Reduce -13.9%
AGG iShares Core U.S. Aggregate 0.09% 8,423 $853K Reduce -4.7%
JEPI JPMorgan Equity Premium Inco 0.08% 13,470 $802K Add +9.8%
VXUS Vanguard Total Intl Stock 0.08% 12,118 $785K Add +6.0%
JPM JPMorgan Chase & Co. 0.08% 3,695 $779K Reduce -0.1%
NULV Nuveen ESG Large-Cap Val ETF 0.08% 18,550 $774K New
DFUS Dimensional US Eq MKT ETF 0.08% 12,353 $768K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.08% 17,370 $754K No change
XOM Exxon Mobil Corp. 0.08% 6,373 $747K Reduce -0.1%
ISTB iShares Core 1-5 Year Usd Bo 0.08% 14,837 $722K Reduce -7.0%
AVSD Avantis Reps Intern Equi ETF 0.07% 11,424 $692K No change
V Visa Inc. Class A 0.07% 2,510 $690K Add +0.7%
VGT Vanguard Info Tech ETF 0.07% 1,162 $682K Add +19.7%
DFAR Dimensional US Real Est ETF 0.07% 26,364 $676K Reduce -1.6%
CVNA Carvana Co. 0.07% 3,832 $667K Add +20.7%
ACN Accenture PLC Class A 0.07% 1,852 $655K Add +0.9%
GOOGL Alphabet Inc. Class A 0.07% 3,886 $644K Add +0.7%
IWN iShares Russell 2000 Value E 0.06% 3,651 $609K Reduce -4.0%
EAGG iShares ESG Aware US Aggrega 0.06% 12,328 $599K Reduce -7.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,169 $572K Reduce -4.4%
MA Mastercard Inc. Class A 0.06% 1,155 $570K Add +0.4%
AVUS Avantis U.S. Equity ETF 0.06% 5,805 $552K No change
SHY iShares 1-3 Year Treasury Bo 0.05% 6,066 $504K Reduce -12.3%
EEM iShares MSCI Emerging Market 0.05% 10,603 $486K Add +3.6%
VIG Vanguard Dividend Apprec ETF 0.05% 2,445 $484K Reduce -9.9%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 16,316 $476K Add +5.7%
BX Blackstone Inc. 0.05% 3,037 $465K Reduce -0.4%
IWO iShares Russell 2000 Growth 0.05% 1,555 $442K Add +2.5%
SCHO Schwab Short-Term US Treas 0.04% 8,608 $422K No change
DFAS Dimensional US Small Cap ETF 0.04% 6,382 $414K Add +1.3%
ABT Abbott Laboratories 0.04% 3,589 $409K Add +0.2%
BBBS BBLX BBB 1-5Y Corp. Bond ETF 0.04% 7,780 $401K New
BNDX Vanguard Total Intl Bond ETF 0.04% 7,923 $398K Reduce -66.5%
ICF iShares Select U.S. REIT ETF 0.04% 5,962 $393K No change
TMO Thermo Fisher Scientific Inc. 0.04% 603 $373K Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.04% 4,020 $354K Reduce -18.3%
AVRE Avantis Real Estate ETF 0.04% 7,306 $344K Add +49.5%
DE Deere & Co. 0.04% 818 $341K No change
JPST JPMorgan Ultra-Short Income 0.04% 6,643 $337K Add +52.3%
HD Home Depot Inc. 0.03% 823 $334K Reduce -4.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.03% 700 $296K Reduce -14.1%
USHY iShares Broad Usd High Yield 0.03% 7,795 $293K Add +4.5%
GS Goldman Sachs Group Inc. 0.03% 561 $278K Reduce -7.3%
ORCL Oracle Corp. 0.03% 1,623 $277K Add +0.4%
DFNM Dimensional National Muni BD 0.03% 5,693 $276K Reduce -24.9%
NKE Nike Inc. Class B 0.03% 2,993 $265K Reduce -7.3%
DTE DTE Energy Company 0.03% 1,878 $241K New
ENB Enbridge Inc. 0.03% 5,919 $240K No change
SPGI S&P Global Inc. 0.02% 451 $233K Add +0.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.02% 2,045 $224K New
GOOG Alphabet Inc. Class C 0.02% 1,336 $223K Add +1.2%
XLF SS Financial Select Sector 0.02% 4,750 $215K New
JBBB Janus Henderson B-BBB Clo Et 0.02% 4,373 $214K New
SCHX Schwab US Large-Cap ETF 0.02% 3,107 $211K Reduce -5.5%
ETN Eaton Corp. PLC 0.02% 627 $208K Reduce -21.5%
QUAL iShares MSCI USA Quality Fac 0.02% 1,138 $204K New
ZTS Zoetis Inc. 0.02% 1,028 $201K New
AUR Aurora Innovation Inc. 0.01% 19,653 $116K No change

Portfolio Sells Q2 2024 → Q3 2024
BSV Vanguard Short-Term Bond ETF Reduce -59.0% 3.26% −6.51
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -23.4% 3.45% −2.01
BIV Vanguard Intermediate-Term B Reduce -43.6% 1.12% −1.27
IVV iShares Core S&P 500 ETF Reduce -0.8% 2.29% −0.48
MUB iShares National Muni Bond E Reduce -0.1% 1.74% −0.42
IWV iShares Russell 3000 ETF Reduce -0.1% 1.84% −0.36
ESGV Vanguard ESG US Stock ETF Reduce -3.0% 1.51% −0.36
VTHR Vanguard Russell 3000 Reduce -0.2% 1.38% −0.27
DFUV Dimensional US Marketwide Va Reduce -0.4% 1.32% −0.26
DFAU Dimensional US Core Equity M Reduce -7.3% 0.74% −0.21
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.19
BND Vanguard Total Bond Market Reduce -19.3% 0.36% −0.18
SUB iShares Short-Term National Reduce -8.4% 0.51% −0.18
IWM iShares Russell 2000 ETF Reduce -2.2% 0.90% −0.17
MDY State Street SPDR S&P Midcap Reduce -0.3% 0.65% −0.12
BNDX Vanguard Total Intl Bond ETF Reduce -66.5% 0.04% −0.11
SCHB Schwab US Broad Market ETF Reduce -0.4% 0.50% −0.10
IWF iShares Russell 1000 Growth Reduce -1.2% 0.39% −0.10
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.1% 0.35% −0.10
VOOG Vanguard S&P 500 Growth ETF Reduce -4.6% 0.32% −0.09
VTES Vanguard SH Term Tax-Ex Bond Reduce -2.7% 0.31% −0.09
DFAT Dimensional US Target Value Reduce -1.8% 0.43% −0.09
IWD iShares Russell 1000 Value E Reduce -1.3% 0.47% −0.08
IJH iShares Core S&P Midcap ETF Reduce -9.4% 0.27% −0.08
IVW iShares S&P 500 Growth ETF Reduce -0.1% 0.36% −0.08
VNQ Vanguard Real Estate ETF Reduce -1.5% 0.77% −0.08
MSFT Microsoft Corp. Reduce -0.6% 0.20% −0.06
LLY Eli Lilly & Co. Reduce -0.2% 0.19% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -25.0% 0.11% −0.05
VCIT Vanguard Int-Term Corporate Reduce -1.3% 0.20% −0.04
IJR iShares Core S&P Small-Cap E Reduce -0.5% 0.25% −0.04
INTU Intuit Inc. Sold out 0.00% −0.04
IWB iShares Russell 1000 ETF Reduce -5.3% 0.12% −0.03
EFA iShares MSCI Eafe ETF Reduce -3.9% 0.13% −0.03
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.03
PFE Pfizer Inc. Sold out 0.00% −0.03
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.12% −0.02
ISTB iShares Core 1-5 Year Usd Bo Reduce -7.0% 0.08% −0.02
AGG iShares Core U.S. Aggregate Reduce -4.7% 0.09% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -12.3% 0.05% −0.02
MCD McDonald's Corp. Reduce -13.9% 0.10% −0.02
EAGG iShares ESG Aware US Aggrega Reduce -7.2% 0.06% −0.02
DFNM Dimensional National Muni BD Reduce -24.9% 0.03% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 0.08% −0.02
JPM JPMorgan Chase & Co. Reduce -0.1% 0.08% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -18.3% 0.04% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -9.9% 0.05% −0.01
IWN iShares Russell 2000 Value E Reduce -4.0% 0.06% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.4% 0.06% −0.01
ETN Eaton Corp. PLC Reduce -21.5% 0.02% −0.01

Portfolio Buys Q2 2024 → Q3 2024
JBND JPMorgan Active Bond ETF Add +844.3% 7.27% +6.34
VCRB Vanguard Core Bond ETF Add +1545.9% 2.88% +2.67
DFSD Dimensional Short Duration Add +981.9% 2.10% +1.86
BIL SS SPDR BB 1-3M T-Bill ETF Add +1534.2% 0.64% +0.59
ICSH iShares Ultra Short Duration Add +36.1% 6.10% +0.46
VPLS Vanguard Core-Plus Bond ETF Add +155.8% 0.70% +0.37
SGOV iShares 0-3 Month Treasury B Add +820.9% 0.37% +0.32
JMST JPM Ultra-Short Muni Income Add +112.3% 0.35% +0.14
AAPL Apple Inc. Add +35.6% 0.82% +0.13
JAAA Janus Henderson Aaa Clo ETF Add +49.6% 0.75% +0.12
NULV Nuveen ESG Large-Cap Val ETF New 0.08% +0.08
DFLV Dim US Large Cap Value ETF Add +23.5% 1.47% +0.06
BBBS BBLX BBB 1-5Y Corp. Bond ETF New 0.04% +0.04
SCHF Schwab Intl Equity ETF Add +64.7% 0.13% +0.04
DTE DTE Energy Company New 0.03% +0.03
TTD Trade Desk Inc./the Class A New 0.02% +0.02
XLF SS Financial Select Sector New 0.02% +0.02
JBBB Janus Henderson B-BBB Clo Et New 0.02% +0.02
QUAL iShares MSCI USA Quality Fac New 0.02% +0.02
ZTS Zoetis Inc. New 0.02% +0.02
CVNA Carvana Co. Add +20.7% 0.07% +0.02
AVUV Avantis US Small Cap Value Add +20.8% 0.47% +0.01
AVRE Avantis Real Estate ETF Add +49.5% 0.04% +0.01
JPST JPMorgan Ultra-Short Income Add +52.3% 0.04% +0.01
ORCL Oracle Corp. Add +0.4% 0.03% −0.00
SPGI S&P Global Inc. Add +0.5% 0.02% −0.00
VGT Vanguard Info Tech ETF Add +19.7% 0.07% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +5.7% 0.05% −0.00
TMO Thermo Fisher Scientific Inc. Add +0.2% 0.04% −0.00
USHY iShares Broad Usd High Yield Add +4.5% 0.03% −0.01
ACN Accenture PLC Class A Add +0.9% 0.07% −0.01
ABT Abbott Laboratories Add +0.2% 0.04% −0.01
IWO iShares Russell 2000 Growth Add +2.5% 0.05% −0.01
DFAS Dimensional US Small Cap ETF Add +1.3% 0.04% −0.01
EEM iShares MSCI Emerging Market Add +3.6% 0.05% −0.01
MA Mastercard Inc. Class A Add +0.4% 0.06% −0.01
JEPI JPMorgan Equity Premium Inco Add +9.8% 0.08% −0.01
GOOG Alphabet Inc. Class C Add +1.2% 0.02% −0.01
VXUS Vanguard Total Intl Stock Add +6.0% 0.08% −0.01
ABBV Abbvie Inc. Add +0.0% 0.12% −0.01
IEMG iShares Core MSCI Emerging Add +9.7% 0.16% −0.01
VWO Vanguard Ftse Emerging Marke Add +3.9% 0.12% −0.01
VB Vanguard Most SM-Cap ETF-Usd Add +3.6% 0.11% −0.01
V Visa Inc. Class A Add +0.7% 0.07% −0.01
SPYV SS SPDR P S&P 500 Value ETF Add +0.1% 0.12% −0.02
VONV Vanguard Russell 1000 Value Add +1.5% 0.15% −0.02
GOOGL Alphabet Inc. Class A Add +0.7% 0.07% −0.03
ITOT iShares Core S&P Total U.S. Add +11.2% 0.37% −0.03
SCHV Schwab US Large-Cap Value Add +11.8% 0.77% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.6% 0.28% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 201$1.4BVTI, VCRB, AVDE, JBND, DFSD
Q1 2026 174$1.2BVTI, JBND, VCRB, AVDE, DFSD
Q4 2025 181$1.2BVTI, JBND, VCRB, AVDE, DFSD
Q3 2025 166$1.1BVTI, JBND, VCRB, AVDE, ICSH
Q2 2025 163$1.0BVTI, JBND, VCRB, AVDE, ICSH
Q1 2025 141$950.8MVTI, JBND, VCRB, ICSH, AVDE
Q4 2024 146$916.9MVTI, JBND, ICSH, VCRB, AVDE
Q3 2024 139$958.5MVTI, JBND, BRK.A, ICSH, AVDE
Q2 2024 135$759.0MVTI, BSV, ICSH, IUSB, FLOT
Q1 2024 126$710.5MVTI, BSV, ICSH, IUSB, AVDE