Diversified Portfolios, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Diversified Portfolios, Inc. reported 146 stock positions worth $916.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.1% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 7.7%) and iShares Ultra Short Duration (ICSH, 6.0%). Compared with Q3 2024, it opened 11 new positions, sold out of 4, added to 62 and reduced 46. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +61%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $916.9M (Q4 2024)
- SEC Filing
- 0000905729-25-000021 ↗ filed Jan 29, 2025
Holdings Value
Holdings 146 stocks · $916.9M
| VTI VG Morningstar TS MKT ETF-US | 13.14% | 415,829 | $120.5M | Reduce -1.3% |
| JBND JPMorgan Active Bond ETF | 7.70% | 1,351,629 | $70.6M | Add +6.0% |
| ICSH iShares Ultra Short Duration | 6.01% | 1,092,489 | $55.1M | Reduce -5.3% |
| VCRB Vanguard Core Bond ETF | 4.63% | 560,086 | $42.5M | Add +60.7% |
| AVDE Avantis International Equity | 4.51% | 673,880 | $41.4M | Add +16.4% |
| FLOT iShares Floating Rate Bond E | 3.56% | 641,040 | $32.6M | Reduce -2.1% |
| DFSD Dimensional Short Duration | 2.88% | 563,958 | $26.4M | Add +33.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.76% | 559,800 | $25.3M | Reduce -20.3% |
| BSV Vanguard Short-Term Bond ETF | 2.69% | 318,667 | $24.6M | Reduce -19.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.53% | 39,595 | $23.2M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 2.44% | 37,938 | $22.3M | Reduce -0.3% |
| AVEM Avantis Emerging Markets Eq | 2.33% | 362,931 | $21.3M | Add +14.8% |
| REET iShares Global REIT ETF | 2.02% | 772,173 | $18.5M | Add +7.7% |
| IWV iShares Russell 3000 ETF | 1.96% | 53,859 | $18.0M | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 1.96% | 706,798 | $17.9M | Add +3.7% |
| MUB iShares National Muni Bond E | 1.83% | 157,627 | $16.8M | Add +2.9% |
| DFLV Dim US Large Cap Value ETF | 1.77% | 541,616 | $16.3M | Add +18.3% |
| ESGV Vanguard ESG US Stock ETF | 1.48% | 129,751 | $13.6M | Reduce -8.8% |
| VTHR Vanguard Russell 3000 | 1.47% | 52,058 | $13.5M | Reduce -0.3% |
| DFUV Dimensional US Marketwide Va | 1.36% | 304,492 | $12.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.27% | 68,900 | $11.7M | Add +1.8% |
| DFSV Dimensional US Small Cap Val | 1.27% | 378,898 | $11.7M | Add +7.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.17% | 211,457 | $10.7M | Add +49.5% |
| DFAI Dimensional International Co. | 1.14% | 358,696 | $10.5M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.94% | 38,853 | $8.6M | Reduce -0.1% |
| AAPL Apple Inc. | 0.90% | 32,928 | $8.2M | Reduce -2.8% |
| VPLS Vanguard Core-Plus Bond ETF | 0.87% | 105,106 | $8.0M | Add +24.3% |
| SCHV Schwab US Large-Cap Value | 0.85% | 300,621 | $7.8M | Add +8.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.84% | 136,441 | $7.7M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 18,545 | $7.6M | No change |
| BIV Vanguard Intermediate-Term B | 0.79% | 97,098 | $7.3M | Reduce -28.8% |
| DFAU Dimensional US Core Equity M | 0.77% | 174,870 | $7.1M | Reduce -2.4% |
| VNQ Vanguard Real Estate ETF | 0.76% | 78,733 | $7.0M | Add +4.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.75% | 136,348 | $6.9M | Add +106.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.70% | 70,221 | $6.4M | Add +4.8% |
| JMUB JPMorgan Municipal ETF | 0.68% | 123,690 | $6.2M | Add +12.2% |
| MDY State Street SPDR S&P Midcap | 0.67% | 10,826 | $6.2M | Reduce -0.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.66% | 133,009 | $6.0M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.60% | 105,698 | $5.5M | Reduce -0.3% |
| SUB iShares Short-Term National | 0.56% | 48,387 | $5.1M | Add +5.8% |
| SCHB Schwab US Broad Market ETF | 0.53% | 214,110 | $4.9M | No change |
| AVUV Avantis US Small Cap Value | 0.50% | 47,893 | $4.6M | Add +0.9% |
| IWD iShares Russell 1000 Value E | 0.49% | 24,037 | $4.4M | Add +1.4% |
| ITOT iShares Core S&P Total U.S. | 0.45% | 32,373 | $4.2M | Add +15.8% |
| IWF iShares Russell 1000 Growth | 0.45% | 10,248 | $4.1M | Add +1.6% |
| DFAT Dimensional US Target Value | 0.44% | 73,240 | $4.1M | Reduce -1.5% |
| VONG Vanguard Russell 1000 Growth | 0.42% | 37,190 | $3.8M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 35,967 | $3.6M | Add +2.2% |
| IVW iShares S&P 500 Growth ETF | 0.38% | 34,712 | $3.5M | Reduce -3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 43,180 | $3.4M | Add +1.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.35% | 8,881 | $3.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.33% | 13,921 | $3.1M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 14,395 | $2.9M | Add +9.6% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 21,596 | $2.8M | No change |
| BND Vanguard Total Bond Market | 0.30% | 38,218 | $2.7M | Reduce -17.4% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 40,950 | $2.6M | Reduce -0.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.28% | 25,436 | $2.5M | Reduce -14.4% |
| SCHF Schwab Intl Equity ETF | 0.27% | 135,295 | $2.5M | Add +129.3% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 20,299 | $2.3M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 46,030 | $2.2M | No change |
| DFIV Dimensional International Va | 0.21% | 55,520 | $2.0M | Add +2.6% |
| MSFT Microsoft Corp. | 0.21% | 4,555 | $1.9M | Add +0.4% |
| VCIT Vanguard Int-Term Corporate | 0.20% | 23,090 | $1.9M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.18% | 3,023 | $1.6M | Add +35.8% |
| LLY Eli Lilly & Co. | 0.17% | 2,071 | $1.6M | Add +1.0% |
| SMB Vaneck Short Muni ETF | 0.17% | 93,033 | $1.6M | No change |
| AVSU Avantis Resp US Equity ETF | 0.17% | 24,010 | $1.6M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.16% | 28,895 | $1.5M | Add +24.6% |
| IEMG iShares Core MSCI Emerging | 0.16% | 27,640 | $1.4M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,803 | $1.4M | Reduce -20.1% |
| VONV Vanguard Russell 1000 Value | 0.15% | 17,077 | $1.4M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.15% | 7,112 | $1.4M | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 25,862 | $1.3M | Add +16.2% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 31,325 | $1.3M | No change |
| IWB iShares Russell 1000 ETF | 0.13% | 3,720 | $1.2M | Add +5.1% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,505 | $1.1M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 4,366 | $1.0M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 23,789 | $1.0M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 2,257 | $1.0M | No change |
| ABBV Abbvie Inc. | 0.10% | 5,383 | $957K | Reduce -4.4% |
| TOTL SS Doubleline TR Tact ETF | 0.10% | 23,603 | $930K | New |
| MBB iShares MBS ETF | 0.10% | 10,012 | $918K | New |
| JPM JPMorgan Chase & Co. | 0.10% | 3,688 | $884K | Reduce -0.2% |
| NOC Northrop Grumman Corp. | 0.09% | 1,789 | $840K | No change |
| V Visa Inc. Class A | 0.09% | 2,583 | $816K | Add +2.9% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 13,858 | $797K | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 0.09% | 13,374 | $788K | Add +10.4% |
| DFUS Dimensional US Eq MKT ETF | 0.09% | 12,337 | $786K | Reduce -0.1% |
| MCD McDonald's Corp. | 0.09% | 2,691 | $780K | Reduce -10.6% |
| AGG iShares Core U.S. Aggregate | 0.08% | 7,870 | $763K | Reduce -6.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 18,870 | $743K | Add +1.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.08% | 17,370 | $740K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 3,886 | $736K | No change |
| VGT Vanguard Info Tech ETF | 0.08% | 1,162 | $723K | No change |
| CVNA Carvana Co. | 0.08% | 3,484 | $709K | Reduce -9.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.08% | 14,627 | $699K | Reduce -1.4% |
| DFAR Dimensional US Real Est ETF | 0.07% | 29,516 | $687K | Add +12.0% |
| XOM Exxon Mobil Corp. | 0.07% | 6,349 | $683K | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 100 | $681K | No change |
| SCHG Schwab US Large-Cap Growth | 0.07% | 23,832 | $664K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -20.3% | 2.76% | −0.69 |
| BSV Vanguard Short-Term Bond ETF | Reduce -19.7% | 2.69% | −0.57 |
| BIV Vanguard Intermediate-Term B | Reduce -28.8% | 0.79% | −0.32 |
| ICSH iShares Ultra Short Duration | Reduce -5.3% | 6.01% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -17.4% | 0.30% | −0.06 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Sold out | 0.00% | −0.04 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -14.4% | 0.28% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -8.8% | 1.48% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.1% | 0.16% | −0.02 |
| JBBB Janus Henderson B-BBB Clo Et | Sold out | 0.00% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Reduce -27.8% | 0.05% | −0.02 |
| ABBV Abbvie Inc. | Reduce -4.4% | 0.10% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -24.1% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -10.6% | 0.09% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.12% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -6.6% | 0.08% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -18.9% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -4.6% | 0.02% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.07% | −0.00 |
| AVRE Avantis Real Estate ETF | Reduce -1.2% | 0.03% | −0.00 |
| DFNM Dimensional National Muni BD | Reduce -10.9% | 0.03% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -3.1% | 0.04% | −0.00 |
| HD Home Depot Inc. | Reduce -0.6% | 0.03% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.8% | 0.04% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.4% | 0.08% | +0.00 |
| AUR Aurora Innovation Inc. | Reduce -2.7% | 0.01% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.7% | 0.04% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.05% | +0.00 |
| IWN iShares Russell 2000 Value E | Reduce -1.0% | 0.06% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.5% | 0.05% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 0.06% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 0.09% | +0.01 |
| CVNA Carvana Co. | Reduce -9.1% | 0.08% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 0.28% | +0.01 |
| DFAT Dimensional US Target Value | Reduce -1.5% | 0.44% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.3% | 0.60% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.10% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.3% | 0.38% | +0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.67% | +0.03 |
| DFAU Dimensional US Core Equity M | Reduce -2.4% | 0.77% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.3% | 0.35% | +0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.94% | +0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -2.1% | 3.56% | +0.07 |
| AAPL Apple Inc. | Reduce -2.8% | 0.90% | +0.08 |
| VTHR Vanguard Russell 3000 | Reduce -0.3% | 1.47% | +0.09 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 1.96% | +0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 2.44% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 13.14% | +0.70 |
Portfolio Buys Q3 2024 → Q4 2024
| VCRB Vanguard Core Bond ETF | Add +60.7% | 4.63% | +1.75 |
| DFSD Dimensional Short Duration | Add +33.9% | 2.88% | +0.79 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.66% | +0.66 |
| AVDE Avantis International Equity | Add +16.4% | 4.51% | +0.46 |
| JBND JPMorgan Active Bond ETF | Add +6.0% | 7.70% | +0.43 |
| JAAA Janus Henderson Aaa Clo ETF | Add +49.5% | 1.17% | +0.42 |
| JMST JPM Ultra-Short Muni Income | Add +106.0% | 0.75% | +0.40 |
| DFLV Dim US Large Cap Value ETF | Add +18.3% | 1.77% | +0.30 |
| AVEM Avantis Emerging Markets Eq | Add +14.8% | 2.33% | +0.20 |
| VPLS Vanguard Core-Plus Bond ETF | Add +24.3% | 0.87% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 2.53% | +0.17 |
| SCHF Schwab Intl Equity ETF | Add +129.3% | 0.27% | +0.15 |
| DFSV Dimensional US Small Cap Val | Add +7.0% | 1.27% | +0.13 |
| TOTL SS Doubleline TR Tact ETF | New | 0.10% | +0.10 |
| MBB iShares MBS ETF | New | 0.10% | +0.10 |
| MUB iShares National Muni Bond E | Add +2.9% | 1.83% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +15.8% | 0.45% | +0.09 |
| JMUB JPMorgan Municipal ETF | Add +12.2% | 0.68% | +0.09 |
| SCHV Schwab US Large-Cap Value | Add +8.9% | 0.85% | +0.08 |
| SCHG Schwab US Large-Cap Growth | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.8% | 0.33% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.8% | 0.70% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +35.8% | 0.18% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +1.6% | 0.45% | +0.05 |
| FSMD Fidelity Small-Mid Multifact | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | Add +5.8% | 0.56% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 1.27% | +0.04 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.6% | 0.31% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +24.6% | 0.16% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | New | 0.03% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +0.9% | 0.50% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | New | 0.03% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +2.2% | 0.39% | +0.02 |
| WMT Walmart Inc. | New | 0.02% | +0.02 |
| REET iShares Global REIT ETF | Add +7.7% | 2.02% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +16.2% | 0.14% | +0.02 |
| V Visa Inc. Class A | Add +2.9% | 0.09% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +1.4% | 0.49% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +5.1% | 0.13% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 0.37% | +0.01 |
| MA Mastercard Inc. Class A | Add +4.3% | 0.07% | +0.01 |
| BX Blackstone Inc. | Add +0.0% | 0.06% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +13.1% | 0.03% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +18.5% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.26% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Add +3.7% | 1.96% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.11% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 201 | $1.4B | VTI, VCRB, AVDE, JBND, DFSD |
| Q1 2026 | 174 | $1.2B | VTI, JBND, VCRB, AVDE, DFSD |
| Q4 2025 | 181 | $1.2B | VTI, JBND, VCRB, AVDE, DFSD |
| Q3 2025 | 166 | $1.1B | VTI, JBND, VCRB, AVDE, ICSH |
| Q2 2025 | 163 | $1.0B | VTI, JBND, VCRB, AVDE, ICSH |
| Q1 2025 | 141 | $950.8M | VTI, JBND, VCRB, ICSH, AVDE |
| Q4 2024 | 146 | $916.9M | VTI, JBND, ICSH, VCRB, AVDE |
| Q3 2024 | 139 | $958.5M | VTI, JBND, BRK.A, ICSH, AVDE |
| Q2 2024 | 135 | $759.0M | VTI, BSV, ICSH, IUSB, FLOT |
| Q1 2024 | 126 | $710.5M | VTI, BSV, ICSH, IUSB, AVDE |