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

0$500.0M$1.0B$1.5B Q1 2024: $710.5M Q1 2024 Q2 2024: $759.0M Q2 2024 Q3 2024: $958.5M Q3 2024 Q4 2024: $916.9M $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 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
ACN Accenture PLC Class A 0.07% 1,882 $662K Add +1.6%
AVSD Avantis Reps Intern Equi ETF 0.07% 11,424 $636K No change
MA Mastercard Inc. Class A 0.07% 1,205 $635K Add +4.3%
IWN iShares Russell 2000 Value E 0.06% 3,616 $594K Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,145 $567K Reduce -1.1%
AVUS Avantis U.S. Equity ETF 0.06% 5,805 $563K No change
BX Blackstone Inc. 0.06% 3,038 $524K Add +0.0%
SCHE Schwab Emrg Mrkts Eqty ETF 0.06% 19,018 $506K Add +16.6%
SHY iShares 1-3 Year Treasury Bo 0.05% 6,071 $498K Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.05% 2,416 $473K Reduce -1.2%
FSMD Fidelity Small-Mid Multifact 0.05% 11,340 $467K New
IWO iShares Russell 2000 Growth 0.05% 1,555 $448K No change
EEM iShares MSCI Emerging Market 0.05% 10,623 $444K Add +0.2%
ABT Abbott Laboratories 0.05% 3,766 $426K Add +4.9%
EAGG iShares ESG Aware US Aggrega 0.05% 8,903 $413K Reduce -27.8%
DFAS Dimensional US Small Cap ETF 0.05% 6,352 $413K Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.04% 8,150 $409K New
SCHO Schwab Short-Term US Treas 0.04% 16,678 $401K Reduce -3.1%
JPST JPMorgan Ultra-Short Income 0.04% 7,873 $397K Add +18.5%
BNDX Vanguard Total Intl Bond ETF 0.04% 7,859 $385K Reduce -0.8%
IWR iShares Russell Mid-Cap ETF 0.04% 3,950 $349K Reduce -1.7%
DE Deere & Co. 0.04% 818 $347K No change
COST Costco Wholesale Corp. 0.04% 375 $344K New
TMO Thermo Fisher Scientific Inc. 0.04% 641 $333K Add +6.3%
GS Goldman Sachs Group Inc. 0.04% 561 $321K No change
HD Home Depot Inc. 0.03% 818 $318K Reduce -0.6%
AVRE Avantis Real Estate ETF 0.03% 7,218 $303K Reduce -1.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.03% 700 $298K No change
ORCL Oracle Corp. 0.03% 1,784 $297K Add +9.9%
GOOG Alphabet Inc. Class C 0.03% 1,511 $288K Add +13.1%
IWP iShares Russell Mid-Cap Grow 0.03% 2,207 $280K New
ICF iShares Select U.S. REIT ETF 0.03% 4,522 $272K Reduce -24.1%
ENB Enbridge Inc. 0.03% 5,919 $251K No change
XMMO Invesco S&P Midcap Momentum 0.03% 1,978 $244K New
DFNM Dimensional National Muni BD 0.03% 5,073 $242K Reduce -10.9%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.03% 2,045 $240K No change
USHY iShares Broad Usd High Yield 0.03% 6,321 $233K Reduce -18.9%
XLF SS Financial Select Sector 0.03% 4,750 $230K No change
DTE DTE Energy Company 0.02% 1,885 $228K Add +0.4%
SPGI S&P Global Inc. 0.02% 451 $225K No change
NKE Nike Inc. Class B 0.02% 2,856 $216K Reduce -4.6%
SCHX Schwab US Large-Cap ETF 0.02% 9,323 $216K No change
WMT Walmart Inc. 0.02% 2,373 $214K New
ETN Eaton Corp. PLC 0.02% 627 $208K No change
EMR Emerson Electric Co. 0.02% 1,669 $207K New
AUR Aurora Innovation Inc. 0.01% 19,121 $120K Reduce -2.7%

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

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