Diversified Portfolios, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Diversified Portfolios, Inc. reported 141 stock positions worth $950.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.5% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 8.4%) and Vanguard Core Bond ETF (VCRB, 6.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 12, added to 53 and reduced 62. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +38%) and the biggest sale an exit from Janus Henderson Aaa Clo ETF (JAAA).

Most Recent 13F
Q2 2026
Location
Bloomfield Hills, MI
CIK
0001634212
Portfolio Value
$950.8M (Q1 2025)
SEC Filing
0000905729-25-000079 ↗ filed Apr 22, 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 Q4 2024 Q1 2025: $950.8M $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 141 stocks · $950.8M
VTI VG Morningstar TS MKT ETF-US 12.53% 433,489 $119.1M Add +4.3%
JBND JPMorgan Active Bond ETF 8.39% 1,490,448 $79.8M Add +10.3%
VCRB Vanguard Core Bond ETF 6.30% 773,429 $59.9M Add +38.1%
ICSH iShares Ultra Short Duration 6.03% 1,130,322 $57.3M Add +3.5%
AVDE Avantis International Equity 5.15% 738,617 $48.9M Add +9.6%
DFSD Dimensional Short Duration 4.13% 825,569 $39.2M Add +46.4%
FLOT iShares Floating Rate Bond E 3.95% 736,398 $37.6M Add +14.9%
AVEM Avantis Emerging Markets Eq 2.64% 417,685 $25.1M Add +15.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.39% 40,624 $22.7M Add +2.6%
IVV iShares Core S&P 500 ETF 2.23% 37,722 $21.2M Reduce -0.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.21% 455,712 $21.0M Reduce -18.6%
REET iShares Global REIT ETF 2.08% 815,769 $19.8M Add +5.7%
DFLV Dim US Large Cap Value ETF 1.97% 614,131 $18.8M Add +13.4%
DFAE Dimensional Emerging Core Eq 1.92% 706,140 $18.3M Reduce -0.1%
IWV iShares Russell 3000 ETF 1.80% 53,773 $17.1M Reduce -0.2%
BSV Vanguard Short-Term Bond ETF 1.78% 215,792 $16.9M Reduce -32.3%
MUB iShares National Muni Bond E 1.57% 141,291 $14.9M Reduce -10.4%
ESGV Vanguard ESG US Stock ETF 1.42% 137,503 $13.5M Add +6.0%
VTHR Vanguard Russell 3000 1.37% 52,634 $13.0M Add +1.1%
DFSV Dimensional US Small Cap Val 1.31% 443,919 $12.5M Add +17.2%
DFUV Dimensional US Marketwide Va 1.31% 303,213 $12.5M Reduce -0.4%
DFAI Dimensional International Co. 1.27% 386,058 $12.1M Add +7.6%
VTV Vanguard Mrngstr Val ETF-Aui 1.26% 69,488 $12.0M Add +0.8%
VPLS Vanguard Core-Plus Bond ETF 1.09% 134,167 $10.4M Add +27.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.04% 194,018 $9.9M Add +42.3%
IWM iShares Russell 2000 ETF 0.92% 44,051 $8.8M Add +13.4%
SCHV Schwab US Large-Cap Value 0.90% 322,064 $8.6M Add +7.1%
VSGX Vanguard ESG Intl Stock ETF 0.79% 127,838 $7.5M Reduce -6.3%
JMUB JPMorgan Municipal ETF 0.78% 147,444 $7.4M Add +19.2%
VNQ Vanguard Real Estate ETF 0.75% 78,469 $7.1M Reduce -0.3%
DFAU Dimensional US Core Equity M 0.74% 182,312 $7.0M Add +4.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.72% 18,350 $6.8M Reduce -1.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.64% 66,103 $6.1M Reduce -5.9%
MDY State Street SPDR S&P Midcap 0.60% 10,764 $5.7M Reduce -0.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.58% 104,552 $5.5M Reduce -1.1%
BIV Vanguard Intermediate-Term B 0.57% 71,364 $5.5M Reduce -26.5%
AAPL Apple Inc. 0.56% 23,948 $5.3M Reduce -27.3%
ITOT iShares Core S&P Total U.S. 0.54% 42,397 $5.2M Add +31.0%
SUB iShares Short-Term National 0.53% 47,676 $5.0M Reduce -1.5%
SCHB Schwab US Broad Market ETF 0.48% 214,110 $4.6M No change
IWD iShares Russell 1000 Value E 0.48% 24,473 $4.6M Add +1.8%
TOTL SS Doubleline TR Tact ETF 0.46% 108,714 $4.4M Add +360.6%
AVUV Avantis US Small Cap Value 0.46% 49,817 $4.3M Add +4.0%
DFAT Dimensional US Target Value 0.40% 73,144 $3.8M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.38% 10,126 $3.7M Reduce -1.2%
VONG Vanguard Russell 1000 Growth 0.36% 37,190 $3.5M No change
VMBS Vanguard Mortgage-Backed Sec 0.36% 73,117 $3.4M Reduce -45.0%
VCSH Vanguard S/T Corp. Bond ETF 0.35% 41,812 $3.3M Reduce -3.2%
IVW iShares S&P 500 Growth ETF 0.34% 34,712 $3.2M No change
SGOV iShares 0-3 Month Treasury B 0.33% 31,285 $3.1M Reduce -13.0%
VOOG Vanguard S&P 500 Growth ETF 0.31% 8,796 $2.9M Reduce -1.0%
SCHF Schwab Intl Equity ETF 0.30% 143,306 $2.8M Add +5.9%
VYM Vanguard High DVD Yield ETF 0.30% 21,825 $2.8M Add +1.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.27% 13,639 $2.5M Reduce -5.3%
AMZN Amazon.com Inc. 0.26% 12,817 $2.4M Reduce -7.9%
IJR iShares Core S&P Small-Cap E 0.25% 23,058 $2.4M Add +13.6%
IJH iShares Core S&P Midcap ETF 0.25% 40,600 $2.4M Reduce -0.8%
VEA Vanguard Ftse Developed ETF 0.25% 45,920 $2.3M Reduce -0.2%
UMBF Umb Financial Corp. 0.23% 21,606 $2.2M New
DFIV Dimensional International Va 0.21% 51,369 $2.0M Reduce -7.5%
VTES Vanguard SH Term Tax-Ex Bond 0.21% 19,994 $2.0M Reduce -21.4%
VCIT Vanguard Int-Term Corporate 0.20% 23,221 $1.9M Add +0.6%
VWO Vanguard Ftse Emerging Marke 0.18% 38,080 $1.7M Add +60.1%
LLY Eli Lilly & Co. 0.18% 2,050 $1.7M Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.18% 3,274 $1.7M Add +8.3%
IEMG iShares Core MSCI Emerging 0.17% 29,794 $1.6M Add +7.8%
SMB Vaneck Short Muni ETF 0.17% 93,033 $1.6M No change
SCHO Schwab Short-Term US Treas 0.14% 56,389 $1.4M Add +238.1%
AVSU Avantis Resp US Equity ETF 0.14% 21,825 $1.4M Reduce -9.1%
IVE iShares S&P 500 Value ETF 0.14% 7,125 $1.4M Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.14% 2,874 $1.3M Add +2.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.14% 25,651 $1.3M Reduce -11.2%
VONV Vanguard Russell 1000 Value 0.14% 16,177 $1.3M Reduce -5.3%
BND Vanguard Total Bond Market 0.14% 17,518 $1.3M Reduce -54.2%
PRF Invesco Rafi US 1000 ETF 0.13% 31,205 $1.3M Reduce -0.4%
MSFT Microsoft Corp. 0.13% 3,314 $1.2M Reduce -27.2%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 2,257 $1.2M No change
SPYV SS SPDR P S&P 500 Value ETF 0.12% 23,062 $1.2M Reduce -10.8%
EFA iShares MSCI Eafe ETF 0.12% 14,355 $1.2M Reduce -1.0%
BBBS BBLX BBB 1-5Y Corp. Bond ETF 0.12% 22,843 $1.2M New
ABBV Abbvie Inc. 0.11% 5,161 $1.1M Reduce -4.1%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 4,717 $1.0M Add +8.0%
DFAR Dimensional US Real Est ETF 0.10% 40,388 $960K Add +36.8%
NOC Northrop Grumman Corp. 0.10% 1,789 $916K No change
JPM JPMorgan Chase & Co. 0.09% 3,668 $900K Reduce -0.5%
MCD McDonald's Corp. 0.09% 2,587 $808K Reduce -3.9%
JEPI JPMorgan Equity Premium Inco 0.08% 14,107 $806K Add +1.8%
BRK.A Berkshire Hathaway Inc. Class A 0.08% 1 $798K Reduce -99.0%
NULV Nuveen ESG Large-Cap Val ETF 0.08% 19,101 $773K Add +1.2%
VXUS Vanguard Total Intl Stock 0.08% 12,270 $762K Reduce -8.3%
XOM Exxon Mobil Corp. 0.08% 6,353 $756K Add +0.1%
UYLD Angel Oak Ultrashort Income 0.08% 14,608 $746K New
ISTB iShares Core 1-5 Year Usd Bo 0.08% 15,151 $733K Add +3.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.08% 17,170 $730K Reduce -1.1%
MBB iShares MBS ETF 0.08% 7,719 $724K Reduce -22.9%
DFUS Dimensional US Eq MKT ETF 0.07% 11,183 $676K Reduce -9.3%
CVNA Carvana Co. 0.07% 3,184 $666K Reduce -8.6%
MA Mastercard Inc. Class A 0.07% 1,205 $660K No change
VGT Vanguard Info Tech ETF 0.07% 1,176 $638K Add +1.2%
V Visa Inc. Class A 0.06% 1,693 $593K Reduce -34.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,180 $564K Add +1.6%
AGG iShares Core U.S. Aggregate 0.06% 5,679 $562K Reduce -27.8%
AVSD Avantis Reps Intern Equi ETF 0.06% 9,309 $558K Reduce -18.5%
IWB iShares Russell 1000 ETF 0.06% 1,794 $550K Reduce -51.8%
IWN iShares Russell 2000 Value E 0.06% 3,616 $546K No change
AVUS Avantis U.S. Equity ETF 0.06% 5,805 $536K No change
SCHG Schwab US Large-Cap Growth 0.05% 19,822 $496K Reduce -16.8%
JPST JPMorgan Ultra-Short Income 0.05% 9,736 $493K Add +23.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 17,683 $488K Reduce -7.0%
EEM iShares MSCI Emerging Market 0.05% 10,971 $479K Add +3.3%
ABT Abbott Laboratories 0.05% 3,589 $476K Reduce -4.7%
VIG Vanguard Dividend Apprec ETF 0.05% 2,416 $469K No change
SHY iShares 1-3 Year Treasury Bo 0.05% 5,484 $454K Reduce -9.7%
DFAS Dimensional US Small Cap ETF 0.04% 6,732 $402K Add +6.0%
IWO iShares Russell 2000 Growth 0.04% 1,555 $397K No change
EAGG iShares ESG Aware US Aggrega 0.04% 8,183 $389K Reduce -8.1%
DE Deere & Co. 0.04% 818 $384K No change
FSMD Fidelity Small-Mid Multifact 0.04% 9,034 $354K Reduce -20.3%
COST Costco Wholesale Corp. 0.04% 365 $345K Reduce -2.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.04% 9,214 $333K New
GOOGL Alphabet Inc. Class A 0.03% 2,026 $313K Reduce -47.9%
AVRE Avantis Real Estate ETF 0.03% 7,238 $311K Add +0.3%
SCHA Schwab US Small-Cap ETF 0.03% 13,283 $311K New
GS Goldman Sachs Group Inc. 0.03% 561 $306K No change
HD Home Depot Inc. 0.03% 827 $303K Add +1.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.03% 700 $294K No change
PYLD PIMCO Multisector Bond Actv 0.03% 10,600 $279K New
ICF iShares Select U.S. REIT ETF 0.03% 4,522 $278K No change
IWR iShares Russell Mid-Cap ETF 0.03% 3,150 $268K Reduce -20.3%
ENB Enbridge Inc. 0.03% 5,919 $262K No change
DTE DTE Energy Company 0.03% 1,892 $262K Add +0.4%
IWP iShares Russell Mid-Cap Grow 0.03% 2,207 $259K No change
ACN Accenture PLC Class A 0.03% 827 $258K Reduce -56.1%
USHY iShares Broad Usd High Yield 0.03% 6,997 $258K Add +10.7%
GOOG Alphabet Inc. Class C 0.03% 1,551 $242K Add +2.6%
XLF SS Financial Select Sector 0.02% 4,750 $237K No change
SCHX Schwab US Large-Cap ETF 0.02% 10,695 $236K Add +14.7%
DFNM Dimensional National Muni BD 0.02% 4,875 $232K Reduce -3.9%
ORCL Oracle Corp. 0.02% 1,623 $227K Reduce -9.0%
AUR Aurora Innovation Inc. 0.01% 19,121 $129K No change
CLIR Clearsign Technologies Corp. 0.00% 13,000 $10K New

Portfolio Sells Q4 2024 → Q1 2025
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −1.17
BSV Vanguard Short-Term Bond ETF Reduce -32.3% 1.78% −0.91
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -18.6% 2.21% −0.55
AAPL Apple Inc. Reduce -27.3% 0.56% −0.34
VMBS Vanguard Mortgage-Backed Sec Reduce -45.0% 0.36% −0.30
MUB iShares National Muni Bond E Reduce -10.4% 1.57% −0.26
BIV Vanguard Intermediate-Term B Reduce -26.5% 0.57% −0.22
IVV iShares Core S&P 500 ETF Reduce -0.6% 2.23% −0.21
IWV iShares Russell 3000 ETF Reduce -0.2% 1.80% −0.17
BND Vanguard Total Bond Market Reduce -54.2% 0.14% −0.16
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.1% 0.72% −0.11
MSFT Microsoft Corp. Reduce -27.2% 0.13% −0.08
AMZN Amazon.com Inc. Reduce -7.9% 0.26% −0.08
IWB iShares Russell 1000 ETF Reduce -51.8% 0.06% −0.07
MDY State Street SPDR S&P Midcap Reduce -0.6% 0.60% −0.07
VTES Vanguard SH Term Tax-Ex Bond Reduce -21.4% 0.21% −0.07
IWF iShares Russell 1000 Growth Reduce -1.2% 0.38% −0.06
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -5.9% 0.64% −0.06
SGOV iShares 0-3 Month Treasury B Reduce -13.0% 0.33% −0.06
BX Blackstone Inc. Sold out 0.00% −0.06
VSGX Vanguard ESG Intl Stock ETF Reduce -6.3% 0.79% −0.05
DFAT Dimensional US Target Value Reduce -0.1% 0.40% −0.05
GOOGL Alphabet Inc. Class A Reduce -47.9% 0.03% −0.05
VOOG Vanguard S&P 500 Growth ETF Reduce -1.0% 0.31% −0.05
ACN Accenture PLC Class A Reduce -56.1% 0.03% −0.05
DFUV Dimensional US Marketwide Va Reduce -0.4% 1.31% −0.04
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -5.3% 0.27% −0.04
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.04
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.04
DFAE Dimensional Emerging Core Eq Reduce -0.1% 1.92% −0.03
AVSU Avantis Resp US Equity ETF Reduce -9.1% 0.14% −0.03
IJH iShares Core S&P Midcap ETF Reduce -0.8% 0.25% −0.03
SUB iShares Short-Term National Reduce -1.5% 0.53% −0.03
XMMO Invesco S&P Midcap Momentum Sold out 0.00% −0.03
V Visa Inc. Class A Reduce -34.5% 0.06% −0.03
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.03
SPGI S&P Global Inc. Sold out 0.00% −0.02
AGG iShares Core U.S. Aggregate Reduce -27.8% 0.06% −0.02
MBB iShares MBS ETF Reduce -22.9% 0.08% −0.02
NKE Nike Inc. Class B Sold out 0.00% −0.02
WMT Walmart Inc. Sold out 0.00% −0.02
ETN Eaton Corp. PLC Sold out 0.00% −0.02
EMR Emerson Electric Co. Sold out 0.00% −0.02
IGIB iShares 5-10Y Inv Grade Corp. Reduce -11.2% 0.14% −0.02
SPYV SS SPDR P S&P 500 Value ETF Reduce -10.8% 0.12% −0.02
SCHG Schwab US Large-Cap Growth Reduce -16.8% 0.05% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.2% 0.35% −0.02
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.1% 0.58% −0.02
VNQ Vanguard Real Estate ETF Reduce -0.3% 0.75% −0.02

Portfolio Buys Q4 2024 → Q1 2025
VCRB Vanguard Core Bond ETF Add +38.1% 6.30% +1.67
DFSD Dimensional Short Duration Add +46.4% 4.13% +1.24
JBND JPMorgan Active Bond ETF Add +10.3% 8.39% +0.69
AVDE Avantis International Equity Add +9.6% 5.15% +0.64
FLOT iShares Floating Rate Bond E Add +14.9% 3.95% +0.40
TOTL SS Doubleline TR Tact ETF Add +360.6% 0.46% +0.36
AVEM Avantis Emerging Markets Eq Add +15.1% 2.64% +0.32
JMST JPM Ultra-Short Muni Income Add +42.3% 1.04% +0.28
UMBF Umb Financial Corp. New 0.23% +0.23
VPLS Vanguard Core-Plus Bond ETF Add +27.6% 1.09% +0.22
DFLV Dim US Large Cap Value ETF Add +13.4% 1.97% +0.20
DFAI Dimensional International Co. Add +7.6% 1.27% +0.13
BBBS BBLX BBB 1-5Y Corp. Bond ETF New 0.12% +0.12
SCHO Schwab Short-Term US Treas Add +238.1% 0.14% +0.10
JMUB JPMorgan Municipal ETF Add +19.2% 0.78% +0.10
ITOT iShares Core S&P Total U.S. Add +31.0% 0.54% +0.09
UYLD Angel Oak Ultrashort Income New 0.08% +0.08
VWO Vanguard Ftse Emerging Marke Add +60.1% 0.18% +0.07
REET iShares Global REIT ETF Add +5.7% 2.08% +0.06
SCHV Schwab US Large-Cap Value Add +7.1% 0.90% +0.05
DFSV Dimensional US Small Cap Val Add +17.2% 1.31% +0.04
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.04% +0.04
SCHA Schwab US Small-Cap ETF New 0.03% +0.03
PYLD PIMCO Multisector Bond Actv New 0.03% +0.03
DFAR Dimensional US Real Est ETF Add +36.8% 0.10% +0.03
SCHF Schwab Intl Equity ETF Add +5.9% 0.30% +0.03
ICSH iShares Ultra Short Duration Add +3.5% 6.03% +0.02
IEMG iShares Core MSCI Emerging Add +7.8% 0.17% +0.01
JPST JPMorgan Ultra-Short Income Add +23.7% 0.05% +0.01
XOM Exxon Mobil Corp. Add +0.1% 0.08% +0.01
DTE DTE Energy Company Add +0.4% 0.03% +0.00
EEM iShares MSCI Emerging Market Add +3.3% 0.05% +0.00
USHY iShares Broad Usd High Yield Add +10.7% 0.03% +0.00
SCHX Schwab US Large-Cap ETF Add +14.7% 0.02% +0.00
CLIR Clearsign Technologies Corp. New 0.00% +0.00
ISTB iShares Core 1-5 Year Usd Bo Add +3.6% 0.08% +0.00
NULV Nuveen ESG Large-Cap Val ETF Add +1.2% 0.08% +0.00
AVRE Avantis Real Estate ETF Add +0.3% 0.03% −0.00
VOO Vanguard S&P 500 ETF Add +8.3% 0.18% −0.00
IWD iShares Russell 1000 Value E Add +1.8% 0.48% −0.00
IJR iShares Core S&P Small-Cap E Add +13.6% 0.25% −0.00
JEPI JPMorgan Equity Premium Inco Add +1.8% 0.08% −0.00
VCIT Vanguard Int-Term Corporate Add +0.6% 0.20% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.6% 0.06% −0.00
DFAS Dimensional US Small Cap ETF Add +6.0% 0.04% −0.00
HD Home Depot Inc. Add +1.1% 0.03% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +8.0% 0.11% −0.00
VYM Vanguard High DVD Yield ETF Add +1.1% 0.30% −0.00
IVE iShares S&P 500 Value ETF Add +0.2% 0.14% −0.01
GOOG Alphabet Inc. Class C Add +2.6% 0.03% −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