DP

Diversified Portfolios, Inc.

13F
Diversified Portfolios, Inc.
Last update 2025-04-23 141 Stocks (7 new)
Value $951.00 Mil Turnover 9 %
Countries:
Top Holdings: VTI(12.53%)JBND(8.39%)VCRB(6.30%)ICSH(6.03%)AVDE(5.15%)
Summary Stock Picks Current Portfolio
Diversified Portfolios, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
433,489
119,140.0
+4.25%
12.530
+0.51%
0.020
+19.96%
+7.60%
474,434.4
 
JBND
JP MORGAN ETF TRUS
1,490,448
79,768.8
+10.27%
8.390
+0.78%
4.480
+2.12%
+4.32%
2,390.5
 
VCRB
Vanguard Core Bond ETF
773,429
59,886.6
+38.09%
6.300
+1.74%
2.850
+2.44%
+4.09%
2,972.2
 
ICSH
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
1,130,322
57,307.3
+3.46%
6.030
+0.20%
1.000
+1.33%
+2.76%
5,963.1
 
AVDE
Avantis International Equity ETF
738,617
48,948.2
+9.61%
5.150
+0.45%
0.810
+13.02%
+23.75%
7,539.6
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
825,569
39,231.0
+46.39%
4.130
+1.31%
0.890
+2.24%
+4.10%
4,902.5
 
FLOT
iShares Floating Rate Bond ETF
736,398
37,593.1
+14.88%
3.950
+0.51%
0.430
+1.67%
+2.72%
9,024.9
 
AVEM
Avantis Emerging Markets Equity ETF
417,685
25,132.1
+15.09%
2.640
+0.35%
0.310
+20.53%
+21.00%
11,048.1
 
SPY
SPDR S&P 500 ETF Trust
40,624
22,724.9
+2.60%
2.390
+0.06%
0.000
+19.62%
+7.94%
648,846.5
 
IVV
iShares Core S&P 500 ETF
37,722
21,196.1
-0.57%
2.230
-0.01%
0.000
+19.71%
+7.98%
636,576.3
 

Diversified Portfolios, Inc.'s Historical Top Holdings Breakdowns

Diversified Portfolios, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+1.74%
●
74.92 ($76.52) 77.71
$77.19
0.88%
Add 38.09%
773,429
213,343
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+1.31%
●
46.74 ($47.22) 47.57
$47.97
1.59%
Add 46.39%
825,569
261,611
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Sold Out
Sold Out
-1.17%
●
50.48 ($50.78) 51.04
$50.71
-0.14%
Sold Out
0
-211,457
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.87%
●
76.94 ($77.63) 78.28
$78.50
1.12%
Reduce -32.28%
215,792
-102,875
JBND
JP MORGAN ETF TRUS
2025-03-31
Add
Add
+0.78%
●
51.74 ($52.79) 53.63
$53.30
0.97%
Add 10.27%
1,490,448
138,819
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-0.51%
●
44.72 ($45.57) 46.25
$45.98
0.90%
Reduce -18.59%
455,712
-104,088
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.51%
●
50.87 ($50.99) 51.09
$51.02
0.06%
Add 14.88%
736,398
95,358
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.51%
●
271.18 ($290.53) 303.12
$309.80
6.63%
Add 4.25%
433,489
17,660
AVDE
Avantis International Equity ETF
2025-03-31
Add
Add
+0.45%
●
60.63 ($65.05) 68.55
$74.65
14.76%
Add 9.61%
738,617
64,737
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Add
Add
+0.36%
●
38.99 ($39.77) 40.37
$39.88
0.28%
Add 360.59%
108,714
85,111

Diversified Portfolios, Inc. Total Holding History ($B)

To

Diversified Portfolios, Inc.'s Asset Allocation

To

Diversified Portfolios, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Diversified Portfolios, Inc.'s Hypothetical Growth since 2025-03-31

Diversified Portfolios, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Diversified Portfolios, Inc.'s Holdings Heat Map

Size field:

Diversified Portfolios, Inc.'s Holdings Bubble Chart

Diversified Portfolios, Inc. News

  • 1

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