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
-0.94%
+0.14%
448,715.6
 
JBND 		JP MORGAN ETF TRUS
1,490,448
79,768.8
+10.27%
8.390
+0.78%
4.480
-0.67%
+2.34%
2,020.3
 
VCRB 		Vanguard Core Bond ETF
773,429
59,886.6
+38.09%
6.300
+1.74%
2.850
-0.80%
+2.08%
2,514.3
 
ICSH 		iShares Ultra Short-Term Bond Active ETF
1,130,322
57,307.3
+3.46%
6.030
+0.20%
1.000
+1.06%
+1.96%
6,116.1
 
AVDE 		Avantis International Equity ETF
738,617
48,948.2
+9.61%
5.150
+0.45%
0.810
+10.47%
+18.09%
6,920.9
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
825,569
39,231.0
+46.39%
4.130
+1.31%
0.890
+1.02%
+2.60%
4,543.9
 
FLOT 		iShares Floating Rate Bond ETF
736,398
37,593.1
+14.88%
3.950
+0.51%
0.430
+0.95%
+1.77%
8,866.6
 
AVEM 		Avantis Emerging Markets Equity ETF
417,685
25,132.1
+15.09%
2.640
+0.35%
0.310
+9.15%
+10.02%
8,641.2
 
SPY 		SPDR S&P 500 ETF Trust
40,624
22,724.9
+2.60%
2.390
+0.06%
0.000
-0.79%
+0.58%
601,766.2
 
IVV 		iShares Core S&P 500 ETF
37,722
21,196.1
-0.57%
2.230
-0.01%
0.000
-0.80%
+0.61%
580,908.4
 

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 ETF2025-03-31Add
+1.74%
●
74.92 ($76.52) 77.71
$76.28
-0.31%
Add 38.09%
773,429
213,343
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Add
+1.31%
●
46.74 ($47.22) 47.57
$47.58
0.76%
Add 46.39%
825,569
261,611
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Sold Out
-1.17%
●
50.48 ($50.78) 51.04
$50.67
-0.22%
Sold Out
0
-211,457
BSV 		Vanguard Short-Term Bond ETF2025-03-31Reduce
-0.87%
●
76.94 ($77.63) 78.28
$78.10
0.61%
Reduce -32.28%
215,792
-102,875
JBND 		JP MORGAN ETF TRUS2025-03-31Add
+0.78%
●
51.74 ($52.79) 53.63
$52.68
-0.21%
Add 10.27%
1,490,448
138,819
IUSB 		iShares Core Total USD Bond Market ETF2025-03-31Reduce
-0.51%
●
44.72 ($45.57) 46.25
$45.45
-0.26%
Reduce -18.59%
455,712
-104,088
FLOT 		iShares Floating Rate Bond ETF2025-03-31Add
+0.51%
●
50.87 ($50.99) 51.09
$50.96
-0.06%
Add 14.88%
736,398
95,358
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.51%
●
271.18 ($290.53) 303.12
$289.19
-0.46%
Add 4.25%
433,489
17,660
AVDE 		Avantis International Equity ETF2025-03-31Add
+0.45%
●
60.63 ($65.05) 68.55
$72.47
11.41%
Add 9.61%
738,617
64,737
TOTL 		SPDR DoubleLine Total Return Tactical ETF2025-03-31Add
+0.36%
●
38.99 ($39.77) 40.37
$39.56
-0.53%
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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