Universe · entity
Diversified Portfolios, Inc.
Institutional manager (13F) · CIK 1634212
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard Total Stock Mkt | $147M | 457,854 |
| 2 | JPMorgan Active Bond ETF | $107M | 1,987,378 |
| 3 | Vanguard Core Bond ETF | $92M | 1,194,683 |
| 4 | Avantis International Equity ETF | $79M | 932,696 |
| 5 | DFA Short-Duration Fixed Inc ETF | $64M | 1,336,422 |
| 6 | iShares Ultra Short-Term Bond ETF | $56M | 1,102,918 |
| 7 | Avantis Emerging Markets EQ ETF | $46M | 576,945 |
| 8 | DFA US Large Cap Value ETF | $33M | 916,445 |
| 9 | SPDR Trust (S&P 500) | $26M | 39,851 |
| 10 | DFA US Small Cap Value ETF | $24M | 695,442 |
| 11 | DFA Core Emerging Mkt ETF | $24M | 699,905 |
| 12 | iShares Core S&P 500 ETF | $24M | 36,119 |
| 13 | Nuveen AA-BBB CLO ETF | $23M | 907,773 |
| 14 | Russell 3000 | $21M | 56,356 |
| 15 | Ishares Floating Rate | $20M | 393,718 |
| 16 | Vanguard Russell 3000 ETF | $16M | 57,183 |
| 17 | DFA Int'l Core Equity ETF | $15M | 386,944 |
| 18 | Vanguard Core-Plus Bond ETF | $15M | 193,358 |
| 19 | Vanguard Value | $15M | 75,123 |
| 20 | Vanguard ESG U.S. Stock ETF | $15M | 130,513 |
| 21 | DFA Tax-Managed US Marketwide Value II | $14M | 294,450 |
| 22 | JPMorgan Municipal ETF | $14M | 271,206 |
| 23 | iShares National Muni Bond ETF | $13M | 122,698 |
| 24 | iShares Global REIT ETF | $12M | 494,490 |
| 25 | JPMorgan Ultra-Short Municipal Inc ETF | $12M | 242,886 |
| 26 | Schwab US Large Cap Value | $12M | 386,127 |
| 27 | Russell 2000/Small Blend | $10M | 40,114 |
| 28 | SPDR DoubleLine Total Return Tact ETF | $9M | 232,668 |
| 29 | Vanguard ESG Int'l ETF | $9M | 119,320 |
| 30 | Vanguard Growth | $8M | 18,560 |
| 31 | Avantis US Small Cap Value ETF | $8M | 71,484 |
| 32 | Vanguard Short-Term Bond Index Fund | $7M | 95,401 |
| 33 | iShares Core S&P Total US Stock Mkt ETF | $7M | 51,769 |
| 34 | DFA US Core Equity ETF | $7M | 162,939 |
| 35 | iShares Core Total USD Bond Market ETF | $7M | 157,855 |
| 36 | Vanguard Tax-Exempt Bond ETF | $7M | 143,493 |
| 37 | VanEck CLO ETF | $6M | 122,637 |
| 38 | Apple Computer Inc | $6M | 23,761 |
| 39 | Mid Cap S P D R TRUST | $6M | 9,679 |
| 40 | Schw US Brd Mkt Etf | $6M | 224,900 |
| 41 | iShares 1-5 Year Investment Grade Corporate Bond ETF | $5M | 102,614 |
| 42 | Russell 1000/ Lrg. Value | $5M | 24,515 |
| 43 | Vanguard Reit | $5M | 52,100 |
| 44 | iShares Short-Term National Muni Bond ETF | $5M | 43,164 |
| 45 | DFA U.S. Small Cap Value (TM) | $4M | 69,706 |
| 46 | Russell 1000/ Lrg. Growth | $4M | 9,619 |
| 47 | Eaton Vance Short Dur Muncpl Inc ETF | $4M | 81,241 |
| 48 | Vanguard Mortgage Backed | $4M | 84,563 |
| 49 | Vanguard Small Cap Value | $4M | 17,787 |
| 50 | iShares S&P 500 Growth ETF | $4M | 33,442 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.