Diversified Portfolios, Inc. Reduced Holdings in Q4 2024

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-142K
- 20.26%
$45.07 - $47.1 $6.41M - $6.7M
560K $25.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-78.2K
- 19.71%
$77.02 - $78.58 $6.02M - $6.15M
319K $24.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-39.3K
- 28.83%
$74.5 - $78.37 $2.93M - $3.08M
97.1K $7.26M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-60.5K
- 5.25%
$50.35 - $50.69 $3.05M - $3.07M
1.09M $55.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-12.5K
- 8.79%
$100.18 - $109.1 $1.25M - $1.36M
130K $13.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-13.5K
- 2.06%
$50.73 - $51.08 $682K - $687K
641K $32.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.03K
- 17.35%
$71.75 - $75.11 $576K - $603K
38.2K $2.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-705
- 20.1%
$481.22 - $538.17 $339K - $379K
2.8K $1.43M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.43K
- 27.78%
$46.33 - $48.6 $159K - $166K
8.9K $413K
ABBV
Abb Vie Inc.

Healthcare
-246
- 4.37%
$164.99 - $203.87 $40.6K - $50.2K
5.38K $956K
ICF
Ishares Tr

ETFs
-1.44K
- 24.15%
$58.8 - $66.61 $84.7K - $95.9K
4.52K $272K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18
- 0.12%
$75.1 - $82.99 $1.35K - $1.49K
14.5K $1.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-261
- 0.25%
$51.54 - $52.55 $13.5K - $13.7K
106K $5.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-553
- 6.57%
$96.64 - $101.23 $53.4K - $56K
7.87K $762K
XOM
Exxon Mobil Corp

Energy
-24
- 0.38%
$105.51 - $125.37 $2.53K - $3.01K
6.35K $682K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.47K
- 18.91%
$36.54 - $37.53 $53.9K - $55.3K
6.32K $232K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.11K
- 1.49%
$54.54 - $61.04 $60.3K - $67.4K
73.2K $4.08M
NKE
Nike, Inc.

Consumer Cyclical
-137
- 4.58%
$73.36 - $89.13 $10.1K - $12.2K
2.86K $216K
AVRE
American Centy ETF Tr Avantis
-88
- 1.2%
$41.03 - $46.91 $3.61K - $4.13K
7.22K $302K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-620
- 10.89%
$47.65 - $48.6 $29.5K - $30.1K
5.07K $242K
DFAU
Dimensional ETF Tr

ETFs
-4.21K
- 2.35%
$39.27 - $42.38 $165K - $178K
175K $7.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 0.41%
$563.99 - $620.12 $25.4K - $27.9K
10.8K $6.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-210
- 1.42%
$47.58 - $48.56 $9.99K - $10.2K
14.6K $698K
IWN
Ishares Russell2000 Val ETF

ETFs
-35
- 0.96%
$162.69 - $181.35 $5.69K - $6.35K
3.62K $593K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.61%
$385.02 - $431.37 $1.93K - $2.16K
818 $318K
BNDX
Vanguard Total International B

ETFs
-64
- 0.81%
$48.91 - $50.61 $3.13K - $3.24K
7.86K $385K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-170
- 0.41%
$61.68 - $67.87 $10.5K - $11.5K
41K $2.55M
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 0.14%
$216.13 - $242.4 $11.5K - $12.8K
38.9K $8.58M
VO
Vanguard Mid Cap ETF

ETFs
-24
- 1.11%
$261.5 - $284.63 $6.28K - $6.83K
2.15K $566K
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 1.19%
N/A
2.42K $440K
IWR
Ishares Russell Mid Cap ETF

ETFs
-70
- 1.74%
$87.25 - $95.52 $6.11K - $6.69K
3.95K $349K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-30
- 0.47%
$63.58 - $71.15 $1.91K - $2.13K
6.35K $413K
Vanguard Shrt Tax Exempt Bnd ETF
-4.29K
- 14.44%
N/A
25.4K $0
AUR
Aurora Innovation, Inc.

Technology
-532
- 2.71%
$4.99 - $8.06 $2.65K - $4.29K
19.1K $120K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-16
- 0.13%
$61.52 - $66.5 $984 - $1.06K
12.3K $786K
CVNA
Carvana Co.

Consumer Cyclical
-348
- 9.08%
$175.8 - $260.8 $61.2K - $90.8K
3.48K $708K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.18K
- 3.28%
$94.43 - $105.47 $111K - $124K
34.7K $3.52M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.19%
$205.18 - $250.29 $1.44K - $1.75K
3.69K $884K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-26
- 0.29%
$340.59 - $380.5 $8.86K - $9.89K
8.88K $3.25M
VTHR
Vanguard Russell 3000 ETF

ETFs
-129
- 0.25%
$251.33 - $271.45 $32.4K - $35K
52.1K $13.5M
AAPL
Apple Inc.

Technology
-931
- 2.75%
$221.69 - $259.02 $206K - $241K
32.9K $8.25M
IWV
Ishares Russell 3000 ETF

ETFs
-130
- 0.24%
$323.08 - $349.08 $42K - $45.4K
53.9K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
-119
- 0.31%
$570.51 - $610.59 $67.9K - $72.7K
37.9K $22.3M
VTI
Vanguard Total Stock Market Et

ETFs
-5.36K
- 1.27%
$280.04 - $302.45 $1.5M - $1.62M
416K $121M
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Diversified Portfolios, Inc. Portfolio

Follow Diversified Portfolios, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email