Diversified Portfolios, Inc. Reduced Holdings in Q1 2025

Diversified Portfolios, Inc.

  • $778 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-99
- 99.0%
$663000.0 - $801950.0 $65.6M - $79.4M
1 $798K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-103K
- 32.28%
$76.94 - $78.28 $7.92M - $8.05M
216K $16.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-104K
- 18.59%
$44.72 - $46.25 $4.65M - $4.81M
456K $21M
AAPL
Apple Inc.

Technology
-8.98K
- 27.27%
$209.68 - $247.1 $1.88M - $2.22M
23.9K $5.32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-59.9K
- 45.03%
$44.68 - $46.49 $2.68M - $2.78M
73.1K $3.39M
MUB
Ishares National Muni Bond ETF

ETFs
-16.3K
- 10.36%
$104.71 - $107.69 $1.71M - $1.76M
141K $14.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-25.7K
- 26.5%
$73.78 - $76.59 $1.9M - $1.97M
71.4K $5.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.7K
- 54.16%
$71.17 - $73.66 $1.47M - $1.52M
17.5K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
-216
- 0.57%
$554.06 - $615.85 $120K - $133K
37.7K $21.2M
IWV
Ishares Russell 3000 ETF

ETFs
-86
- 0.16%
$313.1 - $349.83 $26.9K - $30.1K
53.8K $17.1M
MSFT
Microsoft Corp

Technology
-1.24K
- 27.24%
$375.39 - $447.2 $466K - $555K
3.31K $1.24M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.93K
- 51.77%
$302.31 - $337.54 $582K - $650K
1.79K $550K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.1K
- 7.93%
$190.26 - $242.06 $210K - $267K
12.8K $2.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-122
- 1.19%
$360.07 - $417.26 $43.9K - $50.9K
10.1K $3.66M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.68K
- 13.02%
$100.34 - $100.68 $470K - $471K
31.3K $3.15M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-62
- 0.57%
$522.96 - $601.18 $32.4K - $37.3K
10.8K $5.74M
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 47.86%
$154.33 - $206.19 $287K - $384K
2.03K $313K
ACN
Accenture PLC

Technology
-1.06K
- 56.06%
$300.91 - $398.25 $317K - $420K
827 $258K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.12K
- 5.86%
$91.45 - $91.75 $377K - $378K
66.1K $6.06M
VBR
Vanguard Small Cap Value ETF

ETFs
-756
- 5.25%
$183.02 - $207.75 $138K - $157K
13.6K $2.54M
DFAT
Dimensional ETF Tr U S Target

ETFs
-96
- 0.13%
$50.44 - $58.1 $4.84K - $5.58K
73.1K $3.77M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-85
- 0.96%
$333.37 - $384.99 $28.3K - $32.7K
8.8K $2.94M
AVSU
American Centy ETF Tr Avantis

ETFs
-2.19K
- 9.1%
$61.4 - $69.08 $134K - $151K
21.8K $1.36M
V
Visa Inc.

Financial Services
-890
- 34.46%
$306.92 - $362.71 $273K - $323K
1.69K $593K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.19K
- 27.84%
$95.85 - $99.25 $210K - $217K
5.68K $561K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-8.6K
- 6.31%
$55.47 - $61.45 $477K - $529K
128K $7.54M
MBB
Ishares Tr

ETFs
-2.29K
- 22.9%
$90.37 - $94.08 $207K - $216K
7.72K $723K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-350
- 0.85%
$57.21 - $65.8 $20K - $23K
40.6K $2.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.01K
- 16.83%
$24.91 - $29.02 $99.9K - $116K
19.8K $496K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.8K
- 10.83%
$49.78 - $53.19 $139K - $149K
23.1K $1.18M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.24K
- 11.23%
$50.82 - $52.7 $165K - $171K
25.7K $1.35M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-2.31K
- 20.34%
$38.04 - $43.22 $87.7K - $99.7K
9.03K $353K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.15K
- 9.35%
$59.61 - $66.71 $68.8K - $77K
11.2K $676K
IWR
Ishares Russell Mid Cap ETF

ETFs
-800
- 20.25%
$82.81 - $92.93 $66.2K - $74.3K
3.15K $267K
AVSD
American Centy ETF Tr Avantis

ETFs
-2.12K
- 18.51%
$54.89 - $62.11 $116K - $131K
9.31K $558K
ORCL
Oracle Corp

Technology
-161
- 9.02%
$139.81 - $186.47 $22.5K - $30K
1.62K $226K
SUB
Ishares Short Term National Mu

ETFs
-711
- 1.47%
$105.3 - $106.24 $74.9K - $75.5K
47.7K $5.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.37K
- 3.17%
$77.7 - $78.94 $106K - $108K
41.8K $3.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-900
- 5.27%
$80.21 - $86.14 $72.2K - $77.5K
16.2K $1.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-587
- 9.67%
$81.83 - $82.73 $48K - $48.6K
5.48K $453K
CVNA
Carvana Co.

Consumer Cyclical
-300
- 8.61%
$166.52 - $285.33 $50K - $85.6K
3.18K $665K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.1K
- 8.25%
$58.01 - $64.46 $64K - $71.2K
12.3K $761K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-720
- 8.09%
$45.92 - $47.58 $33.1K - $34.3K
8.18K $388K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.34K
- 7.02%
$25.81 - $28.52 $34.5K - $38.1K
17.7K $487K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-198
- 3.9%
$47.35 - $48.24 $9.38K - $9.55K
4.88K $231K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-200
- 1.15%
$42.38 - $43.28 $8.48K - $8.66K
17.2K $730K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-120
- 0.38%
$39.4 - $42.61 $4.73K - $5.11K
31.2K $1.26M
Vanguard Shrt Tax Exempt Bnd ETF
-5.44K
- 21.39%
N/A
20K $0
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 2.67%
$890.62 - $1076.86 $8.91K - $10.8K
365 $345K
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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