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CIK: 0001634212
Total reported value
$1.4B
$1.4B
146 檔
23.9%
In Q4 2024, Diversified Portfolios, Inc.'s U.S. equity holdings reached a combined market value of $1.4B, distributed across 146 disclosed stock positions.
In Q4 2024, Diversified Portfolios, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.14% | +0.35% | -1.27% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.70% | -2.64% | +6.02% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.01% | -0.65% | -5.25% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.63% | +0.10% | +60.72% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.51% | -0.07% | +16.38% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.56% | -0.27% | -2.06% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 2.88% | -0.64% | +33.89% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.76% | -0.08% | -20.26% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.69% | -0.11% | -19.71% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | +0.08% | +0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.02% | -0.31% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.33% | -0.40% | +14.81% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 2.02% | -0.31% | +7.74% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.96% | +0.02% | -0.24% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.96% | +0.08% | +3.73% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.83% | -0.16% | +2.85% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.77% | +0.25% | +18.28% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.48% | -0.03% | -8.79% | |
| 19 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.47% | +0.02% | -0.25% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.36% | -0.01% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | -0.03% | +1.78% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.27% | +0.07% | +7.02% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.17% | +0.02% | +49.55% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 1.14% | -0.07% | +0.84% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.05% | -0.14% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.20% | -2.75% | |
| 27 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.87% | +0.08% | +24.32% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.85% | -0.01% | +226.79% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.84% | -0.07% | +0.13% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.03% | — | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.79% | -0.05% | -28.83% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.77% | +0.01% | -2.35% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | -0.08% | +3.95% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.75% | -0.23% | +105.95% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.70% | -0.08% | +4.80% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.68% | +0.29% | +12.18% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | -0.01% | -0.41% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.66% | -0.01% | — | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.60% | -0.05% | -0.25% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.56% | -0.09% | +5.83% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | — | +200.00% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | +0.01% | +0.93% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | +1.42% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | +0.01% | +15.83% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.01% | +1.65% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.44% | -0.01% | -1.49% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | +0.01% | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | -0.01% | +2.19% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -3.28% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.03% | +1.13% |
According to official SEC Form 13F filings, Diversified Portfolios, Inc. reported a total U.S. public equity portfolio value of $1.4B across 146 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JBND, ICSH) accounted for 23.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
VMBS
市值: $6.0M
Top Position Liquidated / Trimmed
BBBS
前期市值: $400.7K
During Q4 2024, Diversified Portfolios, Inc.'s top holdings by market value included VTI (13.1%)、JBND (7.7%)、ICSH (6.0%). The largest single position, VTI, represented 13.1% of total portfolio value.
In Q4 2024, Diversified Portfolios, Inc. made 48 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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