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CIK: 0001634212
Total reported value
$1.4B
$1.4B
141 檔
26.5%
The Q1 2025 SEC filing reveals that Diversified Portfolios, Inc. held a total portfolio value of $1.4B, covering 141 public equity positions.
In Q1 2025, Diversified Portfolios, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JBND, VCRB) accounted for 26.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $119.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.53% | +0.35% | +4.25% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 8.39% | -2.64% | +10.27% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.30% | +0.10% | +38.09% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.03% | -0.65% | +3.46% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 5.15% | -0.07% | +9.61% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.13% | -0.64% | +46.39% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.95% | -0.27% | +14.88% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.64% | -0.40% | +15.09% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.39% | +0.08% | +2.60% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.02% | -0.57% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.21% | -0.08% | -18.59% | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 2.08% | -0.31% | +5.65% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.97% | +0.25% | +13.39% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.92% | +0.08% | -0.09% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.80% | +0.02% | -0.16% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.78% | -0.11% | -32.28% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.57% | -0.16% | -10.36% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.42% | -0.03% | +5.97% | |
| 19 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.37% | +0.02% | +1.11% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.31% | +0.07% | +17.16% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.31% | -0.01% | -0.42% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.27% | -0.07% | +7.63% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.26% | -0.03% | +0.85% | |
| 24 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 1.09% | +0.08% | +27.65% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.04% | -0.23% | +42.30% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.05% | +13.38% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.90% | -0.01% | +7.13% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.79% | -0.07% | -6.31% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.78% | +0.29% | +19.20% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.08% | -0.34% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.74% | +0.01% | +4.26% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.03% | -1.05% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | -0.08% | -5.86% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.60% | -0.01% | -0.57% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.58% | -0.05% | -1.08% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.57% | -0.05% | -26.50% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.20% | -27.27% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | +0.01% | +30.96% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.53% | -0.09% | -1.47% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | +1.81% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.46% | -0.34% | +360.59% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | +0.01% | +4.02% | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.40% | -0.01% | -0.13% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.01% | -1.19% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | — | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.36% | -0.01% | -45.03% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.03% | -3.17% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | — | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.01% | -13.02% |
According to official SEC Form 13F filings, Diversified Portfolios, Inc. reported a total U.S. public equity portfolio value of $1.4B across 141 disclosed positions in Q1 2025.
During Q1 2025, Diversified Portfolios, Inc.'s top holdings by market value included VTI (12.5%)、JBND (8.4%)、VCRB (6.3%). The largest single position, VTI, represented 12.5% of total portfolio value.
In Q1 2025, Diversified Portfolios, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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