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CIK: 0001634212
Total reported value
$1.4B
$1.4B
163 檔
29.5%
According to the latest 13F quarterly dataset, Diversified Portfolios, Inc. managed an equity portfolio of $1.4B at the end of Q2 2025, spanning 163 distinct U.S. exchange-listed positions.
In Q2 2025, Diversified Portfolios, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 32 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 | 12.84% | +0.35% | +2.15% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 8.31% | -2.64% | +9.04% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.60% | +0.10% | +15.29% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 5.72% | -0.07% | +9.71% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.34% | -0.65% | -2.36% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.27% | -0.64% | +13.03% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.10% | -0.40% | +13.63% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.44% | -0.27% | -31.97% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | +0.08% | +0.55% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.02% | +0.38% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.03% | +0.08% | +4.00% | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 2.01% | -0.31% | +4.67% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.94% | +0.02% | +7.54% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.93% | +0.25% | +6.26% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.68% | -0.08% | -16.40% | |
| 16 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.50% | +0.07% | +20.08% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.45% | -0.03% | +0.79% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.41% | -0.11% | -12.80% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.41% | -0.07% | +10.56% | |
| 20 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.39% | +0.02% | +1.70% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.16% | -5.89% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.03% | +10.80% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.22% | -0.01% | -0.05% | |
| 24 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 1.19% | +0.08% | +19.15% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.11% | -0.23% | +17.92% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.00% | -0.01% | +17.52% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.89% | +0.29% | +27.34% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +0.05% | -7.39% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.79% | -0.07% | -0.57% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.03% | — | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | +0.01% | -3.06% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.08% | +4.38% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.61% | -0.09% | +27.02% | |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.61% | -0.34% | +47.64% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | +0.01% | +4.55% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | -0.01% | -3.45% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.54% | +0.01% | +23.69% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.52% | -0.05% | -1.79% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | — | +0.18% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.20% | +3.53% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | +0.54% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.45% | -0.05% | -15.18% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | +0.27% | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.01% | -2.77% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | -0.01% | -0.85% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.37% | +0.01% | -4.96% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | +0.58% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.37% | -0.01% | +13.23% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | -0.01% | +41.90% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | -0.08% | -40.64% |
According to official SEC Form 13F filings, Diversified Portfolios, Inc. reported a total U.S. public equity portfolio value of $1.4B across 163 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, JBND, VCRB) accounted for 29.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VTEB
市值: $4.3M
Top Position Liquidated / Trimmed
ICSH
前期市值: $57.3M
During Q2 2025, Diversified Portfolios, Inc.'s top holdings by market value included VTI (12.8%)、JBND (8.3%)、VCRB (6.6%). The largest single position, VTI, represented 12.8% of total portfolio value.
In Q2 2025, Diversified Portfolios, Inc. made 48 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 12 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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