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Diversified Portfolios, Inc.

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
Aurora Innovation, Inc.$62.0K16,1410.0%
Ev Tax Man Glb Div Eqty$189.6K19,9000.0%
PIMCO Intermediate Municipal Bd Actv ETF$209.8K4,0030.0%
iShares Select Dividend ETF$211.7K1,5000.0%
INTERNATIONAL BUSINESS MACHINES CORP$213.3K7200.0%
Industrial SPDR$214.9K1,3850.0%
Schwab Fundamental US$221.9K8,1540.0%
Schw US Scap Etf$230.2K8,0810.0%
iShares C&S Real Estate$231.0K3,8710.0%
Schwab US Large Cap Etf$231.4K8,6010.0%
Vanguard Large Cap Etf$232.6K7390.0%
Eaton Corp plc$242.1K7600.0%
Blackstone Inc$242.5K1,5730.0%
MCDONALD'S CORP$247.2K8090.0%
Broadcom Inc.$257.2K7430.0%
Sector Spdr Fincl Select$258.8K4,7260.0%
Invesco BulletShares 2026 Corp Bd ETF$268.0K13,6930.0%
Invesco BulletShares 2027 Corp Bd ETF$269.6K13,6550.0%
Invesco BulletShares 2028 Corp Bd ETF$271.3K13,1700.0%
Invesco BulletShares 2029 Corp Bd ETF$272.7K14,4790.0%
Invesco BulletShares 2032 Corp Bd ETF$273.4K13,0990.0%
Invesco BulletShares 2030 Corp Bd ETF$273.7K16,1760.0%
DTE ENERGY CO$274.0K2,1240.0%
Invesco BulletShares 2031 Corp Bd ETF$274.5K16,4450.0%
Netflix Inc$275.8K2,9420.0%
iShares Core MSCI EAFE ETF$276.1K3,0860.0%
Invesco BulletShares 2033 Corp Bd ETF$276.1K12,8650.0%
Fidelity Small-Mid Multifactor ETF$278.6K6,3140.0%
RTX Corp$280.1K1,5270.0%
SPDR Gold ETF$288.5K7280.0%
iShares Russell Mid-Cap ETF$289.6K3,0080.0%
iShares Broad USD High Yield Corp Bd ETF$290.1K7,7570.0%
iShares Russell Mid-Cap Growth ETF$294.1K2,1480.0%
Invesco BulletShares 2034 Corp Bd ETF$295.0K14,0360.0%
Meta Platforms Inc$309.7K4690.0%
JPMorgan Ultra-Short Income ETF$316.2K6,2500.0%
Enbridge Inc$336.1K7,0270.0%
SPDR Dow Jones Industrial Average ETF$336.4K7000.0%
CATERPILLAR INC$339.7K5930.0%
iShares ESG U.S. Aggregate Bond ETF$344.9K7,2080.0%
iShares MSCI UAE ETF$346.6K1,7450.0%
COSTCO WHOLESALE CORP /NEW$348.4K4040.0%
Asml Hldgs Nv$365.9K3420.0%
DEERE & CO$391.5K8410.0%
DFA Core Fixed Income ETF$413.3K9,7110.0%
Schwab US Large Cap$439.3K13,4660.0%
Schw Emg Mkt Eq Etf$447.0K13,6490.0%
JOHNSON & JOHNSON$468.7K2,2650.0%
VanEck Short Muni ETF$486.7K27,9560.0%
iShares MSCI Emerging Markets ETF$494.8K9,0440.0%
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