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Diversified Portfolios, Inc.

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
Vanguard ESG Int'l ETF$8.72M121,7350.7%
iShares Core Total USD Bond Market ETF$8.87M190,4890.7%
Vanguard Growth$9.17M18,7880.8%
Vanguard Short-Term Bond Index Fund$9.56M121,2450.8%
Russell 2000/Small Blend$9.98M40,5510.8%
Schwab US Large Cap Value$10.53M355,7900.9%
iShares National Muni Bond ETF$13.35M124,6341.1%
DFA Tax-Managed US Marketwide Value II$13.96M299,7191.2%
JPMorgan Municipal ETF$14.37M284,5981.2%
Vanguard Core-Plus Bond ETF$14.39M184,1991.2%
Vanguard Value$14.57M76,2821.2%
iShares Global REIT ETF$14.69M588,7911.2%
DFA Int'l Core Equity ETF$14.91M391,3671.2%
JPMorgan Ultra-Short Municipal Inc ETF$15.14M297,1291.3%
Vanguard ESG U.S. Stock ETF$15.19M125,6051.3%
Vanguard Russell 3000 ETF$16.08M53,5331.3%
Nuveen AA-BBB CLO ETF$19.07M761,2761.6%
Ishares Floating Rate$20.47M402,3851.7%
DFA US Small Cap Value ETF$21.24M645,7531.8%
Russell 3000$21.85M56,4701.8%
DFA Core Emerging Mkt ETF$23.12M709,8911.9%
iShares Core S&P 500 ETF$24.36M35,5592.0%
DFA US Large Cap Value ETF$26.28M768,1372.2%
SPDR Trust (S&P 500)$27.48M40,2942.3%
Avantis Emerging Markets EQ ETF$42.33M549,5383.5%
iShares Ultra Short-Term Bond ETF$54.53M1,078,1404.5%
DFA Short-Duration Fixed Inc ETF$59.30M1,236,6134.9%
Avantis International Equity ETF$77.68M943,6016.5%
Vanguard Core Bond ETF$87.98M1,129,4787.3%
JPMorgan Active Bond ETF$103.89M1,921,4398.6%
Vanguard Total Stock Mkt$153.71M458,47812.8%
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