Diversified Portfolios, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Total Stock Mkt | $153.71M | 12.8% |
| JPMorgan Active Bond ETF | $103.89M | 8.6% |
| Vanguard Core Bond ETF | $87.98M | 7.3% |
| Avantis International Equity ETF | $77.68M | 6.5% |
| DFA Short-Duration Fixed Inc ETF | $59.30M | 4.9% |
| iShares Ultra Short-Term Bond ETF | $54.53M | 4.5% |
| Avantis Emerging Markets EQ ETF | $42.33M | 3.5% |
| SPDR Trust (S&P 500) | $27.48M | 2.3% |
| DFA US Large Cap Value ETF | $26.28M | 2.2% |
| iShares Core S&P 500 ETF | $24.36M | 2.0% |
| DFA Core Emerging Mkt ETF | $23.12M | 1.9% |
| Russell 3000 | $21.85M | 1.8% |
| DFA US Small Cap Value ETF | $21.24M | 1.8% |
| Ishares Floating Rate | $20.47M | 1.7% |
| Nuveen AA-BBB CLO ETF | $19.07M | 1.6% |
| Vanguard Russell 3000 ETF | $16.08M | 1.3% |
| Vanguard ESG U.S. Stock ETF | $15.19M | 1.3% |
| JPMorgan Ultra-Short Municipal Inc ETF | $15.14M | 1.3% |
| DFA Int'l Core Equity ETF | $14.91M | 1.2% |
| iShares Global REIT ETF | $14.69M | 1.2% |
| Vanguard Value | $14.57M | 1.2% |
| Vanguard Core-Plus Bond ETF | $14.39M | 1.2% |
| JPMorgan Municipal ETF | $14.37M | 1.2% |
| DFA Tax-Managed US Marketwide Value II | $13.96M | 1.2% |
| iShares National Muni Bond ETF | $13.35M | 1.1% |
| Schwab US Large Cap Value | $10.53M | 0.9% |
| Russell 2000/Small Blend | $9.98M | 0.8% |
| Vanguard Short-Term Bond Index Fund | $9.56M | 0.8% |
| Vanguard Growth | $9.17M | 0.8% |
| iShares Core Total USD Bond Market ETF | $8.87M | 0.7% |
| Vanguard ESG Int'l ETF | $8.72M | 0.7% |
| Apple Inc. | $8.22M | 0.7% |
| DFA US Core Equity ETF | $7.80M | 0.6% |
| SPDR DoubleLine Total Return Tact ETF | $7.08M | 0.6% |
| Avantis US Small Cap Value ETF | $6.81M | 0.6% |
| iShares MSCI UAE ETF | $6.64M | 0.6% |
| Mid Cap S P D R TRUST | $6.07M | 0.5% |
| Schw US Brd Mkt Etf | $5.63M | 0.5% |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | $5.43M | 0.5% |
| VanEck CLO ETF | $5.43M | 0.5% |
| Vanguard Reit | $5.39M | 0.4% |
| Russell 1000/ Lrg. Value | $5.17M | 0.4% |
| Vanguard Tax-Exempt Bond ETF | $5.10M | 0.4% |
| iShares MSCI UAE ETF | $5.01M | 0.4% |
| Russell 1000/ Lrg. Growth | $4.64M | 0.4% |
| DFA U.S. Small Cap Value (TM) | $4.24M | 0.4% |
| iShares S&P 500 Growth ETF | $4.19M | 0.3% |
| Vanguard Russell 1000 Growth ETF | $4.12M | 0.3% |
| Vanguard Interm Bond Index ETF | $4.07M | 0.3% |
| Vanguard Small Cap Value | $4.03M | 0.3% |