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Diversified Portfolios, Inc.

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
JPMorgan Equity Premium Income ETF$824.5K14,4040.1%
Schwab Fundamental Inl$819.0K18,1160.1%
NVIDIA Corp$809.2K4,3390.1%
DFA U.S. Equity ETF$776.2K10,4650.1%
iShares MBS Bond Fd$773.0K8,1180.1%
Angel Oak UltraShort Income ETF$755.6K14,7740.1%
Berkshire Hathaway Inc A$754.8K10.1%
Ishares High Yield$740.4K17,2700.1%
Vanguard Mid Cap$731.5K2,5200.1%
Visa Inc$721.2K2,0560.1%
Avantis Real Estate ETF$715.1K16,4280.1%
Avantis Responsible International Equity ETF$691.3K9,3090.1%
ORACLE CORP$687.1K3,5250.1%
Alphabet Inc.$682.3K2,1800.1%
Avantis U.S. Large Cap Value ETF$680.0K8,9740.1%
iShares Russell 1000 ETF$672.5K1,8010.1%
Russell 2000/ Small Value$665.4K3,6720.1%
DFA U.S. Small Cap (TM)$664.0K9,5310.1%
Avantis U.S. Equity ETF$658.9K5,8950.1%
iShares Aggregate Bond Fd$635.3K6,3610.1%
iShares Core 1-5 Year USD Bond ETF$633.3K12,9900.1%
iShares Short-Term CA Muni Act ETF$629.5K12,4750.1%
Alphabet Inc.$620.7K1,9780.1%
iShares California Muni Bond ETF$609.7K10,6110.1%
Federated Hermes US Strategic Dvd ETF$565.8K19,7780.0%
HOME DEPOT, INC.$523.4K1,5210.0%
iShares 1-3 Year Treasury Bond ETF$517.2K6,2450.0%
THE GOLDMAN SACHS GROUP, INC.$516.9K5880.0%
Russell 2000/ Small Growth$498.4K1,5430.0%
Vanguard Div Apprciation$498.2K2,2670.0%
ABBOTT LABORATORIES$496.1K3,9600.0%
iShares MSCI Emerging Markets ETF$494.8K9,0440.0%
VanEck Short Muni ETF$486.7K27,9560.0%
JOHNSON & JOHNSON$468.7K2,2650.0%
Schw Emg Mkt Eq Etf$447.0K13,6490.0%
Schwab US Large Cap$439.3K13,4660.0%
DFA Core Fixed Income ETF$413.3K9,7110.0%
DEERE & CO$391.5K8410.0%
Asml Hldgs Nv$365.9K3420.0%
COSTCO WHOLESALE CORP /NEW$348.4K4040.0%
iShares MSCI UAE ETF$346.6K1,7450.0%
iShares ESG U.S. Aggregate Bond ETF$344.9K7,2080.0%
CATERPILLAR INC$339.7K5930.0%
SPDR Dow Jones Industrial Average ETF$336.4K7000.0%
Enbridge Inc$336.1K7,0270.0%
JPMorgan Ultra-Short Income ETF$316.2K6,2500.0%
Meta Platforms Inc$309.7K4690.0%
Invesco BulletShares 2034 Corp Bd ETF$295.0K14,0360.0%
iShares Russell Mid-Cap Growth ETF$294.1K2,1480.0%
iShares Broad USD High Yield Corp Bd ETF$290.1K7,7570.0%
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