13F HOLDINGS REPORT

Diversified Portfolios, Inc.

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0000905729-25-000079

Total Value

$950.8M

Positions

141

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (141)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Vanguard Total Stock Mkt	922908769	433,489	$119.1M	12.53%
2	JPMorgan Active Bond ETF	46654Q716	1,490,448	$79.8M	8.39%
3	Vanguard Core Bond ETF	922020748	773,429	$59.9M	6.30%
4	iShares Ultra Short-Term Bond ETF	46434V878	1,130,322	$57.3M	6.03%
5	Avantis International Equity ETF	025072703	738,617	$48.9M	5.15%
6	Dimensional Short-Duration Fixed Inc ETF	25434V864	825,569	$39.2M	4.13%
7	Ishares Floating Rate	46429B655	736,398	$37.6M	3.95%
8	Avantis Emerging Markets EQ ETF	025072604	417,685	$25.1M	2.64%
9	SPDR Trust (S&P 500)	SPY	40,624	$22.7M	2.39%
10	iShares Core S&P 500 ETF	464287200	37,722	$21.2M	2.23%
11	iShares Core Total USD Bond Market ETF	46434V613	455,712	$21.0M	2.21%
12	iShares Global REIT ETF	46434V647	815,769	$19.8M	2.08%
13	Dimensional US Large Cap Value ETF	25434V666	614,131	$18.8M	1.97%
14	DFA Core Emerging Mkt ETF	25434V302	706,140	$18.3M	1.92%
15	Russell 3000	464287689	53,773	$17.1M	1.80%
16	Vanguard Short-Term Bond Index Fund	921937827	215,792	$16.9M	1.78%
17	iShares National Muni Bond ETF	464288414	141,291	$14.9M	1.57%
18	Vanguard ESG U.S. Stock ETF	921910733	137,503	$13.5M	1.42%
19	Vanguard Russell 3000 ETF	92206C599	52,634	$13.0M	1.37%
20	Dimensional US Small Cap Value ETF	25434V815	443,919	$12.5M	1.31%
21	DFA Tax-Managed US Marketwide Value II	25434V724	303,213	$12.5M	1.31%
22	DFA Int'l Core Equity ETF	25434V203	386,058	$12.1M	1.27%
23	Vanguard Value	922908744	69,488	$12.0M	1.26%
24	Vanguard Core-Plus Bond ETF	922020755	134,167	$10.4M	1.09%
25	JPMorgan Ultra-Short Municipal Inc ETF	46641Q654	194,018	$9.9M	1.04%
26	Russell 2000/Small Blend	464287655	44,051	$8.8M	0.92%
27	Schwab US Large Cap Value	808524409	322,064	$8.6M	0.90%
28	Vanguard ESG Int'l ETF	921910725	127,838	$7.5M	0.79%
29	JPMorgan Municipal ETF	46641Q647	147,444	$7.4M	0.78%
30	Vanguard Reit	922908553	78,469	$7.1M	0.75%
31	DFA US Core Equity ETF	25434V104	182,312	$7.0M	0.74%
32	Vanguard Growth	922908736	18,350	$6.8M	0.72%
33	SPDR Blmbg Barclays 1-3 Mth T-Bill ETF	78468R663	66,103	$6.1M	0.64%
34	Mid Cap S P D R TRUST	MDY	10,764	$5.7M	0.60%
35	iShares 1-5 Year Investment Grade Corporate Bond ETF	464288646	104,552	$5.5M	0.58%
36	Vanguard Interm Bond Index ETF	921937819	71,364	$5.5M	0.57%
37	Apple Computer Inc	AAPL	23,948	$5.3M	0.56%
38	iShares Core S&P Total US Stock Mkt ETF	464287150	42,397	$5.2M	0.54%
39	iShares Short-Term National Muni Bond ETF	464288158	47,676	$5.0M	0.53%
40	Schw US Brd Mkt Etf	808524102	214,110	$4.6M	0.48%
41	Russell 1000/ Lrg. Value	464287598	24,473	$4.6M	0.48%
42	SPDR DoubleLine Total Return Tact ETF	78467V848	108,714	$4.4M	0.46%
43	Avantis US Small Cap Value ETF	025072877	49,817	$4.3M	0.46%
44	DFA U.S. Small Cap Value (TM)	25434V609	73,144	$3.8M	0.40%
45	Russell 1000/ Lrg. Growth	464287614	10,126	$3.7M	0.38%
46	Vanguard Russell 1000 Growth ETF	92206C680	37,190	$3.5M	0.36%
47	Vanguard Mortgage Backed	92206C771	73,117	$3.4M	0.36%
48	Vanguard Short Term Corp Bond	92206C409	41,812	$3.3M	0.35%
49	iShares S&P 500 Growth ETF	464287309	34,712	$3.2M	0.34%
50	ISHARES 0 TO 3 MNTH TREASURY BND ETF	46436E718	31,285	$3.1M	0.33%
51	Vanguard S&P 500 Growth ETF	921932505	8,796	$2.9M	0.31%
52	Schw Intl Eq Etf	808524805	143,306	$2.8M	0.30%
53	Vanguard High Dividend ETF	921946406	21,825	$2.8M	0.30%
54	Vanguard Small Cap Value	922908611	13,639	$2.5M	0.27%
55	Amazon Com Inc	AMZN	12,817	$2.4M	0.26%
56	iShares Core S&P Small-Cap ETF	464287804	23,058	$2.4M	0.25%
57	iShares Core S&P Mid-Cap ETF	464287507	40,600	$2.4M	0.25%
58	Vanguard Msci Eafe Etf	921943858	45,920	$2.3M	0.25%
59	UMB Financial Corp	902788108	21,606	$2.2M	0.23%
60	DFA Tax Managed Intl	25434V807	51,369	$2.0M	0.21%
61	VANGUARD SHRT TAX EXEMPT BND ETF	921935870	19,994	$2.0M	0.21%
62	Vanguard Intermediate	92206C870	23,221	$1.9M	0.20%
63	Vanguard Emerging Market	922042858	38,080	$1.7M	0.18%
64	Lilly Eli & Company	LLY	2,050	$1.7M	0.18%
65	Vanguard S&P 500 Etf	922908363	3,274	$1.7M	0.18%
66	iShares Core MSCI Emerging Markets ETF	46434G103	29,794	$1.6M	0.17%
67	VanEck Short Muni ETF	92189F528	93,033	$1.6M	0.17%
68	Schwab Short-Term U.S. Treasury ETF	808524862	56,389	$1.4M	0.14%
69	Avantis Responsible US Equity ETF	025072281	21,825	$1.4M	0.14%
70	iShares S&P 500 Value ETF	464287408	7,125	$1.4M	0.14%
71	Invesco QQQ Trust	IVZ	2,874	$1.3M	0.14%
72	iShares 5-10 Year Investment Grade Corporate Bond ETF	464288638	25,651	$1.3M	0.14%
73	Vanguard Russell 1000	92206C714	16,177	$1.3M	0.14%
74	Vanguard Total Bond	921937835	17,518	$1.3M	0.14%
75	Powershare Ftse Rafi US	IVZ	31,205	$1.3M	0.13%
76	Microsoft Corp	MSFT	3,314	$1.2M	0.13%
77	Berkshire Hathaway B New	BRK-A	2,257	$1.2M	0.13%
78	SPDR Portfolio S&P 500 Value ETF	78464A508	23,062	$1.2M	0.12%
79	iShares MSCI EAFE ETF	464287465	14,355	$1.2M	0.12%
80	BLOXX BBB 1-5 YR Core Bond ETF	09789C754	22,843	$1.2M	0.12%
81	Abbvie Inc	ABBV	5,161	$1.1M	0.11%
82	Vanguard Small Cap	922908751	4,717	$1.0M	0.11%
83	Dimensional US Real Estate ETF	25434V823	40,388	$960,023	0.10%
84	Northrop Grumman Corp	NOC	1,789	$915,986	0.10%
85	JPMorgan Chase & Co.	VYLD	3,668	$899,760	0.09%
86	Mc Donalds Corp	MCD	2,587	$808,146	0.08%
87	JPMorgan Equity Premium Income ETF	46641Q332	14,107	$806,089	0.08%
88	Berkshire Hathaway Inc A	BRK-A	1	$798,442	0.08%
89	Nuveen ESG Large-Cap Value ETF	NU	19,101	$773,399	0.08%
90	Vanguard Total Intl Etf	921909768	12,270	$761,967	0.08%
91	Exxon Mobil Corporation	XOM	6,353	$755,533	0.08%
92	Angel Oak UltraShort Income ETF	03463K752	14,608	$746,323	0.08%
93	iShares Core 1-5 Year USD Bond ETF	46432F859	15,151	$732,551	0.08%
94	Ishares High Yield	46434V407	17,170	$730,068	0.08%
95	iShares MBS Bond Fd	464288588	7,719	$723,888	0.08%
96	DFA U.S. Equity ETF	25434V401	11,183	$676,348	0.07%
97	Carvana Co	CVNA	3,184	$665,711	0.07%
98	Mastercard Inc	MA	1,205	$660,485	0.07%
99	Vanguard Info Technology	92204A702	1,176	$637,839	0.07%
100	Visa Inc Cl A	V	1,693	$593,464	0.06%
101	Vanguard Mid Cap	922908629	2,180	$563,899	0.06%
102	iShares Aggregate Bond Fd	464287226	5,679	$561,767	0.06%
103	Avantis Responsible International Equity ETF	025072299	9,309	$558,354	0.06%
104	iShares Russell 1000 ETF	464287622	1,794	$550,199	0.06%
105	Russell 2000/ Small Value	464287630	3,616	$545,902	0.06%
106	Avantis U.S. Equity ETF	025072885	5,805	$536,266	0.06%
107	Schwab US Large Cap	808524300	19,822	$496,344	0.05%
108	JPMorgan Ultra-Short Income ETF	46641Q837	9,736	$492,930	0.05%
109	Schw Emg Mkt Eq Etf	808524706	17,683	$487,529	0.05%
110	iShares MSCI Emerging Markets ETF	464287234	10,971	$479,433	0.05%
111	Abbott Laboratories	ABLZF	3,589	$476,081	0.05%
112	Vanguard Div Apprciation	921908844	2,416	$468,680	0.05%
113	iShares 1-3 Year Treasury Bond ETF	464287457	5,484	$453,707	0.05%
114	DFA U.S. Small Cap (TM)	25434V500	6,732	$402,237	0.04%
115	Russell 2000/ Small Growth	464287648	1,555	$397,349	0.04%
116	iShares ESG U.S. Aggregate Bond ETF	46435U549	8,183	$388,529	0.04%
117	Deere & Co	DE	818	$383,928	0.04%
118	Fidelity Small-Mid Multifactor ETF	316092527	9,034	$353,777	0.04%
119	Costco Whsl Corp New	22160K105	365	$345,210	0.04%
120	Schwab Fundamental Inl	808524755	9,214	$332,994	0.04%
121	Google Inc. Class A	GOOG	2,026	$313,301	0.03%
122	Avantis Real Estate ETF	025072356	7,238	$311,306	0.03%
123	Schw US Scap Etf	808524607	13,283	$311,232	0.03%
124	Goldman Sachs Group Inc	GSCE	561	$306,469	0.03%
125	Home Depot Inc	HD	827	$303,153	0.03%
126	SPDR Dow Jones Industrial Average ETF	78467X109	700	$293,916	0.03%
127	PIMCO MULTISECTOR BOND ACTV ETF	72201R585	10,600	$279,310	0.03%
128	iShares C&S Real Estate	464287564	4,522	$278,239	0.03%
129	iShares Russell Mid-Cap ETF	464287499	3,150	$267,971	0.03%
130	Enbridge Inc	ENNPF	5,919	$262,271	0.03%
131	DTE Energy Company	DTK	1,892	$261,637	0.03%
132	iShares Russell Mid-Cap Growth ETF	464287481	2,207	$259,300	0.03%
133	Accenture Plc Cl A	ACN	827	$258,057	0.03%
134	iShares Broad USD High Yield Corp Bd ETF	46435U853	6,997	$257,558	0.03%
135	Google Inc. Class C	GOOG	1,551	$242,272	0.03%
136	Sector Spdr Fincl Select	81369Y605	4,750	$236,598	0.02%
137	Schwab US Large Cap Etf	808524201	10,695	$236,156	0.02%
138	DFA National Muni	25434V849	4,875	$231,904	0.02%
139	Oracle Corporation	ORCL-PD	1,623	$226,912	0.02%
140	AURORA INNOVATION CL A ORD	AUROW	19,121	$128,589	0.01%
141	ClearSign Technologies Corp	CLIR	13,000	$9,750	0.00%