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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Diversified Portfolios, Inc.

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0000905729-25-000138

Total Value
$1.05B
Positions
163
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (163)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Total Stock Mkt922908769442,791$134.6M12.84%
2JPMorgan Active Bond ETF46654Q7161,625,209$87.1M8.31%
3Vanguard Core Bond ETF922020748891,655$69.2M6.60%
4Avantis International Equity ETF025072703810,311$60.0M5.72%
5iShares Ultra Short-Term Bond ETF46434V8781,103,609$56.0M5.34%
6DFA Short-Duration Fixed Inc ETF25434V864933,135$44.8M4.27%
7Avantis Emerging Markets EQ ETF025072604474,627$32.5M3.10%
8Ishares Floating Rate46429B655500,985$25.6M2.44%
9SPDR Trust (S&P 500)SPY40,847$25.2M2.41%
10iShares Core S&P 500 ETF46428720037,866$23.5M2.24%
11DFA Core Emerging Mkt ETF25434V302734,397$21.3M2.03%
12iShares Global REIT ETF46434V647853,902$21.1M2.01%
13Russell 300046428768957,830$20.3M1.94%
14DFA US Large Cap Value ETF25434V666652,553$20.2M1.93%
15iShares Core Total USD Bond Market ETF46434V613380,978$17.6M1.68%
16DFA US Small Cap Value ETF25434V815533,065$15.7M1.50%
17Vanguard ESG U.S. Stock ETF921910733138,595$15.2M1.45%
18Vanguard Short-Term Bond Index Fund921937827188,180$14.8M1.41%
19DFA Int'l Core Equity ETF25434V203426,841$14.8M1.41%
20Vanguard Russell 3000 ETF92206C59953,527$14.6M1.39%
21iShares National Muni Bond ETF464288414132,965$13.9M1.33%
22Vanguard Value92290874476,990$13.6M1.30%
23DFA Tax-Managed US Marketwide Value II25434V724303,069$12.8M1.22%
24Vanguard Core-Plus Bond ETF922020755159,866$12.4M1.19%
25JPMorgan Ultra-Short Municipal Inc ETF46641Q654228,795$11.7M1.11%
26Schwab US Large Cap Value808524409378,478$10.5M1.00%
27JPMorgan Municipal ETF46641Q647187,755$9.3M0.89%
28Russell 2000/Small Blend46428765540,796$8.8M0.84%
29Vanguard ESG Int'l ETF921910725127,112$8.3M0.79%
30Vanguard Growth92290873618,350$8.0M0.77%
31DFA US Core Equity ETF25434V104176,732$7.5M0.71%
32Vanguard Reit92290855381,905$7.3M0.70%
33iShares Short-Term National Muni Bond ETF46428815860,557$6.4M0.61%
34SPDR DoubleLine Total Return Tact ETF78467V848160,502$6.4M0.61%
35iShares Core S&P Total US Stock Mkt ETF46428715044,326$6.0M0.57%
36Mid Cap S P D R TRUSTMDY10,393$5.9M0.56%
37Avantis US Small Cap Value ETF02507287761,621$5.6M0.54%
38iShares 1-5 Year Investment Grade Corporate Bond ETF464288646102,680$5.4M0.52%
39Schw US Brd Mkt Etf808524102214,502$5.1M0.49%
40Apple Computer IncAAPL24,794$5.1M0.49%
41Russell 1000/ Lrg. Value46428759824,606$4.8M0.46%
42Vanguard Interm Bond Index ETF92193781960,530$4.7M0.45%
43Vanguard Tax-Exempt Bond ETF92290774688,578$4.3M0.41%
44Russell 1000/ Lrg. Growth4642876149,846$4.2M0.40%
45DFA U.S. Small Cap Value (TM)25434V60972,521$3.9M0.37%
46Vanguard Russell 1000 Growth ETF92206C68035,345$3.9M0.37%
47iShares S&P 500 Growth ETF46428730934,915$3.8M0.37%
48Vanguard Mortgage Backed92206C77182,788$3.8M0.37%
49Vanguard Small Cap Value92290861119,354$3.8M0.36%
50SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R66339,240$3.6M0.34%
51Vanguard S&P 500 Growth ETF9219325058,796$3.5M0.33%
52Vanguard Short Term Corp Bond92206C40940,967$3.3M0.31%
53ISHARES 0 TO 3 MNTH TREASURY BND ETF46436E71829,692$3.0M0.29%
54Amazon Com IncAMZN13,368$2.9M0.28%
55Vanguard High Dividend ETF92194640621,928$2.9M0.28%
56iShares Core S&P Small-Cap ETF46428780425,670$2.8M0.27%
57iShares Core MSCI Emerging Markets ETF46434G10342,970$2.6M0.25%
58Vanguard Msci Eafe Etf92194385844,980$2.6M0.24%
59iShares Core S&P Mid-Cap ETF46428750740,849$2.5M0.24%
60DFA Tax Managed Intl25434V80758,369$2.5M0.24%
61UMB Financial Corp90278810821,613$2.3M0.22%
62PIMCO MULTISECTOR BOND ACTV ETF72201R58584,780$2.3M0.21%
63VANGUARD SHRT TAX EXEMPT BND ETF92193587020,508$2.1M0.20%
64Vanguard Intermediate92206C87024,464$2.0M0.19%
65SPDR Nuveen BB Hi Yld Muncpl Bd ETF78464A28481,522$2.0M0.19%
66Vanguard S&P 500 Etf9229083633,538$2.0M0.19%
67Schw Intl Eq Etf80852480586,863$1.9M0.18%
68Microsoft CorpMSFT3,668$1.8M0.17%
69Invesco QQQ TrustIVZ3,209$1.8M0.17%
70BLOXX BBB 1-5 YR Core Bond ETF09789C75431,191$1.6M0.15%
71Lilly Eli & CompanyLLY2,038$1.6M0.15%
72Avantis Responsible US Equity ETF02507228121,673$1.5M0.14%
73iShares S&P 500 Value ETF4642874087,081$1.4M0.13%
74Vanguard Russell 100092206C71416,177$1.4M0.13%
75iShares 5-10 Year Investment Grade Corporate Bond ETF46428863824,912$1.3M0.13%
76Powershare Ftse Rafi USIVZ30,955$1.3M0.12%
77iShares MSCI EAFE ETF46428746514,572$1.3M0.12%
78Carvana CoCVNA3,720$1.3M0.12%
79Vanguard Total Bond92193783517,010$1.3M0.12%
80Vanguard Emerging Market92204285824,899$1.2M0.12%
81SPDR Portfolio S&P 500 Value ETF78464A50823,217$1.2M0.12%
82JPMorgan Chase & Co.VYLD4,077$1.2M0.11%
83DFA US Real Estate ETF25434V82348,225$1.1M0.11%
84Berkshire Hathaway B NewBRK-A2,251$1.1M0.10%
85Vanguard Small Cap9229087514,191$993,1390.09%
86Abbvie IncABBV5,230$970,7930.09%
87JPMorgan Equity Premium Income ETF46641Q33216,104$915,4990.09%
88Mastercard IncMA1,591$894,0470.09%
89Avantis Real Estate ETF02507235620,178$891,0600.08%
90Northrop Grumman CorpNOC1,774$886,9650.08%
91Vanguard Total Intl Etf92190976812,826$886,1480.08%
92Nuveen ESG Large-Cap Value ETFNU19,473$816,2110.08%
93Mc Donalds CorpMCD2,742$801,2410.08%
94Ishares High Yield46434V40718,176$784,1130.07%
95Vanguard Info Technology92204A7021,162$770,7310.07%
96iShares MBS Bond Fd4642885888,175$767,5510.07%
97DFA U.S. Equity ETF25434V40111,183$749,4850.07%
98Berkshire Hathaway Inc ABRK-A1$728,8000.07%
99Schwab Fundamental Inl80852475517,966$718,9990.07%
100iShares Core 1-5 Year USD Bond ETF46432F85914,414$701,2410.07%
101Exxon Mobil CorporationXOM6,355$685,1200.07%
102Vanguard Mid Cap9229086292,365$661,9140.06%
103Avantis Responsible International Equity ETF0250722999,309$628,8510.06%
104DFA U.S. Small Cap (TM)25434V5009,777$622,8930.06%
105Visa Inc Cl AV1,729$614,0180.06%
106iShares Russell 1000 ETF4642876221,794$609,0860.06%
107J P Morgan Mortgage Backed Secs ETF46654Q57511,731$588,7790.06%
108Russell 2000/ Small Value4642876303,716$586,1920.06%
109Avantis U.S. Equity ETF0250728855,805$585,2600.06%
110iShares MSCI Emerging Markets ETF46428723411,721$565,4210.05%
111Abbott LaboratoriesABLZF4,098$557,3690.05%
112Home Depot IncHD1,433$525,4610.05%
113iShares Aggregate Bond Fd4642872265,294$525,1650.05%
114Avantis U.S. Large Cap Value ETF0250723497,664$522,7610.05%
115Angel Oak UltraShort Income ETF03463K75210,144$518,0540.05%
116Schwab US Large Cap80852430017,638$515,2200.05%
117Vanguard Div Apprciation9219088442,411$493,4590.05%
118JPMorgan Ultra-Short Income ETF46641Q8379,723$492,7750.05%
119VanEck Short Muni ETF92189F52828,114$485,2480.05%
120iShares 1-3 Year Treasury Bond ETF4642874575,488$454,7010.04%
121Russell 2000/ Small Growth4642876481,555$444,5120.04%
122Schw Emg Mkt Eq Etf80852470614,559$438,8140.04%
123JPMorgan Limited Duration Bond ETF46654Q7738,388$438,1050.04%
124Oracle CorporationORCL-PD1,978$432,4500.04%
125DFA Core Fixed Income ETF25434V8729,914$418,9660.04%
126Deere & CoDE820$416,9620.04%
127Schwab Short-Term U.S. Treasury ETF80852486216,678$406,6100.04%
128Goldman Sachs Group IncGSCE558$394,9250.04%
129Nvidia CorpNVDA2,469$390,0980.04%
130Google Inc. Class AGOOG2,129$375,1940.04%
131Janus Henderson AAA CLO ETF47103U8457,334$372,2010.04%
132iShares ESG U.S. Aggregate Bond ETF46435U5497,801$370,8600.04%
133Costco Whsl Corp New22160K105374$370,2380.04%
134Fidelity Small-Mid Multifactor ETF3160925278,564$355,1430.03%
135Netflix Com Inc ComNFLX240$321,3910.03%
136Google Inc. Class CGOOG1,796$318,5760.03%
137Coca Cola CompanyKO4,497$318,1630.03%
138SPDR Dow Jones Industrial Average ETF78467X109700$308,4550.03%
139iShares Russell Mid-Cap Growth ETF4642874812,207$306,0670.03%
140Ishars Edg Msci Usa Qlty46432F3391,588$290,3180.03%
141iShares Russell Mid-Cap ETF4642874993,150$289,7060.03%
142DTE Energy CompanyDTK2,124$281,3740.03%
143iShares C&S Real Estate4642875644,522$276,5660.03%
144Enbridge IncENNPF5,919$268,2490.03%
145iShares Broad USD High Yield Corp Bd ETF46435U8537,106$266,5400.03%
146Johnson & JohnsonJNJ1,731$264,4100.03%
147Eaton Vance Short Dur Muncpl Inc ETFMS-PQ5,163$258,1500.02%
148Asml Hldgs NvASMLF311$249,2320.02%
149Accenture Plc Cl AACN826$246,8830.02%
150Eaton CorporationETN681$243,1100.02%
151Sector Spdr Fincl Select81369Y6054,300$225,1910.02%
152Blackstone Group LpBX1,504$224,9680.02%
153SPDR Gold ETFGLD728$221,9160.02%
154Schwab US Large Cap Etf8085242018,858$216,4960.02%
155First Trust California Muni Hi Inc ETF33739P8634,385$210,3480.02%
156Caterpillar IncCAT537$208,4690.02%
157Schw US Scap Etf8085246078,078$204,3720.02%
158Industrial SPDR81369Y7041,385$204,3520.02%
159Int'l Business MachINTR687$202,5140.02%
160Schwab Fundamental US8085247718,154$200,0990.02%
161Ev Tax Man Glb Div EqtyETN19,900$174,1250.02%
162AURORA INNOVATION CL A ORDAUROW19,121$100,1940.01%
163ClearSign Technologies CorpCLIR20,000$10,7020.00%