13F HOLDINGS REPORT

Diversified Portfolios, Inc.

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000905729-25-000183

Total Value

$1.13B

Positions

166

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (166)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Vanguard Total Stock Mkt	922908769	443,621	$145.6M	12.85%
2	JPMorgan Active Bond ETF	46654Q716	1,817,562	$98.4M	8.69%
3	Vanguard Core Bond ETF	922020748	1,038,100	$81.4M	7.18%
4	Avantis International Equity ETF	025072703	860,652	$67.9M	5.99%
5	iShares Ultra Short-Term Bond ETF	46434V878	1,134,932	$57.6M	5.08%
6	DFA Short-Duration Fixed Inc ETF	25434V864	1,129,183	$54.4M	4.80%
7	Avantis Emerging Markets EQ ETF	025072604	502,835	$37.8M	3.33%
8	SPDR Trust (S&P 500)	SPY	40,746	$27.1M	2.40%
9	iShares Core S&P 500 ETF	464287200	37,147	$24.9M	2.19%
10	DFA US Large Cap Value ETF	25434V666	737,321	$24.3M	2.14%
11	Ishares Floating Rate	46429B655	458,406	$23.4M	2.07%
12	DFA Core Emerging Mkt ETF	25434V302	730,848	$23.0M	2.03%
13	iShares Global REIT ETF	46434V647	883,749	$22.6M	1.99%
14	Russell 3000	464287689	57,697	$21.9M	1.93%
15	DFA US Small Cap Value ETF	25434V815	592,314	$18.9M	1.66%
16	Vanguard Russell 3000 ETF	92206C599	53,527	$15.8M	1.39%
17	Vanguard ESG U.S. Stock ETF	921910733	127,193	$15.1M	1.33%
18	DFA Int'l Core Equity ETF	25434V203	410,268	$14.9M	1.32%
19	Vanguard Value	922908744	77,526	$14.5M	1.28%
20	iShares National Muni Bond ETF	464288414	132,870	$14.1M	1.25%
21	Vanguard Core-Plus Bond ETF	922020755	172,023	$13.5M	1.19%
22	DFA Tax-Managed US Marketwide Value II	25434V724	300,840	$13.4M	1.19%
23	JPMorgan Ultra-Short Municipal Inc ETF	46641Q654	253,337	$12.9M	1.14%
24	JPMorgan Municipal ETF	46641Q647	231,492	$11.7M	1.03%
25	Schwab US Large Cap Value	808524409	387,611	$11.3M	1.00%
26	Vanguard Short-Term Bond Index Fund	921937827	138,839	$11.0M	0.97%
27	Russell 2000/Small Blend	464287655	40,778	$9.9M	0.87%
28	iShares Core Total USD Bond Market ETF	46434V613	204,890	$9.6M	0.84%
29	Vanguard Growth	922908736	18,313	$8.8M	0.77%
30	Vanguard ESG Int'l ETF	921910725	124,428	$8.6M	0.76%
31	DFA US Core Equity ETF	25434V104	167,818	$7.7M	0.68%
32	Vanguard Reit	922908553	75,517	$6.9M	0.61%
33	SPDR DoubleLine Total Return Tact ETF	78467V848	168,596	$6.8M	0.60%
34	Avantis US Small Cap Value ETF	025072877	65,088	$6.5M	0.57%
35	iShares Short-Term National Muni Bond ETF	464288158	60,557	$6.5M	0.57%
36	iShares Core S&P Total US Stock Mkt ETF	464287150	44,084	$6.4M	0.57%
37	Mid Cap S P D R TRUST	MDY	10,373	$6.2M	0.55%
38	Apple Computer Inc	AAPL	24,138	$6.1M	0.54%
39	Schw US Brd Mkt Etf	808524102	215,457	$5.5M	0.49%
40	iShares 1-5 Year Investment Grade Corporate Bond ETF	464288646	102,680	$5.4M	0.48%
41	Vanguard Tax-Exempt Bond ETF	922907746	102,770	$5.1M	0.45%
42	Russell 1000/ Lrg. Value	464287598	24,706	$5.0M	0.44%
43	Vanguard Interm Bond Index ETF	921937819	59,435	$4.6M	0.41%
44	Russell 1000/ Lrg. Growth	464287614	9,860	$4.6M	0.41%
45	iShares S&P 500 Growth ETF	464287309	35,029	$4.2M	0.37%
46	DFA U.S. Small Cap Value (TM)	25434V609	72,614	$4.2M	0.37%
47	Vanguard Russell 1000 Growth ETF	92206C680	34,035	$4.1M	0.36%
48	Vanguard Small Cap Value	922908611	19,422	$4.1M	0.36%
49	Vanguard Mortgage Backed	92206C771	85,325	$4.0M	0.35%
50	SPDR Blmbg Barclays 1-3 Mth T-Bill ETF	78468R663	41,637	$3.8M	0.34%
51	Vanguard S&P 500 Growth ETF	921932505	7,798	$3.4M	0.30%
52	Vanguard Short Term Corp Bond	92206C409	40,895	$3.3M	0.29%
53	iShares Core S&P Small-Cap ETF	464287804	26,022	$3.1M	0.27%
54	Vanguard High Dividend ETF	921946406	21,928	$3.1M	0.27%
55	Amazon Com Inc	AMZN	13,316	$2.9M	0.26%
56	ISHARES 0 TO 3 MNTH TREASURY BND ETF	46436E718	28,142	$2.8M	0.25%
57	iShares Core MSCI Emerging Markets ETF	46434G103	42,540	$2.8M	0.25%
58	Vanguard Msci Eafe Etf	921943858	46,077	$2.8M	0.24%
59	DFA Tax Managed Intl	25434V807	58,674	$2.7M	0.24%
60	iShares Core S&P Mid-Cap ETF	464287507	41,368	$2.7M	0.24%
61	UMB Financial Corp	902788108	21,106	$2.5M	0.22%
62	PIMCO MULTISECTOR BOND ACTV ETF	72201R585	86,277	$2.3M	0.20%
63	Vanguard Intermediate	92206C870	25,830	$2.2M	0.19%
64	Vanguard S&P 500 Etf	922908363	3,508	$2.1M	0.19%
65	Invesco QQQ Trust	IVZ	3,409	$2.0M	0.18%
66	Schw Intl Eq Etf	808524805	87,175	$2.0M	0.18%
67	VANGUARD SHRT TAX EXEMPT BND ETF	921935870	19,557	$2.0M	0.18%
68	Microsoft Corp	MSFT	3,832	$2.0M	0.18%
69	BLOXX BBB 1-5 YR Core Bond ETF	09789C754	35,990	$1.9M	0.16%
70	SPDR Nuveen BB Hi Yld Muncpl Bd ETF	78464A284	73,054	$1.8M	0.16%
71	Avantis Responsible US Equity ETF	025072281	21,393	$1.6M	0.14%
72	Lilly Eli & Company	LLY	2,043	$1.6M	0.14%
73	iShares S&P 500 Value ETF	464287408	7,225	$1.5M	0.13%
74	Vanguard Russell 1000	92206C714	16,177	$1.4M	0.13%
75	JPMorgan Chase & Co.	VYLD	4,570	$1.4M	0.13%
76	Powershare Ftse Rafi US	IVZ	30,825	$1.4M	0.12%
77	Vanguard Emerging Market	922042858	25,061	$1.4M	0.12%
78	iShares MSCI EAFE ETF	464287465	14,269	$1.3M	0.12%
79	SPDR Portfolio S&P 500 Value ETF	78464A508	23,237	$1.3M	0.11%
80	iShares 5-10 Year Investment Grade Corporate Bond ETF	464288638	23,635	$1.3M	0.11%
81	Eaton Vance Short Dur Muncpl Inc ETF	MS-PQ	24,180	$1.2M	0.11%
82	Abbvie Inc	ABBV	5,169	$1.2M	0.11%
83	DFA US Real Estate ETF	25434V823	48,296	$1.2M	0.10%
84	J P Morgan Mortgage Backed Secs ETF	46654Q575	22,473	$1.1M	0.10%
85	Berkshire Hathaway B New	BRK-A	2,240	$1.1M	0.10%
86	Vanguard Small Cap	922908751	4,252	$1.1M	0.10%
87	Northrop Grumman Corp	NOC	1,773	$1.1M	0.10%
88	Carvana Co	CVNA	2,720	$1.0M	0.09%
89	Vanguard Total Bond	921937835	13,651	$1.0M	0.09%
90	JPMorgan Equity Premium Income ETF	46641Q332	16,762	$957,089	0.08%
91	Oracle Corporation	ORCL-PD	3,336	$938,217	0.08%
92	Vanguard Total Intl Etf	921909768	12,591	$924,935	0.08%
93	Mastercard Inc	MA	1,608	$914,646	0.08%
94	Vanguard Info Technology	92204A702	1,162	$867,584	0.08%
95	Avantis Real Estate ETF	025072356	19,478	$866,381	0.08%
96	Nuveen ESG Large-Cap Value ETF	NU	19,473	$853,443	0.08%
97	Schwab Fundamental Inl	808524755	18,116	$778,263	0.07%
98	iShares MBS Bond Fd	464288588	8,175	$777,851	0.07%
99	DFA U.S. Equity ETF	25434V401	10,465	$758,085	0.07%
100	Berkshire Hathaway Inc A	BRK-A	1	$754,200	0.07%
101	Angel Oak UltraShort Income ETF	03463K752	14,624	$747,944	0.07%
102	Ishares High Yield	46434V407	17,270	$747,791	0.07%
103	Exxon Mobil Corporation	XOM	6,334	$714,166	0.06%
104	Vanguard Mid Cap	922908629	2,412	$708,623	0.06%
105	iShares Core 1-5 Year USD Bond ETF	46432F859	13,841	$675,994	0.06%
106	Visa Inc Cl A	V	1,951	$666,164	0.06%
107	Avantis Responsible International Equity ETF	025072299	9,309	$666,059	0.06%
108	DFA U.S. Small Cap (TM)	25434V500	9,631	$659,338	0.06%
109	iShares Russell 1000 ETF	464287622	1,801	$658,119	0.06%
110	Russell 2000/ Small Value	464287630	3,716	$656,977	0.06%
111	Avantis U.S. Equity ETF	025072885	5,805	$631,004	0.06%
112	Janus Henderson AAA CLO ETF	47103U845	12,409	$630,129	0.06%
113	Avantis U.S. Large Cap Value ETF	025072349	8,274	$597,879	0.05%
114	JPMorgan Limited Duration Bond ETF	46654Q773	11,376	$596,956	0.05%
115	Home Depot Inc	HD	1,433	$580,710	0.05%
116	Abbott Laboratories	ABLZF	4,328	$579,692	0.05%
117	iShares MSCI Emerging Markets ETF	464287234	10,821	$577,841	0.05%
118	Schwab US Large Cap	808524300	16,653	$531,406	0.05%
119	iShares California Muni Bond ETF	464288356	9,139	$521,289	0.05%
120	Vanguard Div Apprciation	921908844	2,411	$520,270	0.05%
121	Google Inc. Class A	GOOG	2,068	$502,731	0.04%
122	Russell 2000/ Small Growth	464287648	1,555	$497,662	0.04%
123	iShares Aggregate Bond Fd	464287226	4,943	$495,536	0.04%
124	VanEck Short Muni ETF	92189F528	27,956	$486,994	0.04%
125	Ishars Edg Msci Usa Qlty	46432F339	2,345	$456,103	0.04%
126	iShares 1-3 Year Treasury Bond ETF	464287457	5,491	$455,527	0.04%
127	Schw Emg Mkt Eq Etf	808524706	13,562	$452,570	0.04%
128	JPMorgan Ultra-Short Income ETF	46641Q837	8,797	$446,251	0.04%
129	Goldman Sachs Group Inc	GSCE	558	$444,363	0.04%
130	Google Inc. Class C	GOOG	1,796	$437,422	0.04%
131	Nvidia Corp	NVDA	2,320	$432,891	0.04%
132	DFA Core Fixed Income ETF	25434V872	10,065	$430,379	0.04%
133	Schwab Short-Term U.S. Treasury ETF	808524862	16,678	$406,943	0.04%
134	Deere & Co	DE	818	$374,039	0.03%
135	Fidelity Small-Mid Multifactor ETF	316092527	8,496	$373,922	0.03%
136	iShares ESG U.S. Aggregate Bond ETF	46435U549	7,518	$361,090	0.03%
137	Costco Whsl Corp New	22160K105	370	$342,483	0.03%
138	SPDR Dow Jones Industrial Average ETF	78467X109	700	$324,618	0.03%
139	Johnson & Johnson	JNJ	1,731	$320,962	0.03%
140	iShares Russell Mid-Cap Growth ETF	464287481	2,207	$314,299	0.03%
141	Asml Hldgs Nv	ASMLF	318	$307,853	0.03%
142	iShares Russell Mid-Cap ETF	464287499	3,138	$302,974	0.03%
143	DTE Energy Company	DTK	2,124	$300,428	0.03%
144	Enbridge Inc	ENNPF	5,919	$298,673	0.03%
145	Netflix Com Inc Com	NFLX	237	$284,144	0.03%
146	TCW Flexible Income ETF	29287L700	7,050	$280,590	0.02%
147	iShares C&S Real Estate	464287564	4,472	$275,565	0.02%
148	iShares Broad USD High Yield Corp Bd ETF	46435U853	7,134	$269,515	0.02%
149	SPDR Gold ETF	GLD	728	$258,782	0.02%
150	Blackstone Group Lp	BX	1,504	$256,958	0.02%
151	Caterpillar Inc	CAT	537	$256,230	0.02%
152	Eaton Corporation	ETN	677	$253,367	0.02%
153	Sector Spdr Fincl Select	81369Y605	4,525	$243,762	0.02%
154	Mc Donalds Corp	MCD	777	$236,006	0.02%
155	Vanguard Large Cap Etf	922908637	739	$227,509	0.02%
156	Schwab US Large Cap Etf	808524201	8,598	$226,469	0.02%
157	Schw US Scap Etf	808524607	8,079	$225,414	0.02%
158	Raytheon Technologies Ord	RTX	1,340	$224,222	0.02%
159	Chevrontexaco Corp	CVX	1,393	$216,344	0.02%
160	iShares Core MSCI EAFE ETF	46432F842	2,474	$216,005	0.02%
161	Schwab Fundamental US	808524771	8,154	$214,450	0.02%
162	Industrial SPDR	81369Y704	1,385	$213,647	0.02%
163	iShares Select Dividend ETF	464287168	1,500	$213,150	0.02%
164	Ev Tax Man Glb Div Eqty	ETN	19,900	$181,090	0.02%
165	AURORA INNOVATION CL A ORD	AUROW	19,121	$103,062	0.01%
166	ClearSign Technologies Corp	CLIR	20,000	$15,424	0.00%