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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

Institutional Manager · CIK 0001634212

Diversified Portfolios, Inc.

Bloomfield Hills, MI · File #028-16822

Latest AUM
$1.20B
Positions
181
Top-10 Concentration
61.3%
Filings
12

Sector Allocation

Financials
2.4%$29.1M
Technology
0.9%$11.4M
Healthcare
0.3%$4.0M
Industrials
0.2%$2.5M
Energy
0.1%$846,195

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Total Stock Mkt922908769458,478$153.7M14.34%
2JPMorgan Active Bond ETF46654Q7161,921,439$103.9M9.69%
3Vanguard Core Bond ETF9220207481,129,478$88.0M8.21%
4Avantis International Equity ETF025072703943,601$77.7M7.25%
5DFA Short-Duration Fixed Inc ETF25434V8641,236,613$59.3M5.53%
6iShares Ultra Short-Term Bond ETF46434V8781,078,140$54.5M5.09%
7Avantis Emerging Markets EQ ETF025072604549,538$42.3M3.95%
8SPDR Trust (S&P 500)SPY40,294$27.5M2.56%
9DFA US Large Cap Value ETF25434V666768,137$26.3M2.45%
10iShares Core S&P 500 ETF46428720035,559$24.4M2.27%
11DFA Core Emerging Mkt ETF25434V302709,891$23.1M2.16%
12Russell 300046428768956,470$21.8M2.04%
13DFA US Small Cap Value ETF25434V815645,753$21.2M1.98%
14Ishares Floating Rate46429B655402,385$20.5M1.91%
15Nuveen AA-BBB CLO ETFNU761,276$19.1M1.78%
16Vanguard Russell 3000 ETF92206C59953,533$16.1M1.50%
17Vanguard ESG U.S. Stock ETF921910733125,605$15.2M1.42%
18JPMorgan Ultra-Short Municipal Inc ETF46641Q654297,129$15.1M1.41%
19DFA Int'l Core Equity ETF25434V203391,367$14.9M1.39%
20iShares Global REIT ETF46434V647588,791$14.7M1.37%