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Diversified

Latest statistics and disclosures from Diversified's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHD, IWM, IVV, XLC, and represent 59.07% of Diversified's stock portfolio.
Added to shares of these 10 stocks: SCHX, SCHD, IVV, IWM, JPIE, AVGO, XSVN, DCRE, IBM, MUB.
Started 5 new stock positions in CLX, O, ED, AMD, LYRA.
Reduced shares in these 10 stocks: VEA, XOM, BSV, FTCS, GTO, VGT, Lam Research Corporation, INTC, CVS, INTU.
Sold out of its positions in CVS, INTC, GTO, INTU, Lam Research Corporation, SCHP, BSV, NXPI.
Diversified was a net buyer of stock by $14M.
Diversified has $911M in assets under management (AUM), dropping by 7.03%.
Central Index Key (CIK): 0001841991

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Portfolio Holdings for Diversified

Diversified holds 229 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	29.5	$269M		4.0M	67.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.2	$102M	+2%	1.2M	84.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	7.4	$68M		307k	220.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$51M	+3%	88k	576.82	View chart
Select Sector Spdr Tr Communication (XLC)	5.3	$49M		536k	90.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.9	$36M		145k	245.45	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	3.9	$35M		717k	49.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.2	$29M	+3%	620k	46.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$18M		89k	200.85	View chart
Apple (AAPL)	1.6	$14M		61k	233.00	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.5	$14M	+2%	266k	51.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$12M	+2%	115k	101.27	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.8	$7.5M	+4%	86k	86.82	View chart
NVIDIA Corporation (NVDA)	0.8	$7.4M		61k	121.44	View chart
Microsoft Corporation (MSFT)	0.8	$6.9M		16k	430.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$5.2M	-4%	8.9k	586.50	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$5.0M	+4%	54k	93.11	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.6M	-6%	39k	117.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$3.6M	+7%	38k	96.52	View chart
Eli Lilly & Co. (LLY)	0.4	$3.5M		3.9k	885.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$3.4M	+8%	41k	83.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.4M	+9%	83k	41.12	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.3M	+11%	30k	108.63	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$3.2M	-4%	53k	59.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.1M	+8%	11k	283.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$3.0M	+11%	16k	181.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.9M		6.3k	460.26	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$2.8M		25k	114.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.8M		30k	91.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$2.6M	-2%	13k	200.37	View chart
Southern Company (SO)	0.3	$2.6M		29k	90.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.5M	-2%	5.2k	488.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.5M		6.5k	383.95	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$2.5M	-3%	30k	83.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.4M		15k	165.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.4M		12k	210.85	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.3	$2.3M	-3%	33k	71.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$2.3M	-3%	19k	120.33	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$2.3M	+2%	44k	51.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$2.1M	+11%	55k	38.53	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$2.0M	+10%	77k	26.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M		12k	167.19	View chart
Amazon (AMZN)	0.2	$2.0M		11k	186.34	View chart
UnitedHealth (UNH)	0.2	$2.0M		3.4k	584.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.9M	+11%	65k	29.18	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$1.9M	-7%	17k	108.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.7M		3.0k	584.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M	-2%	3.3k	527.67	View chart
Home Depot (HD)	0.2	$1.7M	+6%	4.2k	405.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M	+2%	9.7k	174.56	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	-4%	2.9k	572.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.7M	+2%	9.3k	179.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.5M		14k	107.65	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.5M	-4%	31k	47.53	View chart
Visa Com Cl A (V)	0.2	$1.5M	+3%	5.3k	274.94	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.5M	+21%	25k	57.41	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$1.4M	-3%	7.6k	191.32	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	+2%	8.3k	173.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.4M	+5%	18k	78.05	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$1.4M		12k	120.37	View chart
Abbvie (ABBV)	0.2	$1.4M		7.0k	197.49	View chart
Johnson & Johnson (JNJ)	0.1	$1.3M	+3%	8.0k	162.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M	+20%	12k	104.18	View chart
International Business Machines (IBM)	0.1	$1.3M	+37%	5.8k	221.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M	+7%	15k	84.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.3M	+2%	14k	87.80	View chart
Constellation Energy (CEG)	0.1	$1.2M		4.7k	260.03	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.2M	-2%	15k	80.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.2M		11k	112.98	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	+25%	14k	80.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.1M	+8%	11k	93.58	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.0M		11k	95.81	View chart
Pepsi (PEP)	0.1	$990k	+2%	5.8k	170.04	View chart
Wal-Mart Stores (WMT)	0.1	$986k	+8%	12k	80.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$973k	+10%	7.4k	131.90	View chart
McDonald's Corporation (MCD)	0.1	$948k	+3%	3.1k	304.53	View chart
Merck & Co (MRK)	0.1	$926k		8.2k	113.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$915k	+8%	7.3k	126.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$903k	+3%	2.4k	375.32	View chart
Coca-Cola Company (KO)	0.1	$902k		13k	71.86	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$867k		22k	39.74	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$854k		38k	22.70	View chart
Caterpillar (CAT)	0.1	$853k	+2%	2.2k	391.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$845k		4.2k	200.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$835k	-11%	13k	62.32	View chart
Broadcom (AVGO)	0.1	$820k	+1102%	4.8k	172.50	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$814k		19k	41.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$809k	-34%	15k	52.81	View chart
3M Company (MMM)	0.1	$804k	-4%	5.9k	136.70	View chart
Chevron Corporation (CVX)	0.1	$783k	-3%	5.3k	147.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$781k	+5%	19k	41.28	View chart
Bank of America Corporation (BAC)	0.1	$770k	-4%	19k	39.68	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$754k	-3%	11k	69.28	View chart
Novo-nordisk A S Adr (NVO)	0.1	$740k		6.2k	119.07	View chart
Nextera Energy (NEE)	0.1	$731k		8.7k	84.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$731k		3.0k	243.04	View chart
PNC Financial Services (PNC)	0.1	$702k		3.8k	184.87	View chart
Pfizer (PFE)	0.1	$698k		24k	28.94	View chart
Thermo Fisher Scientific (TMO)	0.1	$696k		1.1k	618.57	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$678k		8.2k	82.94	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$673k		16k	42.84	View chart
Tesla Motors (TSLA)	0.1	$664k	+5%	2.5k	261.63	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$655k	-3%	3.0k	218.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$652k	+4%	1.8k	353.40	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$650k		6.1k	106.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$634k	-4%	2.8k	225.72	View chart
Dupont De Nemours (DD)	0.1	$633k		7.1k	89.11	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$625k	-8%	15k	40.63	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$624k	+2%	26k	24.05	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$609k	-13%	13k	48.59	View chart
Texas Instruments Incorporated (TXN)	0.1	$606k		2.9k	206.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$600k		1.0k	573.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$584k		11k	52.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$578k		14k	41.77	View chart
Walt Disney Company (DIS)	0.1	$548k	-7%	5.7k	96.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$545k		1.3k	423.24	View chart
Oracle Corporation (ORCL)	0.1	$542k		3.2k	170.39	View chart
Verizon Communications (VZ)	0.1	$532k		12k	44.91	View chart
American Express Company (AXP)	0.1	$515k		1.9k	271.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$512k	+2%	7.2k	70.83	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$511k		22k	23.79	View chart
Exelon Corporation (EXC)	0.1	$507k		13k	40.55	View chart
Blackrock Health Sciences Trust (BME)	0.1	$498k		12k	41.93	View chart
American Water Works (AWK)	0.1	$493k		3.4k	146.24	View chart
Honeywell International (HON)	0.1	$491k	+5%	2.4k	206.71	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$489k	-11%	12k	41.16	View chart
Lowe's Companies (LOW)	0.1	$487k	+4%	1.8k	270.88	View chart
Trane Technologies SHS (TT)	0.1	$487k	+15%	1.3k	388.73	View chart
At&t (T)	0.1	$482k		22k	22.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$474k	+16%	13k	36.41	View chart
Cisco Systems (CSCO)	0.1	$461k		8.7k	53.22	View chart
Abbott Laboratories (ABT)	0.1	$458k		4.0k	114.02	View chart
Parker-Hannifin Corporation (PH)	0.0	$449k		710.00	631.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$447k	-13%	8.7k	51.12	View chart
Deere & Company (DE)	0.0	$428k	+7%	1.0k	417.33	View chart
Costco Wholesale Corporation (COST)	0.0	$426k	-6%	480.00	886.52	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$422k	+12%	2.4k	173.69	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$418k	-6%	16k	26.27	View chart
Applied Materials (AMAT)	0.0	$416k		2.1k	202.01	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$414k		2.4k	171.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$409k	+5%	1.5k	267.37	View chart
Intuitive Surgical Com New (ISRG)	0.0	$399k		813.00	491.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$383k		2.3k	167.67	View chart
Mastercard Incorporated Cl A (MA)	0.0	$382k	+8%	773.00	493.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$382k		15k	25.16	View chart
Nike CL B (NKE)	0.0	$380k	-13%	4.3k	88.40	View chart
Norfolk Southern (NSC)	0.0	$379k		1.5k	248.52	View chart
Imperial Oil Com New (IMO)	0.0	$375k		5.3k	70.45	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$374k		8.2k	45.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$373k	-2%	8.2k	45.32	View chart
Quanta Services (PWR)	0.0	$372k	+13%	1.2k	298.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$372k	+34%	5.7k	64.74	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$370k		8.5k	43.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$368k	+7%	3.5k	106.20	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$368k		11k	34.49	View chart
Wells Fargo & Company (WFC)	0.0	$366k	-4%	6.5k	56.49	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$361k	-6%	3.2k	114.52	View chart
Starbucks Corporation (SBUX)	0.0	$360k		3.7k	97.50	View chart
Keysight Technologies (KEYS)	0.0	$359k		2.3k	158.93	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$353k	-8%	7.8k	45.50	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$353k		4.1k	86.98	View chart
Adobe Systems Incorporated (ADBE)	0.0	$340k	+2%	657.00	517.78	View chart
Progressive Corporation (PGR)	0.0	$336k	+13%	1.3k	253.77	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$331k		4.2k	77.90	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$330k		18k	18.10	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$327k	+7%	3.0k	109.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$326k	+30%	3.4k	95.49	View chart
Gartner (IT)	0.0	$325k		641.00	506.76	View chart
Dow (DOW)	0.0	$321k		5.9k	54.63	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$319k		13k	25.12	View chart
Ge Aerospace Com New (GE)	0.0	$318k		1.7k	188.58	View chart
BlackRock	0.0	$314k	+2%	331.00	948.50	View chart
CSX Corporation (CSX)	0.0	$310k	-29%	9.0k	34.53	View chart
Automatic Data Processing (ADP)	0.0	$309k		1.1k	276.73	View chart
Campbell Soup Company (CPB)	0.0	$303k	+2%	6.2k	48.92	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$301k	-44%	3.3k	90.80	View chart
TJX Companies (TJX)	0.0	$299k		2.5k	117.54	View chart
FactSet Research Systems (FDS)	0.0	$293k		637.00	460.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$290k	-35%	6.1k	47.85	View chart
Amgen (AMGN)	0.0	$289k	-2%	896.00	322.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$289k	-5%	1.4k	211.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$289k		3.0k	95.75	View chart
Eaton Corp SHS (ETN)	0.0	$288k		868.00	331.30	View chart
Morgan Stanley Com New (MS)	0.0	$286k		2.7k	104.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$281k	+30%	3.7k	75.11	View chart
Illinois Tool Works (ITW)	0.0	$277k		1.1k	262.10	View chart
Stryker Corporation (SYK)	0.0	$276k		763.00	361.43	View chart
Oneok (OKE)	0.0	$271k	-7%	3.0k	91.13	View chart
Corteva (CTVA)	0.0	$268k		4.6k	58.79	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$268k	-8%	12k	21.70	View chart
Qualcomm (QCOM)	0.0	$265k		1.6k	170.05	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$262k	-3%	5.1k	51.13	View chart
Raytheon Technologies Corp (RTX)	0.0	$258k	+5%	2.1k	121.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$258k		6.2k	41.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$258k		3.2k	80.30	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$257k		6.1k	41.96	View chart
ConocoPhillips (COP)	0.0	$256k	+8%	2.4k	105.28	View chart
Goldman Sachs (GS)	0.0	$255k		514.00	495.11	View chart
salesforce (CRM)	0.0	$254k	+2%	929.00	273.71	View chart
Phillips 66 (PSX)	0.0	$251k		1.9k	131.45	View chart
Netflix (NFLX)	0.0	$244k		343.00	709.79	View chart
Altria (MO)	0.0	$243k	-2%	4.8k	51.04	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$242k		4.2k	58.12	View chart
Essential Utils (WTRG)	0.0	$238k	-42%	6.2k	38.57	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$238k		5.2k	45.51	View chart
Clorox Company (CLX)	0.0	$237k	NEW	1.5k	162.91	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$235k		8.1k	29.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$234k	-11%	2.0k	116.94	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$233k		17k	13.80	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$233k		10k	22.53	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$232k		3.3k	70.58	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$231k	+3%	277.00	833.25	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$230k		4.7k	48.98	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$229k		5.2k	44.42	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$225k		2.7k	82.64	View chart
Arbor Realty Trust (ABR)	0.0	$222k		14k	15.56	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$222k		9.1k	24.45	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$222k		6.6k	33.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$221k		3.3k	67.26	View chart
Advanced Micro Devices (AMD)	0.0	$214k	NEW	1.3k	164.08	View chart
United Parcel Service CL B (UPS)	0.0	$209k		1.5k	136.34	View chart
Realty Income (O)	0.0	$203k	NEW	3.2k	63.41	View chart
Consolidated Edison (ED)	0.0	$203k	NEW	1.9k	104.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$202k	-10%	3.9k	51.50	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$202k	-20%	8.0k	25.40	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$178k	-5%	21k	8.68	View chart
First Us Bancshares (FUSB)	0.0	$127k		12k	11.05	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$125k	-10%	14k	9.21	View chart
Lyra Therapeutics (LYRA)	0.0	$3.1k	NEW	12k	0.26	View chart

Past Filings by Diversified

SEC 13F filings are viewable for Diversified going back to 2020

Diversified 2024 Q3 filed Nov. 13, 2024
Diversified 2024 Q2 filed July 24, 2024
Diversified 2024 Q1 filed May 2, 2024
Diversified 2023 Q4 filed Feb. 1, 2024
Diversified 2023 Q3 filed Nov. 2, 2023
Diversified 2023 Q2 filed July 26, 2023
Diversified 2023 Q1 filed April 24, 2023
Diversified 2022 Q4 filed Feb. 13, 2023
Diversified 2022 Q3 filed Oct. 25, 2022
Diversified 2022 Q2 filed July 19, 2022
Diversified 2022 Q1 filed April 14, 2022
Diversified 2021 Q4 filed Jan. 31, 2022
Diversified 2021 Q3 filed Nov. 4, 2021
Diversified 2021 Q1 restated filed July 26, 2021
Diversified 2020 Q4 restated filed July 21, 2021
Diversified 2021 Q2 filed July 16, 2021

View all past filings

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