Diversified Portfolios

Diversified Portfolios as of Dec. 31, 2024

Portfolio Holdings for Diversified Portfolios

Diversified Portfolios holds 146 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Mkt Etf (VTI) 13.1 $121M 416k 289.81
JPMorgan Active Bond ETF Etf (JBND) 7.7 $71M 1.4M 52.25
iShares Ultra Short-Term Bond ETF Etf (ICSH) 6.0 $55M 1.1M 50.43
Vanguard Core Bond ETF Etf (VCRB) 4.6 $43M 560k 75.81
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.5 $41M 674k 61.37
Ishares Floating Rate Etf (FLOT) 3.6 $33M 641k 50.88
Dimensional Short-Duration Fixed Inc ETF Etf (DFSD) 2.9 $26M 564k 46.88
iShares Core Total USD Bond Market ETF Etf (IUSB) 2.8 $25M 560k 45.20
Vanguard Short-Term Bond Index Fund Etf (BSV) 2.7 $25M 319k 77.27
SPDR Trust Etf (SPY) 2.5 $23M 40k 586.08
iShares S&P 500 Index (IVV) 2.4 $22M 38k 588.68
American Centy Etf Tr avantis emgmkt (AVEM) 2.3 $21M 363k 58.79
iShares Global REIT ETF Etf (REET) 2.0 $19M 772k 23.97
Russell 3000 Etf (IWV) 2.0 $18M 54k 334.25
DFA Core Emerging Mkt ETF Etf (DFAE) 2.0 $18M 707k 25.37
iShares National Muni Bond ETF Etf (MUB) 1.8 $17M 158k 106.55
Dimensional US Large Cap Value ETF Etf (DFLV) 1.8 $16M 542k 30.03
Vanguard ESG U.S. Stock ETF Etf (ESGV) 1.5 $14M 130k 104.89
Vanguard Russell 3000 ETF Etf (VTHR) 1.5 $14M 52k 259.74
DFA Tax-Managed US Marketwide Value II Etf (DFUV) 1.4 $13M 305k 40.92
Vanguard Value Etf (VTV) 1.3 $12M 69k 169.30
Dimensional US Small Cap Value ETF Etf (DFSV) 1.3 $12M 379k 30.78
Janus Henderson AAA CLO ETF Etf (JAAA) 1.2 $11M 212k 50.71
DFA Int'l Core Equity ETF Etf (DFAI) 1.1 $11M 359k 29.20
Russell 2000/Small Blend Etf (IWM) 0.9 $8.6M 39k 220.96
Apple Computer Etf (AAPL) 0.9 $8.2M 33k 250.42
Vanguard Core-Plus Bond ETF Etf (VPLS) 0.9 $8.0M 105k 75.99
Schwab US Large Cap Value Etf (SCHV) 0.9 $7.8M 301k 26.07
Vanguard ESG Int'l ETF Etf (VSGX) 0.8 $7.7M 136k 56.70
Vanguard Growth Etf (VUG) 0.8 $7.6M 19k 410.43
Vanguard Interm Bond Index ETF Etf (BIV) 0.8 $7.3M 97k 74.73
DFA US Core Equity ETF Etf (DFAU) 0.8 $7.1M 175k 40.49
Vanguard Reit Etf (VNQ) 0.8 $7.0M 79k 89.08
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST) 0.8 $6.9M 136k 50.71
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL) 0.7 $6.4M 70k 91.43
JPMorgan Municipal ETF Etf (JMUB) 0.7 $6.2M 124k 50.15
Mid Cap S P D R TRUST Etf (MDY) 0.7 $6.2M 11k 569.56
Vanguard Mortgage Backed Etf (VMBS) 0.7 $6.0M 133k 45.34
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB) 0.6 $5.5M 106k 51.70
iShares Short-Term National Muni Bond ETF Etf (SUB) 0.6 $5.1M 48k 105.48
Schw US Brd Mkt Etf Etf (SCHB) 0.5 $4.9M 214k 22.70
Avantis US Small Cap Value ETF Etf (AVUV) 0.5 $4.6M 48k 96.53
Russell 1000/ Lrg. Value Etf (IWD) 0.5 $4.4M 24k 185.13
iShares S&P 1500 Index Fund (ITOT) 0.5 $4.2M 32k 128.62
Russell 1000/ Lrg. Growth Etf (IWF) 0.4 $4.1M 10k 401.59
DFA U.S. Small Cap Value Etf (DFAT) 0.4 $4.1M 73k 55.66
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.4 $3.8M 37k 103.30
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 0.4 $3.6M 36k 100.32
iShares S&P 500 Growth ETF Etf (IVW) 0.4 $3.5M 35k 101.53
Vanguard Short Term Corp Bond Etf (VCSH) 0.4 $3.4M 43k 78.01
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.4 $3.3M 8.9k 366.06
Amazon (AMZN) 0.3 $3.1M 14k 219.39
Vanguard Small Cap Value Etf (VBR) 0.3 $2.9M 14k 198.18
Vanguard High Dividend ETF Etf (VYM) 0.3 $2.8M 22k 127.59
Vanguard Total Bond Etf (BND) 0.3 $2.7M 38k 71.91
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.3 $2.6M 41k 62.31
Vanguard Shrt Tax Exempt Bnd Etf Etf (VTES) 0.3 $2.5M 25k 100.25
Schw Intl Eq Etf Etf (SCHF) 0.3 $2.5M 135k 18.50
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $2.3M 20k 115.22
Vanguard Msci Eafe Etf Etf (VEA) 0.2 $2.2M 46k 47.82
Dimensional Etf Trust (DFIV) 0.2 $2.0M 56k 35.48
Microsoft Corp Etf (MSFT) 0.2 $1.9M 4.6k 421.46
Vanguard Intermediate Etf (VCIT) 0.2 $1.9M 23k 80.27
Vanguard S&P 500 Etf Etf (VOO) 0.2 $1.6M 3.0k 538.81
Lilly Eli & Company Etf (LLY) 0.2 $1.6M 2.1k 772.00
VanEck Short Muni ETF Etf (SMB) 0.2 $1.6M 93k 17.09
Avantis Responsible US Equity ETF Etf (AVSU) 0.2 $1.6M 24k 66.12
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB) 0.2 $1.5M 29k 51.51
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.2 $1.4M 28k 52.22
Invesco QQQ Trust Etf (QQQ) 0.2 $1.4M 2.8k 511.14
Vanguard Russell 1000 Etf (VONV) 0.2 $1.4M 17k 81.25
iShares S&P 500 Value ETF Etf (IVE) 0.1 $1.4M 7.1k 190.88
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.1 $1.3M 26k 51.14
Powershare Ftse Rafi US Etf (PRF) 0.1 $1.3M 31k 40.34
iShares Russell 1000 ETF Etf (IWB) 0.1 $1.2M 3.7k 322.13
iShares MSCI EAFE ETF Etf (EFA) 0.1 $1.1M 15k 75.61
Vanguard Small Cap Etf (VB) 0.1 $1.0M 4.4k 240.26
Vanguard Emerging Market Etf (VWO) 0.1 $1.0M 24k 44.04
Berkshire Hathaway (BRK.B) 0.1 $1.0M 2.3k 453.28
Abbvie (ABBV) 0.1 $957k 5.4k 177.70
SPDR DoubleLine Total Return Tact ETF Etf (TOTL) 0.1 $930k 24k 39.39
iShares MBS Bond Etf (MBB) 0.1 $918k 10k 91.68
JPMorgan Chase & Co. Etf (JPM) 0.1 $884k 3.7k 239.68
Northrop Grumman Corp Etf (NOC) 0.1 $840k 1.8k 469.29
Visa (V) 0.1 $817k 2.6k 316.09
J P Morgan Exchange-traded F (JEPI) 0.1 $797k 14k 57.53
Vanguard Total Intl Etf Etf (VXUS) 0.1 $788k 13k 58.93
DFA U.S. Equity ETF Etf (DFUS) 0.1 $787k 12k 63.75
Mc Donalds Corp Etf (MCD) 0.1 $780k 2.7k 289.88
iShares Lehman Aggregate Bond (AGG) 0.1 $763k 7.9k 96.90
Nuveen ESG Large-Cap Value ETF Etf (NULV) 0.1 $743k 19k 39.37
Ishares High Yield Etf (SHYG) 0.1 $740k 17k 42.61
Alphabet Inc Class A cs (GOOGL) 0.1 $736k 3.9k 189.30
Vanguard Info Technology Etf (VGT) 0.1 $723k 1.2k 621.80
Carvana Co cl a (CVNA) 0.1 $709k 3.5k 203.36
iShares Core 1-5 Year USD Bond ETF Etf (ISTB) 0.1 $699k 15k 47.77
Dimensional US Real Estate ETF Etf (DFAR) 0.1 $687k 30k 23.27
Exxon Mobil Corporation (XOM) 0.1 $683k 6.3k 107.57
Berkshire Hathaway (BRK.A) 0.1 $681k 100.00 6809.20
Schwab US Large Cap Etf (SCHG) 0.1 $664k 24k 27.87
Accenture (ACN) 0.1 $662k 1.9k 351.79
American Centy Etf Tr (AVSD) 0.1 $636k 11k 55.68
MasterCard Incorporated (MA) 0.1 $635k 1.2k 526.57
Russell 2000/ Small Value Etf (IWN) 0.1 $594k 3.6k 164.16
Vanguard Mid Cap Etf (VO) 0.1 $567k 2.1k 264.18
Avantis U.S. Equity ETF Etf (AVUS) 0.1 $563k 5.8k 96.93
Blackstone Group Etf (BX) 0.1 $524k 3.0k 172.39
Schw Emg Mkt Eq Etf Etf (SCHE) 0.1 $507k 19k 26.63
iShares 1-3 Year Treasury Bond ETF Etf (SHY) 0.1 $498k 6.1k 81.98
Vanguard Div Apprciation Etf (VIG) 0.1 $473k 2.4k 195.83
Fidelity Small-Mid Multifactor ETF Etf (FSMD) 0.1 $467k 11k 41.17
Russell 2000/ Small Growth Etf (IWO) 0.0 $448k 1.6k 287.82
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $444k 11k 41.82
Abbott Laboratories (ABT) 0.0 $426k 3.8k 113.11
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG) 0.0 $414k 8.9k 46.44
DFA U.S. Small Cap Etf (DFAS) 0.0 $413k 6.4k 65.08
Vanguard Tax-Exempt Bond ETF Etf (VTEB) 0.0 $409k 8.2k 50.13
Schwab Short-Term U.S. Treasury ETF Etf (SCHO) 0.0 $401k 17k 24.06
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.0 $397k 7.9k 50.37
Vanguard Total Internatl Etf (BNDX) 0.0 $386k 7.9k 49.05
iShares Russell Mid-Cap ETF Etf (IWR) 0.0 $349k 4.0k 88.40
Deere & Company (DE) 0.0 $347k 818.00 423.70
Costco Wholesale Corporation (COST) 0.0 $344k 375.00 916.27
Thermo Fisher Scientific (TMO) 0.0 $334k 641.00 520.23
Goldman Sachs (GS) 0.0 $321k 561.00 572.62
Home Depot (HD) 0.0 $318k 818.00 389.08
American Centy Etf Tr (AVRE) 0.0 $303k 7.2k 41.92
SPDR Dow Jones Industrial Average ETF Etf (DIA) 0.0 $298k 700.00 425.50
Oracle Corporation (ORCL) 0.0 $297k 1.8k 166.64
Alphabet Inc Class C cs (GOOG) 0.0 $288k 1.5k 190.50
iShares Russell Mid-Cap Growth ETF Etf (IWP) 0.0 $280k 2.2k 126.75
iShares C&S Real Estate Etf (ICF) 0.0 $273k 4.5k 60.26
Enbridge (ENB) 0.0 $251k 5.9k 42.43
Invesco S&P MidCap Momentum ETF Etf (XMMO) 0.0 $244k 2.0k 123.53
DFA National Muni Etf (DFNM) 0.0 $242k 5.1k 47.77
Trade Desk (TTD) 0.0 $240k 2.0k 117.53
iShares Broad USD High Yield Corp Bd ETF Etf (USHY) 0.0 $233k 6.3k 36.79
Sector Spdr Fincl Select Etf (XLF) 0.0 $230k 4.8k 48.33
DTE Energy Company (DTE) 0.0 $228k 1.9k 120.73
S&p Global (SPGI) 0.0 $225k 451.00 498.03
Nike Inc Class B Etf (NKE) 0.0 $216k 2.9k 75.67
Schwab US Large Cap Etf Etf (SCHX) 0.0 $216k 9.3k 23.18
Wal-Mart Stores (WMT) 0.0 $214k 2.4k 90.35
Eaton Corporation Etf (ETN) 0.0 $208k 627.00 331.87
Emerson Electric (EMR) 0.0 $207k 1.7k 123.93
Aurora Innovatio (AUR) 0.0 $121k 19k 6.30