Diversified Portfolios

Diversified Portfolios as of March 31, 2025

Portfolio Holdings for Diversified Portfolios

Diversified Portfolios holds 141 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Mkt Etf (VTI) 12.5 $119M 434k 274.84
JPMorgan Active Bond ETF Etf (JBND) 8.4 $80M 1.5M 53.52
Vanguard Core Bond ETF Etf (VCRB) 6.3 $60M 773k 77.43
iShares Ultra Short-Term Bond ETF Etf (ICSH) 6.0 $57M 1.1M 50.70
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.1 $49M 739k 66.27
Dimensional Short-Duration Fixed Inc ETF Etf (DFSD) 4.1 $39M 826k 47.52
Ishares Floating Rate Etf (FLOT) 4.0 $38M 736k 51.05
American Centy Etf Tr avantis emgmkt (AVEM) 2.6 $25M 418k 60.17
SPDR Trust Etf (SPY) 2.4 $23M 41k 559.40
iShares S&P 500 Index (IVV) 2.2 $21M 38k 561.90
iShares Core Total USD Bond Market ETF Etf (IUSB) 2.2 $21M 456k 46.08
iShares Global REIT ETF Etf (REET) 2.1 $20M 816k 24.26
Dimensional US Large Cap Value ETF Etf (DFLV) 2.0 $19M 614k 30.57
DFA Core Emerging Mkt ETF Etf (DFAE) 1.9 $18M 706k 25.89
Russell 3000 Etf (IWV) 1.8 $17M 54k 317.64
Vanguard Short-Term Bond Index Fund Etf (BSV) 1.8 $17M 216k 78.28
iShares National Muni Bond ETF Etf (MUB) 1.6 $15M 141k 105.44
Vanguard ESG U.S. Stock ETF Etf (ESGV) 1.4 $14M 138k 97.95
Vanguard Russell 3000 ETF Etf (VTHR) 1.4 $13M 53k 246.76
Dimensional US Small Cap Value ETF Etf (DFSV) 1.3 $13M 444k 28.15
DFA Tax-Managed US Marketwide Value II Etf (DFUV) 1.3 $13M 303k 41.21
DFA Int'l Core Equity ETF Etf (DFAI) 1.3 $12M 386k 31.23
Vanguard Value Etf (VTV) 1.3 $12M 70k 172.74
Vanguard Core-Plus Bond ETF Etf (VPLS) 1.1 $10M 134k 77.56
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST) 1.0 $9.9M 194k 50.85
Russell 2000/Small Blend Etf (IWM) 0.9 $8.8M 44k 199.49
Schwab US Large Cap Value Etf (SCHV) 0.9 $8.6M 322k 26.58
Vanguard ESG Int'l ETF Etf (VSGX) 0.8 $7.5M 128k 58.98
JPMorgan Municipal ETF Etf (JMUB) 0.8 $7.4M 147k 50.00
Vanguard Reit Etf (VNQ) 0.7 $7.1M 79k 90.54
DFA US Core Equity ETF Etf (DFAU) 0.7 $7.0M 182k 38.44
Vanguard Growth Etf (VUG) 0.7 $6.8M 18k 370.81
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL) 0.6 $6.1M 66k 91.73
Mid Cap S P D R TRUST Etf (MDY) 0.6 $5.7M 11k 533.49
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB) 0.6 $5.5M 105k 52.37
Vanguard Interm Bond Index ETF Etf (BIV) 0.6 $5.5M 71k 76.57
Apple Computer Etf (AAPL) 0.6 $5.3M 24k 222.13
iShares S&P 1500 Index Fund (ITOT) 0.5 $5.2M 42k 122.01
iShares Short-Term National Muni Bond ETF Etf (SUB) 0.5 $5.0M 48k 105.60
Schw US Brd Mkt Etf Etf (SCHB) 0.5 $4.6M 214k 21.53
Russell 1000/ Lrg. Value Etf (IWD) 0.5 $4.6M 25k 188.16
SPDR DoubleLine Total Return Tact ETF Etf (TOTL) 0.5 $4.4M 109k 40.29
Avantis US Small Cap Value ETF Etf (AVUV) 0.5 $4.3M 50k 87.17
DFA U.S. Small Cap Value Etf (DFAT) 0.4 $3.8M 73k 51.49
Russell 1000/ Lrg. Growth Etf (IWF) 0.4 $3.7M 10k 361.10
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.4 $3.5M 37k 92.79
Vanguard Mortgage Backed Etf (VMBS) 0.4 $3.4M 73k 46.31
Vanguard Short Term Corp Bond Etf (VCSH) 0.3 $3.3M 42k 78.94
iShares S&P 500 Growth ETF Etf (IVW) 0.3 $3.2M 35k 92.83
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 0.3 $3.1M 31k 100.67
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.3 $2.9M 8.8k 334.48
Schw Intl Eq Etf Etf (SCHF) 0.3 $2.8M 143k 19.78
Vanguard High Dividend ETF Etf (VYM) 0.3 $2.8M 22k 128.96
Vanguard Small Cap Value Etf (VBR) 0.3 $2.5M 14k 186.29
Amazon (AMZN) 0.3 $2.4M 13k 190.26
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $2.4M 23k 104.57
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.2 $2.4M 41k 58.35
Vanguard Msci Eafe Etf Etf (VEA) 0.2 $2.3M 46k 50.83
UMB Financial Corporation (UMBF) 0.2 $2.2M 22k 101.10
Dimensional Etf Trust (DFIV) 0.2 $2.0M 51k 39.36
Vanguard Shrt Tax Exempt Bnd Etf Etf (VTES) 0.2 $2.0M 20k 100.51
Vanguard Intermediate Etf (VCIT) 0.2 $1.9M 23k 81.76
Vanguard Emerging Market Etf (VWO) 0.2 $1.7M 38k 45.26
Lilly Eli & Company Etf (LLY) 0.2 $1.7M 2.1k 825.91
Vanguard S&P 500 Etf Etf (VOO) 0.2 $1.7M 3.3k 513.85
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.2 $1.6M 30k 53.97
VanEck Short Muni ETF Etf (SMB) 0.2 $1.6M 93k 17.14
Schwab Short-Term U.S. Treasury ETF Etf (SCHO) 0.1 $1.4M 56k 24.34
Avantis Responsible US Equity ETF Etf (AVSU) 0.1 $1.4M 22k 62.36
iShares S&P 500 Value ETF Etf (IVE) 0.1 $1.4M 7.1k 190.58
Invesco QQQ Trust Etf (QQQ) 0.1 $1.3M 2.9k 468.86
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB) 0.1 $1.3M 26k 52.52
Vanguard Russell 1000 Etf (VONV) 0.1 $1.3M 16k 82.54
Vanguard Total Bond Etf (BND) 0.1 $1.3M 18k 73.45
Powershare Ftse Rafi US Etf (PRF) 0.1 $1.3M 31k 40.41
Microsoft Corp Etf (MSFT) 0.1 $1.2M 3.3k 375.44
Berkshire Hathaway (BRK.B) 0.1 $1.2M 2.3k 532.58
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.1 $1.2M 23k 51.07
iShares MSCI EAFE ETF Etf (EFA) 0.1 $1.2M 14k 81.73
BLOXX BBB 1-5 YR Core Bond ETF Etf (BBBS) 0.1 $1.2M 23k 51.05
Abbvie (ABBV) 0.1 $1.1M 5.2k 209.52
Vanguard Small Cap Etf (VB) 0.1 $1.0M 4.7k 221.74
Dimensional US Real Estate ETF Etf (DFAR) 0.1 $960k 40k 23.77
Northrop Grumman Corp Etf (NOC) 0.1 $916k 1.8k 512.01
JPMorgan Chase & Co. Etf (JPM) 0.1 $900k 3.7k 245.30
Mc Donalds Corp Etf (MCD) 0.1 $808k 2.6k 312.39
J P Morgan Exchange-traded F (JEPI) 0.1 $806k 14k 57.14
Berkshire Hathaway (BRK.A) 0.1 $798k 1.00 798442.00
Nuveen ESG Large-Cap Value ETF Etf (NULV) 0.1 $773k 19k 40.49
Vanguard Total Intl Etf Etf (VXUS) 0.1 $762k 12k 62.10
Exxon Mobil Corporation (XOM) 0.1 $756k 6.4k 118.93
Angel Oak UltraShort Income ETF Etf (UYLD) 0.1 $746k 15k 51.09
iShares Core 1-5 Year USD Bond ETF Etf (ISTB) 0.1 $733k 15k 48.35
Ishares High Yield Etf (SHYG) 0.1 $730k 17k 42.52
iShares MBS Bond Etf (MBB) 0.1 $724k 7.7k 93.78
DFA U.S. Equity ETF Etf (DFUS) 0.1 $676k 11k 60.48
Carvana Co cl a (CVNA) 0.1 $666k 3.2k 209.08
MasterCard Incorporated (MA) 0.1 $661k 1.2k 548.12
Vanguard Info Technology Etf (VGT) 0.1 $638k 1.2k 542.38
Visa (V) 0.1 $594k 1.7k 350.54
Vanguard Mid Cap Etf (VO) 0.1 $564k 2.2k 258.67
iShares Lehman Aggregate Bond (AGG) 0.1 $562k 5.7k 98.92
American Centy Etf Tr (AVSD) 0.1 $558k 9.3k 59.98
iShares Russell 1000 ETF Etf (IWB) 0.1 $550k 1.8k 306.69
Russell 2000/ Small Value Etf (IWN) 0.1 $546k 3.6k 150.97
Avantis U.S. Equity ETF Etf (AVUS) 0.1 $536k 5.8k 92.38
Schwab US Large Cap Etf (SCHG) 0.1 $496k 20k 25.04
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.1 $493k 9.7k 50.63
Schw Emg Mkt Eq Etf Etf (SCHE) 0.1 $488k 18k 27.57
iShares MSCI Emerging Markets ETF Etf (EEM) 0.1 $479k 11k 43.70
Abbott Laboratories (ABT) 0.1 $476k 3.6k 132.65
Vanguard Div Apprciation Etf (VIG) 0.0 $469k 2.4k 193.99
iShares 1-3 Year Treasury Bond ETF Etf (SHY) 0.0 $454k 5.5k 82.73
DFA U.S. Small Cap Etf (DFAS) 0.0 $402k 6.7k 59.75
Russell 2000/ Small Growth Etf (IWO) 0.0 $397k 1.6k 255.53
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG) 0.0 $389k 8.2k 47.48
Deere & Company (DE) 0.0 $384k 818.00 469.35
Fidelity Small-Mid Multifactor ETF Etf (FSMD) 0.0 $354k 9.0k 39.16
Costco Wholesale Corporation (COST) 0.0 $345k 365.00 945.78
Schwab Fundamental Inl Etf (FNDF) 0.0 $333k 9.2k 36.14
Alphabet Inc Class A cs (GOOGL) 0.0 $313k 2.0k 154.64
American Centy Etf Tr (AVRE) 0.0 $311k 7.2k 43.01
Schw US Scap Etf Etf (SCHA) 0.0 $311k 13k 23.43
Goldman Sachs (GS) 0.0 $307k 561.00 546.29
Home Depot (HD) 0.0 $303k 827.00 366.57
SPDR Dow Jones Industrial Average ETF Etf (DIA) 0.0 $294k 700.00 419.88
Pimco Multisector Bond Actv Etf Etf (PYLD) 0.0 $279k 11k 26.35
iShares C&S Real Estate Etf (ICF) 0.0 $278k 4.5k 61.53
iShares Russell Mid-Cap ETF Etf (IWR) 0.0 $268k 3.2k 85.07
Enbridge (ENB) 0.0 $262k 5.9k 44.31
DTE Energy Company (DTE) 0.0 $262k 1.9k 138.29
iShares Russell Mid-Cap Growth ETF Etf (IWP) 0.0 $259k 2.2k 117.49
Accenture (ACN) 0.0 $258k 827.00 312.04
iShares Broad USD High Yield Corp Bd ETF Etf (USHY) 0.0 $258k 7.0k 36.81
Alphabet Inc Class C cs (GOOG) 0.0 $242k 1.6k 156.20
Sector Spdr Fincl Select Etf (XLF) 0.0 $237k 4.8k 49.81
Schwab US Large Cap Etf Etf (SCHX) 0.0 $236k 11k 22.08
DFA National Muni Etf (DFNM) 0.0 $232k 4.9k 47.57
Oracle Corporation (ORCL) 0.0 $227k 1.6k 139.81
Aurora Innovatio (AUR) 0.0 $129k 19k 6.72
Clearsign Combustion (CLIR) 0.0 $9.8k 13k 0.75