Diversified Portfolios

Diversified Portfolios as of March 31, 2026

Portfolio Holdings for Diversified Portfolios

Diversified Portfolios holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Mkt Etf (VTI) 12.1 $147M 458k 320.81
JPMorgan Active Bond ETF Etf (JBND) 8.8 $107M 2.0M 53.77
Vanguard Core Bond ETF Etf (VCRB) 7.6 $92M 1.2M 77.38
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.5 $79M 933k 84.84
DFA Short-Duration Fixed Inc ETF Etf (DFSD) 5.3 $64M 1.3M 47.88
iShares Ultra Short-Term Bond ETF Etf (ICSH) 4.6 $56M 1.1M 50.62
American Centy Etf Tr avantis emgmkt (AVEM) 3.8 $47M 577k 80.58
DFA US Large Cap Value ETF Etf (DFLV) 2.7 $33M 916k 35.71
SPDR Trust Etf (SPY) 2.1 $26M 40k 650.34
DFA US Small Cap Value ETF Etf (DFSV) 2.0 $24M 695k 35.04
DFA Core Emerging Mkt ETF Etf (DFAE) 1.9 $24M 700k 33.86
iShares S&P 500 Index (IVV) 1.9 $24M 36k 653.21
Nuveen AA-BBB CLO ETF Etf (NCLO) 1.9 $23M 908k 24.93
Russell 3000 Etf (IWV) 1.7 $21M 56k 370.68
Ishares Floating Rate Etf (FLOT) 1.6 $20M 394k 50.95
Vanguard Russell 3000 ETF Etf (VTHR) 1.4 $16M 57k 287.57
DFA Int'l Core Equity ETF Etf (DFAI) 1.2 $15M 387k 38.96
Vanguard Core-Plus Bond ETF Etf (VPLS) 1.2 $15M 193k 77.59
Vanguard Value Etf (VTV) 1.2 $15M 75k 196.20
Vanguard ESG U.S. Stock ETF Etf (ESGV) 1.2 $15M 131k 112.27
DFA Tax-Managed US Marketwide Value II Etf (DFUV) 1.2 $14M 295k 48.46
JPMorgan Municipal ETF Etf (JMUB) 1.1 $14M 271k 49.99
iShares National Muni Bond ETF Etf (MUB) 1.1 $13M 123k 106.15
iShares Global REIT ETF Etf (REET) 1.0 $12M 495k 25.15
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST) 1.0 $12M 243k 50.98
Schwab US Large Cap Value Etf (SCHV) 1.0 $12M 386k 30.50
Russell 2000/Small Blend Etf (IWM) 0.8 $9.9M 40k 248.00
SPDR DoubleLine Total Return Tact ETF Etf (TOTL) 0.8 $9.2M 233k 39.73
Vanguard ESG Int'l ETF Etf (VSGX) 0.7 $8.6M 119k 71.73
Vanguard Growth Etf (VUG) 0.7 $8.1M 19k 436.78
Avantis US Small Cap Value ETF Etf (AVUV) 0.6 $7.9M 72k 110.47
Vanguard Short-Term Bond Index Fund Etf (BSV) 0.6 $7.5M 95k 78.41
iShares S&P 1500 Index Fund (ITOT) 0.6 $7.4M 52k 142.43
DFA US Core Equity ETF Etf (DFAU) 0.6 $7.4M 163k 45.12
iShares Core Total USD Bond Market ETF Etf (IUSB) 0.6 $7.3M 158k 46.19
Vanguard Tax-Exempt Bond ETF Etf (VTEB) 0.6 $7.2M 144k 49.89
VanEck CLO ETF Etf (CLOI) 0.5 $6.5M 123k 52.70
Apple Computer Etf (AAPL) 0.5 $6.0M 24k 253.79
Mid Cap S P D R TRUST Etf (MDY) 0.5 $6.0M 9.7k 616.76
Schw US Brd Mkt Etf Etf (SCHB) 0.5 $5.6M 225k 25.10
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB) 0.4 $5.4M 103k 52.56
Russell 1000/ Lrg. Value Etf (IWD) 0.4 $5.2M 25k 213.67
Vanguard Reit Etf (VNQ) 0.4 $4.6M 52k 88.70
iShares Short-Term National Muni Bond ETF Etf (SUB) 0.4 $4.6M 43k 106.50
DFA U.S. Small Cap Value Etf (DFAT) 0.4 $4.4M 70k 62.45
Russell 1000/ Lrg. Growth Etf (IWF) 0.3 $4.1M 9.6k 426.41
Eaton Vance Short Dur Muncpl Inc ETF Etf (EVSM) 0.3 $4.1M 81k 50.19
Vanguard Mortgage Backed Etf (VMBS) 0.3 $4.0M 85k 46.95
Vanguard Small Cap Value Etf (VBR) 0.3 $3.9M 18k 217.25
iShares S&P 500 Growth ETF Etf (IVW) 0.3 $3.8M 33k 113.11
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.3 $3.7M 34k 109.69
Vanguard Intermediate Etf (VCIT) 0.3 $3.3M 40k 82.75
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $3.3M 26k 124.31
Vanguard High Dividend ETF Etf (VYM) 0.3 $3.2M 22k 148.10
DFA Core Fixed Income ETF Etf (DFCF) 0.3 $3.1M 75k 42.22
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.3 $3.1M 45k 69.75
Vanguard Short Term Corp Bond Etf (VCSH) 0.2 $3.0M 38k 79.27
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.2 $3.0M 7.4k 407.69
JPMorgan Limited Duration Bond ETF Etf (JPLD) 0.2 $2.9M 56k 52.19
Vanguard Msci Eafe Etf Etf (VEA) 0.2 $2.9M 45k 64.08
Amazon (AMZN) 0.2 $2.8M 14k 208.27
Vanguard Interm Bond Index ETF Etf (BIV) 0.2 $2.8M 36k 77.18
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.2 $2.6M 39k 67.53
SPDR Nuveen BB Hi Yld Muncpl Bd ETF Etf (HYMB) 0.2 $2.6M 105k 24.80
Schw Intl Eq Etf Etf (SCHF) 0.2 $2.5M 100k 24.75
Vanguard S&P 500 Etf Etf (VOO) 0.2 $2.4M 4.0k 597.48
BLOXX BBB 1-5 YR Core Bond ETF Etf (BBBS) 0.2 $2.4M 46k 51.15
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL) 0.2 $2.2M 24k 91.64
UMB Financial Corporation (UMBF) 0.2 $2.0M 18k 112.79
Vanguard Shrt Tax Exempt Bnd Etf Etf (VTES) 0.2 $2.0M 20k 101.14
DFA U.S. Equity ETF Etf (DFUS) 0.2 $1.9M 27k 70.91
Invesco QQQ Trust Etf (QQQ) 0.2 $1.9M 3.3k 577.21
Lilly Eli & Company Etf (LLY) 0.2 $1.9M 2.0k 919.77
J P Morgan Mortgage Backed Secs ETF Etf (JMTG) 0.1 $1.6M 32k 51.00
TCW Flexible Income ETF Etf (FLXR) 0.1 $1.6M 41k 39.27
Avantis Responsible US Equity ETF Etf (AVSU) 0.1 $1.6M 21k 73.92
Microsoft Corp Etf (MSFT) 0.1 $1.5M 4.2k 370.21
iShares S&P 500 Value ETF Etf (IVE) 0.1 $1.5M 7.2k 211.15
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 0.1 $1.5M 15k 100.66
Vanguard Russell 1000 Etf (VONV) 0.1 $1.5M 16k 93.74
Powershare Ftse Rafi US Etf (PRF) 0.1 $1.5M 31k 47.53
VanEck AA-BB CLO ETF Etf (CLOB) 0.1 $1.5M 29k 49.98
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB) 0.1 $1.4M 27k 53.22
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.1 $1.4M 25k 56.58
iShares MSCI EAFE ETF Etf (EFA) 0.1 $1.4M 14k 97.13
Janus Henderson AAA CLO ETF Etf (JAAA) 0.1 $1.4M 27k 50.37
JPMorgan Chase & Co. Etf (JPM) 0.1 $1.4M 4.7k 294.16
Vanguard Emerging Market Etf (VWO) 0.1 $1.3M 25k 54.05
Dimensional Etf Trust (DFIV) 0.1 $1.2M 23k 52.78
Northrop Grumman Corp Etf (NOC) 0.1 $1.2M 1.8k 682.24
Janus Henderson B-BBB CLO ETF Etf (JBBB) 0.1 $1.2M 26k 46.60
Berkshire Hathaway (BRK.B) 0.1 $1.2M 2.5k 479.20
JPMorgan Short Duration Core Plus ETF Etf (JSCP) 0.1 $1.1M 24k 47.30
Exxon Mobil Corporation (XOM) 0.1 $1.1M 6.6k 169.66
Abbvie (ABBV) 0.1 $1.1M 4.9k 217.49
Carvana Co cl a (CVNA) 0.1 $1.0M 3.3k 314.38
Vanguard Total Intl Etf Etf (VXUS) 0.1 $1.0M 13k 77.11
Vanguard Small Cap Etf (VB) 0.1 $975k 3.7k 261.89
Schwab Fundamental Inl Etf (FNDF) 0.1 $886k 18k 48.93
Avantis U.S. Equity ETF Etf (AVUS) 0.1 $878k 7.9k 111.18
Nuveen ESG Large-Cap Value ETF Etf (NULV) 0.1 $878k 19k 45.50
DFA US Real Estate ETF Etf (DFAR) 0.1 $842k 36k 23.65
iShares MBS Bond Etf (MBB) 0.1 $827k 8.7k 94.95
iShares California Muni Bond ETF Etf (CMF) 0.1 $804k 14k 56.86
Vanguard Mid Cap Etf (VO) 0.1 $784k 2.7k 287.22
NVIDIA Corporation (NVDA) 0.1 $745k 4.3k 174.41
J P Morgan Exchange-traded F (JEPI) 0.1 $743k 13k 56.68
MasterCard Incorporated (MA) 0.1 $735k 1.5k 499.66
Avantis U.S. Large Cap Value ETF Etf (AVLV) 0.1 $723k 9.0k 80.61
Berkshire Hathaway (BRK.A) 0.1 $718k 1.00 718140.00
Eaton Vance Total Return Bond ETF Etf (EVTR) 0.1 $700k 14k 50.75
Angel Oak UltraShort Income ETF Etf (UYLD) 0.1 $695k 14k 51.03
Ishares High Yield Etf (SHYG) 0.1 $690k 16k 42.31
American Centy Etf Tr (AVSD) 0.1 $686k 9.3k 73.65
DFA U.S. Small Cap Etf (DFAS) 0.1 $678k 9.5k 71.13
Russell 2000/ Small Value Etf (IWN) 0.1 $677k 3.6k 189.58
iShares Russell 1000 ETF Etf (IWB) 0.1 $642k 1.8k 356.50
American Centy Etf Tr (AVRE) 0.1 $628k 14k 44.02
Alphabet Inc Class A cs (GOOGL) 0.0 $608k 2.1k 287.56
Alphabet Inc Class C cs (GOOG) 0.0 $567k 2.0k 286.86
iShares Short-Term CA Muni Act ETF Etf (CALI) 0.0 $556k 11k 50.43
Visa (V) 0.0 $539k 1.8k 302.24
iShares 1-3 Year Treasury Bond ETF Etf (SHY) 0.0 $518k 6.3k 82.57
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $515k 9.1k 56.79
iShares Core 1-5 Year USD Bond ETF Etf (ISTB) 0.0 $508k 11k 48.46
Costco Wholesale Corporation (COST) 0.0 $505k 507.00 996.43
Goldman Sachs (GS) 0.0 $497k 588.00 845.99
Russell 2000/ Small Growth Etf (IWO) 0.0 $484k 1.5k 313.81
Vanguard Div Apprciation Etf (VIG) 0.0 $481k 2.2k 215.06
Home Depot (HD) 0.0 $479k 1.5k 328.93
Vanguard Total Bond Etf (BND) 0.0 $476k 6.5k 73.64
Deere & Company (DE) 0.0 $469k 833.00 563.30
Pimco Multisector Bond Actv Etf Etf (PYLD) 0.0 $457k 17k 26.20
Johnson & Johnson (JNJ) 0.0 $452k 1.9k 244.44
VanEck Short Muni ETF Etf (SMB) 0.0 $441k 26k 17.30
Asml Holding (ASML) 0.0 $425k 322.00 1320.83
Vanguard Long-Term Corporate Bd ETF Etf (VCLT) 0.0 $411k 5.5k 74.72
Caterpillar (CAT) 0.0 $404k 570.00 708.46
Schw Emg Mkt Eq Etf Etf (SCHE) 0.0 $401k 12k 32.95
iShares Lehman Aggregate Bond (AGG) 0.0 $396k 4.0k 99.27
Abbott Laboratories (ABT) 0.0 $388k 3.8k 102.67
Vanguard Info Technology Etf (VGT) 0.0 $382k 547.00 697.72
Schwab US Large Cap Etf (SCHG) 0.0 $367k 13k 29.13
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.0 $347k 6.9k 50.61
Ishars Edg Msci Usa Qlty Etf (QUAL) 0.0 $335k 1.7k 191.81
iShares Russell Mid-Cap ETF Etf (IWR) 0.0 $331k 3.4k 97.23
SPDR Dow Jones Industrial Average ETF Etf (DIA) 0.0 $324k 700.00 463.19
Oracle Corporation (ORCL) 0.0 $317k 2.2k 147.11
DTE Energy Company (DTE) 0.0 $305k 2.1k 146.23
iShares Select Dividend ETF Etf (DVY) 0.0 $304k 2.0k 151.41
SPDR Gold ETF Etf (GLD) 0.0 $303k 704.00 430.29
iShares Broad USD High Yield Corp Bd ETF Etf (USHY) 0.0 $286k 7.8k 36.84
Netflix (NFLX) 0.0 $283k 2.9k 96.15
iShares Core MSCI EAFE ETF Etf (IEFA) 0.0 $279k 3.1k 90.53
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG) 0.0 $277k 5.8k 47.55
Raytheon Technologies Corp (RTX) 0.0 $276k 1.4k 192.90
iShares Russell Mid-Cap Growth ETF Etf (IWP) 0.0 $275k 2.1k 128.12
Fidelity Small-Mid Multifactor ETF Etf (FSMD) 0.0 $261k 5.8k 44.72
PIMCO Intermediate Municipal Bd Actv ETF Etf (MUNI) 0.0 $258k 4.9k 52.19
Eaton (ETN) 0.0 $244k 682.00 357.67
iShares C&S Real Estate Etf (ICF) 0.0 $240k 3.9k 61.89
Facebook Inc cl a (META) 0.0 $236k 413.00 572.40
Sector Spdr Fincl Select Etf (XLF) 0.0 $233k 4.7k 49.37
Chevron Corporation (CVX) 0.0 $232k 1.1k 206.93
JPMorgan Income ETF Etf (JPIE) 0.0 $228k 5.0k 46.07
Schwab Fundamental US Etf (FNDX) 0.0 $227k 8.2k 27.85
Industrial SPDR Etf (XLI) 0.0 $224k 1.4k 161.76
Schw US Scap Etf Etf (SCHA) 0.0 $222k 7.6k 29.08
Vanguard Large Cap Etf Etf (VV) 0.0 $221k 739.00 298.85
Schwab US Large Cap Etf Etf (SCHX) 0.0 $221k 8.6k 25.64
Welltower Inc Com reit (WELL) 0.0 $203k 1.0k 197.71
Corning Incorporated (GLW) 0.0 $202k 1.5k 135.97
Ev Tax Man Glb Div Eqty Etf (EXG) 0.0 $172k 20k 8.66
Aurora Innovatio (AUR) 0.0 $58k 14k 4.12