Diversified Portfolios

Diversified Portfolios as of June 30, 2026

Portfolio Holdings for Diversified Portfolios

Diversified Portfolios holds 201 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Etf (VTI) 12.4 $171M 463k 370.04
Vanguard Malvern Fds Etf (VCRB) 7.7 $106M 1.4M 77.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.4 $89M 994k 89.20
J P Morgan Exchange Traded F Etf (JBND) 6.1 $85M 1.6M 53.50
Dimensional Etf Trust Etf (DFSD) 4.6 $64M 1.3M 47.75
Ishares Tr Etf (ICSH) 3.9 $54M 1.1M 50.58
American Centy Etf Tr avantis emgmkt (AVEM) 3.4 $47M 488k 96.49
Dimensional Etf Trust Etf (DFLV) 2.9 $41M 1.0M 39.54
State Str Spdr S&p 500 Etf T Etf (SPY) 2.2 $31M 41k 746.76
J P Morgan Exchange Traded F Etf (JMTG) 2.2 $30M 591k 50.68
Nushares Etf Tr Etf (NCLO) 2.1 $30M 1.2M 25.08
Dimensional Etf Trust Etf (DFSV) 2.1 $29M 735k 38.79
Dimensional Etf Trust Etf (DFAE) 2.0 $28M 697k 40.21
iShares S&P 500 Index (IVV) 2.0 $27M 36k 748.89
Ishares Tr Etf (IWV) 1.7 $24M 56k 426.40
J P Morgan Exchange Traded F Etf (JMUB) 1.4 $19M 380k 50.66
Ishares Tr Etf (FLOT) 1.4 $19M 374k 51.05
Vanguard Scottsdale Fds Etf (VTHR) 1.4 $19M 57k 331.43
Vanguard Malvern Fds Etf (VPLS) 1.3 $18M 233k 77.58
Vanguard Index Fds Etf (VTV) 1.2 $16M 75k 217.93
Dimensional Etf Trust Etf (DFAI) 1.2 $16M 391k 41.25
Vanguard World Etf (ESGV) 1.2 $16M 122k 132.24
Dimensional Etf Trust Etf (DFUV) 1.2 $16M 292k 55.01
Schwab Strategic Tr Etf (SCHV) 1.0 $13M 380k 34.81
Ishares Tr Etf (MUB) 0.9 $13M 117k 107.62
Ishares Tr Etf (IWM) 0.9 $12M 40k 300.45
Vanguard Mun Bd Fds Etf (VTEB) 0.9 $12M 235k 50.58
Vaneck Etf Trust Etf (CLOI) 0.9 $12M 223k 52.95
J P Morgan Exchange Traded F Etf (JMST) 0.8 $11M 215k 51.00
Ishares Tr Etf (REET) 0.7 $9.8M 355k 27.62
Vanguard Index Fds Etf (VUG) 0.7 $9.7M 113k 86.14
Apple Etf (AAPL) 0.7 $9.6M 33k 289.36
American Centy Etf Tr Etf (AVUV) 0.7 $9.1M 73k 124.76
Vanguard World Etf (VSGX) 0.6 $8.7M 106k 82.34
iShares S&P 1500 Index Fund (ITOT) 0.6 $8.5M 52k 164.27
Dimensional Etf Trust Etf (DFAU) 0.6 $8.4M 162k 51.69
American Centy Etf Tr Etf (AVES) 0.6 $7.7M 117k 65.60
Morgan Stanley Etf Trust Etf (EVSM) 0.5 $7.6M 150k 50.31
Ishares Tr Etf (IUSB) 0.5 $7.2M 155k 46.15
Vanguard Bd Index Fds Etf (BSV) 0.5 $6.9M 89k 77.91
State Str Spdr S&p Midcap 40 Etf (MDY) 0.5 $6.7M 9.5k 703.30
Schwab Strategic Tr Etf (SCHB) 0.5 $6.4M 220k 28.96
Ishares Tr Etf (IWD) 0.4 $5.9M 24k 242.43
Ssga Active Etf Tr Etf (TOTL) 0.4 $5.8M 147k 39.47
Ishares Tr Etf (IGSB) 0.4 $5.4M 103k 52.41
Dimensional Etf Trust Etf (DFAT) 0.4 $4.9M 70k 69.90
Ishares Tr Etf (IWF) 0.4 $4.9M 39k 124.17
Ishares Tr Etf (IVW) 0.3 $4.6M 33k 137.53
Vanguard Scottsdale Fds Etf (VMBS) 0.3 $4.5M 95k 46.81
Vanguard Index Fds Etf (VBR) 0.3 $4.3M 18k 242.99
Vanguard Scottsdale Fds Etf (VONG) 0.3 $4.3M 34k 127.81
Vanguard Index Fds Etf (VNQ) 0.3 $4.1M 43k 96.43
Ishares Tr Etf (SUB) 0.3 $4.0M 38k 106.47
Dimensional Etf Trust Etf (DFCF) 0.3 $3.8M 91k 42.21
Ishares Tr Etf (IJR) 0.3 $3.7M 25k 148.31
Vanguard Admiral Fds Etf (VOOG) 0.3 $3.6M 44k 82.62
Vanguard Whitehall Fds Etf (VYM) 0.2 $3.4M 22k 158.03
Amazon (AMZN) 0.2 $3.4M 14k 238.34
Ishares Etf (IEMG) 0.2 $3.3M 40k 82.84
J P Morgan Exchange Traded F Etf (JPLD) 0.2 $3.1M 60k 52.19
Vanguard Tax-managed Fds Etf (VEA) 0.2 $3.1M 43k 71.25
Vanguard Scottsdale Fds Etf (VCSH) 0.2 $3.0M 38k 79.03
Ishares Tr Etf (IJH) 0.2 $3.0M 39k 77.11
Schwab Strategic Tr Etf (SCHF) 0.2 $2.9M 105k 27.70
Vanguard Index Fds Etf (VOO) 0.2 $2.9M 4.2k 686.83
Spdr Series Trust Etf (HYMB) 0.2 $2.9M 114k 25.44
Pimco Etf Tr Etf (MUNI) 0.2 $2.8M 53k 52.60
Vanguard Scottsdale Fds Etf (VCIT) 0.2 $2.8M 34k 82.65
Invesco Qqq Tr Etf (QQQ) 0.2 $2.7M 3.7k 736.40
Dimensional Etf Trust Etf (DFUS) 0.2 $2.6M 32k 81.94
UMB Financial Corporation (UMBF) 0.2 $2.5M 18k 142.76
Vanguard Bd Index Fds Etf (BIV) 0.2 $2.5M 33k 76.70
Ishares Tr Etf (IGIB) 0.2 $2.4M 45k 53.17
Eli Lilly & Co Etf (LLY) 0.2 $2.3M 1.9k 1199.43
Microsoft Corp Etf (MSFT) 0.2 $2.1M 5.6k 373.04
Bondbloxx Etf Trust Etf (BBBS) 0.1 $2.0M 39k 51.05
Dimensional Etf Trust (DFIV) 0.1 $1.9M 36k 54.02
American Centy Etf Tr Etf (AVSU) 0.1 $1.9M 21k 88.52
Tcw Etf Trust Etf (FLXR) 0.1 $1.9M 48k 39.21
Vanguard Wellington Etf (VTES) 0.1 $1.9M 18k 101.31
Vanguard Mun Bd Fds Etf (VCRM) 0.1 $1.9M 24k 76.40
Janus Detroit Str Tr Etf (JAAA) 0.1 $1.8M 36k 50.49
Vanguard Scottsdale Fds Etf (VONV) 0.1 $1.7M 16k 106.31
Jpmorgan Chase & Co Etf (JPM) 0.1 $1.7M 5.1k 327.33
Invesco Exchange Traded Fd T Etf (PRF) 0.1 $1.7M 31k 54.03
Ishares Tr Etf (IVE) 0.1 $1.7M 7.3k 227.06
Abbvie (ABBV) 0.1 $1.7M 6.6k 251.64
Vaneck Etf Trust Etf (CLOB) 0.1 $1.6M 31k 50.51
Spdr Series Trust Etf (SPYV) 0.1 $1.5M 25k 60.79
Ishares Tr Etf (EFA) 0.1 $1.5M 14k 103.88
Ishares Tr Etf (SGOV) 0.1 $1.5M 15k 100.67
J P Morgan Exchange Traded F Etf (JSCP) 0.1 $1.5M 31k 47.15
Spdr Series Trust Etf (BIL) 0.1 $1.4M 15k 91.64
Vanguard Intl Equity Index F Etf (VWO) 0.1 $1.4M 23k 59.69
Janus Detroit Str Tr Etf (JBBB) 0.1 $1.4M 29k 47.35
Berkshire Hathaway (BRK.B) 0.1 $1.3M 2.6k 500.39
NVIDIA Corporation (NVDA) 0.1 $1.3M 6.3k 200.09
Vanguard Star Fds Etf (VXUS) 0.1 $1.2M 14k 85.49
Alphabet Inc Class A cs (GOOGL) 0.1 $1.2M 3.3k 357.42
Johnson & Johnson (JNJ) 0.1 $1.1M 4.4k 253.97
Vanguard Index Fds Etf (VB) 0.1 $1.1M 3.6k 303.08
Vanguard Mun Bd Fds Etf (VTEL) 0.1 $1.1M 10k 104.77
Ishares Tr Etf (CMF) 0.1 $1.0M 18k 57.64
American Centy Etf Tr Etf (AVUS) 0.1 $1.0M 7.9k 128.08
Costco Wholesale Corporation (COST) 0.1 $962k 1.0k 935.47
Schwab Strategic Tr Etf (FNDF) 0.1 $956k 18k 52.76
Carvana Co cl a (CVNA) 0.1 $940k 14k 65.82
Exxon Mobil Corporation (XOM) 0.1 $932k 6.8k 136.73
Nushares Etf Tr Etf (NULV) 0.1 $931k 19k 49.99
Northrop Grumman Corp Etf (NOC) 0.1 $915k 1.8k 509.31
Vanguard Index Fds Etf (VO) 0.1 $881k 11k 80.57
Angel Oak Funds Trust Etf (UYLD) 0.1 $856k 17k 51.01
Home Depot (HD) 0.1 $854k 2.4k 352.71
Ishares Tr Etf (MBB) 0.1 $823k 8.7k 94.52
American Centy Etf Tr Etf (AVLV) 0.1 $819k 9.0k 91.21
Blackrock Etf Trust Ii Etf (CALI) 0.1 $797k 16k 50.53
Dimensional Etf Trust Etf (DFAS) 0.1 $785k 9.5k 82.34
MasterCard Incorporated (MA) 0.1 $774k 1.5k 513.60
Ishares Tr Etf (IWN) 0.1 $768k 3.5k 221.18
Berkshire Hathaway (BRK.A) 0.1 $749k 1.00 748850.00
American Centy Etf Tr (AVSD) 0.1 $744k 9.3k 79.88
J P Morgan Exchange-traded F (JEPI) 0.1 $736k 13k 56.48
Vanguard Scottsdale Fds Etf (VCLT) 0.1 $729k 9.7k 75.25
Ishares Tr Etf (IWB) 0.1 $707k 1.7k 409.43
Alphabet Inc Class C cs (GOOG) 0.1 $695k 2.0k 353.32
Ishares Tr Etf (SHYG) 0.1 $691k 16k 42.41
Visa (V) 0.0 $638k 1.9k 343.09
Goldman Sachs (GS) 0.0 $631k 624.00 1011.37
New York Life Invts Active E Etf (MMIT) 0.0 $625k 26k 24.35
Oracle Corporation (ORCL) 0.0 $615k 4.2k 146.55
American Centy Etf Tr (AVRE) 0.0 $612k 13k 47.38
Ishares Tr Etf (EEM) 0.0 $611k 8.9k 68.41
Ishares Tr Etf (IWO) 0.0 $608k 1.5k 393.96
Cisco Systems (CSCO) 0.0 $550k 4.7k 117.46
Deere & Company (DE) 0.0 $540k 852.00 634.33
General Electric (GE) 0.0 $534k 1.4k 373.83
Ishares Tr Etf (IWR) 0.0 $531k 4.8k 110.32
Vanguard Specialized Funds Etf (VIG) 0.0 $529k 2.2k 236.62
J P Morgan Exchange Traded F Etf (JCPB) 0.0 $526k 11k 46.94
Ishares Tr Etf (ISTB) 0.0 $506k 11k 48.25
Micron Technology (MU) 0.0 $500k 433.00 1154.29
Vanguard World Etf (VGT) 0.0 $498k 4.2k 119.52
Ishares Tr Etf (SHY) 0.0 $485k 5.9k 82.10
Dover Corporation (DOV) 0.0 $478k 2.1k 224.28
Vanguard Bd Index Fds Etf (BND) 0.0 $474k 6.5k 73.41
Ishares Tr Etf (DVY) 0.0 $465k 3.0k 156.30
Pimco Etf Tr Etf (PYLD) 0.0 $462k 17k 26.52
Ge Vernova (GEV) 0.0 $455k 387.00 1174.86
Corning Incorporated (GLW) 0.0 $443k 1.7k 255.43
Schwab Strategic Tr Etf (SCHE) 0.0 $433k 12k 36.26
Abbott Laboratories (ABT) 0.0 $429k 4.7k 90.74
Ishares Tr Etf (LQD) 0.0 $429k 3.9k 109.07
Facebook Inc cl a (META) 0.0 $420k 746.00 563.45
Raytheon Technologies Corp (RTX) 0.0 $405k 2.1k 189.73
Vaneck Etf Trust Etf (SMB) 0.0 $389k 22k 17.35
Ishares Tr Etf (QUAL) 0.0 $383k 1.7k 219.43
Caterpillar (CAT) 0.0 $378k 355.00 1064.90
iShares Lehman Aggregate Bond (AGG) 0.0 $374k 3.8k 98.98
State Str Spdr Dow Jones Ind Etf (DIA) 0.0 $366k 700.00 522.39
Dimensional Etf Trust Etf (DFAR) 0.0 $366k 14k 26.16
Advanced Micro Devices (AMD) 0.0 $348k 599.00 580.91
DTE Energy Company (DTE) 0.0 $341k 2.2k 152.38
Ishares Tr Etf (IWP) 0.0 $315k 2.1k 146.41
Walt Disney Company (DIS) 0.0 $312k 3.2k 96.25
J P Morgan Exchange Traded F Etf (JPST) 0.0 $309k 6.1k 50.57
Eaton (ETN) 0.0 $300k 703.00 426.12
Taiwan Semiconductor Mfg (TSM) 0.0 $299k 627.00 477.57
Ishares Tr Etf (IEFA) 0.0 $298k 3.1k 96.58
Broadcom (AVGO) 0.0 $297k 787.00 377.75
Fidelity Covington Trust Etf (FSMD) 0.0 $294k 5.6k 52.85
Tidal Trust Ii Etf (CHAT) 0.0 $283k 2.9k 98.68
Wal-Mart Stores (WMT) 0.0 $281k 2.5k 113.26
Ishares Tr Etf (EAGG) 0.0 $276k 5.8k 47.41
Ishares Tr Etf (USHY) 0.0 $273k 7.4k 37.02
Netflix (NFLX) 0.0 $263k 3.7k 71.40
Schwab Strategic Tr Etf (SCHD) 0.0 $259k 8.2k 31.71
Schwab Strategic Tr Etf (SCHA) 0.0 $258k 7.1k 36.13
Select Sector Spdr Tr Etf (XLI) 0.0 $257k 1.4k 185.26
Vanguard Index Fds Etf (VV) 0.0 $255k 741.00 343.91
Schwab Strategic Tr Etf (FNDX) 0.0 $254k 8.2k 31.10
Spdr Gold Tr Etf (GLD) 0.0 $253k 688.00 368.38
Select Sector Spdr Tr Etf (XLF) 0.0 $253k 4.7k 53.61
Schwab Strategic Tr Etf (SCHX) 0.0 $253k 8.6k 29.43
Ishares Tr Etf (ICF) 0.0 $252k 3.7k 67.63
Tesla Motors (TSLA) 0.0 $248k 589.00 420.60
United Rentals (URI) 0.0 $246k 217.00 1132.89
J P Morgan Exchange Traded F Etf (JPIE) 0.0 $243k 5.3k 46.05
Capital Grp Fixed Incm Etf T Etf (CGSM) 0.0 $241k 9.1k 26.39
Welltower Inc Com reit (WELL) 0.0 $240k 1.1k 226.97
Emerson Electric (EMR) 0.0 $234k 1.6k 143.15
Boeing Company (BA) 0.0 $225k 1.0k 216.47
First Tr Exchange-traded Etf (FDL) 0.0 $223k 4.6k 48.66
Angel Oak Funds Trust Etf (CARY) 0.0 $220k 11k 20.78
Chevron Corporation (CVX) 0.0 $217k 1.3k 165.78
Schwab Strategic Tr Etf (SCHK) 0.0 $216k 6.0k 36.06
Amgen (AMGN) 0.0 $214k 591.00 362.12
Ishares Tr Etf (IJS) 0.0 $205k 1.5k 136.68
International Business Machines (IBM) 0.0 $203k 722.00 281.21
SYSCO Corporation (SYY) 0.0 $201k 2.4k 83.58
Eaton Vance Tax-managed Glob Etf (EXG) 0.0 $195k 20k 9.81
Aurora Innovatio (AUR) 0.0 $96k 14k 6.82