Diversified Portfolios, Inc. Reduced Holdings in Q3 2025

Diversified Portfolios, Inc.

  • $905 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-176K
- 46.22%
$45.6 - $46.92 $8.03M - $8.26M
205K $9.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-49.3K
- 26.22%
$78.11 - $79.07 $3.85M - $3.9M
139K $11M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-42.6K
- 8.5%
$50.82 - $51.09 $2.16M - $2.18M
458K $23.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.97K
- 71.66%
$291.67 - $316.99 $573K - $623K
777 $236K
VNQ
Vanguard Specialized Funds Van

ETFs
-6.39K
- 7.8%
$88.47 - $93.24 $565K - $596K
75.5K $6.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.36K
- 19.75%
$72.57 - $74.72 $244K - $251K
13.7K $1.02M
CVNA
Carvana Co.

Consumer Cyclical
-1K
- 26.88%
$326.09 - $392.66 $326K - $393K
2.72K $1.03M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.47K
- 10.39%
$24.11 - $24.94 $204K - $211K
73.1K $1.82M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.55K
- 5.22%
$100.37 - $100.74 $156K - $156K
28.1K $2.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-11.4K
- 8.23%
$109.47 - $119.06 $1.25M - $1.36M
127K $15.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.28K
- 5.13%
$52.55 - $54.37 $67.1K - $69.4K
23.6K $1.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-926
- 9.52%
$50.47 - $50.74 $46.7K - $47K
8.8K $446K
DE
Deere & CO

Industrials
-2
- 0.24%
$457.26 - $524.37 $915 - $1.05K
818 $374K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.1K
- 1.81%
$76.16 - $78.59 $83.4K - $86.1K
59.4K $4.64M
NFLX
Netflix Inc

Communication Services
-3
- 1.25%
$1147.87 - $1297.18 $3.44K - $3.89K
237 $284K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-906
- 4.98%
$42.75 - $43.37 $38.7K - $39.3K
17.3K $747K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-351
- 6.63%
$97.75 - $100.75 $34.3K - $35.4K
4.94K $495K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.07%
$915.95 - $994.57 $3.66K - $3.98K
370 $342K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-573
- 3.98%
$48.31 - $48.93 $27.7K - $28K
13.8K $675K
AVRE
American Centy ETF Tr Avantis
-700
- 3.47%
$43.53 - $45.34 $30.5K - $31.7K
19.5K $866K
IEMG
Ishares Inc

ETFs
-430
- 1.0%
N/A
42.5K $2.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-52
- 0.39%
$211.65 - $238.24 $11K - $12.4K
13.3K $2.92M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-283
- 3.63%
$46.86 - $48.27 $13.3K - $13.7K
7.52K $361K
ICF
Ishares Tr

ETFs
-50
- 1.11%
$59.57 - $62.89 $2.98K - $3.14K
4.47K $275K
Vanguard Shrt Tax Exempt Bnd ETF
-951
- 4.64%
N/A
19.6K $0
SMB
Vaneck Short Muni ETF

ETFs
-158
- 0.56%
$17.24 - $17.48 $2.72K - $2.76K
28K $486K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-718
- 6.42%
$67.01 - $72.84 $48.1K - $52.3K
10.5K $758K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-260
- 2.94%
$24.46 - $26.5 $6.36K - $6.89K
8.6K $226K
ETN
Eaton Corp PLC

Industrials
-4
- 0.59%
$342.99 - $392.76 $1.37K - $1.57K
677 $253K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-72
- 0.18%
$78.96 - $80.04 $5.69K - $5.76K
40.9K $3.27M
EEM
Ishares Msci Emerging Markets

ETFs
-900
- 7.68%
$48.07 - $53.4 $43.3K - $48.1K
10.8K $577K
IWR
Ishares Russell Mid Cap ETF

ETFs
-12
- 0.38%
$92.26 - $97.51 $1.11K - $1.17K
3.14K $302K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-997
- 6.85%
$30.13 - $33.37 $30K - $33.3K
13.6K $452K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-985
- 5.58%
$28.92 - $32.19 $28.5K - $31.7K
16.7K $531K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-68
- 0.79%
$41.29 - $44.71 $2.81K - $3.04K
8.5K $373K
XOM
Exxon Mobil Corp

Energy
-21
- 0.33%
$105.83 - $117.22 $2.22K - $2.46K
6.33K $714K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-303
- 2.08%
$87.29 - $93.61 $26.4K - $28.4K
14.3K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.49%
$459.11 - $506.91 $5.05K - $5.58K
2.24K $1.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-146
- 1.49%
$63.41 - $69.69 $9.26K - $10.2K
9.63K $659K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-235
- 1.83%
$68.24 - $73.73 $16K - $17.3K
12.6K $924K
NVDA
Nvidia Corp

Technology
-149
- 6.03%
$153.3 - $186.58 $22.8K - $27.8K
2.32K $432K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-130
- 0.42%
$42.04 - $45.23 $5.47K - $5.88K
30.8K $1.39M
AVSU
American Centy ETF Tr Avantis

ETFs
-280
- 1.29%
$68.72 - $74.09 $19.2K - $20.7K
21.4K $1.57M
GOOGL
Alphabet Inc.

Communication Services
-61
- 2.87%
$174.36 - $254.72 $10.6K - $15.5K
2.07K $502K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 0.85%
$567.77 - $614.76 $17K - $18.4K
3.51K $2.15M
DFAI
Dimensional ETF Tr

ETFs
-16.6K
- 3.88%
$34.05 - $36.55 $564K - $606K
410K $14.9M
DFAU
Dimensional ETF Tr

ETFs
-8.91K
- 5.04%
$42.42 - $45.96 $378K - $410K
168K $7.68M
NOC
Northrop Grumman Corp

Industrials
-1
- 0.06%
$498.9 - $609.32 $499 - $609
1.77K $1.08M
UMBF
Umb Financial Corp

Financial Services
-507
- 2.35%
$106.84 - $125.59 $54.2K - $63.7K
21.1K $2.5M
Activity Summary
Buys All Purchases 71 New Holdings 7 Increased Positions 64 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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