Diversified Portfolios, Inc. Reduced Holdings in Q2 2025

Diversified Portfolios, Inc.

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-235K
- 31.97%
$50.1 - $51.02 $11.8M - $12M
501K $25.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-74.7K
- 16.4%
$45.12 - $46.23 $3.37M - $3.45M
381K $17.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.9K
- 40.64%
$91.43 - $91.74 $2.46M - $2.46M
39.2K $3.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-27.6K
- 12.8%
$77.74 - $78.78 $2.15M - $2.18M
188K $14.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-26.7K
- 2.36%
$50.48 - $50.71 $1.35M - $1.35M
1.1M $56M
SMB
Vaneck Short Muni ETF

ETFs
-64.9K
- 69.78%
$16.86 - $17.26 $1.09M - $1.12M
28.1K $485K
MUB
Ishares National Muni Bond ETF

ETFs
-8.33K
- 5.89%
$102.31 - $105.8 $852K - $881K
133K $13.9M
SCHO
Schwab Short Term Us Treasury

ETFs
-39.7K
- 70.42%
$24.19 - $24.45 $961K - $971K
16.7K $406K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-56.4K
- 39.39%
$17.76 - $22.1 $1M - $1.25M
86.9K $1.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10.8K
- 15.18%
$75.05 - $77.34 $813K - $838K
60.5K $4.68M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.59K
- 5.09%
$100.35 - $100.71 $160K - $160K
29.7K $2.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.27%
$483.48 - $539.8 $2.9K - $3.24K
2.25K $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.21K
- 39.19%
$20.42 - $25.3 $106K - $132K
8.08K $204K
LLY
Eli Lilly & CO

Healthcare
-12
- 0.59%
$713.71 - $898.95 $8.56K - $10.8K
2.04K $1.59M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.87K
- 1.79%
$51.68 - $52.76 $96.7K - $98.8K
103K $5.42M
VB
Vanguard Small Cap ETF

ETFs
-526
- 11.15%
$193.73 - $237.37 $102K - $125K
4.19K $993K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.12K
- 17.67%
$24.38 - $30.18 $76.2K - $94.3K
14.6K $438K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-845
- 2.02%
$77.94 - $79.5 $65.9K - $67.2K
41K $3.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-385
- 6.78%
$96.84 - $99.46 $37.3K - $38.3K
5.29K $525K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-508
- 2.9%
$72.02 - $73.82 $36.6K - $37.5K
17K $1.25M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-737
- 4.86%
$47.89 - $48.65 $35.3K - $35.9K
14.4K $701K
NOC
Northrop Grumman Corp

Industrials
-15
- 0.84%
$456.3 - $540.39 $6.84K - $8.11K
1.77K $886K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-739
- 2.88%
$51.1 - $53.29 $37.8K - $39.4K
24.9K $1.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.84K
- 17.18%
$19.6 - $24.44 $36K - $44.9K
8.86K $216K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-382
- 4.67%
$46.41 - $47.7 $17.7K - $18.2K
7.8K $370K
ACN
Accenture PLC

Technology
-1
- 0.12%
$279.23 - $323.21 $279 - $323
826 $246K
XLF
Financial Sector Spdr

ETFs
-450
- 9.47%
$43.92 - $52.37 $19.8K - $23.6K
4.3K $225K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.21%
N/A
2.41K $439K
UYLD
Angel Oak Fds Tr Ultrashort In
-4.46K
- 30.56%
N/A
10.1K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13
- 0.13%
$50.36 - $50.68 $655 - $659
9.72K $492K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-470
- 5.2%
$34.67 - $41.47 $16.3K - $19.5K
8.56K $355K
IWM
Ishares Russell 2000 ETF

ETFs
-3.26K
- 7.39%
$174.82 - $215.79 $569K - $702K
40.8K $8.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.18K
- 11.02%
$22.27 - $29.21 $48.6K - $63.8K
17.6K $515K
IVE
Ishares S&P 500 Value ETF

ETFs
-44
- 0.62%
$168.34 - $195.42 $7.41K - $8.6K
7.08K $1.38M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-250
- 0.8%
$35.77 - $42.27 $8.94K - $10.6K
31K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.53%
$462.22 - $707.75 $1.39K - $2.12K
558 $394K
AVSU
American Centy ETF Tr Avantis

ETFs
-152
- 0.7%
$55.22 - $68.6 $8.39K - $10.4K
21.7K $1.49M
VGT
Vanguard Information Technolog

ETFs
-14
- 1.19%
$470.37 - $663.28 $6.59K - $9.29K
1.16K $770K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-371
- 3.45%
$468.22 - $566.51 $174K - $210K
10.4K $5.89M
DFAT
Dimensional ETF Tr U S Target

ETFs
-623
- 0.85%
$44.8 - $53.97 $27.9K - $33.6K
72.5K $3.91M
VEA
Vanguard Ftse Developed Market

ETFs
-940
- 2.05%
$45.65 - $57.01 $42.9K - $53.6K
45K $2.56M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-144
- 0.05%
$36.25 - $42.28 $5.22K - $6.09K
303K $12.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.85K
- 4.96%
$82.51 - $109.2 $152K - $201K
35.3K $3.86M
DFAU
Dimensional ETF Tr

ETFs
-5.58K
- 3.06%
$34.04 - $42.36 $190K - $236K
177K $7.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-280
- 2.77%
$320.42 - $424.58 $89.7K - $119K
9.85K $4.18M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-726
- 0.57%
$52.84 - $65.52 $38.4K - $47.6K
127K $8.33M
Activity Summary
Buys All Purchases 101 New Holdings 23 Increased Positions 78 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Diversified Portfolios, Inc. Portfolio

Follow Diversified Portfolios, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email