Diversified Portfolios, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $699 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $109M, Vanguard Bd Index Fd Inc Short with a value of $76.7M, Blackrock Ultra Short Term Bon with a value of $44.2M, Ishares Core Total Usd Bond Ma with a value of $38.7M, and American Centy ETF Tr Avantis with a value of $28.4M.
Examining the 13F form we can see an increase of $69.3M in the current position value, from $630M to 699M.
Diversified Portfolios, Inc. is based out at Bloomfield Hills, MI
Below you can find more details about Diversified Portfolios, Inc. portfolio as well as his latest detailed transactions.