Holdings of Diversified Portfolios, Inc.

Name: Holdings of Diversified Portfolios, Inc.
Creator: Titelia

153 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.4 % of the equity sleeve

Sector breakdown

Funds 8.1 %
Technology 0.9 %
Financials 0.5 %
Consumer discretionary 0.4 %
Health care 0.4 %
Industrials 0.2 %
Communication 0.2 %
Energy 0.1 %
Unattributed 89.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %
NL 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	152	1B $	99.96 %
2	NL	1	425.3K $	0.04 %

Positions

Rank	Company	Shares	Value
1	Vanguard Total Stock Market ETF	457,854	146.9M $
2	J P Morgan Exchange Traded Fund Trust	1,987,378	106.9M $
3	Vanguard Core Bond ETF	1,194,683	92.4M $
4	Avantis International Equity ETF	932,696	79.1M $
5	iShares Ultra Short Duration B	1,102,918	55.8M $
6	Avantis Emerging Markets Equity ETF	576,945	46.5M $
7	Dimensional ETF Trust	916,445	32.7M $
8	State Street SPDR S&P 500 ETF Trust	39,851	25.9M $
9	Dimensional ETF Trust	699,905	23.7M $
10	iShares Core S&P 500 ETF	36,119	23.6M $
11	Nuveen AA-BBB CLO ETF	907,773	22.6M $
12	iShares Russell 3000 ETF	56,356	20.9M $
13	iShares Trust	393,718	20.1M $
14	Vanguard Russell 3000	57,183	16.4M $
15	Dimensional ETF Trust	386,944	15.1M $
16	Vanguard Value ETF	75,123	14.7M $
17	DFA Dimensional US Marketwide Value ETF	294,450	14.3M $
18	iShares National Muni Bond ETF	122,698	13M $
19	iShares Trust	494,490	12.4M $
20	JPMorgan Ultra-Short Municipal Income ETF	242,886	12.4M $
21	Schwab Strategic Trust	386,127	11.8M $
22	iShares Russell 2000 ETF	40,114	9.9M $
23	Ssga Active Trust	232,668	9.2M $
24	Vanguard Growth ETF	18,560	8.1M $
25	American Century ETF Trust	71,484	7.9M $
26	Vanguard Short-term Bond Etf	95,401	7.5M $
27	iShares Core S&P Total U.S. Stock Market ETF	51,769	7.4M $
28	iShares Trust	157,855	7.3M $
29	Vanguard Tax-Exempt Bond Index ETF	143,493	7.2M $
30	Apple Inc	23,761	6M $
31	State Street SPDR S&P MidCap 400 ETF Trust	9,679	6M $
32	Schwab US Broad Market ETF	224,900	5.6M $
33	iShares Trust	102,614	5.4M $
34	iShares Trust	24,515	5.2M $
35	Vanguard Real Estate ETF	52,100	4.6M $
36	iShares Short-Term National Muni Bond ETF	43,164	4.6M $
37	Dimensional U S Targeted Value ETF	69,706	4.4M $
38	iShares Russell 1000 Growth ETF	9,619	4.1M $
39	Vanguard Scottsdale Funds	84,563	4M $
40	Vanguard Index Funds	17,787	3.9M $
41	iShares Trust	33,442	3.8M $
42	Vanguard Russell 1000 Growth ETF	33,813	3.7M $
43	Vanguard Intermediate-Term Corporate Bond ETF	39,705	3.3M $
44	iShares Core S&P Small-Cap ETF	26,279	3.3M $
45	Vanguard High Dividend Yield E	21,823	3.2M $
46	Dimensional ETF Trust	74,465	3.1M $
47	iShares Core MSCI Emerging Markets ETF	44,955	3.1M $
48	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	37,944	3M $
49	Vanguard S&P 500 Growth ETF	7,352	3M $
50	JPMorgan Limited Duration Bond ETF	56,007	2.9M $
51	Vanguard FTSE Developed Markets ETF	45,170	2.9M $
52	Amazon.com Inc	13,670	2.8M $
53	Vanguard Bond Index Funds	36,172	2.8M $
54	iShares Core S&P Mid-Cap ETF	39,163	2.6M $
55	State Street SPDR Nuveen ICE High Yield Municipal Bond ETF	105,254	2.6M $
56	Schwab International Equity ETF	100,277	2.5M $
57	Vanguard S&P 500 ETF	4,018	2.4M $
58	SPDR Series Trust	24,088	2.2M $
59	UMB Financial Corp	17,883	2M $
60	Vanguard Short-Term Tax-Exempt Bond ETF	19,830	2M $
61	Dimensional ETF Trust	27,010	1.9M $
62	Invesco QQQ Trust Series 1	3,257	1.9M $
63	Eli Lilly & Co	2,036	1.9M $
64	J P Morgan Exchange Traded Fund Trust	32,340	1.6M $
65	TCW Flexible Income ETF	41,382	1.6M $
66	Microsoft Corp	4,170	1.5M $
67	iShares Trust	7,225	1.5M $
68	iShares Trust	15,112	1.5M $
69	VANGUARD SCOTTSDALE FUNDS	15,929	1.5M $
70	Invesco RAFI US 1000 ETF	30,825	1.5M $
71	iShares 5-10 Year Investment Grade Corporate Bond ETF	26,902	1.4M $
72	SPDR Series Trust	24,837	1.4M $
73	iShares MSCI EAFE ETF	14,292	1.4M $
74	Janus Detroit Street Trust	27,297	1.4M $
75	JPMorgan Chase & Co	4,666	1.4M $
76	Vanguard International Equity Index Funds	24,582	1.3M $
77	Dimensional International Value ETF	23,317	1.2M $
78	Northrop Grumman Corp	1,773	1.2M $
79	Janus Detroit Street Trust	25,545	1.2M $
80	Berkshire Hathaway Inc	2,478	1.2M $
81	Exxon Mobil Corp	6,591	1.1M $
82	AbbVie Inc	4,893	1.1M $
83	Carvana Co	3,260	1M $
84	Vanguard Total International S	13,066	1M $
85	Vanguard Small-Cap ETF	3,722	974.8K $
86	Schwab Fundamental International Equity Etf	18,116	886.4K $
87	Avantis US Equity ETF	7,900	878.3K $
88	Dimensional ETF Trust	35,613	842.2K $
89	iShares MBS ETF	8,705	826.5K $
90	iShares California Muni Bond ETF	14,140	804K $
91	Vanguard Mid-Cap ETF	2,731	784.4K $
92	NVIDIA Corp	4,270	744.7K $
93	J P Morgan Exchange Traded Fund Trust	13,103	742.7K $
94	Mastercard Inc	1,470	734.5K $
95	Avantis US Large Cap Value ETF	8,974	723.4K $
96	Berkshire Hathaway Inc	1	718.1K $
97	Eaton Vance Total Return Bond Etf	13,800	700.4K $
98	iShares 0-5 Year High Yield Corporate Bond ETF	16,300	689.7K $
99	Dimensional U S Small Cap ETF	9,531	677.9K $
100	iShares Russell 2000 Value ETF	3,572	677.2K $