HoldingsChannel.com
Diversified Portfolios Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Vanguard Total Stock Mkt (VTI) 358,615 -3,178 $46,229
     VTI358,615-3,178$46,229
Vanguard ST Bond Idx ETF (BSV) 404,860 +28,368 $33,271
     BSV404,860+28,368$33,271
Vanguard Interm Bond Index ETF (BIV) 207,531 +2,032 $18,539
     BIV207,531+2,032$18,539
Russell 3000 74,913 -128 $11,112
     IWV74,913-128$11,112
SPDR Trust S&P 500 (SPY) 41,614 -1,165 $10,726
     SPY41,614-1,165$10,726
Vanguard ESG U.S. Stock ETF (ESGV) 161,419 +7,596 $7,391
     ESGV161,419+7,596$7,391
Russell 2000 Small Blend 43,845 -905 $5,018
     IWM43,845-905$5,018
Vanguard Value (VTV) 48,045 +1,684 $4,279
     VTV48,045+1,684$4,279
Mid Cap S P D R TRUST 13,835 -326 $3,637
     MDY13,835-326$3,637
Vanguard ESG Int l ETF (VSGX) 83,690 UNCH $3,444
     VSGX83,690UNCH$3,444
Russell 1000 Lrg. Value 29,035 -1,637 $2,880
     IWD29,035-1,637$2,880
Russell 1000 Lrg. Growth 17,975 -120 $2,708
     IWF17,975-120$2,708
Vanguard Reit (VNQ) 35,825 +3,264 $2,502
     VNQ35,825+3,264$2,502
iShares S&P 500 Growth (IVW) 12,953 -153 $2,138
     IVW12,953-153$2,138
iShares Aggregate Bond Fd (AGG) 18,279 -557 $2,109
     AGG18,279-557$2,109
Vanguard Russell 3000 (VTHR) 16,517 +16,517 $1,902
     VTHR16,517+16,517$1,902
Schw US Brd Mkt Etf (SCHB) 30,612 -4,539 $1,850
     SCHB30,612-4,539$1,850
iShares S&P 500 Index (IVV) 5,871 -116 $1,517
     IVV5,871-116$1,517
Heartland Finl Usa 47,808 UNCH $1,444
     HTLF47,808UNCH$1,444
Vanguard Total Bond (BND) 15,743 +12,691 $1,344
     BND15,743+12,691$1,344
Vanguard Growth (VUG) 7,323 -28 $1,147
     VUG7,323-28$1,147
iShares Tr Barclays Bond (SHY) 11,630 -523 $1,008
     SHY11,630-523$1,008
Apple Computer Inc 3,562 +848 $906
     AAPL3,562+848$906
iShares Russell 1000 (IWB) 6,271 -707 $887
     IWB6,271-707$887
BGI i Shares TIPS (TIP) 7,499 +99 $884
     TIP7,499+99$884
Vanguard Russell 1000 (VONV) 9,419 +9,419 $820
     VONV9,419+9,419$820
SCHWAB STRATEGIC TR INTRM TRM 13,445 UNCH $790
     SCHR13,445UNCH$790
iShares S&P 500 Value (IVE) 8,129 -580 $782
     IVE8,129-580$782
iShares MSCI EAFE Index (EFA) 14,496 -466 $775
     EFA14,496-466$775
Invesco QQQ Trust 3,876 UNCH $738
     QQQ3,876UNCH$738
Northrop Grumman Corp 2,130 -14 $644
     NOC2,130-14$644
SCHWAB STRATEGIC TR SHT TM US 12,085 UNCH $625
     SCHO12,085UNCH$625
Lilly Eli & Company 3,643 UNCH $505
     LLY3,643UNCH$505
Russell 2000 Small Value 5,986 -1,531 $491
     IWN5,986-1,531$491
Facebook Inc Class A 2,456 UNCH $410
     FB2,456UNCH$410
Microsoft Corp 2,242 -214 $354
     MSFT2,242-214$354
Vanguard Emerging Market (VWO) 9,882 +5,039 $332
     VWO9,882+5,039$332
Nike Inc Class B 4,006 -123 $331
     NKE4,006-123$331
iShares C&S Real Estate (ICF) 3,579 -980 $328
     ICF3,579-980$328
Berkshire Hathaway B New      $322
     BRK.B1,813+50$322
iShares S&P Sm Cap Value (IJS) 2,957 -37 $296
     IJS2,957-37$296
American Elec Pwr Inc 3,449 -549 $276
     AEP3,449-549$276
Intel Corp 5,080 +5,080 $275
     INTC5,080+5,080$275
Disney Company 2,730 -161 $264
     DIS2,730-161$264
Yum Brands Inc 3,714 +130 $255
     YUM3,714+130$255
Vanguard Small Cap Value (VBR) 2,803 -121 $249
     VBR2,803-121$249
Vanguard S&P 500 Etf (VOO) 1,031 +104 $244
     VOO1,031+104$244
Comcast Corp New Cl A 7,037 -1,197 $238
     CMCSA7,037-1,197$238
DTE Energy Company 2,446 -12 $232
     DTE2,446-12$232
iShares MSCI Emrg Mkt (EEM) 6,529 UNCH $223
     EEM6,529UNCH$223

See Full List: All Stocks Held By Diversified Portfolios Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Diversified Portfolios Inc.

Size ($ in 1000's)
At 03/31/2020: $180,321
At 12/31/2019: $211,148

Diversified Portfolios Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Diversified Portfolios Inc. 13F filings. Link to 13F filings: SEC filings

Diversified Portfolios Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.