HoldingsChannel.com
Diversified Portfolios Inc. Top Holdings
As of  06/30/2022, below is a summary of the Diversified Portfolios Inc. top holdings by largest position size, as per the latest 13f filing made by Diversified Portfolios Inc.. In the Diversified Portfolios Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Diversified Portfolios Inc. in that top holding, then the share count change between reporting periods, and finally the Diversified Portfolios Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
Vanguard Total Stock Mkt (VTI) 394,341 -7,367 $74,381
     VTI394,341-7,367$74,381
Vanguard ST Bond Idx ETF (BSV) 702,904 +100,409 $53,976
     BSV702,904+100,409$53,976
Vanguard Interm Bond Index ETF (BIV) 328,188 +83,039 $25,484
     BIV328,188+83,039$25,484
SPDR Trust S&P 500 (SPY) 37,399 +1,330 $14,109
     SPY37,399+1,330$14,109
Russell 3000 56,871 -494 $12,363
     IWV56,871-494$12,363
Vanguard ESG U.S. Stock ETF (ESGV) 158,232 +7,003 $10,507
     ESGV158,232+7,003$10,507
DFA Tax Managed US Marketwide Value II 265,947 +265,947 $8,404
     DFUV265,947+265,947$8,404
Vanguard Total Bond (BND) 95,299 +38,077 $7,172
     BND95,299+38,077$7,172
Vanguard Value (VTV) 51,012 -4,378 $6,727
     VTV51,012-4,378$6,727
DFA Int l Core Equity ETF (DFAI) 276,499 -101,605 $6,675
     DFAI276,499-101,605$6,675
Vanguard Growth (VUG) 29,350 -2,008 $6,542
     VUG29,350-2,008$6,542
Russell 2000 Small Blend 38,360 +1,043 $6,497
     IWM38,360+1,043$6,497
Vanguard Russell 3000 ETF (VTHR) 33,510 +13,863 $5,663
     VTHR33,510+13,863$5,663
Schw US Brd Mkt Etf (SCHB) 120,650 +84,322 $5,332
     SCHB120,650+84,322$5,332
DFA US Core Equity ETF (DFAU) 191,766 +92,437 $5,068
     DFAU191,766+92,437$5,068
Vanguard ESG Int l ETF (VSGX) 96,491 -597 $4,732
     VSGX96,491-597$4,732
iShares Short Term National Muni Bond (SUB) 45,130 -28,265 $4,724
     SUB45,130-28,265$4,724
Mid Cap S P D R TRUST 10,441 -17 $4,317
     MDY10,441-17$4,317
Dimensional National Munpl Bond ETF (DFNM) 86,654 +51,711 $4,165
     DFNM86,654+51,711$4,165
Vanguard Reit (VNQ) 39,877 +6,222 $3,633
     VNQ39,877+6,222$3,633
Russell 1000 Lrg. Value 24,594 -528 $3,565
     IWD24,594-528$3,565
DFA U.S. Small Cap Value TM 87,849 +615 $3,533
     DFAT87,849+615$3,533
iShares S&P 500 Index (IVV) 9,106 +4,350 $3,453
     IVV9,106+4,350$3,453
Apple Computer Inc 20,752 -26,222 $2,837
     AAPL20,752-26,222$2,837
DFA Core Emerging Mkt ETF (DFAE) 110,202 +28,441 $2,552
     DFAE110,202+28,441$2,552
iShares S&P 500 Growth (IVW) 38,197 -1,156 $2,305
     IVW38,197-1,156$2,305
Pepsico Incorporated 13,172 -336 $2,195
     PEP13,172-336$2,195
iShares Aggregate Bond Fd (AGG) 21,276 +1,978 $2,163
     AGG21,276+1,978$2,163
Vanguard Shrt Inf Prot (VTIP) 43,039 -3,033 $2,157
     VTIP43,039-3,033$2,157
Russell 1000 Lrg. Growth 9,741 -65 $2,130
     IWF9,741-65$2,130
SCHWAB STRATEGIC TR SHT TM US TRES ETF (SCHO) 39,985 -44,200 $1,967
     SCHO39,985-44,200$1,967
The Southern Company 26,330 -1,305 $1,878
     SO26,330-1,305$1,878
iShares Ultra Short Term Bond ETF (ICSH) 36,174 -124,123 $1,810
     ICSH36,174-124,123$1,810
Vanguard Total Internatl (BNDX) 35,769 +7,235 $1,772
     BNDX35,769+7,235$1,772
DFA Tax Managed Intl 59,137 +4,370 $1,708
     DFIV59,137+4,370$1,708
Abbvie Inc 10,909 -500 $1,671
     ABBV10,909-500$1,671
Johnson & Johnson 9,222 -235 $1,637
     JNJ9,222-235$1,637
Avantis International Equity ETF (AVDE) 32,063 -25,672 $1,634
     AVDE32,063-25,672$1,634
BGI i Shares TIPS (TIP) 13,548 -10,717 $1,543
     TIP13,548-10,717$1,543
iShares MSCI Emrg Mkt (EEM) 34,875 -119 $1,398
     EEM34,875-119$1,398
Exxon Mobil Corporation 14,994 -3,134 $1,284
     XOM14,994-3,134$1,284
Vanguard Total Intl Etf (VXUS) 22,591 +10,670 $1,166
     VXUS22,591+10,670$1,166
Vanguard Russell 1000 (VONV) 16,663 -54 $1,059
     VONV16,663-54$1,059
Abbott Laboratories 9,714 -500 $1,055
     ABT9,714-500$1,055
iShares S&P 500 Value (IVE) 7,569 -644 $1,040
     IVE7,569-644$1,040
Coca Cola Company 16,177 -408 $1,018
     KO16,177-408$1,018
Sch US Tips Etf (SCHP) 17,919 +17,919 $1,000
     SCHP17,919+17,919$1,000
iShares Tr Barclays Bond (SHY) 11,316 +476 $937
     SHY11,316+476$937
Vanguard Short Term (VGSH) 15,327 UNCH $902
     VGSH15,327UNCH$902
iShares MSCI EAFE Index (EFA) 14,270 -842 $892
     EFA14,270-842$892

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 06/30/2022: $351,146
At 03/31/2022: $417,149

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

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