Diversified Portfolios, Inc.

CIK 0001634212 • 6 13F filings • Apr 22, 2025 – Aug 4, 2026

Import this data to Google Sheets with:

=jivedata("diversified-portfolios-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Diversified Portfolios, Inc., Chief Compliance Officer
Address: 39520 Woodward Ave, Ste 200, Bloomfield Hills, MI, 48304
Phone: 248-644-3030
AUM: $1.20B

AUM over time

$1.38B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.20B181 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$496K	0.0%Prev: 0.1%	3,960 SH	Decreased-368 SH
Abbvie Inc	COM	$1.3M	0.1%Prev: 0.1%	5,694 SH	Increased+525 SH
Amazon Com Inc	COM	$3.2M	0.3%Prev: 0.3%	13,932 SH	Increased+616 SH
Angel Oak UltraShort Income ETF	ETF	$756K	0.1%Prev: 0.1%	14,774 SH	Increased+150 SH
Apple Computer Inc	ETF	$8.2M	0.7%Prev: 0.5%	30,249 SH	Increased+6,111 SH
Asml Hldgs Nv	COM	$366K	0.0%Prev: 0.0%	342 SH	Increased+24 SH
AURORA INNOVATION CL A ORD	COM	$62K	0.0%Prev: 0.0%	16,141 SH	Decreased-2,980 SH
Avago Technologies	COM	$257K	0.0%	743 SH	New
Avantis Emerging Markets EQ ETF	COM	$42.3M	3.5%Prev: 3.3%	549,538 SH	Increased+46,703 SH
Avantis International Equity ETF	COM	$77.7M	6.5%Prev: 6.0%	943,601 SH	Increased+82,949 SH
Avantis Real Estate ETF	COM	$715K	0.1%Prev: 0.1%	16,428 SH	Decreased-3,050 SH
Avantis Responsible International Equity ETF	COM	$691K	0.1%Prev: 0.1%	9,309 SH	Increased
Avantis Responsible US Equity ETF	ETF	$1.6M	0.1%Prev: 0.1%	21,393 SH	Increased
Avantis U.S. Equity ETF	ETF	$659K	0.1%Prev: 0.1%	5,895 SH	Increased+90 SH
Avantis U.S. Large Cap Value ETF	ETF	$680K	0.1%Prev: 0.1%	8,974 SH	Increased+700 SH
Avantis US Small Cap Value ETF	ETF	$6.8M	0.6%Prev: 0.6%	66,740 SH	Increased+1,652 SH
Berkshire Hathaway B New	COM	$1.2M	0.1%Prev: 0.1%	2,478 SH	Increased+238 SH
Berkshire Hathaway Inc A	COM	$755K	0.1%Prev: 0.1%	1 SH	Increased
Blackstone Group Lp	COM	$242K	0.0%Prev: 0.0%	1,573 SH	Decreased+69 SH
BLOXX BBB 1-5 YR Core Bond ETF	ETF	$1.9M	0.2%Prev: 0.2%	37,502 SH	Increased+1,512 SH
Carvana Co	COM	$1.2M	0.1%Prev: 0.1%	2,775 SH	Increased+55 SH
Caterpillar Inc	COM	$340K	0.0%Prev: 0.0%	593 SH	Increased+56 SH
Costco Whsl Corp New	COM	$348K	0.0%Prev: 0.0%	404 SH	Increased+34 SH
Deere & Co	COM	$392K	0.0%Prev: 0.0%	841 SH	Increased+23 SH
DFA Core Emerging Mkt ETF	ETF	$23.1M	1.9%Prev: 2.0%	709,891 SH	Increased-20,957 SH
DFA Core Fixed Income ETF	ETF	$413K	0.0%Prev: 0.0%	9,711 SH	Decreased-354 SH
DFA Int'l Core Equity ETF	ETF	$14.9M	1.2%Prev: 1.3%	391,367 SH	Increased-18,901 SH
DFA Short-Duration Fixed Inc ETF	ETF	$59.3M	4.9%Prev: 4.8%	1,236,613 SH	Increased+107,430 SH
DFA Tax Managed Intl	COM	$1.6M	0.1%Prev: 0.2%	32,596 SH	Decreased-26,078 SH
DFA Tax-Managed US Marketwide Value II	ETF	$14.0M	1.2%Prev: 1.2%	299,719 SH	Increased-1,121 SH
DFA U.S. Equity ETF	ETF	$776K	0.1%Prev: 0.1%	10,465 SH	Increased
DFA U.S. Small Cap (TM)	ETF	$664K	0.1%Prev: 0.1%	9,531 SH	Increased-100 SH
DFA U.S. Small Cap Value (TM)	ETF	$4.2M	0.4%Prev: 0.4%	71,263 SH	Increased-1,351 SH
DFA US Core Equity ETF	ETF	$7.8M	0.6%Prev: 0.7%	166,759 SH	Increased-1,059 SH
DFA US Large Cap Value ETF	ETF	$26.3M	2.2%Prev: 2.1%	768,137 SH	Increased+30,816 SH
DFA US Real Estate ETF	ETF	$975K	0.1%Prev: 0.1%	42,560 SH	Decreased-5,736 SH
DFA US Small Cap Value ETF	ETF	$21.2M	1.8%Prev: 1.7%	645,753 SH	Increased+53,439 SH
DTE Energy Company	COM	$274K	0.0%Prev: 0.0%	2,124 SH	Decreased
Eaton Corporation	COM	$242K	0.0%Prev: 0.0%	760 SH	Decreased+83 SH
Eaton Vance Short Dur Muncpl Inc ETF	ETF	$3.2M	0.3%Prev: 0.1%	63,765 SH	Increased+39,585 SH
Enbridge Inc	COM	$336K	0.0%Prev: 0.0%	7,027 SH	Increased+1,108 SH
Ev Tax Man Glb Div Eqty	ETF	$190K	0.0%Prev: 0.0%	19,900 SH	Increased
Exxon Mobil Corporation	COM	$846K	0.1%Prev: 0.1%	7,032 SH	Increased+698 SH
Federated Hermes US Strategic Dvd ETF	ETF	$566K	0.0%	19,778 SH	New
Fidelity Small-Mid Multifactor ETF	ETF	$279K	0.0%Prev: 0.0%	6,314 SH	Decreased-2,182 SH
Goldman Sachs Group Inc	COM	$517K	0.0%Prev: 0.0%	588 SH	Increased+30 SH
Google Inc. Class A	COM	$682K	0.1%Prev: 0.0%	2,180 SH	Increased+112 SH
Google Inc. Class C	COM	$621K	0.1%Prev: 0.0%	1,978 SH	Increased+182 SH
Home Depot Inc	COM	$523K	0.0%Prev: 0.1%	1,521 SH	Decreased+88 SH
Industrial SPDR	ETF	$215K	0.0%Prev: 0.0%	1,385 SH	Increased
Int'l Business Mach	COM	$213K	0.0%	720 SH	New
Invesco BulletShares 2026 Corp Bd ETF	ETF	$268K	0.0%	13,693 SH	New
Invesco BulletShares 2027 Corp Bd ETF	ETF	$270K	0.0%	13,655 SH	New
Invesco BulletShares 2028 Corp Bd ETF	ETF	$271K	0.0%	13,170 SH	New
Invesco BulletShares 2029 Corp Bd ETF	ETF	$273K	0.0%	14,479 SH	New
Invesco BulletShares 2030 Corp Bd ETF	ETF	$274K	0.0%	16,176 SH	New
Invesco BulletShares 2031 Corp Bd ETF	ETF	$275K	0.0%	16,445 SH	New
Invesco BulletShares 2032 Corp Bd ETF	ETF	$273K	0.0%	13,099 SH	New
Invesco BulletShares 2033 Corp Bd ETF	ETF	$276K	0.0%	12,865 SH	New
Invesco BulletShares 2034 Corp Bd ETF	ETF	$295K	0.0%	14,036 SH	New
Invesco QQQ Trust	ETF	$1.9M	0.2%Prev: 0.2%	3,161 SH	Decreased-248 SH
ISHARES 0 TO 3 MNTH TREASURY BND ETF	ETF	$1.7M	0.1%Prev: 0.3%	17,257 SH	Decreased-10,885 SH
iShares 1-3 Year Treasury Bond ETF	ETF	$517K	0.0%Prev: 0.0%	6,245 SH	Increased+754 SH
iShares 1-5 Year Investment Grade Corporate Bond ETF	ETF	$5.4M	0.5%Prev: 0.5%	102,680 SH	Decreased
iShares 5-10 Year Investment Grade Corporate Bond ETF	ETF	$1.3M	0.1%Prev: 0.1%	24,015 SH	Increased+380 SH
iShares Aggregate Bond Fd	COM	$635K	0.1%Prev: 0.0%	6,361 SH	Increased+1,418 SH
iShares Broad USD High Yield Corp Bd ETF	ETF	$290K	0.0%Prev: 0.0%	7,757 SH	Increased+623 SH
iShares C&S Real Estate	ETF	$231K	0.0%Prev: 0.0%	3,871 SH	Decreased-601 SH
iShares California Muni Bond ETF	ETF	$610K	0.1%Prev: 0.0%	10,611 SH	Increased+1,472 SH
iShares Core 1-5 Year USD Bond ETF	ETF	$633K	0.1%Prev: 0.1%	12,990 SH	Decreased-851 SH
iShares Core MSCI EAFE ETF	ETF	$276K	0.0%Prev: 0.0%	3,086 SH	Increased+612 SH
iShares Core MSCI Emerging Markets ETF	ETF	$3.1M	0.3%Prev: 0.2%	46,455 SH	Increased+3,915 SH
iShares Core S&P 500 ETF	COM	$24.4M	2.0%Prev: 2.2%	35,559 SH	Decreased-1,588 SH
iShares Core S&P Mid-Cap ETF	ETF	$2.7M	0.2%Prev: 0.2%	41,148 SH	Increased-220 SH
iShares Core S&P Small-Cap ETF	ETF	$3.4M	0.3%Prev: 0.3%	28,255 SH	Increased+2,233 SH
iShares Core S&P Total US Stock Mkt ETF	COM	$6.6M	0.6%Prev: 0.6%	44,625 SH	Increased+541 SH
iShares Core Total USD Bond Market ETF	ETF	$8.9M	0.7%Prev: 0.8%	190,489 SH	Decreased-14,401 SH
iShares ESG U.S. Aggregate Bond ETF	ETF	$345K	0.0%Prev: 0.0%	7,208 SH	Decreased-310 SH
Ishares Floating Rate	ETF	$20.5M	1.7%Prev: 2.1%	402,385 SH	Decreased-56,021 SH
iShares Global REIT ETF	ETF	$14.7M	1.2%Prev: 2.0%	588,791 SH	Decreased-294,958 SH
Ishares High Yield	ETF	$740K	0.1%Prev: 0.1%	17,270 SH	Decreased
iShares MBS Bond Fd	ETF	$773K	0.1%Prev: 0.1%	8,118 SH	Decreased-57 SH
iShares MSCI EAFE ETF	ETF	$1.4M	0.1%Prev: 0.1%	14,107 SH	Increased-162 SH
iShares MSCI Emerging Markets ETF	ETF	$495K	0.0%Prev: 0.1%	9,044 SH	Decreased-1,777 SH
iShares National Muni Bond ETF	ETF	$13.3M	1.1%Prev: 1.2%	124,634 SH	Decreased-8,236 SH
iShares Russell 1000 ETF	ETF	$672K	0.1%Prev: 0.1%	1,801 SH	Increased
iShares Russell Mid-Cap ETF	ETF	$290K	0.0%Prev: 0.0%	3,008 SH	Decreased-130 SH
iShares Russell Mid-Cap Growth ETF	ETF	$294K	0.0%Prev: 0.0%	2,148 SH	Decreased-59 SH
iShares S&P 500 Growth ETF	ETF	$4.2M	0.3%Prev: 0.4%	33,998 SH	Decreased-1,031 SH
iShares S&P 500 Value ETF	ETF	$1.5M	0.1%Prev: 0.1%	7,225 SH	Increased
iShares Select Dividend ETF	ETF	$212K	0.0%Prev: 0.0%	1,500 SH	Decreased
iShares Short-Term CA Muni Act ETF	ETF	$629K	0.1%	12,475 SH	New
iShares Short-Term National Muni Bond ETF	ETF	$5.0M	0.4%Prev: 0.6%	46,929 SH	Decreased-13,628 SH
iShares Ultra Short-Term Bond ETF	ETF	$54.5M	4.5%Prev: 5.1%	1,078,140 SH	Decreased-56,792 SH
Ishars Edg Msci Usa Qlty	ETF	$347K	0.0%Prev: 0.0%	1,745 SH	Decreased-600 SH
J P Morgan Mortgage Backed Secs ETF	ETF	$1.2M	0.1%Prev: 0.1%	22,973 SH	Increased+500 SH
Johnson & Johnson	COM	$469K	0.0%Prev: 0.0%	2,265 SH	Increased+534 SH
JPMorgan Active Bond ETF	ETF	$103.9M	8.6%Prev: 8.7%	1,921,439 SH	Increased+103,877 SH
JPMorgan Chase & Co.	ETF	$1.6M	0.1%Prev: 0.1%	4,885 SH	Increased+315 SH
JPMorgan Equity Premium Income ETF	COM	$824K	0.1%Prev: 0.1%	14,404 SH	Decreased-2,358 SH
JPMorgan Limited Duration Bond ETF	ETF	$1.1M	0.1%Prev: 0.1%	20,353 SH	Increased+8,977 SH
JPMorgan Municipal ETF	ETF	$14.4M	1.2%Prev: 1.0%	284,598 SH	Increased+53,106 SH
JPMorgan Ultra-Short Income ETF	ETF	$316K	0.0%Prev: 0.0%	6,250 SH	Decreased-2,547 SH
JPMorgan Ultra-Short Municipal Inc ETF	ETF	$15.1M	1.3%Prev: 1.1%	297,129 SH	Increased+43,792 SH
Lilly Eli & Company	ETF	$2.2M	0.2%Prev: 0.1%	2,091 SH	Increased+48 SH
Mastercard Inc	COM	$893K	0.1%Prev: 0.1%	1,565 SH	Decreased-43 SH
Mc Donalds Corp	ETF	$247K	0.0%Prev: 0.0%	809 SH	Increased+32 SH
Meta Platforms Inc Class A	COM	$310K	0.0%	469 SH	New
Microsoft Corp	ETF	$2.1M	0.2%Prev: 0.2%	4,431 SH	Increased+599 SH
Mid Cap S P D R TRUST	ETF	$6.1M	0.5%Prev: 0.5%	10,065 SH	Decreased-308 SH
Netflix Com Inc Com	COM	$276K	0.0%Prev: 0.0%	2,942 SH	Decreased+2,705 SH
Northrop Grumman Corp	ETF	$1.0M	0.1%Prev: 0.1%	1,789 SH	Decreased+16 SH
Nuveen AA-BBB CLO ETF	ETF	$19.1M	1.6%	761,276 SH	New
Nuveen ESG Large-Cap Value ETF	ETF	$865K	0.1%Prev: 0.1%	19,206 SH	Increased-267 SH
Nvidia Corp	COM	$809K	0.1%Prev: 0.0%	4,339 SH	Increased+2,019 SH
NYLI MacKay Muni Intermediate ETF	ETF	$1.8M	0.2%	74,424 SH	New
Oracle Corporation	COM	$687K	0.1%Prev: 0.1%	3,525 SH	Decreased+189 SH
PIMCO Intermediate Municipal Bd Actv ETF	ETF	$210K	0.0%	4,003 SH	New
PIMCO MULTISECTOR BOND ACTV ETF	ETF	$2.6M	0.2%Prev: 0.2%	95,777 SH	Increased+9,500 SH
Powershare Ftse Rafi US	ETF	$1.4M	0.1%Prev: 0.1%	30,825 SH	Increased
Raytheon Technologies Ord	COM	$280K	0.0%Prev: 0.0%	1,527 SH	Increased+187 SH
Russell 1000/ Lrg. Growth	ETF	$4.6M	0.4%Prev: 0.4%	9,804 SH	Increased-56 SH
Russell 1000/ Lrg. Value	ETF	$5.2M	0.4%Prev: 0.4%	24,583 SH	Increased-123 SH
Russell 2000/ Small Growth	ETF	$498K	0.0%Prev: 0.0%	1,543 SH	Increased-12 SH
Russell 2000/ Small Value	ETF	$665K	0.1%Prev: 0.1%	3,672 SH	Increased-44 SH
Russell 2000/Small Blend	ETF	$10.0M	0.8%Prev: 0.9%	40,551 SH	Increased-227 SH
Russell 3000	ETF	$21.8M	1.8%Prev: 1.9%	56,470 SH	Decreased-1,227 SH
Schw Emg Mkt Eq Etf	ETF	$447K	0.0%Prev: 0.0%	13,649 SH	Decreased+87 SH
Schw Intl Eq Etf	ETF	$2.1M	0.2%Prev: 0.2%	88,941 SH	Increased+1,766 SH
Schw US Brd Mkt Etf	ETF	$5.6M	0.5%Prev: 0.5%	214,697 SH	Increased-760 SH
Schw US Scap Etf	ETF	$230K	0.0%Prev: 0.0%	8,081 SH	Increased+2 SH
Schwab Fundamental Inl	ETF	$819K	0.1%Prev: 0.1%	18,116 SH	Increased
Schwab Fundamental US	ETF	$222K	0.0%Prev: 0.0%	8,154 SH	Increased
Schwab US Large Cap	ETF	$439K	0.0%Prev: 0.0%	13,466 SH	Decreased-3,187 SH
Schwab US Large Cap Etf	ETF	$231K	0.0%Prev: 0.0%	8,601 SH	Increased+3 SH
Schwab US Large Cap Value	ETF	$10.5M	0.9%Prev: 1.0%	355,790 SH	Decreased-31,821 SH
Sector Spdr Fincl Select	ETF	$259K	0.0%Prev: 0.0%	4,726 SH	Increased+201 SH
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF	ETF	$2.0M	0.2%Prev: 0.3%	21,769 SH	Decreased-19,868 SH
SPDR DoubleLine Total Return Tact ETF	ETF	$7.1M	0.6%Prev: 0.6%	175,789 SH	Increased+7,193 SH
SPDR Dow Jones Industrial Average ETF	ETF	$336K	0.0%Prev: 0.0%	700 SH	Increased
SPDR Gold ETF	ETF	$289K	0.0%Prev: 0.0%	728 SH	Increased
SPDR Nuveen BB Hi Yld Muncpl Bd ETF	ETF	$2.6M	0.2%Prev: 0.2%	102,370 SH	Increased+29,316 SH
SPDR Portfolio S&P 500 Value ETF	ETF	$1.4M	0.1%Prev: 0.1%	24,337 SH	Increased+1,100 SH
SPDR Trust (S&P 500)	ETF	$27.5M	2.3%Prev: 2.4%	40,294 SH	Increased-452 SH
TCW Flexible Income ETF	ETF	$1.2M	0.1%Prev: 0.0%	31,148 SH	Increased+24,098 SH
UMB Financial Corp	COM	$2.4M	0.2%Prev: 0.2%	21,106 SH	Decreased
VanEck AA-BB CLO ETF	ETF	$827K	0.1%	16,326 SH	New
VanEck CLO ETF	ETF	$5.4M	0.5%	102,794 SH	New
VanEck Short Muni ETF	ETF	$487K	0.0%Prev: 0.0%	27,956 SH	Decreased
Vanguard Core Bond ETF	ETF	$88.0M	7.3%Prev: 7.2%	1,129,478 SH	Increased+91,378 SH
Vanguard Core-Plus Bond ETF	ETF	$14.4M	1.2%Prev: 1.2%	184,199 SH	Increased+12,176 SH
Vanguard Div Apprciation	ETF	$498K	0.0%Prev: 0.0%	2,267 SH	Decreased-144 SH
Vanguard Emerging Market	ETF	$1.3M	0.1%Prev: 0.1%	24,666 SH	Decreased-395 SH
Vanguard ESG Int'l ETF	ETF	$8.7M	0.7%Prev: 0.8%	121,735 SH	Increased-2,693 SH
Vanguard ESG U.S. Stock ETF	ETF	$15.2M	1.3%Prev: 1.3%	125,605 SH	Increased-1,588 SH
Vanguard Growth	ETF	$9.2M	0.8%Prev: 0.8%	18,788 SH	Increased+475 SH
Vanguard High Dividend ETF	ETF	$3.1M	0.3%Prev: 0.3%	21,823 SH	Increased-105 SH
Vanguard Info Technology	ETF	$870K	0.1%Prev: 0.1%	1,154 SH	Increased-8 SH
Vanguard Interm Bond Index ETF	ETF	$4.1M	0.3%Prev: 0.4%	52,284 SH	Decreased-7,151 SH
Vanguard Intermediate	ETF	$2.1M	0.2%Prev: 0.2%	24,815 SH	Decreased-1,015 SH
Vanguard Large Cap Etf	ETF	$233K	0.0%Prev: 0.0%	739 SH	Increased
Vanguard Mid Cap	ETF	$731K	0.1%Prev: 0.1%	2,520 SH	Increased+108 SH
Vanguard Mortgage Backed	ETF	$4.0M	0.3%Prev: 0.4%	84,569 SH	Decreased-756 SH
Vanguard Msci Eafe Etf	ETF	$2.9M	0.2%Prev: 0.2%	45,823 SH	Increased-254 SH
Vanguard Reit	ETF	$5.4M	0.4%Prev: 0.6%	60,945 SH	Decreased-14,572 SH
Vanguard Russell 1000	ETF	$1.5M	0.1%Prev: 0.1%	15,929 SH	Increased-248 SH
Vanguard Russell 1000 Growth ETF	ETF	$4.1M	0.3%Prev: 0.4%	33,833 SH	Increased-202 SH
Vanguard Russell 3000 ETF	ETF	$16.1M	1.3%Prev: 1.4%	53,533 SH	Increased+6 SH
Vanguard S&P 500 Etf	ETF	$2.6M	0.2%Prev: 0.2%	4,117 SH	Increased+609 SH
Vanguard S&P 500 Growth ETF	ETF	$3.3M	0.3%Prev: 0.3%	7,352 SH	Decreased-446 SH
Vanguard Short Term Corp Bond	ETF	$3.2M	0.3%Prev: 0.3%	39,543 SH	Decreased-1,352 SH
Vanguard Short-Term Bond Index Fund	ETF	$9.6M	0.8%Prev: 1.0%	121,245 SH	Decreased-17,594 SH
VANGUARD SHRT TAX EXEMPT BND ETF	ETF	$2.0M	0.2%Prev: 0.2%	19,904 SH	Increased+347 SH
Vanguard Small Cap	ETF	$961K	0.1%Prev: 0.1%	3,725 SH	Decreased-527 SH
Vanguard Small Cap Value	ETF	$4.0M	0.3%Prev: 0.4%	19,035 SH	Decreased-387 SH
Vanguard Tax-Exempt Bond ETF	ETF	$5.1M	0.4%Prev: 0.5%	101,466 SH	Decreased-1,304 SH
Vanguard Total Bond	ETF	$1.7M	0.1%Prev: 0.1%	22,925 SH	Increased+9,274 SH
Vanguard Total Intl Etf	ETF	$1.1M	0.1%Prev: 0.1%	14,409 SH	Increased+1,818 SH
Vanguard Total Stock Mkt	ETF	$153.7M	12.8%Prev: 12.8%	458,478 SH	Increased+14,857 SH
Vanguard Value	ETF	$14.6M	1.2%Prev: 1.3%	76,282 SH	Increased-1,244 SH
Visa Inc Cl A	COM	$721K	0.1%Prev: 0.1%	2,056 SH	Increased+105 SH

Sold (vs prior filing)

Chevrontexaco Corp — $216K
ClearSign Technologies Corp — $15K
Janus Henderson AAA CLO ETF — $630K
Schwab Short-Term U.S. Treasury ETF — $407K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0000905729-26-000035	$1.20B	View
Nov 12, 2025	Q3 2025	13F-HR	0000905729-25-000183	$1.13B	View
Aug 4, 2026	Q2 2026