Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Diversified Portfolios, Inc. (CIK 1634212) reported $1.22B across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($146.9M, 12.07%), JBND ($106.9M, 8.78%), VCRB ($92.4M, 7.60%), AVDE ($79.1M, 6.50%), DFSD ($64.0M, 5.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt | $146.9M | 12.07% | 457,854 | Trimmed |
| 2 | JBND | JPMorgan Active Bond ETF | $106.9M | 8.78% | 2.0M | Added |
| 3 | VCRB | Vanguard Core Bond ETF | $92.4M | 7.60% | 1.2M | Added |
| 4 | AVDE | Avantis International Equity ETF | $79.1M | 6.50% | 932,696 | Trimmed |
| 5 | DFSD | DFA Short-Duration Fixed Inc ETF | $64.0M | 5.26% | 1.3M | Added |
| 6 | ICSH | iShares Ultra Short-Term Bond ETF | $55.8M | 4.59% | 1.1M | Added |
| 7 | AVEM | Avantis Emerging Markets EQ ETF | $46.5M | 3.82% | 576,945 | Added |
| 8 | DFLV | DFA US Large Cap Value ETF | $32.7M | 2.69% | 916,445 | Added |
| 9 | SPY | SPDR Trust (S&P 500) | $25.9M | 2.13% | 39,851 | Trimmed |
| 10 | DFSV | DFA US Small Cap Value ETF | $24.4M | 2.00% | 695,442 | Added |
| 11 | DFAE | DFA Core Emerging Mkt ETF | $23.7M | 1.95% | 699,905 | Trimmed |
| 12 | IVV | iShares Core S&P 500 ETF | $23.6M | 1.94% | 36,119 | Added |
| 13 | NCLO | Nuveen AA-BBB CLO ETF | $22.6M | 1.86% | 907,773 | Added |
| 14 | IWV | Russell 3000 | $20.9M | 1.72% | 56,356 | Trimmed |
| 15 | FLOT | Ishares Floating Rate | $20.1M | 1.65% | 393,718 | Trimmed |
| 16 | VTHR | Vanguard Russell 3000 ETF | $16.4M | 1.35% | 57,183 | Added |
| 17 | DFAI | DFA Int'l Core Equity ETF | $15.1M | 1.24% | 386,944 | Trimmed |
| 18 | VPLS | Vanguard Core-Plus Bond ETF | $15.0M | 1.23% | 193,358 | Added |
| 19 | VTV | Vanguard Value | $14.7M | 1.21% | 75,123 | Trimmed |
| 20 | ESGV | Vanguard ESG U.S. Stock ETF | $14.7M | 1.20% | 130,513 | Added |
| 21 | DFUV | DFA Tax-Managed US Marketwide Value II | $14.3M | 1.17% | 294,450 | Trimmed |
| 22 | JMUB | JPMorgan Municipal ETF | $13.6M | 1.11% | 271,206 | Trimmed |
| 23 | MUB | iShares National Muni Bond ETF | $13.0M | 1.07% | 122,698 | Trimmed |
| 24 | REET | iShares Global REIT ETF | $12.4M | 1.02% | 494,490 | Trimmed |
| 25 | JMST | JPMorgan Ultra-Short Municipal Inc ETF | $12.4M | 1.02% | 242,886 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31