Diversified Portfolios, Inc. - Portfolio overview

Diversified Portfolios, Inc. has 179 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Mkt, 12.06%
2. JBND - JPMorgan Active Bond ETF, 8.77%
3. VCRB - Vanguard Core Bond ETF, 7.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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