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Name: |
Diversified Portfolios Inc. |
City: |
Bloomfield Hills |
State: |
MI |
Zip: |
48304 |
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Holdings
Found :
9 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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JMUB |
Jpmorgan Municipal Etf |
31 |
New |
$0.00 |
$4,741,000 |
93,034 |
0.75% |
4,741,000 |
93,034 |
0.103 |
N/A |
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VTES |
Vanguard Short-term Tax-exe... |
49 |
New |
$0.00 |
$2,069,000 |
20,399 |
0.33% |
2,069,000 |
20,399 |
1.146 |
N/A |
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JAAA |
Janus Henderson Aaa Clo Etf |
75 |
New |
$0.00 |
$745,000 |
14,819 |
0.12% |
745,000 |
14,819 |
0.016 |
N/A |
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DFAR |
Dfa Dimensional Us Real Est... |
83 |
New |
$0.00 |
$600,000 |
26,400 |
0.09% |
600,000 |
26,400 |
0.029 |
N/A |
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JPST |
Jp Morgan Ultra Short Incom... |
93 |
New |
$0.00 |
$487,000 |
9,697 |
0.08% |
487,000 |
9,697 |
0.001 |
N/A |
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USHY |
Ishares Broad Usd High Yiel... |
109 |
New |
$0.00 |
$335,000 |
9,223 |
0.05% |
335,000 |
9,223 |
0.001 |
N/A |
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DFCF |
Dfa Dimensional Core Fixed ... |
116 |
New |
$0.00 |
$257,000 |
6,050 |
0.04% |
257,000 |
6,050 |
0.007 |
N/A |
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GS |
Goldman Sachs Group Inc |
120 |
New |
$443.80 |
$215,000 |
558 |
0.03% |
215,000 |
558 |
0 |
Investment Brokerage ... |
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INTU |
Intuit Inc |
123 |
New |
$641.15 |
$205,000 |
328 |
0.03% |
205,000 |
328 |
0 |
Application Software |
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