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| Name: |
Diversified Portfolios Inc. |
| City: |
Bloomfield Hills |
| State: |
MI |
| Zip: |
48304 |
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data |
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| Holdings
Found :
16 |
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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 |
|
VONG |
Vanguard Russell 1000 Growt... |
39 |
- |
$86.37 |
$2,914,000 |
37,355 |
0.46% |
357,000 |
0 |
0.004 |
N/A |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
41 |
- |
$304.92 |
$2,626,000 |
9,698 |
0.41% |
232,000 |
0 |
0.047 |
N/A |
|
|
DFIV |
Dimensional International V... |
50 |
- |
$37.11 |
$1,916,000 |
55,773 |
0.3% |
97,000 |
0 |
0.006 |
N/A |
|
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AVSU |
Avantis Responsible Us Equi... |
53 |
- |
$0.00 |
$1,349,000 |
24,010 |
0.21% |
159,000 |
0 |
0.267 |
N/A |
|
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VONV |
Vanguard Russell 1000 Value... |
57 |
- |
$76.76 |
$1,214,000 |
16,740 |
0.19% |
98,000 |
0 |
0.018 |
N/A |
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LLY |
Eli Lilly & Co |
60 |
- |
$777.77 |
$1,168,000 |
2,004 |
0.18% |
92,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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PRF |
Invesco FTSE RAFI US |
62 |
- |
$36.69 |
$1,103,000 |
31,325 |
0.17% |
106,000 |
0 |
0.017 |
Closed - End Fund - E... |
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DFUS |
Dimensional U S Equity Etf |
80 |
- |
$56.36 |
$640,000 |
12,353 |
0.1% |
65,000 |
0 |
0.001 |
N/A |
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AVSD |
Avantis Responsible Interna... |
82 |
- |
$0.00 |
$616,000 |
11,424 |
0.1% |
56,000 |
0 |
0.127 |
N/A |
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IWN |
iShares Russell 2000 Value |
85 |
- |
$155.63 |
$591,000 |
3,803 |
0.09% |
76,000 |
0 |
0.005 |
Closed - End Fund - E... |
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JNJ |
Johnson & Johnson |
96 |
- |
$148.72 |
$463,000 |
2,953 |
0.07% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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IWR |
iShares Tr Rssll MidCap Indx |
97 |
- |
$81.77 |
$425,000 |
5,470 |
0.07% |
46,000 |
0 |
0.002 |
Closed - End Fund - E... |
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VGT |
Vanguard I T VIPERS |
98 |
- |
$514.67 |
$397,000 |
820 |
0.06% |
57,000 |
0 |
0 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
100 |
- |
$42.27 |
$392,000 |
9,750 |
0.06% |
22,000 |
0 |
0 |
Closed - End Fund - E... |
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SUSB |
Ishares Esg 1 To 5 Year Usd... |
112 |
- |
$0.00 |
$316,000 |
12,895 |
0.05% |
9,000 |
0 |
0.034 |
N/A |
|
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DIA |
Diamonds Trust |
113 |
- |
$388.74 |
$307,000 |
815 |
0.05% |
34,000 |
0 |
0.001 |
Closed - End Fund - E... |
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