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  Name: Diversified Portfolios Inc.
  City: Bloomfield Hills
  State: MI
  Zip: 48304
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $635,532,000
  Total Value Change : $105,341,000
  Securities Held Change : 9
   
All Securities Held : 124
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 46
  Unchanged Positions : 16
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 31 New $0.00 $4,741,000 93,034 0.75% 4,741,000 93,034 0.103    N/A
   (VTES)1 Year Chart         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
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 75 New $0.00 $745,000 14,819 0.12% 745,000 14,819 0.016    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 83 New $0.00 $600,000 26,400 0.09% 600,000 26,400 0.029    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 93 New $0.00 $487,000 9,697 0.08% 487,000 9,697 0.001    N/A
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 109 New $0.00 $335,000 9,223 0.05% 335,000 9,223 0.001    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 116 New $0.00 $257,000 6,050 0.04% 257,000 6,050 0.007    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 120 New $446.95 $215,000 558 0.03% 215,000 558 0    Investment Brokerage ...
   (INTU)1 Year Chart         INTU Intuit Inc 123 New $632.43 $205,000 328 0.03% 205,000 328 0    Application Software

      9 Records Found
  1    
Page 1 of 1
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