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Diversified Portfolios, Inc. | Tormere

Diversified Portfolios, Inc.

Est. AUM

$1.22B

13F long equity, this entity only

Positions

174

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Total Stock Mkt	ETF	$146.9M	457854	12.07%	SOLE
2	JPMorgan Active Bond ETF	ETF	$106.9M	1987378	8.78%	SOLE
3	Vanguard Core Bond ETF	ETF	$92.4M	1194683	7.60%	SOLE
4	Avantis International Equity ETF	COM	$79.1M	932696	6.50%	SOLE
5	DFA Short-Duration Fixed Inc ETF	ETF	$64.0M	1336422	5.26%	SOLE
6	iShares Ultra Short-Term Bond ETF	ETF	$55.8M	1102918	4.59%	SOLE
7	Avantis Emerging Markets EQ ETF	COM	$46.5M	576945	3.82%	SOLE
8	DFA US Large Cap Value ETF	ETF	$32.7M	916445	2.69%	SOLE
9	SPDR Trust (S&P 500)	ETF	$25.9M	39851	2.13%	SOLE
10	DFA US Small Cap Value ETF	ETF	$24.4M	695442	2.00%	SOLE
11	DFA Core Emerging Mkt ETF	ETF	$23.7M	699905	1.95%	SOLE
12	iShares Core S&P 500 ETF	COM	$23.6M	36119	1.94%	SOLE
13	Nuveen AA-BBB CLO ETF	ETF	$22.6M	907773	1.86%	SOLE
14	Russell 3000	ETF	$20.9M	56356	1.72%	SOLE
15	Ishares Floating Rate	ETF	$20.1M	393718	1.65%	SOLE
16	Vanguard Russell 3000 ETF	ETF	$16.4M	57183	1.35%	SOLE
17	DFA Int'l Core Equity ETF	ETF	$15.1M	386944	1.24%	SOLE
18	Vanguard Core-Plus Bond ETF	ETF	$15.0M	193358	1.23%	SOLE
19	Vanguard Value	ETF	$14.7M	75123	1.21%	SOLE
20	Vanguard ESG U.S. Stock ETF	ETF	$14.7M	130513	1.20%	SOLE
21	DFA Tax-Managed US Marketwide Value II	ETF	$14.3M	294450	1.17%	SOLE
22	JPMorgan Municipal ETF	ETF	$13.6M	271206	1.11%	SOLE
23	iShares National Muni Bond ETF	ETF	$13.0M	122698	1.07%	SOLE
24	iShares Global REIT ETF	ETF	$12.4M	494490	1.02%	SOLE
25	JPMorgan Ultra-Short Municipal Inc ETF	ETF	$12.4M	242886	1.02%	SOLE
26	Schwab US Large Cap Value	ETF	$11.8M	386127	0.97%	SOLE
27	Russell 2000/Small Blend	ETF	$9.9M	40114	0.82%	SOLE
28	SPDR DoubleLine Total Return Tact ETF	ETF	$9.2M	232668	0.76%	SOLE
29	Vanguard ESG Int'l ETF	ETF	$8.6M	119320	0.70%	SOLE
30	Vanguard Growth	ETF	$8.1M	18560	0.67%	SOLE
31	Avantis US Small Cap Value ETF	ETF	$7.9M	71484	0.65%	SOLE
32	Vanguard Short-Term Bond Index Fund	ETF	$7.5M	95401	0.61%	SOLE
33	iShares Core S&P Total US Stock Mkt ETF	COM	$7.4M	51769	0.61%	SOLE
34	DFA US Core Equity ETF	ETF	$7.4M	162939	0.60%	SOLE
35	iShares Core Total USD Bond Market ETF	ETF	$7.3M	157855	0.60%	SOLE
36	Vanguard Tax-Exempt Bond ETF	ETF	$7.2M	143493	0.59%	SOLE
37	VanEck CLO ETF	ETF	$6.5M	122637	0.53%	SOLE
38	Apple Computer Inc	ETF	$6.0M	23761	0.50%	SOLE
39	Mid Cap S P D R TRUST	ETF	$6.0M	9679	0.49%	SOLE
40	Schw US Brd Mkt Etf	ETF	$5.6M	224900	0.46%	SOLE
41	iShares 1-5 Year Investment Grade Corporate Bond ETF	ETF	$5.4M	102614	0.44%	SOLE
42	Russell 1000/ Lrg. Value	ETF	$5.2M	24515	0.43%	SOLE
43	Vanguard Reit	ETF	$4.6M	52100	0.38%	SOLE
44	iShares Short-Term National Muni Bond ETF	ETF	$4.6M	43164	0.38%	SOLE
45	DFA U.S. Small Cap Value (TM)	ETF	$4.4M	69706	0.36%	SOLE
46	Russell 1000/ Lrg. Growth	ETF	$4.1M	9619	0.34%	SOLE
47	Eaton Vance Short Dur Muncpl Inc ETF	ETF	$4.1M	81241	0.34%	SOLE
48	Vanguard Mortgage Backed	ETF	$4.0M	84563	0.33%	SOLE
49	Vanguard Small Cap Value	ETF	$3.9M	17787	0.32%	SOLE
50	iShares S&P 500 Growth ETF	ETF	$3.8M	33442	0.31%	SOLE

1–50 of 174

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.