Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DIVERSIFIED PORTFOLIOS INC | 01-29-2024 | 12-31-2023 | 124 | 635,531,245 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Mkt | ETF | 1 | $98,951,366 | 417,129 | 0.02 | 0.02 | -1,367 | -0.33 | 12-31-2023 |
Vanguard Short-Term Bond Index Fund | ETF | 2 | $72,157,111 | 936,862 | 0.01 | 0.01 | 30,204 | 3.33 | 12-31-2023 |
iShares Ultra Short-Term Bond ETF | ETF | 3 | $42,182,576 | 837,621 | 0.01 | 0.01 | 202,534 | 31.89 | 12-31-2023 |
iShares Core Total USD Bond Market ETF | ETF | 4 | $32,913,099 | 714,415 | 0.01 | 0.00 | 159,251 | 28.69 | 12-31-2023 |