Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DIVERSIFIED PORTFOLIOS INC 01-29-2024 12-31-2023 124 635,531,245
Institutional Holdings
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
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