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 |
|---|---|---|---|---|---|---|---|---|---|
| Schw Emg Mkt Eq Etf | ETF | 151 | $339,761 | 13,706 | 0.00 | 0.00 | -6,899 | -33.48 | 12-31-2023 |
| iShares Broad USD High Yield Corp Bd ETF | ETF | 152 | $335,248 | 9,223 | 0.00 | 9,223 | +Inf | 12-31-2023 | |
| Deere & Co | COM | 153 | $327,094 | 818 | 0.00 | 0.00 | -2 | -0.24 | 12-31-2023 |
| Thermo Electron Corp | COM | 154 | $319,536 | 602 | 0.00 | 0.00 | -19 | -3.06 | 12-31-2023 |
