0000905729-20-000109.txt : 20200512
0000905729-20-000109.hdr.sgml : 20200512
20200512152146
ACCESSION NUMBER: 0000905729-20-000109
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200512
DATE AS OF CHANGE: 20200512
EFFECTIVENESS DATE: 20200512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Diversified Portfolios, Inc.
CENTRAL INDEX KEY: 0001634212
IRS NUMBER: 383143481
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1215
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16822
FILM NUMBER: 20868807
BUSINESS ADDRESS:
STREET 1: 39520 WOODWARD AVE, STE 200
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
BUSINESS PHONE: 248-644-3030
MAIL ADDRESS:
STREET 1: 39520 WOODWARD AVE, STE 200
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001634212
XXXXXXXX
03-31-2020
03-31-2020
false
Diversified Portfolios, Inc.
39520 Woodward Ave, Ste 200
Bloomfield Hills
MI
48304
13F HOLDINGS REPORT
028-16822
N
Robert E. Toal
President
248-633-8173
/s/ Robert E. Toal
Bloomfield Hills
MI
05-12-2020
0
53
180321
INFORMATION TABLE
2
infotable.xml
Amazon Com Inc
COM
023135106
222
114
SH
SOLE
0
0
114
American Elec Pwr Inc
COM
025537101
276
3449
SH
SOLE
0
0
3449
Apple Computer Inc
COM
037833100
906
3562
SH
SOLE
0
0
3562
Berkshire Hathaway B New
COM
084670702
322
1813
SH
SOLE
0
0
1813
BGI i Shares/TIPS
ETF
464287176
884
7499
SH
SOLE
0
0
7499
Comcast Corp New Cl A
COM
20030N101
238
7037
SH
SOLE
0
0
7037
Disney Company
COM
254687106
264
2730
SH
SOLE
0
0
2730
DTE Energy Company
COM
233331107
232
2446
SH
SOLE
0
0
2446
Facebook Inc Class A
COM
30303M102
410
2456
SH
SOLE
0
0
2456
Heartland Finl Usa
COM
42234Q102
1444
47808
SH
SOLE
0
0
47808
Intel Corp
COM
458140100
275
5080
SH
SOLE
0
0
5080
Invesco QQQ Trust
ETF
46090E103
738
3876
SH
SOLE
0
0
3876
iShares Aggregate Bond Fd
ETF
464287226
2109
18279
SH
SOLE
0
0
18279
iShares C&S Real Estate
ETF
464287564
328
3579
SH
SOLE
0
0
3579
iShares MSCI Emrg Mkt
ETF
464287234
223
6529
SH
SOLE
0
0
6529
iShares MSCI/EAFE Index
ETF
464287465
775
14496
SH
SOLE
0
0
14496
iShares Russell 1000
ETF
464287622
887
6271
SH
SOLE
0
0
6271
iShares S&P 500 Growth
ETF
464287309
2138
12953
SH
SOLE
0
0
12953
iShares S&P 500 Index
ETF
464287200
1517
5871
SH
SOLE
0
0
5871
iShares S&P 500 Value
ETF
464287408
782
8129
SH
SOLE
0
0
8129
iShares S&P Sm Cap Value
ETF
464287879
296
2957
SH
SOLE
0
0
2957
iShares Tr Barclays Bond
ETF
464287457
1008
11630
SH
SOLE
0
0
11630
Lilly Eli & Company
COM
532457108
505
3643
SH
SOLE
0
0
3643
Microsoft Corp
COM
594918104
354
2242
SH
SOLE
0
0
2242
Mid Cap S P D R TRUST
ETF
78467Y107
3637
13835
SH
SOLE
0
0
13835
Nike Inc Class B
COM
654106103
331
4006
SH
SOLE
0
0
4006
Northrop Grumman Corp
COM
666807102
644
2130
SH
SOLE
0
0
2130
Oracle Corporation
COM
68389X105
205
4250
SH
SOLE
0
0
4250
Russell 1000/ Lrg. Growth
ETF
464287614
2708
17975
SH
SOLE
0
0
17975
Russell 1000/ Lrg. Value
ETF
464287598
2880
29035
SH
SOLE
0
0
29035
Russell 2000/ Small Value
ETF
464287630
491
5986
SH
SOLE
0
0
5986
Russell 2000/Small Blend
ETF
464287655
5018
43845
SH
SOLE
0
0
43845
Russell 3000
ETF
464287689
11112
74913
SH
SOLE
0
0
74913
Schw US Brd Mkt Etf
ETF
808524102
1850
30612
SH
SOLE
0
0
30612
SCHWAB STRATEGIC TR INTRM TRM
ETF
808524854
790
13445
SH
SOLE
0
0
13445
SCHWAB STRATEGIC TR SHT TM US
ETF
808524862
625
12085
SH
SOLE
0
0
12085
SPDR Trust (S&P 500)
ETF
78462F103
10726
41614
SH
SOLE
0
0
41614
Vanguard Emerging Market
ETF
922042858
332
9882
SH
SOLE
0
0
9882
Vanguard ESG Int'l ETF
ETF
921910725
3444
83690
SH
SOLE
0
0
83690
Vanguard ESG U.S. Stock ETF
ETF
921910733
7391
161419
SH
SOLE
0
0
161419
Vanguard Growth
ETF
922908736
1147
7323
SH
SOLE
0
0
7323
Vanguard Interm Bond Index ETF
ETF
921937819
18539
207531
SH
SOLE
0
0
207531
Vanguard Reit
ETF
922908553
2502
35825
SH
SOLE
0
0
35825
Vanguard Russell 1000
ETF
92206C714
820
9419
SH
SOLE
0
0
9419
Vanguard Russell 3000
ETF
92206C599
1902
16517
SH
SOLE
0
0
16517
Vanguard S&P 500 Etf
ETF
922908363
244
1031
SH
SOLE
0
0
1031
Vanguard Small Cap Value
ETF
922908611
249
2803
SH
SOLE
0
0
2803
Vanguard ST Bond Idx ETF
ETF
921937827
33271
404860
SH
SOLE
0
0
404860
Vanguard Total Bond
ETF
921937835
1344
15743
SH
SOLE
0
0
15743
Vanguard Total Stock Mkt
ETF
922908769
46229
358615
SH
SOLE
0
0
358615
Vanguard Value
ETF
922908744
4279
48045
SH
SOLE
0
0
48045
Visa Inc Cl A
COM
92826C839
223
1383
SH
SOLE
0
0
1383
Yum! Brands Inc
COM
988498101
255
3714
SH
SOLE
0
0
3714