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