President

0000905729-22-000023.txt : 20220131 0000905729-22-000023.hdr.sgml : 20220131 20220131163506 ACCESSION NUMBER: 0000905729-22-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 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: 22574455 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 12-31-2021 12-31-2021 false Diversified Portfolios, Inc.

39520 Woodward Ave, Ste 200 Bloomfield Hills MI 48304

13F HOLDINGS REPORT 028-16822 N Robert E. Toal President 248-644-3030 /s/ Robert E. Toal Bloomfield Hills MI 01-31-2022 0 135 415774 INFORMATION TABLE 2 infotable.xml 3M COM 88579Y101 307 1730 SH SOLE 0 0 1730 Abbott Laboratories COM 002824100 1470 10447 SH SOLE 0 0 10447 Abbvie Inc COM 00287Y109 1575 11631 SH SOLE 0 0 11631 Accenture Plc Cl A COM G1151C101 960 2315 SH SOLE 0 0 2315 Altair Engineering Inc. COM 021369103 11620 150289 SH SOLE 0 0 150289 Amazon Com Inc COM 023135106 1074 322 SH SOLE 0 0 322 American Elec Pwr Inc COM 025537101 320 3600 SH SOLE 0 0 3600 ANTHEM INC COM COM 036752103 201 435 SH SOLE 0 0 435 Apple Computer Inc COM 037833100 8587 48356 SH SOLE 0 0 48356 Arrow Financial Corp COM 042744102 413 11732 SH SOLE 0 0 11732 AT & T Inc. COM 00206R102 203 8266 SH SOLE 0 0 8266 AVANTIS US SMALL CAP VALUE ETF ETF 025072877 397 4984 SH SOLE 0 0 4984 Avantis International Equity ETF ETF 025072703 4783 75452 SH SOLE 0 0 75452 Bank of America COM 060505104 224 5045 SH SOLE 0 0 5045 Berkshire Hathaway A COM 084670108 1352 300 SH SOLE 0 0 300 Berkshire Hathaway B New COM 084670702 408 1364 SH SOLE 0 0 1364 BGI i Shares/TIPS ETF 464287176 3834 29674 SH SOLE 0 0 29674 Blackstone Group Lp COM 09260D107 531 4101 SH SOLE 0 0 4101 Boeing Co COM 097023105 314 1558 SH SOLE 0 0 1558 Bristol-Myers Squibb Co COM 110122108 616 9884 SH SOLE 0 0 9884 C S X Corp COM 126408103 541 14400 SH SOLE 0 0 14400 Cintas Corporation COM 172908105 443 1000 SH SOLE 0 0 1000 Clarivate Analytics Plc Ordinary Shares COM G21810109 212 9000 SH SOLE 0 0 9000 Coca Cola Company COM 191216100 1281 21630 SH SOLE 0 0 21630 Comcast Corp New Cl A COM 20030N101 386 7672 SH SOLE 0 0 7672 Consolidated Edison Inc COM 209115104 299 3500 SH SOLE 0 0 3500 Costco Whsl Corp New COM 22160K105 357 629 SH SOLE 0 0 629 Crown Castle Intl Corp COM 22822V101 459 2200 SH SOLE 0 0 2200 Cryoport Inc Com Par $0.001 COM 229050307 237 4000 SH SOLE 0 0 4000 Deere & Co COM 244199105 280 818 SH SOLE 0 0 818 DFA Core Emerging Mkt ETF ETF 25434V302 1920 70164 SH SOLE 0 0 70164 DFA Int'l Core Equity ETF ETF 25434V203 3719 125756 SH SOLE 0 0 125756 DFA Tax Managed Intl ETF 25434V807 1797 54767 SH SOLE 0 0 54767 Dfa Tax-Mng US Equity PO ETF 25434V401 670 12967 SH SOLE 0 0 12967 DFA U.S. Small Cap (TM) ETF 25434V500 528 8802 SH SOLE 0 0 8802 DFA U.S. Small Cap Value (TM) ETF 25434V609 4480 94271 SH SOLE 0 0 94271 DFA US Core Equity ETF ETF 25434V104 939 28464 SH SOLE 0 0 28464 Disney Company COM 254687106 279 1800 SH SOLE 0 0 1800 DTE Energy Company COM 233331107 438 3664 SH SOLE 0 0 3664 Duke Energy Corporation COM 26441C204 574 5474 SH SOLE 0 0 5474 Enbridge Inc COM 29250N105 531 13586 SH SOLE 0 0 13586 Exxon Mobil Corporation COM 30231G102 1129 18452 SH SOLE 0 0 18452 Facebook Inc Class A COM 30303M102 353 1050 SH SOLE 0 0 1050 First Merchants Corp COM 320817109 1480 35335 SH SOLE 0 0 35335 Global Payments Inc COM 37940X102 221 1636 SH SOLE 0 0 1636 Google Inc. 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COM 46625H100 271 1709 SH SOLE 0 0 1709 Lilly Eli & Company COM 532457108 785 2842 SH SOLE 0 0 2842 M F S Intermdt Income Tr ETF 55273C107 105 29319 SH SOLE 0 0 29319 Mastercard Inc COM 57636Q104 499 1390 SH SOLE 0 0 1390 Mc Donalds Corp COM 580135101 521 1942 SH SOLE 0 0 1942 Merck & Co COM 58933Y105 237 3093 SH SOLE 0 0 3093 Microsoft Corp COM 594918104 1838 5466 SH SOLE 0 0 5466 Mid Cap S P D R TRUST ETF 78467Y107 5431 10490 SH SOLE 0 0 10490 Nextera Energy Inc COM 65339F101 383 4106 SH SOLE 0 0 4106 Nike Inc Class B COM 654106103 681 4088 SH SOLE 0 0 4088 Northrop Grumman Corp COM 666807102 808 2087 SH SOLE 0 0 2087 Novo-Nordisk A-S COM 670100205 1120 10000 SH SOLE 0 0 10000 Nvidia Corp COM 67066G104 235 800 SH SOLE 0 0 800 Oracle Corporation COM 68389X105 230 2634 SH SOLE 0 0 2634 Pepsico Incorporated COM 713448108 2485 14308 SH SOLE 0 0 14308 Pfizer Incorporated COM 717081103 870 14735 SH SOLE 0 0 14735 Procter & Gamble Co COM 742718109 1162 7106 SH SOLE 0 0 7106 Raytheon Technologies Ord COM 75513E101 265 3075 SH SOLE 0 0 3075 Rocket Cos Inc-Class A COM 77311W101 143 10200 SH SOLE 0 0 10200 Russell 1000/ Lrg. 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Brands Inc COM 988498101 566 4077 SH SOLE 0 0 4077 Zoetis Inc COM 98978V103 518 2122 SH SOLE 0 0 2122