J. Bradley Cox

@Diversified Portfolios, Inc.

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$890.034M

Total holdings139

Assets growth rate17.26%

Assets growth rate (2-Q avg)12.05%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Portfolios, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Diversified Portfolios, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 890.034M in assets, with a quarterly growth rate of 17.26% and a 2-quarter average growth rate of 12.05%. The portfolio is managed by J. Bradley Cox, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Total Stock Mkt Recent Activity Increased 0.34%	13.4%	$119.263M 421,188 shares@ $283.16 avg price	Increased 0.34%
JBNDJpmorgan Active Bond Etf Recent Activity Increased 844.33%	7.83%	$69.672M 1.275M shares@ $54.65 avg price	Increased 844.33%
ICSHIshares Ultra Short-term Bond Etf Recent Activity Increased 36.07%	6.58%	$58.503M 1.153M shares@ $50.74 avg price	Increased 36.07%
AVDEAvantis International Equity Etf Recent Activity Increased 14.78%	4.37%	$38.812M 579,028 shares@ $67.04 avg price	Increased 14.78%
FLOTIshares Floating Rate Recent Activity Increased 5.92%	3.76%	$33.405M 654,493 shares@ $51.04 avg price	Increased 5.92%
IUSBIshares Core Total Usd Bond Market Etf Recent Activity Decreased -23.37%	3.72%	$33.08M 702,030 shares@ $47.12 avg price	Decreased -23.37%
BSVVanguard Short-term Bond Index Fund Recent Activity Decreased -58.94%	3.51%	$31.232M 396,893 shares@ $78.69 avg price	Decreased -58.94%
VCRBVanguard Core Bond Etf Recent Activity Increased 1545.87%	3.11%	$27.596M 348,480 shares@ $79.19 avg price	Increased 1545.87%
SPYSpdr Trust (s&p 500) Recent Activity Increased 0.54%	2.55%	$22.654M 39,483 shares@ $573.77 avg price	Increased 0.54%
IVVIshares Core S&p 500 Etf Recent Activity Decreased -0.83%	2.47%	$21.952M 38,057 shares@ $576.83 avg price	Decreased -0.83%