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J. Bradley Cox

@Diversified Portfolios, Inc.

Latest period2024 - Q3ReportedManaged Assets$890.034MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Value
Recent Activity
Increased 1.62%
1.33%
$11.818M
67,696 shares@ $174.57 avg price
DFAIDfa Int'l Core Equity Etf
Recent Activity
Increased 5.99%
1.28%
$11.305M
355,719 shares@ $31.79 avg price
DFSVDimensional Us Small Cap Value Etf
Recent Activity
Increased 11.15%
1.23%
$10.904M
354,031 shares@ $30.81 avg price
BIVVanguard Interm Bond Index Etf
Recent Activity
Decreased -43.65%
1.21%
$10.692M
136,427 shares@ $78.38 avg price
IWMRussell 2000 Small Blend
Recent Activity
Decreased -2.19%
0.97%
$8.594M
38,906 shares@ $220.9 avg price
VSGXVanguard Esg Int'l Etf
Recent Activity
0.95%
$8.382M
136,270 shares@ $61.52 avg price
AAPLApple Computer Inc
Recent Activity
Increased 35.63%
0.89%
$7.889M
33,859 shares@ $233.01 avg price
SCHVSchwab Us Large Cap Value
Recent Activity
Increased 11.76%
0.84%
$7.393M
91,992 shares@ $80.37 avg price
VNQVanguard Reit
Recent Activity
Decreased -1.52%
0.83%
$7.379M
75,740 shares@ $97.43 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
Increased 49.61%
0.81%
$7.194M
141,398 shares@ $50.88 avg price