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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
VUGVanguard Growth
Recent Activity
0.8%
$7.12M
18,545 shares@ $383.93 avg price
DFAUDfa Us Core Equity Etf
Recent Activity
Decreased -7.24%
0.8%
$7.108M
179,076 shares@ $39.69 avg price
VPLSVanguard Core-plus Bond Etf
Recent Activity
Increased 155.86%
0.76%
$6.706M
84,546 shares@ $79.33 avg price
MDYMid Cap S P D R Trust
Recent Activity
Decreased -0.34%
0.7%
$6.193M
10,871 shares@ $569.68 avg price
BILSpdr Blmbg Barclays 1-3 Mth T-bill Etf
Recent Activity
Increased 1534.25%
0.7%
$6.152M
67,004 shares@ $91.81 avg price
JMUBJpmorgan Municipal Etf
Recent Activity
Increased 10.12%
0.64%
$5.653M
110,260 shares@ $51.27 avg price
IGSBIshares 1-5 Year Investment Grade Corporate Bond Etf
Recent Activity
0.63%
$5.58M
105,959 shares@ $52.67 avg price
SUBIshares Short-term National Muni Bond Etf
Recent Activity
Decreased -8.43%
0.55%
$4.855M
45,721 shares@ $106.2 avg price
SCHBSchw Us Brd Mkt Etf
Recent Activity
Decreased -0.44%
0.54%
$4.748M
71,370 shares@ $66.52 avg price
AVUVAvantis Us Small Cap Value Etf
Recent Activity
Increased 20.83%
0.52%
$4.553M
47,451 shares@ $95.95 avg price