J. Bradley Cox

@Diversified Portfolios, Inc.

Latest period2024 - Q3

Reported2mo 13d 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
IWDRussell 1000 Lrg. Value Recent Activity Decreased -1.34%	0.51%	$4.498M 23,700 shares@ $189.8 avg price	Decreased -1.34%
DFATDfa U.s. Small Cap Value (tm) Recent Activity Decreased -1.8%	0.47%	$4.136M 74,345 shares@ $55.63 avg price	Decreased -1.8%
IWFRussell 1000 Lrg. Growth Recent Activity Decreased -1.15%	0.43%	$3.785M 10,082 shares@ $375.4 avg price	Decreased -1.15%
VONGVanguard Russell 1000 Growth Etf Recent Activity Increased 0.5%	0.41%	$3.59M 37,190 shares@ $96.53 avg price	Increased 0.5%
SGOVIshares 0 To 3 Mnth Treasury Bnd Etf Recent Activity Increased 820.86%	0.4%	$3.545M 35,195 shares@ $100.73 avg price	Increased 820.86%
ITOTIshares Core S&p Total Us Stock Mkt Etf Recent Activity Increased 11.23%	0.4%	$3.511M 27,949 shares@ $125.63 avg price	Increased 11.23%
BNDVanguard Total Bond Recent Activity Decreased -19.3%	0.4%	$3.473M 46,243 shares@ $75.12 avg price	Decreased -19.3%
IVWIshares S&p 500 Growth Etf Recent Activity Decreased -0.05%	0.39%	$3.436M 35,890 shares@ $95.75 avg price	Decreased -0.05%
VCSHVanguard Short Term Corp Bond Recent Activity Decreased -3.14%	0.39%	$3.391M 42,696 shares@ $79.42 avg price	Decreased -3.14%
JMSTJpmorgan Ultra-short Municipal Inc Etf Recent Activity Increased 112.29%	0.38%	$3.373M 66,206 shares@ $50.95 avg price	Increased 112.29%