Diversified Portfolios Inc

Diversified Portfolios Inc, a Michigan-based corporation, has 7 employees, with 5 of them serving in advisory roles. While there is no information on the number of clients served, the firm is approved by the U.S. Securities and Exchange Commission (SEC), with a registration date of March 23, 1999.

• ROBERT EDWARD TOAL

  PRESIDENT/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• RONALD MARK YOLLES

  TREASURER owns more than 25% but less than 50%

• THOMAS CARPENTER POST

  SECRETARY owns more than 25% but less than 50%

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• Lifecycle Financial Planners Inc
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• Clarkston Capital Partners LLC
• Steward Capital Management Inc
• Institutional Investment Consulting
• Cranbrook Wealth Management LLC
• Gregory J Schwartz & Co Inc
• LS Investment Advisors LLC
• Alidade Capital LLC

• Diversified Portfolios, Inc. Q4 2022 vs Q1 2023: Key Changes in Fund Holdings

• VANGUARD INDEX FDS TOTAL STK MKT $54,614k
• VANGUARD BD INDEX FD INC $28,243k
• VANGUARD BD INDEX FD INC $18,128k
• ISHARES RUS $13,108k
• SPDR S&P 500 ETF TR TR UNIT $12,731k
• ISHARES TR RUSSELL 2000 ETF $7,050k
• SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $5,121k
• VANGUARD INDEX FDS VALUE ETF $5,011k
• ISHARES TR RUS 1000 VAL ETF $3,959k
• ISHARES TR RUS 1000 GRW ETF $2,960k