Avoid Fraud, Get The Facts, And Find The Best
Legal Name: DIVERSIFIED PORTFOLIOS INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
363,878 |
$54,614k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
350,715 |
$28,243k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
209,575 |
$18,128k |
|
|
ISHARES RUS (464287689)
|
76,049 |
$13,108k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
43,451 |
$12,731k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
45,336 |
$7,050k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
14,443 |
$5,121k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
45,176 |
$5,011k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
31,118 |
$3,959k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
18,816 |
$2,960k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
32,072 |
$2,803k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
36,781 |
$2,594k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
13,499 |
$2,419k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
19,459 |
$2,167k |
|
|
HEARTLAND FINL USA INC (42234Q102)
|
47,808 |
$2,138k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,225 |
$1,835k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
7,630 |
$1,247k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
7,027 |
$1,144k |
|
|
ISHARES TR (464287457)
|
12,682 |
$1,075k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
8,792 |
$1,025k |
|
|
ISHARES (464287465)
|
14,734 |
$968k |
|
|
ISHARES (464287630)
|
7,467 |
$900k |
|
|
ISHARES TR (464287176)
|
6,869 |
$793k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,946 |
$737k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
2,144 |
$693k |
|
|
Apple Inc (037833100)
|
2,921 |
$578k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
4,887 |
$551k |
|
|
ISHARES (464287879)
|
3,343 |
$497k |
|
|
Facebook Inc (30303M102)
|
2,547 |
$492k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,809 |
$386k |
|
|
NIKE INC (654106103)
|
4,413 |
$370k |
|
|
YUM BRANDS INC (988498101)
|
3,339 |
$370k |
|
|
DTE ENERGY CO (233331107)
|
2,428 |
$311k |
|
|
Amazon.com Inc (023135106)
|
162 |
$307k |
|
|
VANGUARD WORLD FD (921910816)
|
2,355 |
$305k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
2,293 |
$299k |
|
|
Exxon Mobil Corp (30231G102)
|
3,893 |
$298k |
|
|
MICROSOFT CORP (594918104)
|
2,190 |
$293k |
|
|
COMCAST CORP (20030N101)
|
6,831 |
$289k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,164 |
$276k |
|
|
ISHARES (464287234)
|
6,403 |
$275k |
|
|
ISHARES (464288273)
|
4,591 |
$264k |
|
|
PFIZER INC (717081103)
|
6,000 |
$260k |
|
|
DISNEY WALT CO (254687106)
|
1,842 |
$257k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
927 |
$250k |
|
|
LILLY ELI & CO (532457108)
|
2,221 |
$246k |
|
|
ORACLE CORP (68389X105)
|
4,250 |
$242k |
|
|
VISA INC COM CL A (92826C839)
|
1,383 |
$240k |
|
|
AEP (025537101)
|
2,483 |
$219k |
|
|
SPDR DOW JONES INDL (78467X109)
|
815 |
$217k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
3,474 |
$213k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,869 |
$209k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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