Diversified Portfolios portfolio

What changed this quarter

161 positions with a change (17 new, 70 added to, 68 trimmed, 6 sold). 7 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• J P Morgan Exchange Traded Fund−36%fewer sharesReduced
  6.1% → 3.6%
• Rocket Companies+1.9 ppof portfolioNew
  — → 1.9%
• J P Morgan Exchange Traded Fund+93%more sharesIncreased
  2.2% → 3.8%
• American Centy ETF Tr+181%more sharesIncreased
  0.6% → 1.5%
• American Centy ETF Tr−24%fewer sharesReduced
  3.4% → 2.4%
• J P Morgan Exchange Traded Fund−58%fewer sharesReduced
  1.4% → 0.5%
• J P Morgan Exchange Traded Fund+85%more sharesIncreased
  0.8% → 1.4%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Index FundsVTI11.9%
• Vanguard Core Bond ETFVCRB7.3%
• American Centy ETF TrAVDE6.4%
• Dimensional ETF TrustDFSD4.2%
• iShares Ultra Short Duration ETFICSH4.2%
• J P Morgan Exchange Traded FundJMTG3.8%
• J P Morgan Exchange Traded FundJBND3.6%
• Dimensional ETF TrustDFLV3.0%
• State Str Spdr S&P 500 ETF TSPY2.5%
• Nushares ETF TrNCLO2.4%
• American Centy ETF TrAVEM2.4%
• Dimensional ETF Trust2.0%
• iShares Core S&P 500 ETFIVV1.9%
• Rocket CompaniesRKT1.9%
• Dimensional ETF TrustDFAE1.8%
• iShares Russell 3000 ETFIWV1.7%
• iShares Floating Rate Bond E ETFFLOT1.6%
• American Centy ETF TrAVES1.5%
• J P Morgan Exchange Traded FundJMST1.4%
• Vanguard Russell 3000 ETFVTHR1.3%
• Vanguard Core-plus Bond ETFVPLS1.3%
• Vaneck ETF TrustCLOI1.2%
• Dimensional ETF TrustDFAI1.1%
• Vanguard ESG US Stock ETFESGV1.1%
• Vanguard Mrngstr Val ETF-aui ETFVTV1.1%
• Dimensional ETF TrustDFUV1.1%
• Schwab US Large-cap Value ETFSCHV0.8%
• AppleAAPL0.8%
• iShares Russell 2000 ETFIWM0.8%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.7%
• Ishares TrIUSB0.6%
• iShares Core S&P Total U.s ETFITOT0.6%
• iShares National Muni Bond E ETFMUB0.6%
• Vanguard ESG International Stock ETFVSGX0.6%
• American Centy ETF TrAVUV0.6%
• Dimensional ETF TrustDFAU0.6%
• J P Morgan Exchange Traded FundJMUB0.5%
• Invesco QQQ Trust Series 1 ETFQQQ0.5%
• iShares LT National Muni BD ETFLMUB0.5%
• iShares Global Reit ETFREET0.5%
• Vanguard Short-term Bond ETFBSV0.4%
• Schwab US Broad Market ETFSCHB0.4%
• iShares 0-3 Month Treasury B ETFSGOV0.4%
• State Str Spdr S&P Midcap 40MDY0.4%
• Morgan Stanley ETF TrustEVSM0.4%
• iShares Russell 1000 Value E ETFIWD0.4%
• Vanguard Tax-exempt Bond ETFVTEB0.4%
• iShares 1-5y INV Grade ETFIGSB0.4%
• iShares Russell 1000 Growth ETFIWF0.3%
• Dimensional ETF TrustDFAT0.3%
• Janus Henderson AAA CLO ETFJAAA0.3%
• iShares Short-term National ETFSUB0.3%
• iShares S&P 500 Growth ETFIVW0.3%
• Vanguard Russell 1000 Growth ETFVONG0.3%
• Vanguard Index FundsVBR0.3%
• Vanguard LT Tax-ex Bond ETFVTEL0.3%
• Invesco Senior Loan ETFBKLN0.3%
• Pimco Intermediate Municipal ETFMUNI0.3%
• Vanguard Sh Term Tax-ex Bond ETFVTES0.3%
• Vanguard Real Estate ETFVNQ0.2%
• Vanguard Admiral FundsVOOG0.2%
• Amazon.comAMZN0.2%
• J P Morgan Exchange Traded FundJPLD0.2%
• iShares Core S&P Small-cap E ETFIJR0.2%
• Vanguard High DVD Yield ETFVYM0.2%
• Vanguard Info Tech ETFVGT0.2%
• Vanguard Mortgage-backed Sec ETFVMBS0.2%
• IsharesIEMG0.2%
• Janus Henderson B-bbb CLO ET ETFJBBB0.2%
• Vanguard S/t Corp Bond ETFVCSH0.2%
• Vanguard Ftse Developed ETFVEA0.2%
• Schwab International Equity ETFSCHF0.2%
• Dimensional ETF TrustDFUS0.2%
• MicrosoftMSFT0.2%
• iShares MBS ETFMBB0.2%
• Vanguard S&P 500 ETFVOO0.2%
• iShares Core S&P Midcap ETFIJH0.2%
• TCW ETF TrustFLXR0.2%
• Dimensional ETF TrustDFIV0.2%
• Ishares TrHYG0.2%
• UMB FinancialUMBF0.2%
• Vanguard Intermediate-term B ETFBIV0.2%
• J P Morgan Exchange Traded FundJPST0.1%
• Eli LillyLLY0.1%
• iShares Msci Eafe ETFEFA0.1%
• Vanguard Int-term Corporate ETFVCIT0.1%
• Capital GRP Fixed Incm ETF TCGSM0.1%
• Goldman Sachs ETF TrGMUB0.1%
• American Centy ETF TrAVSU0.1%
• Ishares TrLQD0.1%
• J P Morgan Exchange Traded FundJSCP0.1%
• JPMorgan ChaseJPM0.1%
• AbbVieABBV0.1%
• Bondbloxx ETF TrustBBBS0.1%
• Vanguard Russell 1000 Value ETFVONV0.1%
• Invesco Exchange Traded Fund TPRF0.1%
• iShares 5-10y INV Grade ETFIGIB0.1%
• Ssga Active ETF TrTOTL0.1%
• Vanguard Core Tax-ex Bond ETFVCRM0.1%
• iShares S&P 500 Value ETFIVE0.1%