News + Filings Holdings
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Diversified Portfolios, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 4,261 | 4,261 | 235,787,000 | 235,787,000 | 0.05 | |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 566 | 566 | 226,904,000 | 226,904,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES GOLD TRUST
| IAU | Common | 5,584 | 5,584 | 203,202,000 | 203,202,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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