Diversified, LLC

All Holdings — 2024 Q3

AI Portfolio Summary
In 2024 Q3, Diversified, LLC maintained a portfolio of 237 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 1.6%. The fund also reduced its exposure to ISHARES TR by 7.1%.
PCA Score Concentration Risk
Risk ENB
Total Positions
237
Quarter
2024 Q3
Top Holding
SCHX (29.5%)
Top 10 Concentration
73.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 237
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 29.54% 29.47% #1
Prev: #1
6.5 62,232 1.6%
P
S
3,966,741 $269,143,395 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 11.22% 10.81% #2
Prev: #2
6.0 26,110 2.2%
P
S
1,209,629 $102,249,975 2021 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
IWM
ISHARES TR
ETF 7.43% 7.19% #3
Prev: #3
4.5 5,083 1.7%
P
S
306,517 $67,706,482 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IVV
ISHARES TR
ETF 5.55% 5.44% #4
Prev: #4
3.2 2,957 3.5%
P
S
87,635 $50,549,406 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XLC
SELECT SECTOR S...
ETF 5.32% 5.38% #5
Prev: #5
3.1 1,499 0.3%
P
S
536,443 $48,494,420 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 3.90% 4.43% #6
Prev: #6
2.1 159 0.1%
P
S
144,741 $35,526,729 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XSVN
BONDBLOXX ETF T...
ETF 3.86% 3.89% #7
Prev: #7
2.0 12,561 1.8%
P
S
716,622 $35,157,474 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 3.16% 3.21% #8
Prev: #8
1.8 19,036 3.2%
P
S
620,213 $28,771,686 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 1.96% 2.04% #9
Prev: #9
1.3 963 1.1%
P
S
88,892 $17,853,888 2021 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
AAPL
APPLE INC
Technology 1.57% 1.52% #10 1
Prev: #11
1.1 -399 -0.6%
P
S
61,209 $14,261,634 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DCRE
DOUBLELINE ETF ...
ETF 1.52% 1.56% #11 1
Prev: #10
1.1 6,864 2.7%
P
S
265,527 $13,802,111 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
AGG
ISHARES TR
ETF 1.27% 1.28% #12
Prev: #12
1.0 2,778 2.5%
P
S
114,578 $11,603,318 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SLYV
SPDR SER TR
Unknown 0.82% 0.76% #13 2
Prev: #15
0.8 3,316 4.0%
P
S
85,901 $7,457,956 2022 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.81% 0.88% #14 1
Prev: #13
0.8 104 0.2%
P
S
60,625 $7,362,247 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.76% 0.83% #15 1
Prev: #14
0.8 166 1.0%
P
S
16,003 $6,885,931 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 0.57% 0.63% #16
Prev: #16
0.7 -395 -4.3%
P
S
8,862 $5,197,596 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SLYG
SPDR SER TR
ETF 0.55% 0.52% #17 1
Prev: #18
0.7 2,258 4.4%
P
S
54,137 $5,040,650 2022 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.50% 0.57% #18 1
Prev: #17
0.7 -2,791 -6.7%
P
S
39,170 $4,591,544 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.40% 0.38% #19 1
Prev: #20
2.2 2,676 7.7%
P
S
37,574 $3,626,646 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.38% 0.42% #20 1
Prev: #19
0.7 -1 -0.0%
P
S
3,948 $3,497,271 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VONV
VANGUARD SCOTTS...
ETF 0.38% 0.34% #21 2
Prev: #23
2.2 3,251 8.6%
P
S
41,235 $3,436,148 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.37% 0.34% #22
Prev: #22
2.1 6,989 9.2%
P
S
82,779 $3,403,856 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MUB
ISHARES TR
ETF 0.36% 0.34% #23 1
Prev: #24
2.1 3,012 11.2%
P
S
29,963 $3,254,890 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IHI
ISHARES TR
ETF 0.35% 0.37% #24 3
Prev: #21
0.6 -2,444 -4.4%
P
S
53,295 $3,156,122 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.34% 0.32% #25
Prev: #25
2.1 828 8.1%
P
S
11,039 $3,125,867 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 0.32% 0.29% #26 5
Prev: #31
2.1 1,646 11.3%
P
S
16,245 $2,956,407 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.32% 0.30% #27 1
Prev: #28
0.6 -11 -0.2%
P
S
6,323 $2,910,224 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
PPA
INVESCO EXCHANG...
Unknown 0.31% 0.30% #28 1
Prev: #27
0.6 -499 -2.0%
P
S
24,738 $2,844,134 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
USMV
ISHARES TR
ETF 0.30% 0.29% #29 1
Prev: #30
0.6 496 1.7%
P
S
30,240 $2,761,202 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 0.29% 0.29% #30 2
Prev: #32
0.6 -291 -2.2%
P
S
13,091 $2,622,991 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SO
SOUTHERN CO
Utilities 0.29% 0.26% #31 6
Prev: #37
0.6 66 0.2%
P
S
28,986 $2,613,957 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.28% 0.30% #32 3
Prev: #29
0.6 -145 -2.7%
P
S
5,220 $2,547,919 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 0.27% 0.28% #33
Prev: #33
0.6 55 0.9%
P
S
6,523 $2,504,504 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 0.27% 0.28% #34
Prev: #34
0.6 -1,120 -3.6%
P
S
30,018 $2,491,474 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.27% 0.32% #35 9
Prev: #26
0.6 -183 -1.2%
P
S
14,729 $2,442,785 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.27% 0.27% #36 1
Prev: #35
0.6 117 1.0%
P
S
11,514 $2,427,763 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IYG
ISHARES TR
ETF 0.26% 0.26% #37 2
Prev: #39
0.6 -1,156 -3.4%
P
S
32,760 $2,326,624 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XMMO
INVESCO EXCHANG...
Bond/Debt 0.25% 0.27% #38 2
Prev: #36
0.6 -665 -3.4%
P
S
19,183 $2,308,268 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IAGG
ISHARES TR
Bond/Debt 0.25% 0.25% #39 1
Prev: #40
0.6 1,183 2.8%
P
S
43,746 $2,266,928 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SCHC
SCHWAB STRATEGI...
Bond/Debt 0.23% 0.21% #40 3
Prev: #43
2.1 5,606 11.4%
P
S
54,933 $2,116,557 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
REET
ISHARES TR
ETF 0.22% 0.19% #41 5
Prev: #46
2.1 7,492 10.8%
P
S
76,619 $2,044,951 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.22% 0.26% #42 4
Prev: #38
1.1 no change no change
P
S
12,148 $2,031,058 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.22% 0.24% #43 2
Prev: #41
0.6 188 1.8%
P
S
10,659 $1,986,146 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.22% 0.20% #44
Prev: #44
0.6 -32 -0.9%
P
S
3,352 $1,959,843 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.21% 0.18% #45 2
Prev: #47
2.1 6,473 11.1%
P
S
64,996 $1,896,591 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
DSI
ISHARES TR
ETF 0.20% 0.22% #46 4
Prev: #42
0.6 -1,302 -7.1%
P
S
17,075 $1,857,541 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.19% 0.16% #47 7
Prev: #54
0.6 5 0.2%
P
S
2,983 $1,743,989 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.19% 0.20% #48 3
Prev: #45
0.6 -74 -2.2%
P
S
3,298 $1,740,256 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.19% 0.16% #49 7
Prev: #56
2.1 269 6.9%
P
S
4,180 $1,693,540 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.19% 0.18% #50 1
Prev: #51
0.6 245 2.6%
P
S
9,674 $1,688,712 2022 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-50 of 237 holdings

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