Filer Name: ACCREDITED INVESTORS INC.
CIK: 1518364
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 228
Portfolio Value: $1.71B

Accredited Investors Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IJH US ISHARES CORE S&P MIDCAP ETF 2,677,120 $167M 9.78% 1317.1% -
AVDV US AVANTIS INTL S/C VALUE ETF 2,462,412 $160M 9.39% 54305.9% -
SCHB US SCHWAB US BROAD MARKET ETF 4,874,788 $111M 6.48% 111681.4% -
UPS US UNITED PARCEL SERVICE-CL B 784,749 $99M 5.80% 9936.4% -
IJR US ISHARES CORE S&P SMALL-CAP E 770,789 $89M 5.20% 9357.5% -
IVV US ISHARES CORE S&P 500 ETF 129,168 $76M 4.46% 92.3% -
VTV US VANGUARD VALUE ETF 427,958 $72M 4.25% 13269.5% -
AMZN US AMAZON.COM INC 289,989 $64M 3.73% -1.7% -
AAPL US APPLE INC 240,256 $60M 3.53% 4949.5% -
EFA US ISHARES MSCI EAFE ETF 777,672 $59M 3.45% 500.2% -
RBLX US ROBLOX CORP -CLASS A 996,864 $58M 3.38% 35350.4% -
084990175 - 1/100 BERKSHIRE HATHAWAY CL A 8,000 $54M 3.19% -11.1% -
IWM US ISHARES RUSSELL 2000 ETF 237,040 $52M 3.07% 9678.9% -
SPYV US SPDR PORT S&P 500 VALUE 847,176 $43M 2.54% 10611.5% -
IWF US ISHARES RUSSELL 1000 GROWTH 95,928 $39M 2.26% -61.7% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 555,152 $32M 1.87% 56089.5% -
IWP US ISHARES RUSSELL MID-CAP GROW 223,403 $28M 1.66% 1472.2% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 57,795 $26M 1.54% 35.7% -
VT US VANGUARD TOT WORLD STK ETF 220,544 $26M 1.52% 10845.1% -
FNDA US SCHWAB FNDMNTL US SM CO ETF 787,588 $23M 1.37% 131.5% -
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