Filer Name: ACCREDITED WEALTH MANAGEMENT, LLC
CIK: 2056519
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 357
Portfolio Value: $0.11B

Accredited Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVUS US AVANTIS U.S. EQUITY ETF 132,537 $13M 11.24% - -
MOAT US VANECK MORNINGSTAR WIDE MOAT 84,076 $8M 6.82% - -
IXUS US ISHARES CORE INTL STOCK ETF 112,679 $7M 6.52% - -
SCHD US SCHWAB US DVD EQUITY ETF 231,204 $6M 5.53% - -
FBND US FIDELITY TOTAL BOND ETF 105,776 $5M 4.17% - -
VIGI US VANGUARD INT DIV APP INDX FD 55,945 $4M 3.92% - -
VIG US VANGUARD DIVIDEND APPREC ETF 22,752 $4M 3.90% - -
VXF US VANGUARD EXTENDED MARKET ETF 21,260 $4M 3.53% - -
QLTY US GMO U.S. QUALITY ETF 96,690 $3M 2.70% - -
BSV US VANGUARD SHORT-TERM BOND ETF 38,421 $3M 2.60% - -
VGSH US VANGUARD SHORT-TERM TREASURY 49,715 $3M 2.53% - -
AAPL US APPLE INC 9,528 $2M 2.09% - -
VO US VANGUARD MID-CAP ETF 8,634 $2M 2.00% - -
MSFT US MICROSOFT CORP 5,250 $2M 1.94% - -
AVDE US AVANTIS INTERNATIONAL EQUITY 35,729 $2M 1.92% - -
BOND US PIMCO ACTIVE BOND EXCHANGE-T 20,864 $2M 1.66% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 6,511 $2M 1.65% - -
BND US VANGUARD TOTAL BOND MARKET 23,927 $2M 1.51% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 29,075 $2M 1.46% - -
IJR US ISHARES CORE S&P SMALL-CAP E 12,524 $1M 1.26% - -
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