Accredited Investors Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Accredited Investors Inc. | Institutional Filer | ▼ 1.45% | $1.86B | 281 |
Current Portfolio Holdings
Showing all 281 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | — | 2.6M | $263.0M | 14.17% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 4.6M | $115.6M | 6.23% |
| 3 | VTV | VANGUARD INDEX FDS | — | 547K | $107.4M | 5.79% |
| 4 | IJH | ISHARES TR | — | 1.4M | $95.5M | 5.15% |
| 5 | IWM | iShares Russell 2000 ETF | — | 355K | $88.0M | 4.74% |
| 6 | IVV | ISHARES TR | — | 135K | $88.0M | 4.74% |
| 7 | IJR | ISHARES TR | — | 664K | $82.6M | 4.45% |
| 8 | UPS | United Parcel Service, Inc. | Industrials | 784K | $77.1M | 4.15% |
| 9 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 93 | $66.8M | 3.60% |
| 10 | SEZL | Sezzle Inc. | Financial Services | 887K | $56.1M | 3.02% |
| 11 | EFA | ISHARES TR | — | 572K | $55.6M | 2.99% |
| 12 | AAPL | Apple Inc. | Technology | 214K | $54.4M | 2.93% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 223K | $46.4M | 2.50% |
| 14 | SPYV | SPDR SERIES TRUST | — | 723K | $40.9M | 2.20% |
| 15 | IWF | ISHARES TR | — | 92K | $39.4M | 2.12% |
Showing 1 to 15 of 281 holdings