Accredited Investors Inc.
300 holdingsFiling period: 2026-06-30Current AUM: $2.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | 2.69M | $276.7M | $296.6M | 12.97% | +51.5K | 2026-06-30 |
| 2 | SEZL | SEZZLE INC | 807.4K | $138.6M | $96.1M | 4.21% | -79,200 | 2026-06-30 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 1.65M | $138.0M | $138.1M | 6.04% | +1.49M | 2026-06-30 |
| 4 | SCHB | SCHWAB STRATEGIC TR | 4.44M | $128.7M | $129.7M | 5.67% | -163,491 | 2026-06-30 |
| 5 | VTV | VANGUARD INDEX FDS | 584.0K | $127.3M | $130.1M | 5.69% | +36.5K | 2026-06-30 |
| 6 | IWM | ISHARES TR | 365.8K | $109.9M | $104.3M | 4.56% | +10.8K | 2026-06-30 |
| 7 | IJH | ISHARES TR | 1.39M | $107.6M | $102.1M | 4.47% | -18,965 | 2026-06-30 |
| 8 | IVV | ISHARES TR | 138.2K | $103.5M | $104.9M | 4.59% | +3.5K | 2026-06-30 |
| 9 | IJR | ISHARES TR | 674.8K | $100.1M | $94.5M | 4.13% | +10.5K | 2026-06-30 |
| 10 | UPS | UNITED PARCEL SVCS INC | 784.0K | $84.3M | $80.2M | 3.51% | +275 | 2026-06-30 |
| 11 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 93 | $69.6M | $69.6M | 3.05% | -- | 2026-06-30 |
| 12 | AAPL | APPLE INC | 201.5K | $58.3M | $66.8M | 2.92% | -12,688 | 2026-06-30 |
| 13 | EFA | ISHARES TR | 546.7K | $56.8M | $57.6M | 2.52% | -25,479 | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 235.5K | $56.1M | $58.5M | 2.56% | +12.7K | 2026-06-30 |
| 15 | VTIP | VANGUARD MALVERN FDS | 1.01M | $51.0M | $50.2M | 2.20% | -- | 2026-06-30 |
| 16 | IWF | ISHARES TR | 363.8K | $45.2M | $43.8M | 1.92% | +271.4K | 2026-06-30 |
| 17 | SPYV | SPDR SERIES TRUST | 701.7K | $42.7M | $44.0M | 1.93% | -21,328 | 2026-06-30 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | 225.1K | $35.3M | $35.6M | 1.56% | -176 | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 51.3K | $25.7M | $25.7M | 1.12% | -6,276 | 2026-06-30 |
| 20 | CHRW | C H ROBINSON WORLDWIDE IN | 133.2K | $25.1M | $21.0M | 0.92% | +652 | 2026-06-30 |
| 21 | IWP | ISHARES TR | 170.3K | $24.9M | $23.0M | 1.01% | -5,808 | 2026-06-30 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 328.6K | $23.4M | $23.5M | 1.03% | -10,637 | 2026-06-30 |
| 23 | RBLX | ROBLOX CORP | 376.6K | $20.5M | $18.9M | 0.83% | -- | 2026-06-30 |
| 24 | EFV | ISHARES TR | 231.5K | $17.7M | $18.9M | 0.83% | -3,275 | 2026-06-30 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 23.4K | $17.4M | $17.7M | 0.77% | -220 | 2026-06-30 |
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