Accredited Investors Inc.
282 holdingsFiling period: 2026-03-31Current AUM: $2.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | 2.63M | $263.0M | $275.6M | 12.91% | +23.6K | 2026-03-31 |
| 2 | SCHB | SCHWAB STRATEGIC TR | 4.61M | $115.6M | $132.9M | 6.23% | -112,204 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 547.5K | $107.4M | $120.4M | 5.64% | +47.5K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 1.41M | $95.5M | $106.4M | 4.99% | +1.6K | 2026-03-31 |
| 5 | IWM | ISHARES TR | 355.0K | $88.0M | $103.4M | 4.84% | +24.9K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 134.7K | $88.0M | $101.1M | 4.74% | +2.5K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 664.3K | $82.6M | $96.6M | 4.53% | +27.8K | 2026-03-31 |
| 8 | UPS | UNITED PARCEL SVCS INC | 783.7K | $77.1M | $81.7M | 3.83% | -- | 2026-03-31 |
| 9 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 93 | $66.8M | $66.8M | 3.13% | +7 | 2026-03-31 |
| 10 | SEZL | SEZZLE INC | 886.6K | $56.1M | $137.2M | 6.43% | -26,400 | 2026-03-31 |
| 11 | EFA | ISHARES TR | 572.1K | $55.6M | $60.4M | 2.83% | -34,416 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 214.2K | $54.4M | $66.2M | 3.10% | -9,918 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 222.8K | $46.4M | $60.5M | 2.83% | -6,653 | 2026-03-31 |
| 14 | SPYV | SPDR SERIES TRUST | 723.1K | $40.9M | $44.9M | 2.10% | -9,903 | 2026-03-31 |
| 15 | IWF | ISHARES TR | 92.4K | $39.4M | $43.7M | 2.05% | -936 | 2026-03-31 |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | 225.3K | $31.2M | $35.1M | 1.65% | +28.2K | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 57.6K | $27.6M | $27.6M | 1.29% | +7.8K | 2026-03-31 |
| 18 | IWP | ISHARES TR | 176.1K | $22.6M | $24.1M | 1.13% | -10,931 | 2026-03-31 |
| 19 | CHRW | C H ROBINSON WORLDWIDE IN | 132.6K | $22.0M | $19.6M | 0.92% | +26.1K | 2026-03-31 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | 339.2K | $21.7M | $24.0M | 1.12% | -8,650 | 2026-03-31 |
| 21 | RBLX | ROBLOX CORP | 376.6K | $21.3M | $13.4M | 0.63% | -- | 2026-03-31 |
| 22 | EFV | ISHARES TR | 234.8K | $17.5M | $19.0M | 0.89% | -3,643 | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 23.6K | $15.3M | $17.6M | 0.83% | -1,816 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 41.2K | $15.3M | $19.2M | 0.90% | -261 | 2026-03-31 |
| 25 | ESML | ISHARES TR | 299.2K | $14.1M | $16.1M | 0.75% | -1,757 | 2026-03-31 |
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