ACCREDITED INVESTOR SERVICES, LLC
Q4 2024 13F Holdings
- Locationst. cloud, MN
- Num holdings
57
- Value ($000)
$124,990
- Date Filed02/11/2025
- Form type13F-HR
- CIK0002028621
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $43.47M | 35 % | 448,480 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $19.79M | 16 % | 796,149 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $19.72M | 16 % | 426,261 | ||
AAPL APPLE INC | COM | 037833100 | $4.13M | 3 % | 16,512 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.02M | 3 % | 41,642 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $2.99M | 2 % | 86,455 | ||
TSLA TESLA INC | COM | 88160R101 | $2.21M | 2 % | 5,472 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $2.04M | 2 % | 3 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.83M | 2 % | 4,341 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $1.62M | 1 % | 32,316 |
Rows Per Page
1 - 10 of 5710
- 10
- 50
- 100