Accredited Investors Inc.

Q4 2024 13F Holdings

  • Location
    edina, MN
  • Num holdings

    228

  • Value ($000)

    $1,706,397

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001518364
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$166.81M
10 %

2,677,120

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$160.25M
9 %

2,462,412

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$110.66M
7 %

4,874,788

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$98.96M
6 %

784,749

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$88.81M
5 %

770,789

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$76.04M
5 %

129,168

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$72.45M
4 %

427,958

AMZN
AMZN

AMAZON COM INC

COM
023135106
$63.62M
4 %

289,989

AAPL
AAPL

APPLE INC

COM
037833100
$60.16M
4 %

240,256

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$58.80M
3 %

777,672

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