Accredited Wealth Management, LLC
Q4 2024 13F Holdings
- Locationlouisville, KY
- Num holdings
357
- Value ($000)
$114,292
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002056519
- 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 | $12.85M | 11 % | 132,537 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $7.80M | 7 % | 84,076 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $7.45M | 7 % | 112,679 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.32M | 6 % | 231,204 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.77M | 4 % | 105,776 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $4.48M | 4 % | 55,945 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.46M | 4 % | 22,752 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $4.04M | 4 % | 21,260 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $3.09M | 3 % | 96,690 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $2.97M | 3 % | 38,421 |
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