ACCREDITED INVESTOR SERVICES, LLC
Q1 2025 13F Holdings
- Locationst. cloud, MN
- Num holdings
70
- Value ($000)
$119,695
- Date Filed05/02/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $42.62M | 36 % | 461,385 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $21.75M | 18 % | 830,205 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $17.07M | 14 % | 427,111 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $3.77M | 3 % | 43,193 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $2.79M | 2 % | 84,456 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $2.66M | 2 % | 53,664 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $1.87M | 2 % | 17,686 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $1.81M | 2 % | 30,695 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $1.61M | 1 % | 15,292 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.57M | 1 % | 2,806 |
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