Accredited Investors Inc.
Q1 2025 13F Holdings
- Locationedina, MN
- Num holdings
238
- Value ($000)
$1,610,622
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001518364
- 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 |
|---|---|---|---|---|---|---|---|
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $173.20M | 11 % | 2,483,580 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $155.89M | 10 % | 2,671,642 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $105.35M | 7 % | 4,893,337 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $86.28M | 5 % | 784,421 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $81.22M | 5 % | 776,706 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $76.99M | 5 % | 445,690 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $72.18M | 5 % | 128,458 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $63.88M | 4 % | 80 | ||
RBLX ROBLOX CORP | CL A | 771049103 | $55.78M | 4 % | 956,895 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $52.50M | 3 % | 642,312 |
Rows Per Page
10
- 10
- 50
- 100