Accredited Investors Inc.
Q2 2025 13F Holdings
- Locationedina, MN
- Num holdings
239
- Value ($000)
$1,691,162
- Date Filed08/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $197.57M | 12 % | 2,492,034 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $126.58M | 8 % | 2,041,023 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $116.38M | 7 % | 4,883,682 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $83.65M | 5 % | 473,269 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $80.03M | 5 % | 128,899 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $79.11M | 5 % | 783,700 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $73.86M | 4 % | 675,782 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $57.58M | 3 % | 79 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $56.31M | 3 % | 629,911 | ||
AMZN AMAZON COM INC | COM | 023135106 | $53.46M | 3 % | 243,664 |
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