AI

Accredited Investors Inc.

13F
Accredited Investors Inc.
Last update 2024-07-19 219 Stocks (21 new)
Value $1.55 Bil Turnover 7 %
Countries:
Top Holdings: AVDV(8.90%)IJH(8.73%)UPS(6.94%)SCHB(6.54%)IJR(5.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Accredited Investors Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVDV 		Avantis International Small Cap Value ETF
2,121,015
137759.960
+30.53%
8.900
+2.08%
-
+3.84%
+7.20%
6445.108
 
IJH 		iShares Core S&P Mid-Cap ETF
2,310,750
135225.080
-4.08%
8.730
-0.40%
-
+5.57%
+12.21%
91868.836
 
UPS 		United Parcel Service Inc
784,749
107392.940
-0.01%
6.940
0%
0.090
+5.18%
-12.41%
113924.851
Transportation
SCHB 		Schwab U.S. Broad Market ETF
1,611,625
101322.860
+55.47%
6.540
+2.33%
-
+7.19%
+18.86%
31235.857
 
IJR 		iShares Core S&P Small-Cap ETF
766,551
81760.350
+0.72%
5.280
+0.04%
-
+3.51%
+6.24%
85395.226
 
VEU 		Vanguard FTSE All-World ex-US ETF
1,312,438
76961.340
+15.75%
4.970
+0.68%
-
+4.55%
+7.61%
39216.852
 
IVV 		iShares Core S&P 500 ETF
130,039
71161.070
+6.09%
4.600
+0.26%
-
+6.87%
+19.88%
539386.177
 
EFA 		iShares MSCI EAFE ETF
878,296
68796.980
-3.70%
4.440
-0.18%
-
+3.17%
+5.43%
55384.742
 
VTV 		Vanguard Value ETF
388,067
62249.740
+10.40%
4.020
+0.38%
-
+4.94%
+14.88%
121702.387
 
AMZN 		Amazon.com Inc
293,373
56694.370
-0.01%
3.660
0%
0.000
+16.61%
+28.86%
2058734.005
Retail - Cyclical

Accredited Investors Inc.'s Historical Top Holdings Breakdowns

Accredited Investors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-06-30Add
+2.33%
●
57.57 ($60.78) 63.3
$22.06
-63.71%
Add 55.47%
1,611,625
575,019
AVDV 		Avantis International Small Cap Value ETF2024-06-30Add
+2.08%
●
63.81 ($66.03) 68.36
$66.99
1.45%
Add 30.53%
2,121,015
496,083
MSTR 		MicroStrategy Inc2024-06-30Sold Out
-0.84%
●
102.83 ($144.51) 172.72
$223.00
54.31%
Sold Out
0
-7,370
VEU 		Vanguard FTSE All-World ex-US ETF2024-06-30Add
+0.68%
●
56.22 ($58.67) 60.47
$60.41
2.97%
Add 15.75%
1,312,438
178,551
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Reduce
-0.40%
●
56.43 ($58.75) 60.79
$62.20
5.87%
Reduce -4.08%
2,310,750
-98,292
VTV 		Vanguard Value ETF2024-06-30Add
+0.38%
●
154.57 ($159.83) 163.65
$171.75
7.46%
Add 10.4%
388,067
36,550
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Reduce
-0.26%
●
95.11 ($96.53) 97.92
$98.13
1.66%
Reduce -19.1%
166,591
-39,334
AAXJ 		iShares MSCI All Country Asia ex Japan Index Fund2024-06-30Reduce
-0.26%
●
65.49 ($70.13) 73.45
$76.56
9.17%
Reduce -88.22%
7,467
-55,918
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.26%
●
497.53 ($525.83) 549.64
$572.57
8.89%
Add 6.09%
130,039
7,462
TSLA 		Tesla Inc2024-06-30Reduce
-0.21%
●
142.05 ($174.77) 197.88
$242.83
38.94%
Reduce -70.42%
7,667
-18,251

Accredited Investors Inc. Total Holding History ($B)

To

Accredited Investors Inc.'s Asset Allocation

To

Accredited Investors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Accredited Investors Inc.'s Hypothetical Growth since 2024-06-30

Accredited Investors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Accredited Investors Inc.'s Holdings Heat Map

Size field:

Accredited Investors Inc.'s Holdings Bubble Chart

Accredited Investors Inc. News

  • 1

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