AI

Accredited Investors Inc.

13F
Accredited Investors Inc.
Last update 2024-11-06 235 Stocks (27 new)
Value $1.69 Bil Turnover 8 %
Countries:
Top Holdings: AVDV(9.71%)IJH(8.49%)SCHB(6.39%)UPS(6.35%)IJR(5.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
Accredited Investors Inc. Top Holdings of 2024-09-30 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
2,315,295
163621.870
+9.16%
9.710
+0.81%
2.410
+2.26%
+5.82%
6362.367
 
IJH 		iShares Core S&P Mid-Cap ETF
2,296,845
143139.390
-0.60%
8.490
-0.05%
0.160
+12.84%
+18.73%
97616.316
 
SCHB 		Schwab U.S. Broad Market ETF
4,858,122
107720.800
+201.44%
6.390
+4.27%
0.110
+12.89%
+25.05%
32880.447
 
UPS 		United Parcel Service Inc
784,924
107016.580
+0.02%
6.350
0%
0.090
+5.56%
-14.29%
111057.514
Transportation
IJR 		iShares Core S&P Small-Cap ETF
776,554
90825.810
+1.30%
5.390
+0.07%
0.100
+14.33%
+14.85%
92389.766
 
VEU 		Vanguard FTSE All-World ex-US ETF
1,300,211
81913.280
-0.93%
4.860
-0.05%
0.200
+1.61%
+5.49%
38298.081
 
IVV 		iShares Core S&P 500 ETF
129,563
74734.340
-0.37%
4.430
-0.02%
0.010
+11.87%
+25.57%
565718.602
 
EFA 		iShares MSCI EAFE ETF
846,895
70825.830
-3.58%
4.200
-0.16%
0.120
+0.52%
+3.13%
54180.273
 
VTV 		Vanguard Value ETF
399,705
69776.480
+3.00%
4.140
+0.12%
0.060
+9.26%
+18.91%
121385.459
 
AAPL 		Apple Inc
242,442
56488.990
-0.02%
3.350
0%
0.000
+3.19%
+17.04%
3389420.991
Hardware

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 ETF2024-09-30Add
+4.27%
●
19.98 ($21.35) 22.17
$23.21
8.71%
Add 201.44%
4,858,122
1,082,166
AVDV 		Avantis International Small Cap Value ETF2024-09-30Add
+0.81%
●
62.52 ($67.28) 71.12
$66.13
-1.71%
Add 9.16%
2,315,295
194,280
FNDA 		Schwab Fundamental U.S. Small Company ETF2024-09-30Add
+0.70%
●
27.13 ($28.74) 30
$31.53
9.71%
Add 142.29%
680,424
199,798
ONB 		Old National Bancorp2024-09-30New Buy
+0.32%
●
16.67 ($18.73) 20.22
$22.38
19.49%
New holding
293,406
293,406
VT 		Vanguard Total World Stock ETF2024-09-30Add
+0.23%
●
107.72 ($115) 119.96
$120.58
4.85%
Add 17.92%
209,146
31,776
RBLX 		Roblox Corp2024-09-30Reduce
-0.19%
●
36.18 ($41.71) 47.64
$54.38
30.38%
Reduce -6.27%
1,185,379
-79,252
EFA 		iShares MSCI EAFE ETF2024-09-30Reduce
-0.16%
●
75.32 ($80.46) 84.43
$77.70
-3.42%
Reduce -3.58%
846,895
-31,401
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Reduce
-0.13%
●
96.25 ($99.77) 101.98
$97.72
-2.05%
Reduce -12.48%
145,795
-20,796
VTV 		Vanguard Value ETF2024-09-30Add
+0.12%
●
159.75 ($167.43) 174.57
$177.77
6.18%
Add 3%
399,705
11,638
SOWG 		Sow Good Inc2024-09-30Add
+0.11%
●
10.32 ($15.74) 23.56
$9.88
-37.23%
Add 181.24%
251,373
161,994

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 2024-09-30

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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