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
-5.24%
-1.87%
6220.603
 
IJH 		iShares Core S&P Mid-Cap ETF
2,296,845
143139.390
-0.60%
8.490
-0.05%
0.160
+0.28%
-0.67%
94477.979
 
SCHB 		Schwab U.S. Broad Market ETF
4,858,122
107720.800
+201.44%
6.390
+4.27%
0.110
+1.57%
-0.88%
32294.250
 
UPS 		United Parcel Service Inc
784,924
107016.580
+0.02%
6.350
0%
0.090
-6.05%
-2.24%
105203.399
Transportation
IJR 		iShares Core S&P Small-Cap ETF
776,554
90825.810
+1.30%
5.390
+0.07%
0.100
+0.04%
-1.86%
85956.716
 
VEU 		Vanguard FTSE All-World ex-US ETF
1,300,211
81913.280
-0.93%
4.860
-0.05%
0.200
-7.26%
-1.25%
38987.476
 
IVV 		iShares Core S&P 500 ETF
129,563
74734.340
-0.37%
4.430
-0.02%
0.010
+1.13%
-0.91%
580036.558
 
EFA 		iShares MSCI EAFE ETF
846,895
70825.830
-3.58%
4.200
-0.16%
0.120
-7.08%
-0.73%
52736.717
 
VTV 		Vanguard Value ETF
399,705
69776.480
+3.00%
4.140
+0.12%
0.060
-3.31%
-0.93%
125337.449
 
AAPL 		Apple Inc
242,442
56488.990
-0.02%
3.350
0%
0.000
+3.52%
-5.42%
3580182.678
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
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+8.58%
●
53.67 ($56.61) 60.74
$61.89
9.33%
Add 719.26%
2,409,042
2,114,991
SHV 		iShares Short Treasury Bond ETF2023-12-31Reduce
-7.58%
●
109.86 ($110.23) 110.59
$110.23
0%
Reduce -93.01%
66,303
-881,979
SHV 		iShares Short Treasury Bond ETF2023-03-31New Buy
+4.38%
●
108.9 ($109.47) 110.11
$110.23
0.69%
New holding
510,324
510,324
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+4.27%
●
19.98 ($21.35) 22.17
$22.50
5.39%
Add 201.44%
4,858,122
1,082,166
SHV 		iShares Short Treasury Bond ETF2023-06-30Add
+3.32%
●
108.8 ($109.37) 110.02
$110.23
0.79%
Add 80.36%
920,435
410,111
VEU 		Vanguard FTSE All-World ex-US ETF2023-12-31Add
+3.01%
●
49.57 ($52.99) 56.14
$56.69
6.98%
Add 5895.14%
741,779
729,406
TLT 		iShares 20+ Year Treasury Bond ETF2023-12-31Reduce
-2.93%
●
82.77 ($90.36) 100.51
$85.47
-5.41%
Reduce -89.69%
48,937
-425,503
SPYV 		SPDR Portfolio S&P 500 Value ETF2023-09-30Reduce
-2.90%
●
41.15 ($43.31) 44.69
$50.42
16.42%
Reduce -47.27%
1,018,665
-913,058
AMZN 		Amazon.com Inc2024-03-31Add
+2.89%
●
144.57 ($166.93) 180.38
$218.94
31.16%
Add 451.51%
293,413
240,211
VTV 		Vanguard Value ETF2023-09-30Add
+2.87%
●
137.93 ($143.28) 147.18
$167.73
17.06%
Add 16779.64%
269,399
267,803

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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