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Accredited Investors Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Accredited Investors Inc.

报告期 2026-03-31 · CIK 0001518364

持仓数

281

前50大市值合计

$1.67B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$263.0M

2,633,904

15.7%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$115.6M

4,607,337

6.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$107.4M

547,477

6.4%

IJH ISHARES TR

CORE S&P MCP ETF

$95.5M

1,413,879

5.7%

IWM ISHARES TR

RUSSELL 2000 ETF

$88.0M

355,004

5.3%

IVV ISHARES TR

CORE S&P500 ETF

$88.0M

134,713

5.3%

IJR ISHARES TR

CORE S&P SCP ETF

$82.6M

664,311

4.9%

UPS UNITED PARCEL SVCS INC

CL B

$77.1M

783,700

4.6%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$66.8M

93

4.0%

SEZL SEZZLE INC

COM

$56.1M

886,642

3.4%

EFA ISHARES TR

MSCI EAFE ETF

$55.6M

572,146

3.3%

AAPL APPLE INC

COM

$54.4M

214,235

3.3%

AMZN AMAZON COM INC

COM

$46.4M

222,751

2.8%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$40.9M

723,052

2.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$39.4M

92,370

2.4%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$31.2M

225,310

1.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$27.6M

57,578

1.6%

IWP ISHARES TR

RUS MD CP GR ETF

$22.6M

176,108

1.3%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$22.0M

132,568

1.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$21.7M

339,208

1.3%

RBLX ROBLOX CORP

CL A

$21.3M

376,574

1.3%

EFV ISHARES TR

EAFE VALUE ETF

$17.5M

234,801

1.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.3M

23,577

0.9%

MSFT MICROSOFT CORP

COM

$15.3M

41,240

0.9%

ESML ISHARES TR

ESG AWARE MSCI

$14.1M

299,191

0.8%

EAGG ISHARES TR

ESG AWR US AGRGT

$13.7M

287,506

0.8%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$12.7M

154,210

0.8%

NVDA NVIDIA CORPORATION

COM

$12.0M

68,989

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$12.0M

159,436

0.7%

GOOG ALPHABET INC

CAP STK CL C

$10.6M

36,822

0.6%

ADP AUTOMATIC DATA PROCESSING IN

COM

$10.5M

51,842

0.6%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$9.2M

283,533

0.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$8.4M

29,308

0.5%

ONB OLD NATL BANCORP IND

COM

$8.1M

366,545

0.5%

PRFZ INVESCO EXCHANGE TRADED FD T

RAFI US 1500

$7.7M

168,807

0.5%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$7.2M

19,535

0.4%

SUSA ISHARES TR

ESG OPTIMIZED

$7.0M

52,961

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$6.8M

26,080

0.4%

IWS ISHARES TR

RUS MDCP VAL ETF

$6.8M

46,804

0.4%

DMXF ISHARES TR

ESG EAFE ETF

$6.4M

84,629

0.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$6.4M

19,870

0.4%

ESGD ISHARES TR

ESG AW MSCI EAFE

$6.1M

63,457

0.4%

JPM JPMORGAN CHASE & CO

COM

$6.0M

20,550

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$5.2M

18,191

0.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.4M

7,321

0.3%

OEF ISHARES TR

S&P 100 ETF

$4.1M

12,953

0.2%

GIS GENERAL MILLS INC

COM

$4.1M

109,461

0.2%

MMM 3M CO

COM

$4.0M

27,784

0.2%

META META PLATFORMS INC

CL A

$4.0M

6,922

0.2%

SUSB ISHARES TR

ESG AWRE 1 5 YR

$3.9M

156,933

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

AVDV15.7%SCHB6.9%VTV6.4%IJH5.7%IWM5.3%IVV5.3%