Accredited Investors Inc. Diversified Active

CIK: 0001518364 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $380,578 (100.0% shares, 0.0% debt)

Holdings (79)

IWM ISHARES TR 22.4%
Value ($000) $85,216 Shares 682,490 Est. Cost $104.69 Unrealized
IVV ISHARES TR 11.1%
Value ($000) $42,330 Shares 204,272 Est. Cost $163.41 Unrealized
DEM WISDOMTREE TR 10.9%
Value ($000) $41,416 Shares 953,863 Est. Cost $48.51 Unrealized
ISHARES GOLD TRUST 8.7%
Value ($000) $33,261 Shares 2,933,003 Est. Cost $11.45 Unrealized
IWP ISHARES TR 7.8%
Value ($000) $29,538 Shares 305,033 Est. Cost $72.83 Unrealized
IWF ISHARES TR 7.2%
Value ($000) $27,383 Shares 276,645 Est. Cost $74.45 Unrealized
EZU ISHARES 6.5%
Value ($000) $24,802 Shares 661,040 Est. Cost $36.43 Unrealized
EEM ISHARES TR 4.9%
Value ($000) $18,613 Shares 469,778 Est. Cost $39.29 Unrealized
SCHB SCHWAB STRATEGIC TR 2.2%
Value ($000) $8,363 Shares 166,493 Est. Cost $50.23 Unrealized
GIS GENERAL MLS INC 2.1%
Value ($000) $7,850 Shares 140,882 Est. Cost $34.23 Unrealized +13.3%
CHRW C H ROBINSON WORLDWIDE INC 1.6%
Value ($000) $6,026 Shares 96,570 Est. Cost $41.12 Unrealized +24.4%
VWO VANGUARD INTL EQUITY INDEX 1.3%
Value ($000) $5,098 Shares 124,684 Est. Cost $39.06 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $4,206 Shares 43,396 Est. Cost $55.38 Unrealized +22.3%
VEU VANGUARD INTL EQUITY INDEX 1.1%
Value ($000) $4,025 Shares 82,901 Est. Cost $47.67 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,413 Shares 27,204 Est. Cost $18.97 Unrealized +50.5%
TNC TENNANT CO 0.7%
Value ($000) $2,672 Shares 40,885 Est. Cost $41.76 Unrealized +36.3%
GLD SPDR GOLD TRUST 0.7%
Value ($000) $2,496 Shares 22,206 Est. Cost $112.40 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,951 Shares 12,638 Est. Cost $66.60 Unrealized +42.4%
IJR ISHARES TR 0.5%
Value ($000) $1,760 Shares 14,925 Est. Cost $95.23 Unrealized
VALSPAR CORP 0.4%
Value ($000) $1,675 Shares 20,461 Est. Cost $66.88 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $1,636 Shares 14,093 Est. Cost $90.17 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,483 Shares 23,351 Est. Cost $60.40 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $1,335 Shares 23,722 Est. Cost $29.71 Unrealized +39.3%
IWO ISHARES TR 0.3%
Value ($000) $1,118 Shares 7,228 Est. Cost $133.48 Unrealized
VGK VANGUARD INTL EQUITY INDEX 0.3%
Value ($000) $1,057 Shares 19,569 Est. Cost $51.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,039 Shares 6,385 Est. Cost $115.23 Unrealized -10.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $889 Shares 10,894 Est. Cost $55.40 Unrealized -2.0%
ORCL ORACLE CORP 0.2%
Value ($000) $793 Shares 19,669 Est. Cost $27.93 Unrealized +32.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $747 Shares 6,538 Est. Cost $67.22 Unrealized +48.8%
GENERAL ELECTRIC CO 0.2%
Value ($000) $706 Shares 26,543 Est. Cost $23.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $698 Shares 3,388 Est. Cost $162.56 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $682 Shares 8,716 Est. Cost $55.63 Unrealized +7.8%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $659 Shares 6,147 Est. Cost $74.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $638 Shares 4,682 Est. Cost $113.24 Unrealized +26.0%
1/100 BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $615 Shares 300 Est. Cost $1920.00 Unrealized
GGG GRACO INC 0.2%
Value ($000) $596 Shares 8,390 Est. Cost $21.47 Unrealized -2.7%
SUSA ISHARES 0.1%
Value ($000) $560 Shares 6,574 Est. Cost $71.40 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $559 Shares 19,453 Est. Cost $18.38 Unrealized +36.5%
IVW ISHARES TR 0.1%
Value ($000) $536 Shares 4,705 Est. Cost $85.66 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $504 Shares 6,799 Est. Cost $58.10 Unrealized +1.2%
GOOGLE INC 0.1%
Value ($000) $474 Shares 876 Est. Cost $755.76 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $474 Shares 14,131 Est. Cost $16.71 Unrealized +24.3%
GOOGLE INC 0.1%
Value ($000) $457 Shares 877 Est. Cost $574.50 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $451 Shares 8,638 Est. Cost $46.21 Unrealized -4.3%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $447 Shares 5,021 Est. Cost $61.76 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $439 Shares 10,114 Est. Cost $29.50 Unrealized +1.4%
MSFT MICROSOFT CORP 0.1%
Value ($000) $434 Shares 9,821 Est. Cost $27.17 Unrealized +44.6%
ITOT ISHARES TR 0.1%
Value ($000) $387 Shares 4,090 Est. Cost $94.62 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $386 Shares 4,128 Est. Cost $57.54 Unrealized +20.5%
MRK MERCK & CO INC 0.1%
Value ($000) $378 Shares 6,622 Est. Cost $32.39 Unrealized +24.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $357 Shares 4,271 Est. Cost $48.02 Unrealized +31.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $343 Shares 7,006 Est. Cost $17.22 Unrealized +46.6%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $342 Shares 6,063 Est. Cost $15.44 Unrealized +42.5%
HD HOME DEPOT INC 0.1%
Value ($000) $338 Shares 3,037 Est. Cost $61.46 Unrealized +41.7%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $337 Shares 17,094 Est. Cost $14.08 Unrealized +37.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $324 Shares 7,697 Est. Cost $23.90 Unrealized +36.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $309 Shares 3,853 Est. Cost $49.58 Unrealized -2.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $309 Shares 3,029 Est. Cost $53.46 Unrealized +39.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $293 Shares 3,070 Est. Cost $59.66 Unrealized +24.9%
ABBV ABBVIE INC 0.1%
Value ($000) $287 Shares 4,267 Est. Cost $32.12 Unrealized +31.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 2,908 Est. Cost $90.78 Unrealized
AAXJ ISHARES 0.1%
Value ($000) $274 Shares 4,345 Est. Cost $61.13 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $269 Shares 2,204 Est. Cost $99.59 Unrealized 0.0%
OTTR OTTER TAIL CORP 0.1%
Value ($000) $267 Shares 10,005 Est. Cost $19.36 Unrealized +7.1%
POWERSHARES ETF TRUST 0.1%
Value ($000) $264 Shares 2,543 Est. Cost $103.81 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $262 Shares 3,866 Est. Cost $36.24 Unrealized +35.6%
COST COSTCO WHSL CORP 0.1%
Value ($000) $256 Shares 1,895 Est. Cost $94.44 Unrealized +27.3%
TGT TARGET CORP 0.1%
Value ($000) $247 Shares 3,021 Est. Cost $48.59 Unrealized +21.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $245 Shares 3,148 Est. Cost $59.62 Unrealized +14.1%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $243 Shares 2,858 Est. Cost $65.25 Unrealized +0.9%
PNR PENTAIR PLC 0.1%
Value ($000) $239 Shares 3,463 Est. Cost $41.76 Unrealized -15.2%
IWD ISHARES TR 0.1%
Value ($000) $229 Shares 2,219 Est. Cost $104.48 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 1,704 Est. Cost $123.83 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $209 Shares 1,355 Est. Cost $113.30 Unrealized +3.8%
T AT&T INC 0.1%
Value ($000) $207 Shares 6,101 Est. Cost $12.21 Unrealized 0.0%
TECH BIO TECHNE CORP 0.1%
Value ($000) $207 Shares 2,100 Est. Cost $22.03 Unrealized +5.4%
INOD INNODATA INC 0.0%
Value ($000) $72 Shares 27,000 Est. Cost $3.21 Unrealized -17.0%
CBKCQ CHRISTOPHER & BANKS CORP 0.0%
Value ($000) $55 Shares 13,600 Est. Cost $5.49 Unrealized 0.0%
HUTCHINSON TECHNOLOGY INC 0.0%
Value ($000) $29 Shares 16,500 Est. Cost $2.57 Unrealized