Accredited Investors Inc. Diversified Active

CIK: 0001518364 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 9, 2016

Total Value ($000): $362,853 (100.0% shares, 0.0% debt)

Holdings (98)

IWM ISHARES TR 15.4%
Value ($000) $56,060 Shares 487,562 Est. Cost $104.69 Unrealized
IVV ISHARES TR 11.2%
Value ($000) $40,794 Shares 193,798 Est. Cost $164.49 Unrealized
QUAL ISHARES TR 10.3%
Value ($000) $37,531 Shares 568,647 Est. Cost $60.93 Unrealized
DEM WISDOMTREE TR 10.3%
Value ($000) $37,209 Shares 1,050,516 Est. Cost $39.75 Unrealized
SCHB SCHWAB STRATEGIC TR 10.1%
Value ($000) $36,797 Shares 731,546 Est. Cost $48.49 Unrealized
IWF ISHARES TR 6.6%
Value ($000) $24,075 Shares 239,886 Est. Cost $74.45 Unrealized
IJR ISHARES TR 5.9%
Value ($000) $21,464 Shares 184,704 Est. Cost $109.67 Unrealized
POWERSHARES ETF TR 5.3%
Value ($000) $19,194 Shares 575,014 Est. Cost $33.10 Unrealized
IWP ISHARES TR 4.0%
Value ($000) $14,555 Shares 155,540 Est. Cost $72.83 Unrealized
GIS GENERAL MLS INC 2.3%
Value ($000) $8,316 Shares 116,601 Est. Cost $34.46 Unrealized +31.9%
CHRW C H ROBINSON WORLDWIDE INC 1.9%
Value ($000) $6,948 Shares 93,570 Est. Cost $41.12 Unrealized +41.6%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $4,677 Shares 43,417 Est. Cost $55.38 Unrealized +32.0%
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $3,043 Shares 52,394 Est. Cost $58.02 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,383 Shares 25,692 Est. Cost $19.19 Unrealized +17.9%
TNC TENNANT CO 0.6%
Value ($000) $2,160 Shares 40,104 Est. Cost $41.76 Unrealized +12.2%
MMM 3M CO 0.5%
Value ($000) $1,813 Shares 10,831 Est. Cost $69.91 Unrealized +46.6%
IWB ISHARES TR 0.5%
Value ($000) $1,735 Shares 14,845 Est. Cost $92.47 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $1,589 Shares 34,902 Est. Cost $32.43 Unrealized +14.8%
ITOT ISHARES TR 0.4%
Value ($000) $1,535 Shares 16,117 Est. Cost $91.86 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $1,522 Shares 48,782 Est. Cost $25.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,337 Shares 9,237 Est. Cost $124.69 Unrealized +14.6%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,302 Shares 36,294 Est. Cost $45.39 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,209 Shares 16,432 Est. Cost $45.57 Unrealized +10.8%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,113 Shares 13,463 Est. Cost $56.67 Unrealized +11.8%
VALSPAR CORP 0.3%
Value ($000) $1,085 Shares 10,048 Est. Cost $70.03 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,030 Shares 10,991 Est. Cost $55.44 Unrealized +4.4%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,027 Shares 26,446 Est. Cost $28.42 Unrealized +9.1%
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,010 Shares 21,644 Est. Cost $50.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $954 Shares 6,288 Est. Cost $115.23 Unrealized -17.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $813 Shares 8,642 Est. Cost $77.56 Unrealized +18.8%
ORCL ORACLE CORP 0.2%
Value ($000) $784 Shares 19,820 Est. Cost $28.77 Unrealized +20.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $766 Shares 12,976 Est. Cost $45.34 Unrealized +6.6%
SPECTRANETICS CORP 0.2%
Value ($000) $754 Shares 40,279 Est. Cost $11.80 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $751 Shares 22,895 Est. Cost $19.41 Unrealized +29.4%
PFE PFIZER INC 0.2%
Value ($000) $749 Shares 21,718 Est. Cost $18.23 Unrealized +15.5%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $737 Shares 6,855 Est. Cost $78.02 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $715 Shares 12,804 Est. Cost $60.18 Unrealized
EZU ISHARES 0.2%
Value ($000) $697 Shares 21,595 Est. Cost $36.33 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $690 Shares 3,584 Est. Cost $165.51 Unrealized
GGG GRACO INC 0.2%
Value ($000) $686 Shares 8,690 Est. Cost $21.49 Unrealized +10.2%
PEP PEPSICO INC 0.2%
Value ($000) $664 Shares 6,429 Est. Cost $63.85 Unrealized +20.7%
1/100 BERKSHIRE HTHWY 0.2%
Value ($000) $651 Shares 300 Est. Cost $1920.00 Unrealized
T AT&T INC 0.2%
Value ($000) $633 Shares 15,265 Est. Cost $13.48 Unrealized +12.1%
HD HOME DEPOT INC 0.2%
Value ($000) $626 Shares 5,030 Est. Cost $77.62 Unrealized +35.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $625 Shares 6,558 Est. Cost $50.16 Unrealized +22.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $620 Shares 881 Est. Cost $36.73 Unrealized -0.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $613 Shares 9,133 Est. Cost $20.08 Unrealized +65.4%
MSFT MICROSOFT CORP 0.2%
Value ($000) $611 Shares 13,006 Est. Cost $32.01 Unrealized +43.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $597 Shares 6,964 Est. Cost $58.20 Unrealized +9.1%
SUSA ISHARES TR 0.2%
Value ($000) $591 Shares 6,839 Est. Cost $72.15 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $573 Shares 4,177 Est. Cost $133.48 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $570 Shares 10,152 Est. Cost $34.57 Unrealized +14.2%
IVW ISHARES TR 0.1%
Value ($000) $535 Shares 4,593 Est. Cost $85.66 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $535 Shares 5,024 Est. Cost $68.43 Unrealized +27.2%
GOOG ALPHABET INC 0.1%
Value ($000) $519 Shares 849 Est. Cost $35.62 Unrealized +0.1%
CVX CHEVRON CORP 0.1%
Value ($000) $497 Shares 4,740 Est. Cost $55.96 Unrealized +19.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $491 Shares 3,474 Est. Cost $104.48 Unrealized +9.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $469 Shares 3,894 Est. Cost $83.19 Unrealized +19.2%
ENBRIDGE ENERGY PARTNERS L P 0.1%
Value ($000) $464 Shares 21,509 Est. Cost $22.99 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $444 Shares 12,140 Est. Cost $24.06 Unrealized +22.7%
USB US BANCORP DEL 0.1%
Value ($000) $439 Shares 10,895 Est. Cost $29.51 Unrealized -1.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $429 Shares 8,550 Est. Cost $65.73 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $393 Shares 5,398 Est. Cost $53.57 Unrealized +5.9%
DEPENDENCE HLDG CO 0.1%
Value ($000) $384 Shares 21,351 Est. Cost $15.92 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $378 Shares 7,241 Est. Cost $46.21 Unrealized -10.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $376 Shares 3,544 Est. Cost $57.92 Unrealized +45.4%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $373 Shares 4,917 Est. Cost $62.71 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $356 Shares 9,895 Est. Cost $30.77 Unrealized +2.3%
OTTR OTTER TAIL CORP 0.1%
Value ($000) $335 Shares 12,025 Est. Cost $19.92 Unrealized +14.0%
COST COSTCO WHSL CORP 0.1%
Value ($000) $333 Shares 2,121 Est. Cost $97.54 Unrealized +31.3%
XEL XCEL ENERGY IN 0.1%
Value ($000) $327 Shares 7,304 Est. Cost $30.70 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $316 Shares 13,000 Est. Cost $14.08 Unrealized +70.2%
POWERSHARES ETF TRUST 0.1%
Value ($000) $304 Shares 3,126 Est. Cost $101.78 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $286 Shares 7,500 Est. Cost $33.73 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $267 Shares 4,255 Est. Cost $50.89 Unrealized +10.2%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $265 Shares 3,495 Est. Cost $54.30 Unrealized +10.2%
ABBV ABBVIE INC 0.1%
Value ($000) $264 Shares 5,119 Est. Cost $33.59 Unrealized +22.0%
BA BOEING CO 0.1%
Value ($000) $262 Shares 2,020 Est. Cost $123.29 Unrealized -3.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $254 Shares 3,225 Est. Cost $48.44 Unrealized +32.3%
NWL NEWELL RUBBERMAID INC 0.1%
Value ($000) $243 Shares 5,000 Est. Cost $29.09 Unrealized +7.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $242 Shares 6,858 Est. Cost $39.06 Unrealized
TECH BIO TECHNE CORP 0.1%
Value ($000) $237 Shares 2,100 Est. Cost $24.23 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $236 Shares 5,643 Est. Cost $39.89 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $235 Shares 1,543 Est. Cost $116.50 Unrealized +0.2%
DCI DONALDSON INC 0.1%
Value ($000) $232 Shares 6,760 Est. Cost $25.02 Unrealized +14.1%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $231 Shares 2,688 Est. Cost $50.48 Unrealized +6.6%
E M C CORP MASS 0.1%
Value ($000) $230 Shares 9,223 Est. Cost $24.94 Unrealized
NKE NIKE INC 0.1%
Value ($000) $228 Shares 4,125 Est. Cost $53.47 Unrealized -5.9%
ABT ABBOTT LABS 0.1%
Value ($000) $226 Shares 5,757 Est. Cost $33.35 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $214 Shares 1,996 Est. Cost $104.63 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $212 Shares 2,342 Est. Cost $106.78 Unrealized +7.2%
NUE NUCOR CORP 0.1%
Value ($000) $204 Shares 4,297 Est. Cost $39.15 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $203 Shares 5,895 Est. Cost $39.29 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $159 Shares 11,977 Est. Cost $13.36 Unrealized -15.1%
FS INVT CORP 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $9.10 Unrealized
INOD INNODATA INC 0.0%
Value ($000) $66 Shares 27,000 Est. Cost $3.21 Unrealized -28.6%
CBKCQ CHRISTOPHER & BANKS CORP 0.0%
Value ($000) $49 Shares 22,500 Est. Cost $1.35 Unrealized +71.6%
DURECT CORP 0.0%
Value ($000) $37 Shares 30,000 Est. Cost $1.97 Unrealized