Accredited Investors Inc. Diversified Active

CIK: 0001518364 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 21, 2022

Total Value ($000): $843,287 (100.0% shares, 0.0% debt)

Holdings (174)

IJR ISHARES TR 7.7%
Value ($000) $64,744 Shares 700,622 Est. Cost $89.70 Unrealized
EFV ISHARES TR 5.9%
Value ($000) $49,640 Shares 1,143,773 Est. Cost $50.97 Unrealized
RBLX ROBLOX CORP 5.7%
Value ($000) $48,275 Shares 1,469,112 Est. Cost $79.78 Unrealized -57.9%
IVV ISHARES TR 5.6%
Value ($000) $47,411 Shares 125,046 Est. Cost $177.40 Unrealized
SPYV SPDR SER TR 5.4%
Value ($000) $45,366 Shares 1,232,112 Est. Cost $30.88 Unrealized
IWM ISHARES TR 5.2%
Value ($000) $43,884 Shares 259,120 Est. Cost $109.75 Unrealized
EFA ISHARES TR 5.1%
Value ($000) $42,605 Shares 681,794 Est. Cost $75.79 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $32,504 Shares 237,742 Est. Cost $91.47 Unrealized +62.5%
MGK VANGUARD WORLD FD 3.8%
Value ($000) $31,862 Shares 175,363 Est. Cost $154.40 Unrealized
IWF ISHARES TR 3.5%
Value ($000) $29,427 Shares 134,554 Est. Cost $79.24 Unrealized
VT VANGUARD INTL EQUITY INDEX F 3.3%
Value ($000) $27,475 Shares 321,948 Est. Cost $92.71 Unrealized
GWX SPDR INDEX SHS FDS 3.2%
Value ($000) $27,041 Shares 934,714 Est. Cost $31.98 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 3.1%
Value ($000) $26,312 Shares 508,353 Est. Cost $49.48 Unrealized
UPS UNITED PARCEL SERVICE INC 3.0%
Value ($000) $25,485 Shares 139,615 Est. Cost $111.53 Unrealized +37.5%
IWP ISHARES TR 2.8%
Value ($000) $23,939 Shares 302,179 Est. Cost $100.97 Unrealized
SCHB SCHWAB STRATEGIC TR 2.6%
Value ($000) $21,822 Shares 493,820 Est. Cost $51.87 Unrealized
IJH ISHARES TR 2.2%
Value ($000) $18,501 Shares 81,781 Est. Cost $223.84 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 2.0%
Value ($000) $17,014 Shares 417,021 Est. Cost $47.70 Unrealized
AAXJ ISHARES TR 1.6%
Value ($000) $13,233 Shares 191,233 Est. Cost $74.96 Unrealized
TSLA TESLA INC 1.5%
Value ($000) $12,353 Shares 18,343 Est. Cost $233.54 Unrealized +16.9%
AGG ISHARES TR 1.4%
Value ($000) $11,517 Shares 113,266 Est. Cost $107.75 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value ($000) $10,752 Shares 51,189 Est. Cost $120.91 Unrealized +67.5%
GIS GENERAL MLS INC 1.2%
Value ($000) $9,754 Shares 129,276 Est. Cost $35.97 Unrealized +71.9%
ESML ISHARES TR 1.1%
Value ($000) $9,340 Shares 296,507 Est. Cost $33.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $7,230 Shares 14,077 Est. Cost $195.41 Unrealized +141.1%
CHRW C H ROBINSON WORLDWIDE INC 0.9%
Value ($000) $7,192 Shares 70,946 Est. Cost $52.72 Unrealized +81.0%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $7,181 Shares 19,036 Est. Cost $334.24 Unrealized
EAGG ISHARES TR 0.6%
Value ($000) $5,254 Shares 107,359 Est. Cost $55.00 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $4,691 Shares 18,266 Est. Cost $96.61 Unrealized +172.7%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $4,100 Shares 21,737 Est. Cost $152.98 Unrealized
SUSA ISHARES TR 0.5%
Value ($000) $3,795 Shares 47,026 Est. Cost $91.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,655 Shares 13,387 Est. Cost $154.41 Unrealized +103.2%
DSI ISHARES TR 0.4%
Value ($000) $3,165 Shares 44,026 Est. Cost $84.35 Unrealized
ESGD ISHARES TR 0.4%
Value ($000) $3,109 Shares 49,537 Est. Cost $66.43 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $2,861 Shares 62,175 Est. Cost $36.12 Unrealized +16.0%
AMZN AMAZON COM INC 0.3%
Value ($000) $2,855 Shares 26,884 Est. Cost $124.81 Unrealized +0.3%
PRFZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,825 Shares 18,422 Est. Cost $124.40 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $2,779 Shares 36,926 Est. Cost $76.11 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,640 Shares 14,988 Est. Cost $140.80 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $2,627 Shares 1,201 Est. Cost $105.83 Unrealized +10.8%
MMM 3M CO 0.3%
Value ($000) $2,568 Shares 19,841 Est. Cost $101.03 Unrealized +4.1%
IWB ISHARES TR 0.3%
Value ($000) $2,354 Shares 11,331 Est. Cost $104.03 Unrealized
HEARTLAND FINL USA INC 0.3%
Value ($000) $2,186 Shares 52,630 Est. Cost $52.98 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $2,039 Shares 15,553 Est. Cost $102.98 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $1,910 Shares 13,175 Est. Cost $113.12 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,902 Shares 13,225 Est. Cost $73.78 Unrealized +86.1%
PEP PEPSICO INC 0.2%
Value ($000) $1,622 Shares 9,733 Est. Cost $90.47 Unrealized +65.6%
IWN ISHARES TR 0.2%
Value ($000) $1,573 Shares 11,553 Est. Cost $161.10 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,560 Shares 5,688 Est. Cost $135.22 Unrealized +98.9%
IJJ ISHARES TR 0.2%
Value ($000) $1,537 Shares 16,285 Est. Cost $104.88 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,524 Shares 13,536 Est. Cost $65.74 Unrealized +71.9%
ABT ABBOTT LABS 0.2%
Value ($000) $1,351 Shares 12,436 Est. Cost $58.20 Unrealized +82.3%
DMXF ISHARES TR 0.2%
Value ($000) $1,341 Shares 25,709 Est. Cost $62.25 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,338 Shares 9,472 Est. Cost $134.26 Unrealized +26.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,316 Shares 14,665 Est. Cost $85.71 Unrealized +5.4%
USXF ISHARES TR 0.2%
Value ($000) $1,267 Shares 42,411 Est. Cost $32.13 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,237 Shares 6,970 Est. Cost $101.85 Unrealized +57.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,217 Shares 4,341 Est. Cost $184.12 Unrealized
TNC TENNANT CO 0.1%
Value ($000) $1,180 Shares 19,912 Est. Cost $41.76 Unrealized +47.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,180 Shares 15,327 Est. Cost $44.99 Unrealized +44.4%
GGG GRACO INC 0.1%
Value ($000) $1,169 Shares 19,677 Est. Cost $34.20 Unrealized +75.1%
FAST FASTENAL CO 0.1%
Value ($000) $1,166 Shares 23,367 Est. Cost $20.92 Unrealized +17.7%
COST COSTCO WHSL CORP 0.1%
Value ($000) $1,139 Shares 2,377 Est. Cost $354.84 Unrealized +36.7%
AON AON PLC 0.1%
Value ($000) $1,128 Shares 4,184 Est. Cost $264.61 Unrealized +5.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,114 Shares 15,946 Est. Cost $34.83 Unrealized +100.5%
SUSB ISHARES TR 0.1%
Value ($000) $1,110 Shares 46,061 Est. Cost $25.21 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,081 Shares 3,117 Est. Cost $367.33 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,067 Shares 4,324 Est. Cost $115.40 Unrealized +96.1%
MRK MERCK & CO INC 0.1%
Value ($000) $1,039 Shares 11,394 Est. Cost $41.83 Unrealized +89.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $1,033 Shares 14,601 Est. Cost $47.28 Unrealized +36.1%
CLF CLEVELAND-CLIFFS INC 0.1%
Value ($000) $1,033 Shares 67,241 Est. Cost $20.18 Unrealized +18.5%
CDK GLOBAL INC 0.1%
Value ($000) $1,003 Shares 18,312 Est. Cost $58.27 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $961 Shares 18,324 Est. Cost $21.46 Unrealized +95.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $952 Shares 2,937 Est. Cost $65.70 Unrealized +342.8%
ABBV ABBVIE INC 0.1%
Value ($000) $905 Shares 5,906 Est. Cost $64.37 Unrealized +108.3%
SPSC SPS COMM INC 0.1%
Value ($000) $895 Shares 7,917 Est. Cost $43.51 Unrealized +160.0%
INTC INTEL CORP 0.1%
Value ($000) $808 Shares 21,604 Est. Cost $35.49 Unrealized +14.5%
WFC WELLS FARGO CO 0.1%
Value ($000) $805 Shares 20,543 Est. Cost $34.97 Unrealized +14.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $776 Shares 5,116 Est. Cost $19.74 Unrealized -4.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $774 Shares 355 Est. Cost $63.95 Unrealized +82.7%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $768 Shares 13,239 Est. Cost $73.57 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $765 Shares 8,102 Est. Cost $90.24 Unrealized +20.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $736 Shares 14,729 Est. Cost $48.82 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $722 Shares 23,194 Est. Cost $27.48 Unrealized +19.1%
CVX CHEVRON CORP 0.1%
Value ($000) $714 Shares 4,932 Est. Cost $63.32 Unrealized +125.4%
ITOT ISHARES TR 0.1%
Value ($000) $706 Shares 8,432 Est. Cost $65.90 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $690 Shares 4,602 Est. Cost $14.08 Unrealized +972.7%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $656 Shares 3,014 Est. Cost $275.71 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $650 Shares 10,335 Est. Cost $41.22 Unrealized +37.7%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $623 Shares 13,153 Est. Cost $24.28 Unrealized +83.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $612 Shares 4,295 Est. Cost $111.83 Unrealized +21.8%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $611 Shares 9,592 Est. Cost $62.92 Unrealized -24.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $610 Shares 14,634 Est. Cost $45.04 Unrealized -11.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $599 Shares 6,992 Est. Cost $50.14 Unrealized +58.7%
META META PLATFORMS INC 0.1%
Value ($000) $599 Shares 3,717 Est. Cost $160.10 Unrealized +19.7%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $595 Shares 1,232 Est. Cost $250.26 Unrealized +87.6%
IWO ISHARES TR 0.1%
Value ($000) $586 Shares 2,842 Est. Cost $197.87 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $555 Shares 7,664 Est. Cost $84.68 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $541 Shares 19,154 Est. Cost $31.82 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $535 Shares 5,415 Est. Cost $52.49 Unrealized +62.7%
ZTS ZOETIS INC 0.1%
Value ($000) $514 Shares 2,993 Est. Cost $86.30 Unrealized +93.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $468 Shares 3,202 Est. Cost $154.50 Unrealized -4.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $460 Shares 846 Est. Cost $617.25 Unrealized -11.8%
IEFA ISHARES TR 0.1%
Value ($000) $450 Shares 7,651 Est. Cost $74.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $448 Shares 8,832 Est. Cost $34.75 Unrealized +15.4%
IVW ISHARES TR 0.1%
Value ($000) $447 Shares 7,402 Est. Cost $72.67 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $443 Shares 4,867 Est. Cost $46.90 Unrealized +126.2%
AMGN AMGEN INC 0.1%
Value ($000) $435 Shares 1,788 Est. Cost $172.44 Unrealized +26.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $433 Shares 10,150 Est. Cost $31.93 Unrealized +34.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $425 Shares 3,069 Est. Cost $72.85 Unrealized +116.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $419 Shares 1,700 Est. Cost $202.91 Unrealized +17.5%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $399 Shares 31,000 Est. Cost $14.28 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $396 Shares 18,883 Est. Cost $15.74 Unrealized +3.6%
IWS ISHARES TR 0.0%
Value ($000) $393 Shares 3,867 Est. Cost $77.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $387 Shares 9,302 Est. Cost $49.82 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $384 Shares 2,147 Est. Cost $171.31 Unrealized +15.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $379 Shares 2,182 Est. Cost $135.08 Unrealized +23.1%
DXCM DEXCOM INC 0.0%
Value ($000) $373 Shares 5,000 Est. Cost $74.01 Unrealized +23.3%
ESGE ISHARES INC 0.0%
Value ($000) $369 Shares 11,434 Est. Cost $35.92 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $369 Shares 1,873 Est. Cost $188.73 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $365 Shares 848 Est. Cost $269.23 Unrealized +47.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $361 Shares 1,299 Est. Cost $142.15 Unrealized +100.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $358 Shares 2,537 Est. Cost $99.24 Unrealized +18.4%
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $353 Shares 4,297 Est. Cost $109.15 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $349 Shares 1,053 Est. Cost $207.83 Unrealized +52.7%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $349 Shares 2,365 Est. Cost $100.21 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $347 Shares 8,305 Est. Cost $23.32 Unrealized +64.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $338 Shares 3,522 Est. Cost $59.25 Unrealized +49.4%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $337 Shares 25,000 Est. Cost $15.62 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $334 Shares 10,625 Est. Cost $27.00 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $333 Shares 12,254 Est. Cost $31.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $328 Shares 4,692 Est. Cost $108.98 Unrealized -20.6%
NUE NUCOR CORP 0.0%
Value ($000) $324 Shares 3,102 Est. Cost $56.08 Unrealized +128.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $321 Shares 4,144 Est. Cost $71.93 Unrealized -4.3%
WMT WALMART INC 0.0%
Value ($000) $315 Shares 2,589 Est. Cost $35.06 Unrealized +25.6%
SOXX ISHARES TR 0.0%
Value ($000) $312 Shares 893 Est. Cost $278.31 Unrealized
V VISA INC COM 0.0%
Value ($000) $309 Shares 1,570 Est. Cost $179.31 Unrealized +12.1%
O REALTY INCOME CORP 0.0%
Value ($000) $303 Shares 4,444 Est. Cost $40.94 Unrealized +38.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $301 Shares 2,009 Est. Cost $176.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $297 Shares 2,072 Est. Cost $171.19 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $294 Shares 1,151 Est. Cost $230.46 Unrealized -3.6%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $283 Shares 20,491 Est. Cost $28.35 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $278 Shares 2,059 Est. Cost $114.77 Unrealized 0.0%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $275 Shares 4,095 Est. Cost $47.36 Unrealized +22.3%
ECL ECOLAB INC 0.0%
Value ($000) $270 Shares 1,754 Est. Cost $151.29 Unrealized +5.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $269 Shares 2,102 Est. Cost $147.13 Unrealized -15.1%
EDAP EDAP TMS S A 0.0%
Value ($000) $267 Shares 39,261 Est. Cost $4.47 Unrealized
CELC CELCUITY INC 0.0%
Value ($000) $265 Shares 29,115 Est. Cost $20.33 Unrealized -64.0%
APH AMPHENOL CORP 0.0%
Value ($000) $258 Shares 4,000 Est. Cost $28.04 Unrealized +19.8%
DG DOLLAR GEN CORP 0.0%
Value ($000) $256 Shares 1,042 Est. Cost $198.87 Unrealized +10.1%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $253 Shares 20,500 Est. Cost $8.95 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $252 Shares 3,167 Est. Cost $81.88 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $249 Shares 1,095 Est. Cost $151.56 Unrealized +49.4%
BRIGHT HEALTH GROUP INC 0.0%
Value ($000) $229 Shares 126,023 Est. Cost $4.12 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $227 Shares 938 Est. Cost $214.65 Unrealized +4.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $226 Shares 129 Est. Cost $2099.09 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $220 Shares 2,412 Est. Cost $114.78 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $219 Shares 4,835 Est. Cost $45.29 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $216 Shares 3,390 Est. Cost $76.89 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $216 Shares 2,696 Est. Cost $86.24 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $208 Shares 3,551 Est. Cost $50.05 Unrealized +6.9%
FDX FEDEX CORP 0.0%
Value ($000) $207 Shares 912 Est. Cost $219.44 Unrealized -10.3%
BILL BILL COM HLDGS INC 0.0%
Value ($000) $206 Shares 1,875 Est. Cost $151.52 Unrealized -3.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $206 Shares 1,563 Est. Cost $131.84 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $203 Shares 3,925 Est. Cost $61.41 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $203 Shares 1,011 Est. Cost $312.16 Unrealized -24.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $202 Shares 913 Est. Cost $204.99 Unrealized +4.1%
GPMT GRANITE PT MTG TR INC 0.0%
Value ($000) $151 Shares 15,815 Est. Cost $9.55 Unrealized
COMPUTE HEALTH ACQUISITIN CO 0.0%
Value ($000) $149 Shares 15,150 Est. Cost $9.83 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $119 Shares 10,654 Est. Cost $14.55 Unrealized -27.5%
HIVE BLOCKCHAIN TECHNLGIES L 0.0%
Value ($000) $48 Shares 16,000 Est. Cost $3.00 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $41 Shares 13,300 Est. Cost $1.34 Unrealized +211.0%
DURECT CORP 0.0%
Value ($000) $33 Shares 68,000 Est. Cost $1.41 Unrealized
VIZSLA SILVER CORP 0.0%
Value ($000) $16 Shares 15,600 Est. Cost $1.99 Unrealized