Universe · entity
Accredited Investors Inc.
Institutional manager (13F) · CIK 1518364
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $263M | 2,633,904 |
| 2 | SCHWAB STRATEGIC TR | $116M | 4,607,337 |
| 3 | VANGUARD INDEX FDS | $107M | 547,477 |
| 4 | ISHARES TR | $95M | 1,413,879 |
| 5 | ISHARES TR | $88M | 355,004 |
| 6 | ISHARES TR | $88M | 134,713 |
| 7 | ISHARES TR | $83M | 664,311 |
| 8 | UNITED PARCEL SVCS INC | $77M | 783,700 |
| 9 | BERKSHIRE HATHAWAY INC DEL | $67M | 93 |
| 10 | SEZZLE INC | $56M | 886,642 |
| 11 | ISHARES TR | $56M | 572,146 |
| 12 | APPLE INC | $54M | 214,235 |
| 13 | AMAZON COM INC | $46M | 222,751 |
| 14 | SPDR SERIES TRUST | $41M | 723,052 |
| 15 | ISHARES TR | $39M | 92,370 |
| 16 | VANGUARD INTL EQUITY INDEX F | $31M | 225,310 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $28M | 57,578 |
| 18 | ISHARES TR | $23M | 176,108 |
| 19 | C H ROBINSON WORLDWIDE IN | $22M | 132,568 |
| 20 | VANGUARD TAX-MANAGED FDS | $22M | 339,208 |
| 21 | ROBLOX CORP | $21M | 376,574 |
| 22 | ISHARES TR | $17M | 234,801 |
| 23 | STATE STR SPDR S&P 500 ETF T | $15M | 23,577 |
| 24 | MICROSOFT CORP | $15M | 41,240 |
| 25 | ISHARES TR | $14M | 299,191 |
| 26 | ISHARES TR | $14M | 287,506 |
| 27 | VANGUARD INTL EQUITY INDEX F | $13M | 154,210 |
| 28 | NVIDIA CORPORATION | $12M | 68,989 |
| 29 | VANGUARD INTL EQUITY INDEX F | $12M | 159,436 |
| 30 | ALPHABET INC | $11M | 36,822 |
| 31 | AUTOMATIC DATA PROCESSING IN | $11M | 51,842 |
| 32 | SCHWAB STRATEGIC TR | $9M | 283,533 |
| 33 | VANGUARD INDEX FDS | $8M | 29,308 |
| 34 | OLD NATL BANCORP IND | $8M | 366,545 |
| 35 | INVESCO EXCHANGE TRADED FD T | $8M | 168,807 |
| 36 | VANGUARD WORLD FD | $7M | 19,535 |
| 37 | ISHARES TR | $7M | 52,961 |
| 38 | VANGUARD INDEX FDS | $7M | 26,080 |
| 39 | ISHARES TR | $7M | 46,804 |
| 40 | ISHARES TR | $6M | 84,629 |
| 41 | VANGUARD INDEX FDS | $6M | 19,870 |
| 42 | ISHARES TR | $6M | 63,457 |
| 43 | JPMORGAN CHASE & CO | $6M | 20,550 |
| 44 | ALPHABET INC | $5M | 18,191 |
| 45 | VANGUARD INDEX FDS | $4M | 7,321 |
| 46 | ISHARES TR | $4M | 12,953 |
| 47 | GENERAL MILLS INC | $4M | 109,461 |
| 48 | 3M CO | $4M | 27,784 |
| 49 | META PLATFORMS INC | $4M | 6,922 |
| 50 | ISHARES TR | $4M | 156,933 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.