Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
UNITED PARCEL SERVICE INC | 784,749 | UNCH | $123,386 |
UPS | 784,749 | UNCH | $123,386 |
ISHARES TR (IJH) | 294,051 | +106,739 | $81,496 |
IJH | 294,051 | +106,739 | $81,496 |
ISHARES TR (IJR) | 750,980 | -7,079 | $81,294 |
IJR | 750,980 | -7,079 | $81,294 |
AMERICAN CENTY ETF TR (AVDV) | 1,256,064 | +442,880 | $78,491 |
AVDV | 1,256,064 | +442,880 | $78,491 |
ISHARES TR (EFA) | 994,546 | -273,547 | $74,939 |
EFA | 994,546 | -273,547 | $74,939 |
ROBLOX CORP | 1,341,849 | -8,500 | $61,349 |
RBLX | 1,341,849 | -8,500 | $61,349 |
ISHARES TR (IVV) | 124,113 | -1,700 | $59,280 |
IVV | 124,113 | -1,700 | $59,280 |
SCHWAB STRATEGIC TR | 1,009,113 | +84,558 | $56,177 |
SCHB | 1,009,113 | +84,558 | $56,177 |
ISHARES TR (IWM) | 249,969 | -4,595 | $50,171 |
IWM | 249,969 | -4,595 | $50,171 |
1 100 BERKSHIRE HATHAWAY INC | $49,379 | ||
CL A | 9,100 | UNCH | $49,379 |
APPLE INC | 255,526 | +6,065 | $49,196 |
AAPL | 255,526 | +6,065 | $49,196 |
VANGUARD INDEX FDS (VTV) | 322,199 | +52,800 | $48,169 |
VTV | 322,199 | +52,800 | $48,169 |
SPDR SER TR (SPYV) | 958,876 | -59,789 | $44,712 |
SPYV | 958,876 | -59,789 | $44,712 |
VANGUARD INTL EQUITY INDEX F (VEU) | 741,779 | +729,406 | $41,643 |
VEU | 741,779 | +729,406 | $41,643 |
ISHARES TR (AAXJ) | 554,787 | -162,156 | $36,932 |
AAXJ | 554,787 | -162,156 | $36,932 |
ISHARES TR (AGG) | 340,660 | -93,692 | $33,810 |
AGG | 340,660 | -93,692 | $33,810 |
ISHARES TR (IWF) | 101,753 | -3,357 | $30,849 |
IWF | 101,753 | -3,357 | $30,849 |
ISHARES TR (IWP) | 244,291 | -1,597 | $25,519 |
IWP | 244,291 | -1,597 | $25,519 |
VANGUARD TAX MANAGED FDS (VEA) | 502,019 | -20,575 | $24,047 |
VEA | 502,019 | -20,575 | $24,047 |
VANGUARD INTL EQUITY INDEX F (VT) | 182,956 | -2,990 | $18,823 |
VT | 182,956 | -2,990 | $18,823 |
VANGUARD SCOTTSDALE FDS (VGLT) | 302,669 | +302,669 | $18,623 |
VGLT | 302,669 | +302,669 | $18,623 |
BERKSHIRE HATHAWAY INC DEL | $17,312 | ||
BRK.B | 48,540 | -910 | $17,312 |
ISHARES TR (EFV) | 289,323 | -39,034 | $15,074 |
EFV | 289,323 | -39,034 | $15,074 |
SCHWAB STRATEGIC TR | 242,779 | +41,073 | $13,438 |
FNDA | 242,779 | +41,073 | $13,438 |
ISHARES TR (ESML) | 347,674 | +6,408 | $13,215 |
ESML | 347,674 | +6,408 | $13,215 |
AUTOMATIC DATA PROCESSING IN | 51,004 | -26 | $11,882 |
ADP | 51,004 | -26 | $11,882 |
SPDR S&P 500 ETF TR (SPY) | 23,644 | -118 | $11,238 |
SPY | 23,644 | -118 | $11,238 |
ISHARES TR (IWS) | 92,124 | +34,145 | $10,713 |
IWS | 92,124 | +34,145 | $10,713 |
INVESCO EXCHANGE TRADED FD T (PRFZ) | 257,499 | -13,754 | $9,654 |
PRFZ | 257,499 | -13,754 | $9,654 |
TESLA INC | 37,669 | -11,815 | $9,360 |
TSLA | 37,669 | -11,815 | $9,360 |
GENERAL MLS INC | 128,294 | +1 | $8,357 |
GIS | 128,294 | +1 | $8,357 |
AMAZON COM INC | 53,202 | +310 | $8,084 |
AMZN | 53,202 | +310 | $8,084 |
ISHARES TR (EAGG) | 157,454 | +20,482 | $7,517 |
EAGG | 157,454 | +20,482 | $7,517 |
ISHARES TR (SHV) | 66,303 | -881,979 | $7,302 |
SHV | 66,303 | -881,979 | $7,302 |
C H ROBINSON WORLDWIDE INC | 77,527 | -1,326 | $6,698 |
CHRW | 77,527 | -1,326 | $6,698 |
MICROSOFT CORP | 17,216 | -886 | $6,474 |
MSFT | 17,216 | -886 | $6,474 |
VANGUARD INDEX FDS (VTI) | 25,300 | -1,044 | $6,002 |
VTI | 25,300 | -1,044 | $6,002 |
VANGUARD WORLD FD (MGK) | 23,093 | -3,938 | $5,993 |
MGK | 23,093 | -3,938 | $5,993 |
MICROSTRATEGY INC | 8,493 | +8,493 | $5,364 |
MSTR | 8,493 | +8,493 | $5,364 |
ISHARES TR (SUSA) | 49,723 | +407 | $4,998 |
SUSA | 49,723 | +407 | $4,998 |
ISHARES TR (TLT) | 48,937 | -425,503 | $4,839 |
TLT | 48,937 | -425,503 | $4,839 |
ALPHABET INC CAP | 33,729 | -170 | $4,753 |
GOOG | 33,729 | -170 | $4,753 |
ISHARES TR (ESGD) | 57,750 | +3,113 | $4,362 |
ESGD | 57,750 | +3,113 | $4,362 |
UNITEDHEALTH GROUP INC | 7,297 | -112 | $3,842 |
UNH | 7,297 | -112 | $3,842 |
ISHARES TR (DSI) | 41,236 | +1,453 | $3,755 |
DSI | 41,236 | +1,453 | $3,755 |
3M CO | 30,901 | -2,819 | $3,378 |
MMM | 30,901 | -2,819 | $3,378 |
NVIDIA CORPORATION | 6,500 | +519 | $3,219 |
NVDA | 6,500 | +519 | $3,219 |
ISHARES TR (DMXF) | 47,503 | +7,286 | $3,034 |
DMXF | 47,503 | +7,286 | $3,034 |
VANGUARD INDEX FDS (VB) | 13,407 | -1,000 | $2,860 |
VB | 13,407 | -1,000 | $2,860 |
ISHARES TR (IWB) | 10,866 | UNCH | $2,850 |
IWB | 10,866 | UNCH | $2,850 |
See Full List: All Stocks Held By Accredited Investors Inc.
— Including:
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See Details: Top 10 Stocks Held By Accredited Investors Inc.
Size ($ in 1000's)
At 12/31/2023: $1,410,572 At 09/30/2023: $1,333,269 Accredited Investors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Accredited Investors Inc. 13F filings. Link to 13F filings: SEC filings |