Accredited Investors Inc. ETFs

Accredited Investors Inc.

$1.65 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
KBWR Invesco ETF Tr Ii Kbw Regional	$0	$501,000 0.03% of portfolio	8,395	Q3 2024 Reduced 51.89%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$476,000 0.03% of portfolio	6,919	Q3 2024 Reduced 82.73%
IVW Ishares S&P 500 Growth ETF	$0	$475,000 0.03% of portfolio	4,686	Q4 2024 Reduced 1.01%
IEFA Ishares Tr	$0	$440,000 0.03% of portfolio	6,264	Q3 2024 Reduced 91.08%
AAXJ Ishares Msci All Country Asia	$0	$435,000 0.03% of portfolio	6,034	Q4 2024 Reduced 5.41%
JEPI J P Morgan Exchange Traded Fd	$0	$422,000 0.03% of portfolio	7,339	Q3 2024 Added 1,757.97%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$417,000 0.03% of portfolio	8,333	Q4 2024 Added 57.7%
DVY Ishares Tr	$0	$412,000 0.02% of portfolio	3,141	Q4 2024 Added 37.28%
DFUV Dimensional ETF Tr Us Marketwi	$0	$402,000 0.02% of portfolio	9,825	Q4 2024 Added 20.11%
VBR Vanguard Small Cap Value ETF	$0	$399,000 0.02% of portfolio	2,015	Q3 2024 Added 59.92%
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$387,000 0.02% of portfolio	5,923	Q4 2024 Reduced 11.62%
IYW Ishares Dj Us Tech ETF	$0	$386,000 0.02% of portfolio	2,424	Q3 2024 Reduced 24.32%
FNDF Schwab Fundamental Intl Large	$0	$370,000 0.02% of portfolio	11,150	Q3 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$361,000 0.02% of portfolio	4,750	Q4 2024 Reduced 3.36%
VV Vanguard Large Cap ETF	$0	$339,000 0.02% of portfolio	1,260	Q3 2024 Reduced 99.74%
FPX First Trust Us Equity Opportun	$0	$316,000 0.02% of portfolio	2,649	Q3 2024 Added 34.67%
XLF Financial Sector Spdr	$0	$308,000 0.02% of portfolio	6,379	Q4 2024 Reduced 9.45%
SHV Ishares Tr	$0	$305,000 0.02% of portfolio	2,774	Q4 2024 Reduced 0.25%
SCHF Schwab Strategic Tr Intl Eqty	$0	$294,000 0.02% of portfolio	15,925	Q4 2024 Added 100.64%
DFAT Dimensional ETF Tr U S Target	$0	$291,000 0.02% of portfolio	5,236	Q3 2024 Added 891.67%
IJK Ishares S&P Midcap 400 Growth	$0	$286,000 0.02% of portfolio	3,150	Q4 2024 Added 0.48%
VYM Vanguard Whitehall Fds (Vangua	$0	$273,000 0.02% of portfolio	2,147	Q3 2024 Reduced 99.46%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$267,000 0.02% of portfolio	628	Q4 2024 Added 18.94%
NOBL Proshares S&P 500 Dividend Ari	$0	$249,000 0.02% of portfolio	2,503	Q4 2024 Added 0.04%
VOT Vanguard Mid Cap Growth Index	$0	$249,000 0.02% of portfolio	982	Q4 2024 Reduced 0.61%
SCHK Schwab Strategic Tr 1000 Index	$0	$247,000 0.01% of portfolio	8,726	Q4 2024 Added 100.09%
SCHX Schwab Strategic Tr Us Large C	$0	$244,000 0.01% of portfolio	10,536	Q4 2024 Added 200.17%
DFUS Dimensional ETF Tr U S Equity	$0	$224,000 0.01% of portfolio	3,524	Q4 2024 Reduced 0.93%
MTUM Ishares Msci Usa Momentum Fact	$0	$204,000 0.01% of portfolio	987	Q3 2024 Reduced 68.52%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$202,000 0.01% of portfolio	5,906	Q3 2024 New
RPG Invesco Exchange Traded Fd Tr	$0	$200,000 0.01% of portfolio	4,870	Q4 2024 Reduced 5.44%

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