Accredited Investors Inc. ETFs

Accredited Investors Inc.

$1.61 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
KBWR Invesco ETF Tr Ii Kbw Regional	$0	$471,000 0.03% of portfolio	8,395	Q3 2024 Reduced 51.89%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$454,000 0.03% of portfolio	6,919	Q3 2024 Reduced 82.73%
JEPI J P Morgan Exchange Traded Fd	$0	$450,000 0.03% of portfolio	7,891	Q1 2025 Added 7.52%
IVW Ishares S&P 500 Growth ETF	$0	$430,000 0.03% of portfolio	4,638	Q1 2025 Reduced 1.02%
FNDF Schwab Fundamental Intl Large	$0	$402,000 0.03% of portfolio	11,150	Q3 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$397,000 0.02% of portfolio	9,636	Q1 2025 Reduced 1.92%
VBR Vanguard Small Cap Value ETF	$0	$394,000 0.02% of portfolio	2,116	Q1 2025 Added 5.01%
SOXX Ishares Semiconductor ETF	$0	$379,000 0.02% of portfolio	2,016	Q1 2025 Reduced 14.76%
SCHF Schwab Strategic Tr Intl Eqty	$0	$351,000 0.02% of portfolio	17,771	Q1 2025 Added 11.59%
IYW Ishares Dj Us Tech ETF	$0	$340,000 0.02% of portfolio	2,424	Q3 2024 Reduced 24.32%
IJK Ishares S&P Midcap 400 Growth	$0	$339,000 0.02% of portfolio	4,082	Q1 2025 Added 29.59%
ONEQ Fidelity Nasdaq Composite Inde	$0	$335,000 0.02% of portfolio	4,930	Q1 2025 Added 3.79%
XLF Financial Sector Spdr	$0	$330,000 0.02% of portfolio	6,644	Q1 2025 Added 4.15%
AAXJ Ishares Msci All Country Asia	$0	$311,000 0.02% of portfolio	4,214	Q1 2025 Reduced 30.16%
SHV Ishares Tr	$0	$310,000 0.02% of portfolio	2,812	Q1 2025 Added 1.37%
FPX First Trust Us Equity Opportun	$0	$295,000 0.02% of portfolio	2,649	Q3 2024 Added 34.67%
DFAT Dimensional ETF Tr U S Target	$0	$269,000 0.02% of portfolio	5,236	Q3 2024 Added 891.67%
GLD Spdr Gold Trust	$109B	$267,000 0.02% of portfolio	928	Q1 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$263,000 0.02% of portfolio	628	Q4 2024 Added 18.94%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$262,000 0.02% of portfolio	5,284	Q1 2025 Reduced 36.59%
IJJ Ishares S&P Midcap 400 Value E	$0	$259,000 0.02% of portfolio	2,167	Q1 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$255,000 0.02% of portfolio	2,503	Q4 2024 Added 0.04%
VYM Vanguard Whitehall Fds (Vangua	$0	$247,000 0.02% of portfolio	1,917	Q1 2025 Reduced 10.71%
VOT Vanguard Mid Cap Growth Index	$0	$240,000 0.01% of portfolio	982	Q4 2024 Reduced 0.61%
VGLT Vanguard Long Term Treasury Et	$0	$236,000 0.01% of portfolio	4,100	Q1 2025 Reduced 97.71%
SCHK Schwab Strategic Tr 1000 Index	$0	$235,000 0.01% of portfolio	8,731	Q1 2025 Added 0.06%
SCHX Schwab Strategic Tr Us Large C	$0	$232,000 0.01% of portfolio	10,543	Q1 2025 Added 0.07%
BKMC Bny Mellon ETF Tr Us Mid Cap C	$0	$222,000 0.01% of portfolio	2,331	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$222,000 0.01% of portfolio	865	Q1 2025 Reduced 31.35%
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$222,000 0.01% of portfolio	3,544	Q1 2025 Reduced 40.17%
DFUS Dimensional ETF Tr U S Equity	$0	$213,000 0.01% of portfolio	3,524	Q4 2024 Reduced 0.93%
SCHA Schwab Strategic Tr Us Small C	$0	$211,000 0.01% of portfolio	9,009	Q1 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$206,000 0.01% of portfolio	4,084	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$203,000 0.01% of portfolio	4,507	Q1 2025 New

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