Accredited Investors

Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:

Companies in the Accredited Investors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 2000 Index (IWM) 12.75 311888 -4% 148.18
iShares S&P; 500 Index (IVV) 11.28 161561 -4% 252.93
Schwab U S Broad Market ETF (SCHB) 11.23 667813 -8% 60.91
Powershares Kbw Bank Etf 8.34 590427 51.20
iShares S&P; SmallCap 600 Index (IJR) 7.14 348478 74.22
iShares Russell 1000 Growth Index (IWF) 6.63 192242 -9% 125.06
WisdomTree Emerging Markets Eq (DEM) 6.06 510805 -6% 43.00
iShares Russell Midcap Growth Idx. (IWP) 3.62 115815 -5% 113.19
Ishares Inc core msci emkt 2.87 192767 -24% 54.02
SPDR S&P; International Small Cap (GWX) 1.92 198433 -6% 35.02
General Mills (GIS) 1.74 121922 -3% 51.76
C.H. Robinson Worldwide (CHRW) 1.63 77716 76.10
Apple (AAPL) 1.53 35970 +26% 154.13
Ishares Msci Usa Quality Facto invalid 1.51 71130 -88% 77.14
United Parcel Service (UPS) 1.44 43588 120.08
Exxon Mobil Corporation (XOM) 1.43 63204 +597% 81.97
Vanguard Total World Stock Idx Fd (VT) 0.88 45128 -9% 70.71
General Electric Company (GE) 0.74 110780 +164% 24.18
Tennant Company (TNC) 0.65 35410 -4% 66.20
Berkshire Hathaway (BRK.B) 0.56 11093 183.36
Verizon Communications (VZ) 0.55 40436 +356% 49.49
iShares S&P; 1500 Index Fund (ISI) 0.53 33624 -3% 57.64
Intel Corporation (INTC) 0.48 45431 +186% 38.08
iShares Russell 1000 Index (IWB) 0.47 12215 -3% 139.91
SPDR S&P; 500 ETF (SPY) 0.46 6610 +19% 251.29
International Business Machines (IBM) 0.46 11559 +248% 145.08
3M Company (MMM) 0.42 7328 209.88
BP (BP) 0.40 37760 NEW 38.43
JPMorgan Chase & Co. (JPM) 0.40 15350 +21% 95.50
Pfizer (PFE) 0.36 36106 +58% 35.70
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.35 12061 +4% 104.47
iShares MSCI EAFE Index Fund (EFA) 0.32 17046 +32% 68.46
GlaxoSmithKline (GSK) 0.31 27859 NEW 40.60
FirstEnergy (FE) 0.30 34900 NEW 30.83
Ford Motor Company (F) 0.29 87236 NEW 11.97
Gra (GGG) 0.29 8583 123.73
Procter & Gamble Company (PG) 0.28 11166 +6% 90.99
AT&T; (T) 0.27 25209 +85% 39.15
Oracle Corporation (ORCL) 0.27 20535 +19% 48.36
Bristol Myers Squibb (BMY) 0.26 15055 -6% 63.77
Wells Fargo & Company (WFC) 0.24 16031 55.14
UnitedHealth (UNH) 0.24 4469 +3% 195.79
Walt Disney Company (DIS) 0.23 8511 98.58
Home Depot (HD) 0.22 4984 163.52
QUALCOMM (QCOM) 0.22 15261 NEW 51.83
Microsoft Corporation (MSFT) 0.21 10355 -5% 74.46
HSBC Holdings (HBC) 0.20 14630 NEW 49.42
SPDR S&P; Oil & Gas Equipt & Servs. (XES) 0.20 43119 NEW 16.58
Pepsi (PEP) 0.19 6169 111.36
iShares Russell 2000 Growth Index (IWO) 0.19 3800 178.95
Johnson & Johnson (JNJ) 0.18 4932 +2% 129.97
Cisco Systems (CSCO) 0.18 19445 NEW 33.63
iShares S&P; 500 Growth Index (IVW) 0.18 4568 143.39
Vanguard Total Stock Market ETF (VTI) 0.18 5010 -54% 129.54
McDonald's Corporation (MCD) 0.17 4003 156.63
Merck & Co (MRK) 0.17 9510 +13% 64.04
Chevron Corporation (CVX) 0.16 4835 +9% 117.48
Philip Morris International (PM) 0.16 5194 -3% 111.09
Otter Tail Corporation (OTTR) 0.15 12811 +13% 43.32
iShares S&P; MidCap 400 Index (IJH) 0.15 3066 +12% 178.73
PowerShares FTSE RAFI US 1500 Small-Mid (PRFZ) 0.15 4217 +2% 125.44
U.S. Ban (USB) 0.14 9669 53.57
Altria (MO) 0.14 7820 -3% 63.43
Emerson Electric (EMR) 0.13 7647 62.90
Macy's (M) 0.13 20913 NEW 21.80
MetLife (MET) 0.13 9160 NEW 51.97
Vanguard European ETF (VGK) 0.13 8387 -64% 58.30
Facebook Inc cl a 0.13 2778 +52% 170.99
Boeing Company (BA) 0.12 1648 254.25
General Motors Company (GM) 0.12 11126 NEW 40.36
Cadence Design Systems (CDNS) 0.11 9942 39.43
Hormel Foods Corporation (HRL) 0.11 12614 32.11
Alphabet Inc Class A cs 0.11 427 +30% 974.24
Costco Wholesale Corporation (COST) 0.10 2137 164.25
Amazon (AMZN) 0.10 386 +75% 961.14
Vanguard FTSE All-World ex-US ETF (VEU) 0.10 6648 -16% 52.65
Medtronic 0.10 4718 +3% 77.79
Coca-Cola Company (KO) 0.09 6834 NEW 45.07
Occidental Petroleum Corporation (OXY) 0.09 5300 64.15
Xcel Energy (XEL) 0.09 6871 +8% 47.30
Enbridge Energy Partners (EEP) 0.09 20000 16.00
Independence Holding Company (IHC) 0.09 13236 -18% 25.23
iShares MSCI EAFE Value Index (EFV) 0.09 6077 -4% 54.63
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.09 4693 -6% 72.24
Citigroup Inc 0.09 4275 NEW 72.75
Hp 0.09 16743 NEW 19.95
American Express Company (AXP) 0.08 3057 -6% 90.61
Bank of America Corporation (BAC) 0.08 11179 -8% 25.32
Amgen (AMGN) 0.08 1556 186.38
iShares Dow Jones Select Dividend (DVY) 0.08 3145 +34% 93.80
1/100 Berkshire Htwy Cla 100 0.08 100 2750.00
Express Scripts Holding 0.08 4629 63.30
Vodafone Group New Adr F 0.08 10050 NEW 28.46
Alphabet Inc Class C cs 0.08 285 957.89
Dowdupont Inc 0.08 4393 NEW 69.20
FedEx Corporation (FDX) 0.07 1111 225.92
Abbott Laboratories (ABT) 0.07 4777 53.38
Eli Lilly & Co. (LLY) 0.07 2942 -9% 85.66
Abbvie 0.07 2873 NEW 88.76
Comcast Corporation (CMCSA) 0.06 5358 38.45
Wal-Mart Stores (WMT) 0.06 2748 NEW 78.24
Norfolk Southern (NSC) 0.06 1559 -5% 132.14
Nucor Corporation (NUE) 0.06 3943 56.05
Newell Rubbermaid (NWL) 0.06 5000 42.60
Western Digital (WDC) 0.06 2722 86.33
NIKE (NKE) 0.06 4154 51.76
Stryker Corporation (SYK) 0.06 1467 141.79
iShares Russell 1000 Value Index (IWD) 0.06 1986 -11% 118.33
Vanguard Total Bond Market ETF (BND) 0.06 2561 NEW 82.00
L3 Technologies 0.06 1194 NEW 188.44
Energy Transfer Partners 0.06 11250 18.31
Cameco Corporation 0.05 17700 NEW 9.66
Sientra 0.05 11826 15.39
Christopher & Banks Corporation (CBK) 0.02 40900 1.37
DURECT Corporation (DRRX) 0.01 30000 1.77
Communications Systems (JCS) 0.01 12130 +17% 4.29
Polymet Mining Corp 0.00 12000 NEW 0.58

Past 13F-HR SEC Filings by Accredited Investors

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