Accredited Investors

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

Companies in the Accredited Investors portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Msci Usa Quality Facto invalid 12.32 640589 74.37
iShares Russell 2000 Index (IWM) 11.91 326645 -5% 140.92
Schwab U S Broad Market ETF (SCHB) 11.02 728801 -10% 58.46
iShares S&P; 500 Index (IVV) 10.64 169029 -7% 243.41
Powershares Kbw Bank Etf 7.56 592101 -4% 49.34
iShares Russell 1000 Growth Index (IWF) 6.55 212697 -4% 119.02
iShares S&P; SmallCap 600 Index (IJR) 6.30 347584 -7% 70.11
WisdomTree Emerging Markets Eq (DEM) 5.81 548095 -15% 40.99
iShares Russell Midcap Growth Idx. (IWP) 3.41 122037 -7% 108.07
Ishares Inc core msci emkt 3.31 255675 +30% 50.04
SPDR S&P; International Small Cap (GWX) 1.83 211622 -2% 33.36
General Mills (GIS) 1.81 126434 55.40
C.H. Robinson Worldwide (CHRW) 1.36 76570 68.68
United Parcel Service (UPS) 1.24 43483 110.59
Apple (AAPL) 1.06 28509 -12% 144.02
Vanguard Total World Stock Idx Fd (VT) 0.87 50040 -2% 67.53
Tennant Company (TNC) 0.71 37029 73.81
iShares S&P; 1500 Index Fund (ISI) 0.50 34977 -11% 55.41
Berkshire Hathaway (BRK.B) 0.48 10935 169.36
iShares Russell 1000 Index (IWB) 0.44 12599 135.25
3M Company (MMM) 0.39 7312 -7% 208.15
SPDR S&P; 500 ETF (SPY) 0.35 5536 -2% 241.87
Vanguard Total Stock Market ETF (VTI) 0.35 10928 +147% 124.45
Vanguard European ETF (VGK) 0.34 23958 -4% 55.14
JPMorgan Chase & Co. (JPM) 0.30 12672 +8% 91.38
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.30 11512 102.24
General Electric Company (GE) 0.29 41886 -7% 27.00
Procter & Gamble Company (PG) 0.24 10520 -15% 87.17
Gra (GGG) 0.24 8583 109.29
Walt Disney Company (DIS) 0.23 8519 106.23
Bristol Myers Squibb (BMY) 0.23 16136 +6% 55.71
Wells Fargo & Company (WFC) 0.23 16075 -35% 55.43
iShares MSCI EAFE Index Fund (EFA) 0.22 12875 -3% 65.17
Oracle Corporation (ORCL) 0.22 17161 50.11
UnitedHealth (UNH) 0.21 4312 185.30
Home Depot (HD) 0.20 4958 153.49
Pfizer (PFE) 0.20 22738 33.60
Microsoft Corporation (MSFT) 0.19 10930 +6% 68.89
Exxon Mobil Corporation (XOM) 0.19 9068 -12% 80.72
Pepsi (PEP) 0.18 6124 115.45
Target Corporation (TGT) 0.18 13559 +114% 52.29
iShares Russell 2000 Growth Index (IWO) 0.17 3800 168.68
McDonald's Corporation (MCD) 0.16 3990 153.13
Johnson & Johnson (JNJ) 0.16 4793 +10% 132.28
Altria (MO) 0.16 8070 -5% 74.47
Philip Morris International (PM) 0.16 5358 -10% 117.39
iShares S&P; 500 Growth Index (IVW) 0.16 4597 136.83
Intel Corporation (INTC) 0.14 15868 -11% 33.72
Merck & Co (MRK) 0.14 8375 -17% 64.12
U.S. Ban (USB) 0.13 9598 51.89
AT&T; (T) 0.13 13568 +18% 37.74
International Business Machines (IBM) 0.13 3315 -39% 153.85
PowerShares FTSE RAFI US 1500 Small-Mid (PRFZ) 0.13 4105 +6% 118.39
Endologix (ELGX) 0.13 100000 NEW 4.86
Chevron Corporation (CVX) 0.12 4413 104.24
Emerson Electric (EMR) 0.12 7547 -36% 59.63
Otter Tail Corporation (OTTR) 0.12 11337 39.60
iShares S&P; MidCap 400 Index (IJH) 0.12 2724 +7% 174.01
Hormel Foods Corporation (HRL) 0.11 12595 +2% 34.14
Verizon Communications (VZ) 0.10 8860 +14% 44.70
Vanguard FTSE All-World ex-US ETF (VEU) 0.10 8000 -17% 50.00
Medtronic 0.10 4558 -30% 88.85
Costco Wholesale Corporation (COST) 0.09 2145 159.91
Cadence Design Systems (CDNS) 0.09 9942 -23% 33.49
Independence Holding Company (IHC) 0.09 16236 -23% 20.45
Vanguard Mid-Cap ETF (VO) 0.09 2513 142.46
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.09 5001 -25% 67.39
Bank of America Corporation (BAC) 0.08 12154 24.27
Boeing Company (BA) 0.08 1643 197.81
Occidental Petroleum Corporation (OXY) 0.08 5305 59.94
Xcel Energy (XEL) 0.08 6352 45.81
Enbridge Energy Partners (EEP) 0.08 20000 16.00
iShares MSCI EAFE Value Index (EFV) 0.08 6352 -2% 51.64
Express Scripts Holding 0.08 4629 63.94
Alphabet Inc Class A cs 0.08 327 -61% 929.66
American Express Company (AXP) 0.07 3277 +3% 84.22
Eli Lilly & Co. (LLY) 0.07 3259 82.23
Teva Pharmaceutical Industries (TEVA) 0.07 8550 33.22
Newell Rubbermaid (NWL) 0.07 5000 53.60
Amgen (AMGN) 0.07 1550 172.26
iShares Russell 1000 Value Index (IWD) 0.07 2238 +11% 116.62
Northern Technologies International (NTIC) 0.07 18490 -2% 15.58
1/100 Berkshire Htwy Cla 100 0.07 100 2550.00
Facebook Inc cl a 0.07 1825 +9% 151.23
Alphabet Inc Class C cs 0.07 285 -63% 908.77
FedEx Corporation (FDX) 0.06 1109 217.31
Abbott Laboratories (ABT) 0.06 4774 -28% 48.60
Nucor Corporation (NUE) 0.06 3917 57.95
Western Digital (WDC) 0.06 2713 88.46
E.I. du Pont de Nemours & Company (DD) 0.06 2644 80.56
NIKE (NKE) 0.06 4153 58.99
Amazon (AMZN) 0.06 220 NEW 968.18
Donaldson Company (DCI) 0.06 5285 45.60
iShares Dow Jones Select Dividend (DVY) 0.06 2333 92.16
Duke Energy 0.06 2806 83.75
Energy Transfer Partners 0.06 11250 NEW 20.36
Comcast Corporation (CMCSA) 0.05 5357 38.83
Norfolk Southern (NSC) 0.05 1656 NEW 121.98
Stryker Corporation (SYK) 0.05 1467 NEW 139.06
Golden Entmt 0.05 9696 NEW 20.73
Obsidian Energy 0.04 121858 NEW 1.27
Sientra 0.03 11826 NEW 9.72
Innovative Solutions & Support (ISSC) 0.02 13900 -27% 4.39
Christopher & Banks Corporation (CBK) 0.01 40900 +164% 1.32
DURECT Corporation (DRRX) 0.01 30000 1.57
Communications Systems (JCS) 0.01 10287 4.37
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