Sponsored

The Analysis of Accredited Investors Inc.'s Holdings & P&L

Currently, Accredited Investors Inc. holds 281 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in VTV (+47.5K shares, valued at $9.3M), IWM (+24.9K shares, valued at $6.2M), BRK.A (+7 shares, valued at $5.0M); decreased their positions in VGK (-283.9K shares, valued at $23.4M), EFA (-34.4K shares, valued at $3.3M), SCHB (-112.2K shares, valued at $2.8M); initiated new positions in LH (+10.7K shares, valued at $2.8M), VLUE (+6.5K shares, valued at $928.1K), SPYG (+8.7K shares, valued at $849.9K).

1M P&L

-54.3M-2.65%

3M P&L

-101.7M-4.85%

HY P&L

+41.7M+2.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

74.9%

2Integrated Freight & Logistics99.6M

5.6%

3Credit Services61.1M

3.4%

Top Industries by Stock Count

1N/A110 stocks

41.8%

2Asset Management8 stocks

3.0%

3Drug Manufacturers - General6 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVDV AMERICAN CENTY ETF TR2.6M shares0.91%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR4.6M shares-2.38%2026-03-312026-04-30

VTV VANGUARD INDEX FDS547.5K shares9.51%2026-03-312026-04-30

IJH ISHARES TR1.4M shares0.11%2026-03-312026-04-30

IWM ISHARES TR355.0K shares7.53%2026-03-312026-04-30

IVV ISHARES TR134.7K shares1.92%2026-03-312026-04-30

IJR ISHARES TR664.3K shares4.37%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC783.7K shares0.00%2026-03-312026-04-30

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL93 shares8.14%2026-03-312026-04-30

SEZL SEZZLE INC886.6K shares-2.89%2026-03-312026-04-30

EFA ISHARES TR572.1K shares-5.67%2026-03-312026-04-30

AAPL APPLE INC214.2K shares-4.42%2026-03-312026-04-30

AMZN AMAZON COM INC222.8K shares-2.90%2026-03-312026-04-30

SPYV SPDR SERIES TRUST723.1K shares-1.35%2026-03-312026-04-30

IWF ISHARES TR92.4K shares-1.00%2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F225.3K shares14.32%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL57.6K shares15.68%2026-03-312026-04-30

IWP ISHARES TR176.1K shares-5.84%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN132.6K shares24.50%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS339.2K shares-2.49%2026-03-312026-04-30

RBLX ROBLOX CORP376.6K shares0.00%2026-03-312026-04-30

EFV ISHARES TR234.8K shares-1.53%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T23.6K shares-7.15%2026-03-312026-04-30

MSFT MICROSOFT CORP41.2K shares-0.63%2026-03-312026-04-30

Sponsored

ESML ISHARES TR299.2K shares-0.58%2026-03-312026-04-30

EAGG ISHARES TR287.5K shares15.09%2026-03-312026-04-30

VGK VANGUARD INTL EQUITY INDEX F154.2K shares-64.80%2026-03-312026-04-30

NVDA NVIDIA CORPORATION69.0K shares-0.03%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F159.4K shares6.60%2026-03-312026-04-30

ALPHABET INC ALPHABET INC36.8K shares-4.60%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN51.8K shares-0.82%2026-03-312026-04-30

FNDA SCHWAB STRATEGIC TR283.5K shares-4.79%2026-03-312026-04-30

Sponsored

VO VANGUARD INDEX FDS29.3K shares0.31%2026-03-312026-04-30

ONB OLD NATL BANCORP IND366.5K shares0.00%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T168.8K shares-0.70%2026-03-312026-04-30

MGK VANGUARD WORLD FD19.5K shares-2.42%2026-03-312026-04-30

SUSA ISHARES TR53.0K shares4.47%2026-03-312026-04-30

VB VANGUARD INDEX FDS26.1K shares3.08%2026-03-312026-04-30

IWS ISHARES TR46.8K shares-5.83%2026-03-312026-04-30

DMXF ISHARES TR84.6K shares1.46%2026-03-312026-04-30

Sponsored

VTI VANGUARD INDEX FDS19.9K shares0.35%2026-03-312026-04-30

ESGD ISHARES TR63.5K shares-0.90%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO20.6K shares-2.13%2026-03-312026-04-30

ALPHABET INC ALPHABET INC18.2K shares-5.19%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares10.09%2026-03-312026-04-30

OEF ISHARES TR13.0K shares1371.93%2026-03-312026-04-30

GIS GENERAL MILLS INC109.5K shares-5.01%2026-03-312026-04-30

MMM 3M CO27.8K shares-2.56%2026-03-312026-04-30

Sponsored

META META PLATFORMS INC6.9K shares17.00%2026-03-312026-04-30

SUSB ISHARES TR156.9K shares-20.30%2026-03-312026-04-30

LLY ELI LILLY & CO4.3K shares6.62%2026-03-312026-04-30

USXF ISHARES TR70.6K shares-2.01%2026-03-312026-04-30

VXUS VANGUARD STAR FDS43.7K shares2.97%2026-03-312026-04-30

AGG ISHARES TR34.0K shares11.01%2026-03-312026-04-30

IWD ISHARES TR15.5K shares6.72%2026-03-312026-04-30

CELC CELCUITY INC27.0K shares-0.53%2026-03-312026-04-30

Sponsored

USB US BANCORP58.8K shares-2.21%2026-03-312026-04-30

DSI ISHARES TR24.7K shares1.83%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR5.2K shares15.98%2026-03-312026-04-30

XOM EXXON MOBIL CORP17.6K shares-3.48%2026-03-312026-04-30

LH LABCORP HOLDINGS INC10.7K sharesnew addition2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION2.8K shares7.83%2026-03-312026-04-30

IWB ISHARES TR7.8K shares-25.43%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC9.7K shares-7.94%2026-03-312026-04-30

Sponsored

TCMD TACTILE SYS TECHNOLOGY INC94.9K shares-17.74%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC8.3K shares0.00%2026-03-312026-04-30

TSLA TESLA INC6.0K shares-3.10%2026-03-312026-04-30

ITOT ISHARES TR15.6K shares0.96%2026-03-312026-04-30

GGG GRACO INC23.7K shares-0.78%2026-03-312026-04-30

V VISA INC6.5K shares-3.16%2026-03-312026-04-30

XEL XCEL ENERGY INC22.8K shares1.60%2026-03-312026-04-30

GWX SPDR INDEX SHS FDS42.5K shares-0.40%2026-03-312026-04-30

Sponsored

ABBV ABBVIE INC8.2K shares-12.70%2026-03-312026-04-30

EUSB ISHARES TR41.0K shares0.69%2026-03-312026-04-30

ORCL ORACLE CORP11.9K shares-0.99%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON7.2K shares-17.19%2026-03-312026-04-30

WMT WALMART INC14.0K shares-9.36%2026-03-312026-04-30

HD HOME DEPOT INC5.2K shares-4.86%2026-03-312026-04-30

PWR QUANTA SVCS INC3.1K shares0.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC5.1K shares-3.85%2026-03-312026-04-30

Sponsored

SCHG SCHWAB STRATEGIC TR53.9K shares18.28%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE5.4K shares25.93%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 402.5K shares1.02%2026-03-312026-04-30

PG PROCTER & GAMBLE CO10.4K shares-0.66%2026-03-312026-04-30

ABT ABBOTT LABORATORIES14.4K shares-0.92%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO4.8K shares-2.60%2026-03-312026-04-30

FAST FASTENAL CO30.4K shares-6.26%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR16.1K shares309.45%2026-03-312026-04-30

Sponsored

IVW ISHARES TR11.7K shares152.20%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC10.9K shares-7.31%2026-03-312026-04-30

AON PLC AON PLC4.1K shares-2.82%2026-03-312026-04-30

QUAL ISHARES TR6.7K shares541.33%2026-03-312026-04-30

CAT CATERPILLAR INC1.8K shares-0.17%2026-03-312026-04-30

PEP PEPSICO INC8.1K shares-11.69%2026-03-312026-04-30

MCD MCDONALDS CORP4.0K shares0.00%2026-03-312026-04-30

GEV GE VERNOVA INC1.4K shares13.50%2026-03-312026-04-30

Sponsored

IYW ISHARES TR6.8K shares181.11%2026-03-312026-04-30

BAC BANK AMERICA CORP25.2K shares-6.74%2026-03-312026-04-30

APH AMPHENOL CORP9.6K shares-14.40%2026-03-312026-04-30

DVY ISHARES TR7.7K shares-5.17%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC3.9K shares-0.20%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares0.16%2026-03-312026-04-30

PSEP INNOVATOR ETFS TRUST24.5K shares0.00%2026-03-312026-04-30

TNC TENNANT CO15.5K shares16.77%2026-03-312026-04-30

Sponsored

TGT TARGET CORP8.4K shares-0.26%2026-03-312026-04-30

SHOP SHOPIFY INC8.5K shares67.52%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.1K shares-6.87%2026-03-312026-04-30

CVX CHEVRON CORPORATION4.8K shares-4.36%2026-03-312026-04-30

WFC WELLS FARGO & CO12.3K shares-26.78%2026-03-312026-04-30

KO COCA COLA CO12.7K shares-17.55%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS4.5K shares-14.27%2026-03-312026-04-30

UMBF UMB FINL CORP8.5K shares-14.59%2026-03-312026-04-30

Sponsored

CACI CACI INTL INC1.7K shares0.00%2026-03-312026-04-30

ADI ANALOG DEVICES INC2.9K shares0.00%2026-03-312026-04-30

VLUE ISHARES TR6.5K sharesnew addition2026-03-312026-04-30

ECL ECOLAB INC3.4K shares-3.10%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO14.8K shares0.02%2026-03-312026-04-30

MA MASTERCARD INCORPORATED1.8K shares-3.89%2026-03-312026-04-30

AMAT APPLIED MATLS INC2.5K shares-7.28%2026-03-312026-04-30

NFLX NETFLIX INC.8.9K shares1.13%2026-03-312026-04-30

Sponsored

SPYG SPDR SERIES TRUST8.7K sharesnew addition2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR6.3K shares10.56%2026-03-312026-04-30

IWO ISHARES TR2.6K shares0.00%2026-03-312026-04-30

AVLV AMERICAN CENTY ETF TR9.7K shares215.51%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC8.9K shares-8.09%2026-03-312026-04-30

PDI PIMCO DYNAMIC INCOME FD44.6K shares115.16%2026-03-312026-04-30

AMGN AMGEN INC2.2K shares-6.02%2026-03-312026-04-30

DIS DISNEY WALT CO7.8K shares-0.48%2026-03-312026-04-30

Sponsored

PM PHILIP MORRIS INTL INC4.5K shares-2.88%2026-03-312026-04-30

VUG VANGUARD INDEX FDS1.7K shares13.51%2026-03-312026-04-30

VOOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2026-03-312026-04-30

MUB ISHARES TR6.8K shares-4.43%2026-03-312026-04-30

SDY SPDR SERIES TRUST4.9K shares-0.60%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP3.8K shares-15.18%2026-03-312026-04-30

KBDC KAYNE ANDERSON BDC INC50.9K shares0.00%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP7.3K shares-7.56%2026-03-312026-04-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.8K shares14.77%2026-03-312026-04-30

CSCO CISCO SYS INC8.5K shares-17.21%2026-03-312026-04-30

HYG ISHARES TR8.2K shares0.00%2026-03-312026-04-30

SLYV SPDR SERIES TRUST6.7K shares-5.73%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR6.9K shares9.71%2026-03-312026-04-30

IEFA ISHARES TR6.5K shares0.00%2026-03-312026-04-30

BR BROADRIDGE FINL SOLUTIONS IN3.6K shares-1.86%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-25.96%2026-03-312026-04-30

Sponsored

MO ALTRIA GROUP INC8.6K shares6.33%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC3.5K shares17.51%2026-03-312026-04-30

SPYM SPDR SERIES TRUST7.3K shares-1.68%2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR11.4K shares3.80%2026-03-312026-04-30

MLI MUELLER INDS INC4.9K shares-12.40%2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR4.9K sharesnew addition2026-03-312026-04-30

SOLV SOLVENTUM CORP8.4K shares-0.18%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F9.5K shares19.09%2026-03-312026-04-30

Sponsored

AAXJ ISHARES TR5.6K shares31.75%2026-03-312026-04-30

NUE NUCOR CORP3.1K shares0.07%2026-03-312026-04-30

MPC MARATHON PETE CORP2.1K shares0.00%2026-03-312026-04-30

MS MORGAN STANLEY3.1K shares-7.34%2026-03-312026-04-30

BA BOEING CO2.5K shares74.10%2026-03-312026-04-30

RTX RTX CORPORATION2.5K shares-7.26%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC1.4K shares68.61%2026-03-312026-04-30

GLW CORNING INC3.6K shares54.25%2026-03-312026-04-30

Sponsored

ISRG INTUITIVE SURGICAL INC1.0K shares-1.07%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC1.3K shares-29.95%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST9.6K shares0.00%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC2.0K shares2.57%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST6.5K shares83.71%2026-03-312026-04-30

PFE PFIZER INC16.3K shares-12.61%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR4.1K sharesnew addition2026-03-312026-04-30

KBWR INVESCO EXCH TRADED FD TR II6.5K shares-13.32%2026-03-312026-04-30

Sponsored

DELL DELL TECHNOLOGIES INC2.7K shares-4.80%2026-03-312026-04-30

SPSC SPS COMM INC7.9K shares0.00%2026-03-312026-04-30

VBR VANGUARD INDEX FDS2.0K shares2.06%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR17.2K shares12.56%2026-03-312026-04-30

FPX FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-04-30

AVIG AMERICAN CENTY ETF TR9.9K shares0.00%2026-03-312026-04-30

ZTS ZOETIS INC3.5K shares-5.37%2026-03-312026-04-30

H HYATT HOTELS CORP2.8K shares-60.41%2026-03-312026-04-30

Sponsored

CL COLGATE PALMOLIVE CO4.7K shares-61.09%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC2.7K shares-23.89%2026-03-312026-04-30

GLD SPDR GOLD TR919 shares-4.87%2026-03-312026-04-30

OTTR OTTER TAIL CORP4.4K shares0.64%2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR4.5K shares2.94%2026-03-312026-04-30

EMR EMERSON ELEC CO2.9K shares2.87%2026-03-312026-04-30

BKLC BNY MELLON ETF TRUST3.1K shares0.00%2026-03-312026-04-30

ARCC ARES CAPITAL CORP21.0K shares91.49%2026-03-312026-04-30

Sponsored

DCI DONALDSON INC4.3K shares-3.30%2026-03-312026-04-30

OKE ONEOK INC NEW4.0K shares-4.02%2026-03-312026-04-30

CLF CLEVELAND-CLIFFS INC NEW42.9K shares0.00%2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD2.9K shares2.88%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR7.2K shares8.13%2026-03-312026-04-30

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-30

BXSL BLACKSTONE SECD LENDING FD15.0K shares0.00%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC417 shares-35.15%2026-03-312026-04-30

Sponsored

SOXX ISHARES TR1.1K shares5.10%2026-03-312026-04-30

SEDG SOLAREDGE TECHNOLOGIES INC6.8K shares-1.51%2026-03-312026-04-30

WAT WATERS CORP1.2K shares11.21%2026-03-312026-04-30

FDUS FIDUS INVT CORP20.0K shares0.00%2026-03-312026-04-30

IYG ISHARES TR4.2K sharesnew addition2026-03-312026-04-30

EXPE EXPEDIA GROUP INC1.5K shares0.00%2026-03-312026-04-30

T AT&T INC11.9K shares3.48%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP1.3K shares-13.58%2026-03-312026-04-30

Sponsored

CTAS CINTAS CORP2.0K shares0.00%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC873 shares-7.42%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F6.3K shares16.16%2026-03-312026-04-30

HTGC HERCULES CAPITAL INC23.0K shares0.00%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC1.7K shares12.05%2026-03-312026-04-30

TJX TJX COS INC NEW2.1K shares-40.18%2026-03-312026-04-30

CB CHUBB LTD SWITZ1.0K shares-19.81%2026-03-312026-04-30

SLV ISHARES SILVER TR4.9K sharesnew addition2026-03-312026-04-30

Sponsored

DFAT DIMENSIONAL ETF TRUST5.3K shares22.74%2026-03-312026-04-30

WMS ADVANCED DRAIN SYS INC DEL2.4K sharesnew addition2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN15.5K shares0.00%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC742 shares-32.11%2026-03-312026-04-30

HLI HOULIHAN LOKEY INC2.2K shares-65.70%2026-03-312026-04-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.2K sharesnew addition2026-03-312026-04-30

GDEN GOLDEN ENTMT INC11.8K shares0.00%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS3.3K shares43.90%2026-03-312026-04-30

Sponsored

CNP CENTERPOINT ENERGY INC7.2K shares5.48%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR2.1K shares61.68%2026-03-312026-04-30

NVT NVENT ELEC PLC2.6K shares-6.68%2026-03-312026-04-30

EBAY EBAY INC.3.3K shares0.00%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS2.0K shares32.06%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC70 shares0.00%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND628 shares0.00%2026-03-312026-04-30

TECH BIO-TECHNE CORP5.5K shares-8.44%2026-03-312026-04-30

Sponsored

AVEM AMERICAN CENTY ETF TR3.5K sharesnew addition2026-03-312026-04-30

KBWB INVESCO EXCH TRADED FD TR II3.5K shares0.06%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY953 shares0.00%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR4.5K sharesnew addition2026-03-312026-04-30

DXCM DEXCOM INC4.4K shares0.00%2026-03-312026-04-30

IJJ ISHARES TR2.1K shares0.00%2026-03-312026-04-30

SCHK SCHWAB STRATEGIC TR8.7K shares0.06%2026-03-312026-04-30

INTC INTEL CORP6.2K shares-47.60%2026-03-312026-04-30

Sponsored

LMT LOCKHEED MARTIN CORP452 shares-5.24%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR10.6K shares0.07%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP943 shares-9.59%2026-03-312026-04-30

IJK ISHARES TR2.7K shares-22.86%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC750 shares0.40%2026-03-312026-04-30

NOBL PROSHARES TR2.5K shares0.80%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP3.7K shares0.71%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS5.3K shares0.00%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-04-30

BROS DUTCH BROS INC5.1K shares0.00%2026-03-312026-04-30

PFG PRINCIPAL FINANCIAL GROUP IN2.9K sharesnew addition2026-03-312026-04-30

IDV ISHARES TR6.0K sharesnew addition2026-03-312026-04-30

AZO AUTOZONE INC75 shares-1.32%2026-03-312026-04-30

VOT VANGUARD INDEX FDS982 shares0.00%2026-03-312026-04-30

AMP AMERIPRISE FINL INC565 shares0.00%2026-03-312026-04-30

FDX FEDEX CORP700 shares0.00%2026-03-312026-04-30

Sponsored

LOW LOWES COS INC1.0K shares-4.98%2026-03-312026-04-30

EWY ISHARES INC1.9K sharesnew addition2026-03-312026-04-30

TPR TAPESTRY INC1.7K shares0.00%2026-03-312026-04-30

RIO RIO TINTO PLC2.5K shares0.43%2026-03-312026-04-30

MTUM ISHARES TR987 shares0.00%2026-03-312026-04-30

CCJ CAMECO CORP2.2K sharesnew addition2026-03-312026-04-30

BKSE BNY MELLON ETF TRUST2.0K sharesnew addition2026-03-312026-04-30

VTWO VANGUARD SCOTTSDALE FDS2.3K shares11.61%2026-03-312026-04-30

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F4.6K shares-3.17%2026-03-312026-04-30

MOS MOSAIC CO8.9K shares0.73%2026-03-312026-04-30

SO SOUTHERN CO2.3K shares-4.78%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO893 sharesnew addition2026-03-312026-04-30

FICO FAIR ISAAC CORP206 shares-70.10%2026-03-312026-04-30

HRL HORMEL FOODS CORP9.7K shares-2.44%2026-03-312026-04-30

NEE NEXTERA ENERGY INC2.3K shares-50.57%2026-03-312026-04-30

SCHC SCHWAB STRATEGIC TR4.6K shares0.00%2026-03-312026-04-30

Sponsored

FIX COMFORT SYS USA INC155 sharesnew addition2026-03-312026-04-30

DES WISDOMTREE TR5.9K sharesnew addition2026-03-312026-04-30

IXUS ISHARES TR2.4K sharesnew addition2026-03-312026-04-30

DE DEERE & CO367 sharesnew addition2026-03-312026-04-30

EXPD EXPEDITORS INTL WASH INC1.4K shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-04-30

KLAR KLARNA GROUP PLC15.4K sharesnew addition2026-03-312026-04-30

Sponsored

VNQ VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC1.8K shares0.00%2026-03-312026-04-30

ACWX ISHARES TR2.9K sharesnew addition2026-03-312026-04-30

UNP UNION PAC CORP825 shares-10.13%2026-03-312026-04-30

OBDC BLUE OWL CAPITAL CORPORATION16.7K shares-47.21%2026-03-312026-04-30

EDAP EDAP TMS S A21.4K shares0.00%2026-03-312026-04-30

GUTS FRACTYL HEALTH INC100.0K sharesnew addition2026-03-312026-04-30

GPMT GRANITE PT MTG TR INC15.7K shares0.00%2026-03-312026-04-30

Sponsored

SOWG SOW GOOD INC47.0K shares-31.64%2026-03-312026-04-30

AVDV

AMERICAN CENTY ETF TR

0.91%

Shares2.6M

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

-2.38%

Shares4.6M

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

9.51%

Shares547.5K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

0.11%

Shares1.4M

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

7.53%

Shares355.0K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

1.92%

Shares134.7K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

4.37%

Shares664.3K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

0.00%

Shares783.7K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

8.14%

Shares93

Event2026-03-31

Filed2026-04-30

SEZL

SEZZLE INC

-2.89%

Shares886.6K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

-5.67%

Shares572.1K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-4.42%

Shares214.2K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-2.90%

Shares222.8K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

-1.35%

Shares723.1K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-1.00%

Shares92.4K

Event2026-03-31

Filed2026-04-30

VANGUARD INTL EQUITY INDEX F

14.32%

Shares225.3K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

15.68%

Shares57.6K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES TR

-5.84%

Shares176.1K

Event2026-03-31

Filed2026-04-30

CHRW

C H ROBINSON WORLDWIDE IN

24.50%

Shares132.6K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-2.49%

Shares339.2K

Event2026-03-31

Filed2026-04-30

RBLX

ROBLOX CORP

0.00%

Shares376.6K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

-1.53%

Shares234.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-7.15%

Shares23.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-0.63%

Shares41.2K

Event2026-03-31

Filed2026-04-30

ESML

ISHARES TR

-0.58%

Shares299.2K

Event2026-03-31

Filed2026-04-30

EAGG

ISHARES TR

15.09%

Shares287.5K

Event2026-03-31

Filed2026-04-30

VGK

VANGUARD INTL EQUITY INDEX F

-64.80%

Shares154.2K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-0.03%

Shares69.0K

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD INTL EQUITY INDEX F

6.60%

Shares159.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-4.60%

Shares36.8K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING IN

-0.82%

Shares51.8K

Event2026-03-31

Filed2026-04-30

FNDA

SCHWAB STRATEGIC TR

-4.79%

Shares283.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.31%

Shares29.3K

Event2026-03-31

Filed2026-04-30

ONB

OLD NATL BANCORP IND

0.00%

Shares366.5K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

-0.70%

Shares168.8K

Event2026-03-31

Filed2026-04-30

MGK

VANGUARD WORLD FD

-2.42%

Shares19.5K

Event2026-03-31

Filed2026-04-30

SUSA

ISHARES TR

4.47%

Shares53.0K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

3.08%

Shares26.1K

Event2026-03-31

Filed2026-04-30

IWS

ISHARES TR

-5.83%

Shares46.8K

Event2026-03-31

Filed2026-04-30

DMXF

ISHARES TR

1.46%

Shares84.6K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

0.35%

Shares19.9K

Event2026-03-31

Filed2026-04-30

ESGD

ISHARES TR

-0.90%

Shares63.5K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-2.13%

Shares20.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-5.19%

Shares18.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

10.09%

Shares7.3K

Event2026-03-31

Filed2026-04-30

OEF

ISHARES TR

1371.93%

Shares13.0K

Event2026-03-31

Filed2026-04-30

GIS

GENERAL MILLS INC

-5.01%

Shares109.5K

Event2026-03-31

Filed2026-04-30

MMM

3M CO

-2.56%

Shares27.8K

Event2026-03-31

Filed2026-04-30