Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ACCREDITED INVESTORS INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
291,234 |
$45,287k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
556,868 |
$43,592k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
142,098 |
$41,883k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
465,174 |
$32,809k |
|
|
SPDR SERIES TRUST (78464A508)
|
1,030,697 |
$32,240k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
157,600 |
$24,797k |
|
|
ISHARES (464288877)
|
421,641 |
$20,268k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
123,120 |
$19,288k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
103,157 |
$14,709k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
279,879 |
$14,397k |
|
|
INVESCO ETF TR II (46138E628)
|
283,430 |
$14,302k |
|
|
WISDOMTREE TR (97717W315)
|
318,532 |
$14,226k |
|
|
ISHARES TR (464288182)
|
182,956 |
$12,769k |
|
|
ISHARES (464287465)
|
192,188 |
$12,633k |
|
|
Apple Inc (037833100)
|
57,038 |
$11,289k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
80,292 |
$10,252k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
127,459 |
$9,580k |
|
|
GENERAL MILLS INC (370334104)
|
173,772 |
$9,127k |
|
|
ADP (053015103)
|
52,341 |
$8,654k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
74,528 |
$6,643k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
32,154 |
$6,246k |
|
|
C H Robinson Worldwide (12541W209)
|
69,473 |
$5,860k |
|
|
HEARTLAND FINL USA INC (42234Q102)
|
129,035 |
$5,772k |
|
|
UNITED PARCEL SERVIC (911312106)
|
44,430 |
$4,588k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
35,497 |
$4,516k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
38,300 |
$4,467k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
12,712 |
$3,102k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
11,791 |
$2,514k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
16,613 |
$2,494k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
14,231 |
$2,317k |
|
|
MICROSOFT CORP (594918104)
|
15,639 |
$2,095k |
|
|
US BANCORP DEL (902973304)
|
36,843 |
$1,931k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,551 |
$1,920k |
|
|
VANGUARD INDEX FDS (922908652)
|
15,648 |
$1,856k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
27,676 |
$1,844k |
|
|
ISHARES TR (46435U663)
|
67,236 |
$1,813k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
14,460 |
$1,762k |
|
|
TENNANT CO (880345103)
|
28,060 |
$1,717k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
7,952 |
$1,597k |
|
|
ISHARES TR (46435G243)
|
59,026 |
$1,495k |
|
|
3M CO (88579Y101)
|
8,584 |
$1,488k |
|
|
ISHARES (464287234)
|
34,467 |
$1,479k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,014 |
$1,427k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
12,077 |
$1,350k |
|
|
DISNEY WALT CO (254687106)
|
9,273 |
$1,295k |
|
|
ABBOTT LABS (002824100)
|
14,804 |
$1,245k |
|
|
WELLS FARGO CO NEW (949746101)
|
26,003 |
$1,230k |
|
|
PFIZER INC (717081103)
|
26,750 |
$1,159k |
|
|
PEPSICO INC (713448108)
|
8,677 |
$1,138k |
|
|
ISHARES (464287630)
|
9,428 |
$1,136k |
|
|
HOME DEPOT INC (437076102)
|
5,339 |
$1,110k |
|
|
ORACLE CORP (68389X105)
|
18,925 |
$1,078k |
|
|
Amazon.com Inc (023135106)
|
546 |
$1,034k |
|
|
GRACO INC (384109104)
|
20,292 |
$1,018k |
|
|
INTEL CORP (458140100)
|
21,169 |
$1,013k |
|
|
MERCK & CO INC (58933Y105)
|
11,976 |
$1,004k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
5,372 |
$1,003k |
|
|
CDK GLOBAL INC (12508E101)
|
18,611 |
$920k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,661 |
$835k |
|
|
ISHARES TR (46435G516)
|
12,652 |
$814k |
|
|
MCDONALDS CORP (580135101)
|
3,861 |
$802k |
|
|
Bristol-Myers Squibb Co (110122108)
|
17,201 |
$780k |
|
|
Facebook Inc (30303M102)
|
3,990 |
$770k |
|
|
JOHNSON & JOHNSON (478160104)
|
5,515 |
$768k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
27,370 |
$755k |
|
|
Exxon Mobil Corp (30231G102)
|
9,464 |
$725k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
6,453 |
$706k |
|
|
CADENCE DESIGN SYS (127387108)
|
9,942 |
$704k |
|
|
OTTER TAIL CORP (689648103)
|
12,992 |
$686k |
|
|
MEDTRONIC PLC (G5960L103)
|
6,707 |
$653k |
|
|
Bank of America Corp. (060505104)
|
21,739 |
$630k |
|
|
INTL BUSINESS MCHN (459200101)
|
4,363 |
$602k |
|
|
CELCUITY INC (15102K100)
|
23,828 |
$596k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,238 |
$592k |
|
|
ALPHABET INC (02079K305)
|
547 |
$592k |
|
|
Boeing Co/The (097023105)
|
1,607 |
$585k |
|
|
AT&T INC (00206R102)
|
17,087 |
$573k |
|
|
Chevron Corp (166764100)
|
4,571 |
$569k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
4,319 |
$551k |
|
|
HORMEL FOODS CORP (440452100)
|
12,932 |
$524k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
9,045 |
$517k |
|
|
GENERAL ELECTRIC CO (369604103)
|
47,583 |
$500k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,975 |
$469k |
|
|
ALTRIA GROUP INC (02209S103)
|
9,845 |
$466k |
|
|
ABBVIE INC (00287Y109)
|
6,229 |
$453k |
|
|
Bank of New York Mellon Corp. (064058100)
|
10,152 |
$448k |
|
|
ISHARES INC (46434G863)
|
13,094 |
$445k |
|
|
EMERSON ELEC CO (291011104)
|
6,603 |
$441k |
|
|
Alphabet Inc (02079K107)
|
390 |
$422k |
|
|
BECTON DICKINSON (075887109)
|
1,661 |
$419k |
|
|
ECOLAB INC (278865100)
|
2,102 |
$415k |
|
|
PayPal Holdings Inc (70450Y103)
|
3,573 |
$409k |
|
|
SPS COMMERCE INC (78463M107)
|
3,931 |
$402k |
|
|
XCEL ENERGY INC (98389B100)
|
6,334 |
$377k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
4,510 |
$375k |
|
|
ZOETIS INC (98978V103)
|
3,263 |
$370k |
|
|
TARGET CORPORATION (87612E106)
|
4,222 |
$366k |
|
|
COCA-COLA CO (191216100)
|
7,157 |
$364k |
|
|
NIKE INC (654106103)
|
4,127 |
$346k |
|
|
LILLY ELI & CO (532457108)
|
3,117 |
$345k |
|
|
American Express Co. (025816109)
|
2,768 |
$342k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,159 |
$340k |
|
|
ANTHEM INC (036752103)
|
1,205 |
$340k |
|
|
AMGEN INC (031162100)
|
1,838 |
$339k |
|
|
DEXCOM INC (252131107)
|
2,176 |
$326k |
|
|
ENTERPRISE PRODS (293792107)
|
11,014 |
$318k |
|
|
1/100 BERKSHIRE HTWY CLA 100 S (084990175)
|
100 |
$318k |
|
|
ISHARES (464287168)
|
3,145 |
$313k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,589 |
$306k |
|
|
Lockheed Martin Corp (539830109)
|
837 |
$304k |
|
|
WALMART INC COM (931142103)
|
2,662 |
$294k |
|
|
L3 TECHNOLOGIES INC (502413107)
|
1,182 |
$290k |
|
|
DONALDSON INC COM (257651109)
|
5,413 |
$275k |
|
|
BAUSCH HEALTH COMPAN (071734107)
|
10,465 |
$264k |
|
|
Cornerstone OnDemand (21925Y103)
|
4,500 |
$261k |
|
|
REALTY INCOME CORP (756109104)
|
3,632 |
$250k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,344 |
$248k |
|
|
MAXIM INTEGRATED PRODS INC (57772K101)
|
4,000 |
$239k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,195 |
$238k |
|
|
Netflix Inc (64110L106)
|
644 |
$237k |
|
|
COMCAST CORP (20030N101)
|
5,394 |
$228k |
|
|
Applied Materials, Inc. (038222105)
|
5,034 |
$226k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
4,021 |
$225k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,916 |
$220k |
|
|
SYSCO CORP (871829107)
|
2,960 |
$209k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,608 |
$209k |
|
|
WATERS CORP (941848103)
|
953 |
$205k |
|
|
ENERGY TRANSFER LP (29273V100)
|
14,400 |
$203k |
|
|
HONEYWELL INTL INC (438516106)
|
1,159 |
$202k |
|
|
BRIDGEWATER BANCSHARES INC (108621103)
|
13,548 |
$156k |
|
|
TWO HBRS INVT CORP (90187B408)
|
10,684 |
$135k |
|
|
TILE SHOP HLDGS INC (88677Q109)
|
23,634 |
$95k |
|
|
DURECT CORP (266605104)
|
30,000 |
$20k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.