Filling information for Accredited Investors Inc. as Treemap, investor disclosed 189 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 084990175 | 084990175 | 1/100 BERKSHIRE HATHAWAY INC | CL A | 29798400 | 6400 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 2354566 | 22401 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1355672 | 13388 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1116135 | 7003 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 368981 | 1291 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 220817 | 2253 | |
| 009066101 | 009066101 | AIRBNB INC | COM CL A | 261862 | 2105 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 493547 | 4758 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2473335 | 23782 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 385958 | 8650 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 5101408 | 49389 | |
| 025072802 | 025072802 | AMERICAN CENTY ETF TR | INTL SMCP VLU | 77339920 | 1322502 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 498277 | 3021 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP | NEW COM | 284128 | 1390 | |
| 031162100 | 031162100 | AMGEN INC | COM | 373067 | 1543 | |
| 032095101 | 032095101 | AMPHENOL CORP | NEW CL A | 326880 | 4000 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 626568 | 3177 | |
| G0403H108 | G0403H108 | AON PLC | SHS CL A | 1319173 | 4184 | |
| 037833100 | 037833100 | APPLE INC | COM | 39582169 | 240037 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 595595 | 4849 | |
| 04010L103 | 04010L103 | ARES CAPITAL CORP | COM | 422368 | 23112 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 225090 | 11693 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 11370827 | 51075 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 727991 | 25454 | |
| 064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 295087 | 6494 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 421066 | 1701 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14026966 | 45429 | |
| 097023105 | 097023105 | BOEING CO | COM | 398975 | 1878 | |
| 10920V107 | 10920V107 | BRIGHT HEALTH GROUP INC | COM | 48162 | 218620 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 1083525 | 15633 | |
| 11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 523401 | 3571 | |
| 12541W209 | 12541W209 | C H ROBINSON WORLDWIDE INC | COM NEW | 8223679 | 82717 | |
| 127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 861159 | 4099 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 504876 | 2206 | |
| 15102K100 | 15102K100 | CELCUITY INC | COM | 298429 | 29115 | |
| 166764100 | 166764100 | CHEVRON CORP | NEW COM | 789642 | 4840 | |
| 172908105 | 172908105 | CINTAS CORP | COM | 229176 | 495 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 694052 | 13277 | |
| 185899101 | 185899101 | CLEVELAND-CLIFFS INC | NEW COM | 1168373 | 63741 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 617186 | 9950 | |
| 204833107 | 204833107 | COMPUTE HEALTH ACQUISITIN CO | COM CL A | 155136 | 15150 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP | NEW COM | 2019447 | 4064 | |
| 244199105 | 244199105 | DEERE & CO | COM | 205498 | 498 | |
| 247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 359318 | 10290 | |
| 252131107 | 252131107 | DEXCOM INC | COM | 569514 | 4902 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 872516 | 8714 | |
| 256677105 | 256677105 | DOLLAR GEN CORP | NEW COM | 429759 | 2042 | |
| 257651109 | 257651109 | DONALDSON INC | COM | 252083 | 3858 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 210085 | 2178 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 287636 | 1738 | |
| 268311107 | 268311107 | EDAP TMS S A | SPONSORED ADR | 237241 | 21431 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 566486 | 1232 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 276408 | 3172 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 873588 | 7966 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 1046058 | 19393 | |
| 315912808 | 315912808 | FIDELITY COMWLTH TR | NASDAQ COMPSIT | 240031 | 5006 | |
| 336920103 | 336920103 | FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 222648 | 2649 | |
| 33829M101 | 33829M101 | FIVE BELOW INC | COM | 204116 | 991 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 266359 | 21140 | |
| 36266G107 | 36266G107 | GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 294570 | 3591 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 203563 | 892 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 756402 | 7912 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 9897136 | 115810 | |
| 384109104 | 384109104 | GRACO INC | COM | 1436618 | 19677 | |
| 38741L107 | 38741L107 | GRANITE PT MTG TR INC | COM STK | 78442 | 15815 | |
| 42234Q102 | 42234Q102 | HEARTLAND FINL USA INC | COM | 1839285 | 47948 | |
| 427096508 | 427096508 | HERCULES CAPITAL INC | COM | 322250 | 25000 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1733946 | 5875 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 425644 | 2227 | |
| 440452100 | 440452100 | HORMEL FOODS CORP | COM | 530078 | 13292 | |
| 443573100 | 443573100 | HUBSPOT INC | COM | 200655 | 468 | |
| 458140100 | 458140100 | INTEL CORP | COM | 597378 | 18285 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 425746 | 3248 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 256236 | 1003 | |
| 46138E628 | 46138E628 | INVESCO EXCH TRADED FD TR II | KBW BK ETF | 956041 | 22779 | |
| 46137V597 | 46137V597 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 9432192 | 57332 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1297938 | 4044 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 45430898 | 427102 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 455516 | 6814 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 45304220 | 181101 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 70373264 | 727748 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 935692 | 10333 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 52388429 | 127441 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 7447393 | 74743 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 31265648 | 644254 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 4183077 | 58228 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 11717998 | 344748 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 5866444 | 122065 | |
| 46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 1759388 | 73125 | |
| 46436E759 | 46436E759 | ISHARES TR | ESG EAFE ETF | 2224733 | 37334 | |
| 46436E767 | 46436E767 | ISHARES TR | ESG MSCI USA ETF | 1836972 | 55548 | |
| 464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 370565 | 13480 | |
| 464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 401553 | 903 | |
| 464288182 | 464288182 | ISHARES TR | MSCI AC ASIA ETF | 48876912 | 720155 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 91860399 | 1284402 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 3406421 | 43678 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 4455324 | 50761 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 627047 | 5820 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 2470548 | 10969 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 27407450 | 112174 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 2376779 | 15610 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 638271 | 2814 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 23569839 | 258867 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 5473383 | 51538 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 45857237 | 257047 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 339448 | 5313 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 224756 | 3143 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 308861 | 3005 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 56390802 | 510324 | |
| 464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 250986 | 2704 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1186364 | 7654 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1767912 | 13567 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 277834 | 2070 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 1029773 | 2999 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 280826 | 594 | |
| 574795100 | 574795100 | MASIMO CORP | COM | 212036 | 1149 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1354605 | 4845 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 947518 | 11753 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1287011 | 12097 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 814697 | 3844 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5714736 | 19822 | |
| 624756102 | 624756102 | MUELLER INDS INC | COM | 205744 | 2800 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 286157 | 828 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 311869 | 4046 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 233190 | 1100 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 484057 | 3134 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1478556 | 5323 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 1416008 | 15239 | |
| 689648103 | 689648103 | OTTER TAIL CORP | COM | 301462 | 4171 | |
| 69121K104 | 69121K104 | OWL ROCK CAPITAL CORPORATION | COM | 258505 | 20500 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 354032 | 4662 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2042079 | 11202 | |
| 717081103 | 717081103 | PFIZER INC | COM | 858031 | 21030 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 530258 | 5453 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1831763 | 12319 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 264091 | 2070 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 393175 | 4015 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 294187 | 4646 | |
| 761330109 | 761330109 | REVANCE THERAPEUTICS INC | COM | 660015 | 20491 | |
| 771049103 | 771049103 | ROBLOX CORP | CL A | 61866032 | 1375412 | |
| 773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 205710 | 701 | |
| 808524763 | 808524763 | SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 3454116 | 70970 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 42824451 | 894973 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 686045 | 10527 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 272696 | 8482 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 734840 | 4914 | |
| 82509L107 | 82509L107 | SHOPIFY INC | CL A | 333183 | 6950 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 470082 | 6756 | |
| 78463X871 | 78463X871 | SPDR INDEX SHS FDS | S&P INTL SMLCP | 2061177 | 66554 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 9640086 | 23547 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 496534 | 1083 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 79347235 | 1948606 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 598622 | 7858 | |
| 78463M107 | 78463M107 | SPS COMM INC | COM | 1204693 | 7910 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 250928 | 879 | |
| 871829107 | 871829107 | SYSCO CORP | COM | 244030 | 3160 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 1139251 | 6878 | |
| 880345103 | 880345103 | TENNANT CO | COM | 1187693 | 17331 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 11278540 | 54365 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 481845 | 836 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 152238752 | 784776 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 6919159 | 14641 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 2448426 | 67918 | |
| 921932505 | 921932505 | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 411331 | 1785 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 2155295 | 15373 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 336258 | 1800 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 491865 | 2332 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1256277 | 3341 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 308471 | 1943 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 2746535 | 14489 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 4503300 | 22064 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 220424 | 1596 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 698364 | 13061 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 372795 | 9228 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 15856477 | 172185 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 330438 | 2146 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 309669 | 5609 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 24515106 | 542730 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 226509 | 2147 | |
| 921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 6328560 | 30945 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 248646 | 6394 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 327593 | 1453 | |
| 92859G202 | 92859G202 | VIZSLA SILVER CORP | COM NEW | 23712 | 15600 | |
| 931142103 | 931142103 | WALMART INC | COM | 445621 | 3022 | |
| 941848103 | 941848103 | WATERS CORP | COM | 326040 | 1053 | |
| 949746101 | 949746101 | WELLS FARGO CO | NEW COM | 695045 | 18594 | |
| 97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 567801 | 19881 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC | COM | 1780639 | 26403 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 498275 | 2994 |