AW

Accredited Wealth Management, LLC

13F
Accredited Wealth Management, LLC
Last update 2025-05-14 385 Stocks (65 new)
Value $118.00 Mil Turnover 19 %
Countries:
Top Holdings: AVEM(13.38%)IXUS(6.97%)MOAT(6.37%)SCHD(5.86%)FBND(4.69%)
Summary Stock Picks Current Portfolio
Accredited Wealth Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVEM
Avantis Emerging Markets Equity ETF
187,687
15,842.9
+96,645.88%
13.380
+13.37%
0.140
+21.59%
+20.13%
10,968.0
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
118,228
8,253.5
+4.92%
6.970
+0.33%
0.020
+14.05%
+18.84%
46,247.8
 
MOAT
VanEck Morningstar Wide Moat ETF
85,748
7,545.8
+1.99%
6.370
+0.12%
0.060
+18.48%
+3.63%
12,795.7
 
SCHD
Schwab US Dividend Equity ETF
247,974
6,933.4
+7.25%
5.860
+0.40%
0.010
+7.34%
+0.77%
70,469.5
 
FBND
Fidelity Total Bond ETF
121,086
5,549.6
+14.47%
4.690
+0.59%
0.030
+1.98%
+3.60%
19,309.9
 
VIG
Vanguard Dividend Appreciation FTF
25,022
4,854.1
+9.98%
4.100
+0.37%
0.010
+12.58%
+6.21%
89,349.2
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
56,013
4,645.7
+0.12%
3.920
0%
0.070
+7.76%
+11.75%
8,204.1
 
VXF
Vanguard Extended Market Index ETF
22,070
3,801.8
+3.81%
3.210
+0.12%
0.020
+22.95%
+5.13%
21,536.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
64,405
3,779.9
+29.55%
3.190
+0.73%
0.020
+0.75%
+2.72%
22,524.1
 
BSV
Vanguard Short-Term Bond ETF
38,879
3,043.5
+1.19%
2.570
+0.03%
0.010
+1.08%
+3.32%
38,460.1
 

Accredited Wealth Management, LLC's Historical Top Holdings Breakdowns

Accredited Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+13.37%
●
57.11 ($60.13) 62.4
$69.86
16.18%
Add 96645.88%
187,687
187,493
AVUS
Avantis U.S. Equity ETF
2025-03-31
Sold Out
Sold Out
-11.24%
●
90.7 ($97.44) 101.57
$102.51
5.20%
Sold Out
0
-132,537
AVDE
Avantis International Equity ETF
2025-03-31
Sold Out
Sold Out
-1.92%
●
60.63 ($65.05) 68.55
$73.64
13.21%
Sold Out
0
-35,729
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.73%
●
58.07 ($58.36) 58.69
$58.55
0.33%
Add 29.55%
64,405
14,690
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.59%
●
44.41 ($45.29) 45.98
$45.44
0.33%
Add 14.47%
121,086
15,310
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.40%
●
27.01 ($27.88) 28.54
$27.02
-3.08%
Add 7.25%
247,974
16,770
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.37%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Add 9.98%
25,022
2,270
AVES
Avantis Emerging Markets Value ETF
2025-03-31
Sold Out
Sold Out
-0.34%
●
44.71 ($46.85) 48.65
$54.63
16.61%
Sold Out
0
-8,409
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Add
Add
+0.33%
●
65.06 ($69.34) 72.31
$77.40
11.62%
Add 4.92%
118,228
5,549
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.28%
●
251.87 ($268.43) 277.95
$284.74
6.08%
Add 14.83%
9,914
1,280

Accredited Wealth Management, LLC Total Holding History ($B)

To

Accredited Wealth Management, LLC's Asset Allocation

To

Accredited Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Accredited Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Accredited Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Accredited Wealth Management, LLC's Holdings Heat Map

Size field:

Accredited Wealth Management, LLC's Holdings Bubble Chart

Accredited Wealth Management, LLC News

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