StockDriftsStockDriftsTop 50 Accredited Investors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | 14.17% | 2.63M | $263.0M | +0.91%(+23.63K) | $62.57(+75.92%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.23% | 4.61M | $115.6M | -2.38%(-112.20K) | $15.37(+85.82%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.79% | 547.5K | $107.4M | +9.51%(+47.55K) | $154.59(+34.79%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.15% | 1.41M | $95.5M | +0.11%(+1.56K) | $54.18(+34.97%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.74% | 355.0K | $88.0M | +7.53%(+24.86K) | $137.61(+105.41%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.74% | 134.7K | $88.0M | +1.92%(+2.54K) | $192.37(+287.66%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.45% | 664.3K | $82.6M | +4.37%(+27.82K) | $85.76(+57.74%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 4.15% | 783.7K | $77.1M | +0.00%(+0) | $162.50(-39.42%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.6% | 93 | $66.8M | +8.14%(+7) | $740554.72(-1.76%) | 2026-03-31 | |
| SEZL | SEZZLE INC | 3.02% | 886.6K | $56.1M | -2.89%(-26.40K) | $71.50(+43.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.92% | +29.23% |
| Top 20 Holdings Unweighted | +10.81% | +36.07% |
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