Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCREDITED INVESTORS INC | 05-14-2024 | 03-31-2024 | 210 | 1,556,490,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 51 | $3,080,022 | 13,474 | 0.00 | 0.00 | 67 | 0.50 | 03-31-2024 |
| ISHARES TR | ESG MSCI USA ETF | 52 | $2,886,981 | 63,942 | 0.00 | 0.00 | -1,728 | -2.63 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 53 | $2,778,731 | 15,854 | 0.00 | 0.00 | -250 | -1.55 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 54 | $2,705,413 | 13,507 | 0.00 | 0.00 | 289 | 2.19 | 03-31-2024 |
