ACCREDITED INVESTOR SERVICES, LLC
CIK 2028621 · Holdings on Dec 31, 2024 · First reported Feb 11, 2025
Top ten holdings
Q4 2024- AVUS34.78%
- DFAX15.84%
- FBCG15.78%
- AAPL3.31%
- AVUV3.22%
- DFAC2.39%
- TSLA1.77%
- BRK.A1.63%
- MSFT1.46%
- VTEB1.30%
Share classes counted separately81.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $43.47M | 34.78% | 448.48K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $19.79M | 15.84% | 796.15K shares | Prior unavailable — | — | ↗▾ |
| 03 | FBCGFIDELITY BLUE CHIP GROW ETFBLUE CHIP GRWTH View history and evidence | $19.72M | 15.78% | 426.26K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $4.13M | 3.31% | 16.51K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $4.02M | 3.22% | 41.64K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $2.99M | 2.39% | 86.45K shares | Prior unavailable — | — | ↗▾ |
| 07 | TSLATESLA INC View history and evidence | $2.21M | 1.77% | 5.47K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $2.04M | 1.63% | 3 shares | Prior unavailable — | — | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $1.83M | 1.46% | 4.34K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $1.62M | 1.30% | 32.32K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2028621 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124990453
}Research all 57 reported holdings.
This page includes 30 of 57 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 57 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2028621","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2028621","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.