$401 Million is the total value of PrairieView Partners, LLC's 46 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -12,658 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q2 2024 | 16.8% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 12.3% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 8.5% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 7.6% |
| VANGUARD CHARLOTTE FDS | 27 | Q2 2024 | 6.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 3.6% |
| 3M CO | 27 | Q2 2024 | 15.2% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 3.9% |
| ISHARES TR | 27 | Q2 2024 | 4.7% |
View PrairieView Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
View PrairieView Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.