$433 Million is the total value of PrairieView Partners, LLC's 83 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $62,038,000 | -0.2% | 410,847 | -0.8% | 14.34% | -7.4% |
| EFV | Sell | ISHARES TReafe value etf | $17,502,000 | -2.0% | 369,477 | -0.6% | 4.05% | -9.1% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $11,060,000 | -5.2% | 108,488 | -2.2% | 2.56% | -12.1% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,238,000 | -4.1% | 39,774 | -4.1% | 0.98% | -11.0% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $3,329,000 | -7.2% | 65,795 | -7.2% | 0.77% | -13.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,375,000 | -0.8% | 17,423 | -2.0% | 0.55% | -7.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,318,000 | -6.0% | 47,297 | -1.3% | 0.54% | -12.7% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $1,223,000 | -1.2% | 22,016 | -2.3% | 0.28% | -8.1% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,112,000 | -0.8% | 12,193 | -2.2% | 0.26% | -7.9% |
| SPSB | Sell | SPDR SERIES TRUSTportfolio short | $933,000 | -7.4% | 30,254 | -7.6% | 0.22% | -13.9% |
| SPTS | Sell | SPDR SERIES TRUSTportfolio sh tsr | $908,000 | -25.5% | 30,254 | -25.5% | 0.21% | -30.7% |
| SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $883,000 | -7.6% | 14,416 | -8.5% | 0.20% | -14.3% |
| SPIB | Sell | SPDR SERIES TRUSTportfolio intrmd | $422,000 | -5.6% | 11,974 | -6.4% | 0.10% | -11.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 15.6% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 12.3% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 8.5% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 7.6% |
| VANGUARD CHARLOTTE FDS | 24 | Q3 2023 | 6.0% |
| 3M CO | 24 | Q3 2023 | 15.2% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.0% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.9% |
| ISHARES TR | 24 | Q3 2023 | 4.7% |
View PrairieView Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
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.