$568 Million is the total value of PrairieView Partners, LLC's 319 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 5.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HTLF | HEARTLAND FINL USA INC | $4,894,000 | 0.0% | 107,109 | 0.0% | 0.86% | -16.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $694,000 | +19.7% | 396 | 0.0% | 0.12% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $611,000 | +19.1% | 349 | 0.0% | 0.11% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $555,000 | +9.7% | 3,929 | 0.0% | 0.10% | -7.5% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $536,000 | +14.8% | 5,793 | 0.0% | 0.09% | -4.1% | |
| SHY | ISHARES TR1 3 yr treas bd | $500,000 | -0.2% | 5,787 | 0.0% | 0.09% | -16.2% | |
| AMZN | AMAZON COM INC | $485,000 | +3.4% | 149 | 0.0% | 0.08% | -13.3% | |
| SWKS | SKYWORKS SOLUTIONS INC | $459,000 | +5.0% | 3,000 | 0.0% | 0.08% | -12.0% | |
| NKE | NIKE INCcl b | $348,000 | +12.6% | 2,461 | 0.0% | 0.06% | -6.2% | |
| FAST | FASTENAL CO | $342,000 | +8.2% | 7,001 | 0.0% | 0.06% | -9.1% | |
| DIS | DISNEY WALT CO | $254,000 | +46.0% | 1,400 | 0.0% | 0.04% | +21.6% | |
| VZ | VERIZON COMMUNICATIONS INC | $246,000 | -1.2% | 4,187 | 0.0% | 0.04% | -17.3% | |
| V | VISA INC | $241,000 | +9.5% | 1,100 | 0.0% | 0.04% | -8.7% | |
| WFC | WELLS FARGO CO NEW | $232,000 | +28.2% | 7,693 | 0.0% | 0.04% | +7.9% | |
| MGV | VANGUARD WORLD FDmega cap val etf | $226,000 | +13.0% | 2,604 | 0.0% | 0.04% | -4.8% | |
| GIS | GENERAL MLS INC | $192,000 | -5.0% | 3,268 | 0.0% | 0.03% | -19.0% | |
| TRV | TRAVELERS COMPANIES INC | $187,000 | +29.9% | 1,334 | 0.0% | 0.03% | +10.0% | |
| STPZ | PIMCO ETF TR1-5 us tip idx | $182,000 | +0.6% | 3,358 | 0.0% | 0.03% | -15.8% | |
| VOO | VANGUARD INDEX FDS | $177,000 | +12.0% | 515 | 0.0% | 0.03% | -6.1% | |
| BA | BOEING CO | $163,000 | +29.4% | 763 | 0.0% | 0.03% | +11.5% | |
| COST | COSTCO WHSL CORP NEW | $159,000 | +6.7% | 421 | 0.0% | 0.03% | -9.7% | |
| CSCO | CISCO SYS INC | $135,000 | +13.4% | 3,023 | 0.0% | 0.02% | -4.0% | |
| SO | SOUTHERN CO | $137,000 | +13.2% | 2,226 | 0.0% | 0.02% | -4.0% | |
| FDS | FACTSET RESH SYS INC | $133,000 | -0.7% | 400 | 0.0% | 0.02% | -17.9% | |
| JPM | JPMORGAN CHASE & CO | $127,000 | +32.3% | 1,000 | 0.0% | 0.02% | +10.0% | |
| HON | HONEYWELL INTL INC | $124,000 | +29.2% | 585 | 0.0% | 0.02% | +10.0% | |
| PNW | PINNACLE WEST CAP CORP | $120,000 | +7.1% | 1,500 | 0.0% | 0.02% | -12.5% | |
| WMT | WALMART INC | $111,000 | +2.8% | 770 | 0.0% | 0.02% | -13.0% | |
| FB | FACEBOOK INCcl a | $114,000 | +4.6% | 416 | 0.0% | 0.02% | -13.0% | |
| PNC | PNC FINL SVCS GROUP INC | $108,000 | +35.0% | 726 | 0.0% | 0.02% | +11.8% | |
| VO | VANGUARD INDEX FDSmid cap etf | $108,000 | +17.4% | 522 | 0.0% | 0.02% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $109,000 | +25.3% | 1,519 | 0.0% | 0.02% | +5.6% | |
| DAL | DELTA AIR LINES INC DEL | $110,000 | +31.0% | 2,738 | 0.0% | 0.02% | +5.6% | |
| F | FORD MTR CO DEL | $99,000 | +32.0% | 11,264 | 0.0% | 0.02% | +6.2% | |
| LQD | ISHARES TRiboxx inv cp etf | $92,000 | +3.4% | 664 | 0.0% | 0.02% | -15.8% | |
| SHOP | SHOPIFY INCcl a | $91,000 | +11.0% | 80 | 0.0% | 0.02% | -5.9% | |
| PM | PHILIP MORRIS INTL INC | $90,000 | +11.1% | 1,082 | 0.0% | 0.02% | -5.9% | |
| ISRG | INTUITIVE SURGICAL INC | $82,000 | +15.5% | 100 | 0.0% | 0.01% | -6.7% | |
| ACN | ACCENTURE PLC IRELAND | $78,000 | +14.7% | 300 | 0.0% | 0.01% | 0.0% | |
| IGLB | ISHARES TR10+ yr invst grd | $76,000 | +4.1% | 1,041 | 0.0% | 0.01% | -13.3% | |
| GM | GENERAL MTRS CO | $71,000 | +39.2% | 1,715 | 0.0% | 0.01% | +18.2% | |
| SPSM | SPDR SER TRportfolio s&p600 | $71,000 | +31.5% | 1,970 | 0.0% | 0.01% | +18.2% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $74,000 | +54.2% | 350 | 0.0% | 0.01% | +30.0% | |
| PANW | PALO ALTO NETWORKS INC | $71,000 | +44.9% | 200 | 0.0% | 0.01% | +30.0% | |
| CVX | CHEVRON CORP NEW | $67,000 | +17.5% | 796 | 0.0% | 0.01% | 0.0% | |
| JNK | SPDR SER TRbloomberg brclys | $70,000 | +4.5% | 645 | 0.0% | 0.01% | -14.3% | |
| CL | COLGATE PALMOLIVE CO | $68,000 | +11.5% | 792 | 0.0% | 0.01% | -7.7% | |
| AXP | AMERICAN EXPRESS CO | $60,000 | +20.0% | 500 | 0.0% | 0.01% | +10.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $54,000 | 0.0% | 614 | 0.0% | 0.01% | -9.1% | |
| WWD | WOODWARD INC | $58,000 | +52.6% | 480 | 0.0% | 0.01% | +25.0% | |
| CNP | CENTERPOINT ENERGY INC | $54,000 | +12.5% | 2,500 | 0.0% | 0.01% | 0.0% | |
| WMB | WILLIAMS COS INC | $58,000 | +1.8% | 2,900 | 0.0% | 0.01% | -16.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $54,000 | +22.7% | 236 | 0.0% | 0.01% | +11.1% | |
| OTIS | OTIS WORLDWIDE CORP | $59,000 | +9.3% | 872 | 0.0% | 0.01% | -9.1% | |
| DGRO | ISHARES TRcore div grwth | $52,000 | +13.0% | 1,162 | 0.0% | 0.01% | -10.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $50,000 | +2.0% | 100 | 0.0% | 0.01% | -10.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $50,000 | +11.1% | 550 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $52,000 | +6.1% | 1,348 | 0.0% | 0.01% | -10.0% | |
| BB | BLACKBERRY LTD | $53,000 | +43.2% | 8,000 | 0.0% | 0.01% | +12.5% | |
| EXC | EXELON CORP | $52,000 | +18.2% | 1,239 | 0.0% | 0.01% | 0.0% | |
| OKTA | OKTA INCcl a | $51,000 | +18.6% | 200 | 0.0% | 0.01% | 0.0% | |
| PINS | PINTEREST INCcl a | $49,000 | +58.1% | 750 | 0.0% | 0.01% | +28.6% | |
| MCD | MCDONALDS CORP | $43,000 | -2.3% | 200 | 0.0% | 0.01% | -11.1% | |
| PGR | PROGRESSIVE CORP | $48,000 | +4.3% | 482 | 0.0% | 0.01% | -20.0% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $46,000 | +7.0% | 1,269 | 0.0% | 0.01% | -11.1% | |
| SYY | SYSCO CORP | $45,000 | +21.6% | 600 | 0.0% | 0.01% | 0.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $45,000 | +28.6% | 1,100 | 0.0% | 0.01% | +14.3% | |
| DKNG | DRAFTKINGS INC | $47,000 | -20.3% | 1,000 | 0.0% | 0.01% | -33.3% | |
| IPGP | IPG PHOTONICS CORP | $43,000 | +34.4% | 190 | 0.0% | 0.01% | +14.3% | |
| DES | WISDOMTREE TRus smallcap divd | $37,000 | +27.6% | 1,398 | 0.0% | 0.01% | +16.7% | |
| DRI | DARDEN RESTAURANTS INC | $38,000 | +18.8% | 317 | 0.0% | 0.01% | 0.0% | |
| SDIV | GLOBAL X FDSglb x superdiv | $39,000 | +21.9% | 3,018 | 0.0% | 0.01% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $37,000 | -5.1% | 103 | 0.0% | 0.01% | -12.5% | |
| DCI | DONALDSON INC | $42,000 | +20.0% | 753 | 0.0% | 0.01% | 0.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $40,000 | 0.0% | 362 | 0.0% | 0.01% | -12.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $40,000 | 0.0% | 692 | 0.0% | 0.01% | -12.5% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $34,000 | -27.7% | 100 | 0.0% | 0.01% | -40.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $32,000 | +3.2% | 341 | 0.0% | 0.01% | -14.3% | |
| IVE | ISHARES TRs&p 500 val etf | $35,000 | +12.9% | 275 | 0.0% | 0.01% | -14.3% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $35,000 | +6.1% | 603 | 0.0% | 0.01% | -14.3% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $32,000 | +18.5% | 250 | 0.0% | 0.01% | 0.0% | |
| CVS | CVS HEALTH CORP | $34,000 | +17.2% | 493 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $35,000 | -5.4% | 1,104 | 0.0% | 0.01% | -25.0% | |
| TROW | PRICE T ROWE GROUP INC | $30,000 | +15.4% | 200 | 0.0% | 0.01% | 0.0% | |
| DVYE | ISHARES INCem mkts div etf | $28,000 | +27.3% | 742 | 0.0% | 0.01% | 0.0% | |
| JWN | NORDSTROM INC | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $20,000 | +25.0% | 97 | 0.0% | 0.00% | +33.3% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $24,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $23,000 | +21.1% | 216 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $23,000 | +27.8% | 120 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $21,000 | -4.5% | 274 | 0.0% | 0.00% | -20.0% | |
| HSIC | HENRY SCHEIN INC | $21,000 | +16.7% | 314 | 0.0% | 0.00% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $23,000 | +15.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AX | AXOS FINANCIAL INC | $15,000 | +66.7% | 400 | 0.0% | 0.00% | +50.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $17,000 | -5.6% | 418 | 0.0% | 0.00% | -25.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $19,000 | 0.0% | 219 | 0.0% | 0.00% | -25.0% | |
| FHN | FIRST HORIZON CORPORATION | $17,000 | +30.8% | 1,333 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $18,000 | +12.5% | 322 | 0.0% | 0.00% | 0.0% | |
| MDU | MDU RES GROUP INC | $15,000 | +15.4% | 575 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $16,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $18,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| PSX | PHILLIPS 66 | $18,000 | +38.5% | 251 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TRs&p divid etf | $16,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $17,000 | -10.5% | 75 | 0.0% | 0.00% | -25.0% | |
| BK | BANK NEW YORK MELLON CORP | $18,000 | +28.6% | 420 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $19,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $17,000 | +30.8% | 103 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $15,000 | +25.0% | 132 | 0.0% | 0.00% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $11,000 | +10.0% | 125 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $13,000 | -13.3% | 100 | 0.0% | 0.00% | -33.3% | |
| IGSB | ISHARES TR | $12,000 | 0.0% | 215 | 0.0% | 0.00% | -33.3% | |
| SLQD | ISHARES TR0-5yr invt gr cp | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SLY | SPDR SER TRs&p 600 sml cap | $11,000 | +22.2% | 143 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $11,000 | +22.2% | 27 | 0.0% | 0.00% | 0.0% | |
| DORM | DORMAN PRODS INC | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GNW | GENWORTH FINL INC | $11,000 | +10.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP | $9,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $11,000 | +10.0% | 73 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $14,000 | 0.0% | 500 | 0.0% | 0.00% | -33.3% | |
| DNP | DNP SELECT INCOME FD INC | $13,000 | 0.0% | 1,309 | 0.0% | 0.00% | -33.3% | |
| CMCSA | COMCAST CORP NEWcl a | $11,000 | +10.0% | 212 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $9,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| AVUS | AMERICAN CENTY ETF TRus eqt etf | $14,000 | +16.7% | 215 | 0.0% | 0.00% | -33.3% | |
| SPGI | S&P GLOBAL INC | $13,000 | -13.3% | 41 | 0.0% | 0.00% | -33.3% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $10,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $9,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $14,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| KHC | KRAFT HEINZ CO | $14,000 | +16.7% | 400 | 0.0% | 0.00% | -33.3% | |
| PSEC | PROSPECT CAP CORP | $5,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| OMI | OWENS & MINOR INC NEW | $7,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| NEX | NEXTIER OILFIELD SOLUTIONS | $8,000 | +100.0% | 2,350 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $7,000 | +75.0% | 278 | 0.0% | 0.00% | 0.0% | |
| EGY | VAALCO ENERGY INC | $4,000 | +100.0% | 2,000 | 0.0% | 0.00% | – | |
| PFXF | VANECK VECTORS ETF TRpfd secs ex finl | $6,000 | +20.0% | 280 | 0.0% | 0.00% | 0.0% | |
| SMB | VANECK VECTORS ETF TRshort muni etf | $3,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES TRcore msci total | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| AVA | AVISTA CORP | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $5,000 | +25.0% | 104 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $7,000 | +40.0% | 80 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $3,000 | +50.0% | 7 | 0.0% | 0.00% | – | |
| MO | ALTRIA GROUP INC | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $3,000 | +50.0% | 593 | 0.0% | 0.00% | – | |
| VSTO | VISTA OUTDOOR INC | $8,000 | +14.3% | 324 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $8,000 | +14.3% | 33 | 0.0% | 0.00% | 0.0% | |
| HCHC | HC2 HLDGS INC | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $4,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $6,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $8,000 | +60.0% | 300 | 0.0% | 0.00% | 0.0% | |
| STX | SEAGATE TECHNOLOGY PLC | $5,000 | +25.0% | 85 | 0.0% | 0.00% | 0.0% | |
| CVET | COVETRUS INC | $4,000 | +33.3% | 126 | 0.0% | 0.00% | 0.0% | |
| AGNC | AGNC INVT CORP | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $4,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| VAW | VANGUARD WORLD FDSmaterials etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| IDV | ISHARES TRintl sel div etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | 8 | 0.0% | 0.00% | – | |
| THG | HANOVER INS GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GRPN | GROUPON INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| PRU | PRUDENTIAL FINL INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 1 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $0 | – | 1 | 0.0% | 0.00% | – | |
| MET | METLIFE INC | $2,000 | +100.0% | 33 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $2,000 | +100.0% | 80 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| ERIC | ERICSSONadr b sek 10 | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $2,000 | +100.0% | 71 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| ILCB | ISHARES TRmrngstr lg-cp et | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ICLN | ISHARES TRgl clean ene etf | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| IAGG | ISHARES TRcore intl aggr | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR | $2,000 | +100.0% | 400 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| PCRX | PACIRA BIOSCIENCES INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
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.