$718 Million is the total value of PrairieView Partners, LLC's 437 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HTLF | HEARTLAND FINL USA INC | $5,441,000 | +11.2% | 107,109 | 0.0% | 0.76% | +3.7% | |
| NFLX | NETFLIX INC | $1,446,000 | -1.3% | 2,400 | 0.0% | 0.20% | -8.2% | |
| GOOG | ALPHABET INCcap stk cl c | $981,000 | +8.5% | 339 | 0.0% | 0.14% | +1.5% | |
| IWV | ISHARES TRrussell 3000 etf | $709,000 | +8.9% | 2,555 | 0.0% | 0.10% | +2.1% | |
| IWD | ISHARES TRrus 1000 val etf | $664,000 | +7.3% | 3,953 | 0.0% | 0.09% | +1.1% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $625,000 | +4.3% | 10,421 | 0.0% | 0.09% | -2.2% | |
| AMZN | AMAZON COM INC | $570,000 | +1.4% | 171 | 0.0% | 0.08% | -6.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $489,000 | -0.6% | 5,712 | 0.0% | 0.07% | -6.8% | |
| SPSB | SPDR SER TRportfolio short | $461,000 | -0.9% | 14,871 | 0.0% | 0.06% | -7.2% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $348,000 | +7.1% | 7,329 | 0.0% | 0.05% | -2.0% | |
| NKE | NIKE INCcl b | $336,000 | +14.7% | 2,015 | 0.0% | 0.05% | +6.8% | |
| DIMENSIONAL ETF TRUSTinternatnal val | $319,000 | +0.3% | 9,706 | 0.0% | 0.04% | -6.4% | ||
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $302,000 | -3.8% | 9,753 | 0.0% | 0.04% | -10.6% | |
| ESGU | ISHARES TResg awr msci usa | $263,000 | +9.6% | 2,438 | 0.0% | 0.04% | +2.8% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $237,000 | -16.5% | 1,157 | 0.0% | 0.03% | -21.4% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $237,000 | +2.2% | 5,100 | 0.0% | 0.03% | -5.7% | |
| GIS | GENERAL MLS INC | $220,000 | +12.2% | 3,268 | 0.0% | 0.03% | +6.9% | |
| V | VISA INC | $212,000 | -2.8% | 980 | 0.0% | 0.03% | -9.1% | |
| TRV | TRAVELERS COMPANIES INC | $211,000 | +2.9% | 1,350 | 0.0% | 0.03% | -6.5% | |
| FDS | FACTSET RESH SYS INC | $194,000 | +22.8% | 400 | 0.0% | 0.03% | +12.5% | |
| EFA | ISHARES TRmsci eafe etf | $166,000 | +1.2% | 2,106 | 0.0% | 0.02% | -4.2% | |
| BA | BOEING CO | $154,000 | -8.3% | 763 | 0.0% | 0.02% | -16.0% | |
| SO | SOUTHERN CO | $153,000 | +10.9% | 2,226 | 0.0% | 0.02% | 0.0% | |
| CRBN | ISHARES TRmsci lw crb tg | $141,000 | +6.0% | 811 | 0.0% | 0.02% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $142,000 | +7.6% | 3,385 | 0.0% | 0.02% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $146,000 | +2.8% | 726 | 0.0% | 0.02% | -4.8% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $133,000 | 0.0% | 1,542 | 0.0% | 0.02% | -5.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $133,000 | +10.8% | 415 | 0.0% | 0.02% | +5.6% | |
| LLY | LILLY ELI & CO | $138,000 | +19.0% | 500 | 0.0% | 0.02% | +11.8% | |
| VO | VANGUARD INDEX FDSmid cap etf | $134,000 | +8.1% | 524 | 0.0% | 0.02% | 0.0% | |
| HON | HONEYWELL INTL INC | $122,000 | -1.6% | 585 | 0.0% | 0.02% | -10.5% | |
| GVI | ISHARES TRintrm gov cr etf | $123,000 | -1.6% | 1,083 | 0.0% | 0.02% | -10.5% | |
| ACN | ACCENTURE PLC IRELAND | $124,000 | +29.2% | 300 | 0.0% | 0.02% | +21.4% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $118,000 | -2.5% | 3,135 | 0.0% | 0.02% | -11.1% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $118,000 | +10.3% | 2,275 | 0.0% | 0.02% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $111,000 | +15.6% | 200 | 0.0% | 0.02% | +7.1% | |
| SHOP | SHOPIFY INCcl a | $110,000 | +1.9% | 80 | 0.0% | 0.02% | -6.2% | |
| WMT | WALMART INC | $97,000 | +3.2% | 672 | 0.0% | 0.01% | 0.0% | |
| HDV | ISHARES TRcore high dv etf | $93,000 | +6.9% | 922 | 0.0% | 0.01% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $86,000 | +4.9% | 1,917 | 0.0% | 0.01% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $85,000 | 0.0% | 642 | 0.0% | 0.01% | -7.7% | |
| WMB | WILLIAMS COS INC | $76,000 | +1.3% | 2,900 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $78,000 | +4.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INC | $76,000 | -33.9% | 300 | 0.0% | 0.01% | -35.3% | |
| CNP | CENTERPOINT ENERGY INC | $81,000 | +12.5% | 2,916 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $82,000 | -2.4% | 500 | 0.0% | 0.01% | -15.4% | |
| AMD | ADVANCED MICRO DEVICES INC | $79,000 | +38.6% | 550 | 0.0% | 0.01% | +22.2% | |
| IGLB | ISHARES TR10+ yr invst grd | $72,000 | 0.0% | 1,041 | 0.0% | 0.01% | -9.1% | |
| EXC | EXELON CORP | $72,000 | +20.0% | 1,239 | 0.0% | 0.01% | +11.1% | |
| JNK | SPDR SER TRbloomberg high y | $70,000 | -1.4% | 645 | 0.0% | 0.01% | -9.1% | |
| OEF | ISHARES TRs&p 100 etf | $66,000 | +11.9% | 300 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $68,000 | +13.3% | 792 | 0.0% | 0.01% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $59,000 | 0.0% | 1,095 | 0.0% | 0.01% | -11.1% | |
| IJH | ISHARES TRcore s&p mcp etf | $55,000 | +7.8% | 195 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $61,000 | +10.9% | 1,092 | 0.0% | 0.01% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $60,000 | +13.2% | 1,732 | 0.0% | 0.01% | 0.0% | |
| OKE | ONEOK INC NEW | $59,000 | +1.7% | 1,000 | 0.0% | 0.01% | -11.1% | |
| KR | KROGER CO | $50,000 | +11.1% | 1,107 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $48,000 | 0.0% | 317 | 0.0% | 0.01% | 0.0% | |
| PGR | PROGRESSIVE CORP | $49,000 | +11.4% | 482 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $48,000 | +23.1% | 196 | 0.0% | 0.01% | +16.7% | |
| SYY | SYSCO CORP | $47,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $47,000 | 0.0% | 1,202 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $44,000 | +46.7% | 501 | 0.0% | 0.01% | +50.0% | |
| EMR | EMERSON ELEC CO | $40,000 | 0.0% | 426 | 0.0% | 0.01% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $41,000 | +7.9% | 262 | 0.0% | 0.01% | 0.0% | |
| BBY | BEST BUY INC | $41,000 | -4.7% | 404 | 0.0% | 0.01% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $43,000 | +13.2% | 519 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $41,000 | +10.8% | 250 | 0.0% | 0.01% | 0.0% | |
| DES | WISDOMTREE TRus smallcap divd | $43,000 | +7.5% | 1,298 | 0.0% | 0.01% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $40,000 | +5.3% | 600 | 0.0% | 0.01% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $40,000 | +8.1% | 603 | 0.0% | 0.01% | 0.0% | |
| CVS | CVS HEALTH CORP | $42,000 | +20.0% | 407 | 0.0% | 0.01% | +20.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $45,000 | +2.3% | 1,100 | 0.0% | 0.01% | -14.3% | |
| DUK | DUKE ENERGY CORP NEW | $42,000 | +7.7% | 400 | 0.0% | 0.01% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INC | $40,000 | +25.0% | 174 | 0.0% | 0.01% | +20.0% | |
| OKTA | OKTA INCcl a | $45,000 | -4.3% | 200 | 0.0% | 0.01% | -14.3% | |
| DCI | DONALDSON INC | $45,000 | +4.7% | 753 | 0.0% | 0.01% | 0.0% | |
| SQ | BLOCK INCcl a | $33,000 | -31.2% | 202 | 0.0% | 0.01% | -28.6% | |
| ALL | ALLSTATE CORP | $39,000 | -7.1% | 332 | 0.0% | 0.01% | -16.7% | |
| AMP | AMERIPRISE FINL INC | $34,000 | +13.3% | 113 | 0.0% | 0.01% | +25.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $39,000 | +11.4% | 292 | 0.0% | 0.01% | 0.0% | |
| IPGP | IPG PHOTONICS CORP | $33,000 | +10.0% | 190 | 0.0% | 0.01% | +25.0% | |
| LMT | LOCKHEED MARTIN CORP | $37,000 | +2.8% | 103 | 0.0% | 0.01% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $38,000 | -26.9% | 200 | 0.0% | 0.01% | -37.5% | |
| PSX | PHILLIPS 66 | $33,000 | +3.1% | 458 | 0.0% | 0.01% | 0.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $34,000 | 0.0% | 328 | 0.0% | 0.01% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $37,000 | -30.2% | 201 | 0.0% | 0.01% | -37.5% | |
| BAC | BK OF AMERICA CORP | $32,000 | +3.2% | 727 | 0.0% | 0.00% | -20.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $30,000 | +20.0% | 284 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $29,000 | +7.4% | 100 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $29,000 | +7.4% | 235 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $26,000 | +13.0% | 200 | 0.0% | 0.00% | +33.3% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $31,000 | +10.7% | 266 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $28,000 | +3.7% | 450 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $31,000 | -42.6% | 1,111 | 0.0% | 0.00% | -50.0% | |
| XT | ISHARES TRexponential tech | $21,000 | +5.0% | 322 | 0.0% | 0.00% | 0.0% | |
| AX | AXOS FINANCIAL INC | $22,000 | +4.8% | 400 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $23,000 | +9.5% | 401 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $22,000 | 0.0% | 1,333 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $24,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $22,000 | +10.0% | 274 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $19,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23,000 | +9.5% | 124 | 0.0% | 0.00% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $20,000 | +5.3% | 55 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $25,000 | +8.7% | 300 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $22,000 | +15.8% | 97 | 0.0% | 0.00% | 0.0% | |
| DVYE | ISHARES INCem mkts div etf | $24,000 | 0.0% | 626 | 0.0% | 0.00% | -25.0% | |
| HSIC | HENRY SCHEIN INC | $24,000 | 0.0% | 314 | 0.0% | 0.00% | -25.0% | |
| MRK | MERCK & CO INC | $11,000 | +10.0% | 138 | 0.0% | 0.00% | +100.0% | |
| BYRN | BYRNA TECHNOLOGIES INC | $13,000 | -40.9% | 1,000 | 0.0% | 0.00% | -33.3% | |
| IWN | ISHARES TRrus 2000 val etf | $13,000 | +8.3% | 76 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $13,000 | -7.1% | 50 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $14,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INCcl a | $17,000 | +21.4% | 70 | 0.0% | 0.00% | 0.0% | |
| DORM | DORMAN PRODS INC | $11,000 | +22.2% | 100 | 0.0% | 0.00% | +100.0% | |
| HRB | BLOCK H & R INC | $14,000 | -6.7% | 608 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $13,000 | +8.3% | 63 | 0.0% | 0.00% | 0.0% | |
| GNW | GENWORTH FINL INC | $12,000 | +9.1% | 3,000 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $15,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $14,000 | -6.7% | 418 | 0.0% | 0.00% | 0.0% | |
| WSBC | WESBANCO INC | $14,000 | 0.0% | 410 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $16,000 | +23.1% | 180 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $14,000 | 0.0% | 1,309 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP | $12,000 | +20.0% | 239 | 0.0% | 0.00% | +100.0% | |
| WM | WASTE MGMT INC DEL | $17,000 | +13.3% | 100 | 0.0% | 0.00% | 0.0% | |
| VSTO | VISTA OUTDOOR INC | $15,000 | +15.4% | 324 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $14,000 | +16.7% | 180 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $14,000 | -12.5% | 229 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $12,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $14,000 | -6.7% | 400 | 0.0% | 0.00% | 0.0% | |
| IGSB | ISHARES TR | $12,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP | $7,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| OSH | OAK STR HEALTH INC | $4,000 | -20.0% | 107 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $10,000 | +11.1% | 33 | 0.0% | 0.00% | 0.0% | |
| IYW | ISHARES TRu.s. tech etf | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $5,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| IVV | ISHARES TRcore s&p500 etf | $7,000 | +16.7% | 15 | 0.0% | 0.00% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $8,000 | +14.3% | 21 | 0.0% | 0.00% | 0.0% | |
| INNOVATE CORP | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| HSBC | HSBC HLDGS PLCspon adr new | $4,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $4,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $5,000 | -28.6% | 100 | 0.0% | 0.00% | 0.0% | |
| AGNC | AGNC INVT CORP | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $4,000 | +33.3% | 47 | 0.0% | 0.00% | – | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $6,000 | +20.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $5,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% | |
| EGY | VAALCO ENERGY INC | $6,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $8,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $10,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $8,000 | 0.0% | 296 | 0.0% | 0.00% | 0.0% | |
| AVA | AVISTA CORP | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $10,000 | +25.0% | 375 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% | |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $7,000 | +16.7% | 593 | 0.0% | 0.00% | 0.0% | |
| ALE | ALLETE INC | $5,000 | +25.0% | 72 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,000 | -18.2% | 73 | 0.0% | 0.00% | -50.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SPORTRADAR GROUP AG | $5,000 | -28.6% | 300 | 0.0% | 0.00% | 0.0% | ||
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NEX | NEXTIER OILFIELD SOLUTIONS | $8,000 | -27.3% | 2,350 | 0.0% | 0.00% | -50.0% | |
| DHC | DIVERSIFIED HEALTHCARE TR | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| GRPN | GROUPON INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,000 | – | 16 | 0.0% | 0.00% | – | |
| CERS | CERUS CORP | $2,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
| ILCB | ISHARES TRmorningstr us eq | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $2,000 | -50.0% | 278 | 0.0% | 0.00% | -100.0% | |
| GAMBLING COM GROUP LIMITEDordinary shares | $2,000 | 0.0% | 170 | 0.0% | 0.00% | – | ||
| VAW | VANGUARD WORLD FDSmaterials etf | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CDK | CDK GLOBAL INC | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| ICLN | ISHARES TRgl clean ene etf | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MNMD | MIND MEDICINE MINDMED INC | $0 | – | 67 | 0.0% | 0.00% | – | |
| IMCG | ISHARES TRmrgstr md cp grw | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| MET | METLIFE INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| UWMC | UWM HOLDINGS CORPORATION | $0 | – | 8 | 0.0% | 0.00% | – | |
| GENI | GENIUS SPORTS LIMITEDshares cl a | $3,000 | -57.1% | 350 | 0.0% | 0.00% | -100.0% | |
| SMB | VANECK ETF TRUSTvaneck shrt muni | $3,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| JLL | JONES LANG LASALLE INC | $1,000 | – | 2 | 0.0% | 0.00% | – | |
| MP | MP MATERIALS CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
| PKI | PERKINELMER INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| MPC | MARATHON PETE CORP | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | -50.0% | 65 | 0.0% | 0.00% | – | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $3,000 | -40.0% | 25 | 0.0% | 0.00% | -100.0% | |
| PCRX | PACIRA BIOSCIENCES INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | 8 | 0.0% | 0.00% | – | |
| ABNB | AIRBNB INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $1,000 | -50.0% | 71 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $0 | – | 13 | 0.0% | 0.00% | – | |
| DOW | DOW INC | $3,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
| DM | DESKTOP METAL INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ERIC | ERICSSONadr b sek 10 | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $0 | – | 1 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | 3 | 0.0% | 0.00% | – | |
| FCOM | FIDELITY COVINGTON TRUST | $0 | – | 4 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.