$704 Million is the total value of PrairieView Partners, LLC's 474 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 64.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $103,784,000 | -3.6% | 455,853 | +2.2% | 14.75% | -1.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $21,822,000 | -5.7% | 102,684 | +0.3% | 3.10% | -3.8% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $20,246,000 | -2.6% | 323,525 | +0.5% | 2.88% | -0.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $16,272,000 | -4.9% | 338,788 | +1.1% | 2.31% | -3.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $14,998,000 | +1.1% | 280,918 | +114.1% | 2.13% | +3.1% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $12,605,000 | -4.7% | 212,627 | +1.8% | 1.79% | -2.8% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $9,952,000 | -0.8% | 139,401 | +1.8% | 1.41% | +1.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $9,105,000 | +3.3% | 51,753 | +5.1% | 1.29% | +5.4% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $7,918,000 | +32.7% | 78,440 | +40.6% | 1.12% | +35.2% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $6,367,000 | +9.6% | 167,695 | +18.2% | 0.90% | +11.9% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $6,238,000 | +20.8% | 82,225 | +21.5% | 0.89% | +23.2% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $5,685,000 | +0.3% | 82,829 | +7.6% | 0.81% | +2.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $5,510,000 | +23.5% | 52,680 | +26.7% | 0.78% | +25.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,338,000 | +2.9% | 192,212 | +9.7% | 0.76% | +5.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $5,072,000 | +11.8% | 157,335 | +12.8% | 0.72% | +14.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,518,000 | -4.3% | 95,404 | +106.9% | 0.64% | -2.4% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $3,963,000 | +87.5% | 79,992 | +92.5% | 0.56% | +90.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,763,000 | +16.3% | 34,881 | +23.5% | 0.54% | +18.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,748,000 | -1.7% | 102,082 | +4.1% | 0.53% | +0.4% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $3,200,000 | +2091.8% | 64,837 | +2167.0% | 0.46% | +2175.0% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $3,093,000 | +0.7% | 87,416 | +6.4% | 0.44% | +2.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $3,022,000 | -6.4% | 45,554 | +3.1% | 0.43% | -4.7% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $2,786,000 | +232.5% | 52,318 | +250.6% | 0.40% | +238.5% |
| IAGG | Buy | ISHARES TRcore intl aggr | $2,502,000 | +1002.2% | 48,004 | +1054.5% | 0.36% | +1012.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,996,000 | +6.6% | 28,715 | +14.4% | 0.28% | +8.8% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $1,696,000 | +431.7% | 50,661 | +422.0% | 0.24% | +447.7% | |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,273,000 | – | 48,530 | +100.0% | 0.18% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,257,000 | +1.4% | 452 | +5.6% | 0.18% | +3.5% |
| MSFT | Buy | MICROSOFT CORP | $1,157,000 | -5.2% | 3,754 | +3.5% | 0.16% | -3.5% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,115,000 | +197.3% | 20,056 | +212.4% | 0.16% | +203.8% |
| New | AMERICAN CENTY ETF TRus large cap vlu | $1,008,000 | – | 18,645 | +100.0% | 0.14% | – | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $958,000 | -2.3% | 343 | +1.2% | 0.14% | -0.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $869,000 | +91.4% | 1,924 | +101.5% | 0.12% | +96.8% |
| MDT | Buy | MEDTRONIC PLC | $863,000 | +8.4% | 7,776 | +1.0% | 0.12% | +10.8% |
| XEL | Buy | XCEL ENERGY INC | $820,000 | +19.0% | 11,362 | +11.7% | 0.12% | +21.9% |
| DE | Buy | DEERE & CO | $689,000 | +21.3% | 1,658 | +0.1% | 0.10% | +24.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $689,000 | +1397.8% | 8,667 | +1511.0% | 0.10% | +1533.3% |
| SPSB | Buy | SPDR SER TRportfolio short | $604,000 | +31.0% | 20,049 | +34.8% | 0.09% | +34.4% |
| AMZN | Buy | AMAZON COM INC | $584,000 | +2.5% | 179 | +4.7% | 0.08% | +5.1% |
| MUB | New | ISHARES TRnational mun etf | $537,000 | – | 4,895 | +100.0% | 0.08% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $522,000 | +72.8% | 18,034 | +84.9% | 0.07% | +76.2% |
| TSLA | Buy | TESLA INC | $499,000 | +2.7% | 463 | +0.7% | 0.07% | +4.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $393,000 | +29.7% | 1,114 | +9.9% | 0.06% | +33.3% |
| WFC | Buy | WELLS FARGO CO NEW | $380,000 | +3.0% | 7,843 | +1.9% | 0.05% | +5.9% |
| TGT | Buy | TARGET CORP | $352,000 | -3.3% | 1,658 | +5.3% | 0.05% | -2.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $354,000 | +1261.5% | 3,156 | +1260.3% | 0.05% | +1150.0% |
| HD | Buy | HOME DEPOT INC | $342,000 | -17.2% | 1,143 | +15.0% | 0.05% | -15.5% |
| VOO | Buy | VANGUARD INDEX FDS | $341,000 | -3.1% | 821 | +1.7% | 0.05% | -2.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $286,000 | +1.8% | 496 | +0.2% | 0.04% | +5.1% |
| PFE | Buy | PFIZER INC | $285,000 | -10.7% | 5,503 | +1.9% | 0.04% | -6.8% |
| NKE | Buy | NIKE INCcl b | $272,000 | -19.0% | 2,018 | +0.1% | 0.04% | -17.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $269,000 | -7.6% | 1,310 | +0.1% | 0.04% | -7.3% |
| SMB | Buy | VANECK ETF TRUSTvaneck shrt muni | $248,000 | +8166.7% | 14,505 | +8533.9% | 0.04% | – |
| CSCO | Buy | CISCO SYS INC | $223,000 | -9.3% | 4,002 | +3.2% | 0.03% | -5.9% |
| GIS | Buy | GENERAL MLS INC | $224,000 | +1.8% | 3,308 | +1.2% | 0.03% | +3.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $222,000 | +184.6% | 5,805 | +190.2% | 0.03% | +190.9% |
| V | Buy | VISA INC | $220,000 | +3.8% | 993 | +1.3% | 0.03% | +3.3% |
| USB | Buy | US BANCORP DEL | $219,000 | -4.4% | 4,129 | +1.2% | 0.03% | -3.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $201,000 | -4.3% | 4,443 | +3.2% | 0.03% | 0.0% |
| F | Buy | FORD MTR CO DEL | $207,000 | -18.2% | 12,258 | +0.5% | 0.03% | -17.1% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $198,000 | – | 1,246 | +100.0% | 0.03% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $182,000 | – | 1,490 | +100.0% | 0.03% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $173,000 | +29.1% | 1,612 | +37.7% | 0.02% | +31.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $174,000 | -1.1% | 1,141 | +5.8% | 0.02% | 0.0% |
| ESML | Buy | ISHARES TResg aware msci | $163,000 | -3.0% | 4,281 | +2.6% | 0.02% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $164,000 | -1.2% | 2,222 | +5.5% | 0.02% | 0.0% |
| SYK | New | STRYKER CORPORATION | $157,000 | – | 587 | +100.0% | 0.02% | – |
| BA | Buy | BOEING CO | $156,000 | +1.3% | 817 | +7.1% | 0.02% | +4.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $151,000 | +221.3% | 4,159 | +246.0% | 0.02% | +200.0% |
| PNW | Buy | PINNACLE WEST CAP CORP | $142,000 | +10.9% | 1,813 | +0.1% | 0.02% | +11.1% |
| ABBV | Buy | ABBVIE INC | $118,000 | +26.9% | 729 | +6.0% | 0.02% | +30.8% |
| DAL | Buy | DELTA AIR LINES INC DEL | $110,000 | +2.8% | 2,775 | +1.4% | 0.02% | +6.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $116,000 | +22.1% | 1,238 | +23.8% | 0.02% | +23.1% |
| New | SHARPLINK GAMING LTD | $96,000 | – | 66,760 | +100.0% | 0.01% | – | |
| New | AMERICAN CENTY ETF TRemerging mkt val | $101,000 | – | 2,051 | +100.0% | 0.01% | – | |
| TTC | Buy | TORO CO | $94,000 | -14.5% | 1,104 | +0.1% | 0.01% | -13.3% |
| CORP | New | PIMCO ETF TRinv grd crp bd | $77,000 | – | 735 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $73,000 | – | 397 | +100.0% | 0.01% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $68,000 | – | 892 | +100.0% | 0.01% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $61,000 | -4.7% | 832 | +3.6% | 0.01% | 0.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $62,000 | +63.2% | 417 | +64.8% | 0.01% | +80.0% |
| SYY | Buy | SYSCO CORP | $54,000 | +14.9% | 664 | +10.7% | 0.01% | +14.3% |
| ALL | Buy | ALLSTATE CORP | $56,000 | +43.6% | 404 | +21.7% | 0.01% | +60.0% |
| ESGE | Buy | ISHARES INCesg awr msci em | $46,000 | +4.5% | 1,241 | +12.4% | 0.01% | +16.7% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $41,000 | – | 676 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $41,000 | – | 298 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $42,000 | – | 539 | +100.0% | 0.01% | – |
| CVS | Buy | CVS HEALTH CORP | $43,000 | +2.4% | 426 | +4.7% | 0.01% | 0.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $44,000 | +2.3% | 453 | +14.4% | 0.01% | 0.0% |
| GOVT | New | ISHARES TRus treas bd etf | $42,000 | – | 1,700 | +100.0% | 0.01% | – |
| PSX | Buy | PHILLIPS 66 | $41,000 | +24.2% | 471 | +2.8% | 0.01% | +20.0% |
| COP | Buy | CONOCOPHILLIPS | $32,000 | +68.4% | 316 | +19.7% | 0.01% | +66.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $37,000 | +60.9% | 284 | +64.2% | 0.01% | +66.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $33,000 | +32.0% | 422 | +40.7% | 0.01% | +66.7% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $35,000 | – | 337 | +100.0% | 0.01% | – |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $35,000 | -5.4% | 301 | +49.8% | 0.01% | 0.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $30,000 | +3.4% | 252 | +7.2% | 0.00% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $28,000 | +460.0% | 261 | +480.0% | 0.00% | +300.0% |
| XLC | New | SELECT SECTOR SPDR TR | $26,000 | – | 372 | +100.0% | 0.00% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $31,000 | +55.0% | 87 | +58.2% | 0.00% | +33.3% |
| CI | Buy | CIGNA CORP NEW | $27,000 | +22.7% | 112 | +15.5% | 0.00% | +33.3% |
| MET | Buy | METLIFE INC | $21,000 | +950.0% | 294 | +790.9% | 0.00% | – |
| WM | Buy | WASTE MGMT INC DEL | $24,000 | +41.2% | 150 | +50.0% | 0.00% | +50.0% |
| HAL | New | HALLIBURTON CO | $20,000 | – | 533 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $24,000 | – | 271 | +100.0% | 0.00% | – |
| New | CONSTELLATION ENERGY CORP | $23,000 | – | 412 | +100.0% | 0.00% | – | |
| QCOM | Buy | QUALCOMM INC | $23,000 | +155.6% | 150 | +200.0% | 0.00% | +200.0% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | – | 283 | +100.0% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ CO | $18,000 | +28.6% | 469 | +17.2% | 0.00% | +50.0% |
| New | AMERICAN CENTY ETF TRinternational lr | $19,000 | – | 380 | +100.0% | 0.00% | – | |
| ROCK | New | GIBRALTAR INDS INC | $18,000 | – | 408 | +100.0% | 0.00% | – |
| IYW | Buy | ISHARES TRu.s. tech etf | $11,000 | +83.3% | 110 | +107.5% | 0.00% | +100.0% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $12,000 | – | 116 | +100.0% | 0.00% | – |
| HRL | Buy | HORMEL FOODS CORP | $12,000 | 0.0% | 240 | +0.4% | 0.00% | 0.0% |
| GWW | New | GRAINGER W W INC | $13,000 | – | 26 | +100.0% | 0.00% | – |
| MRK | Buy | MERCK & CO INC | $12,000 | +9.1% | 147 | +6.5% | 0.00% | 0.0% |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $15,000 | – | 11 | +100.0% | 0.00% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $17,000 | +30.8% | 72 | +14.3% | 0.00% | 0.0% |
| FULC | Buy | FULCRUM THERAPEUTICS INC | $12,000 | +200.0% | 500 | +150.0% | 0.00% | +100.0% |
| MS | New | MORGAN STANLEY | $17,000 | – | 195 | +100.0% | 0.00% | – |
| New | NEXTDOOR HOLDINGS INC | $12,000 | – | 2,000 | +100.0% | 0.00% | – | |
| JWN | Buy | NORDSTROM INC | $11,000 | +22.2% | 418 | +0.2% | 0.00% | +100.0% |
| MO | Buy | ALTRIA GROUP INC | $16,000 | +220.0% | 300 | +215.8% | 0.00% | +100.0% |
| DVN | New | DEVON ENERGY CORP NEW | $12,000 | – | 200 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | – | 178 | +100.0% | 0.00% | – |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $6,000 | -25.0% | 130 | +3.2% | 0.00% | 0.0% |
| ANF | Buy | ABERCROMBIE & FITCH COcl a | $4,000 | 0.0% | 133 | +5.6% | 0.00% | 0.0% |
| AMGN | New | AMGEN INC | $6,000 | – | 26 | +100.0% | 0.00% | – |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $8,000 | 0.0% | 221 | +16.3% | 0.00% | 0.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $8,000 | – | 94 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL | $9,000 | – | 122 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $9,000 | +12.5% | 527 | +0.8% | 0.00% | 0.0% |
| EWJ | New | ISHARES INCmsci jpn etf new | $4,000 | – | 63 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $8,000 | – | 121 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $5,000 | – | 221 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $4,000 | – | 66 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $6,000 | – | 78 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $4,000 | – | 76 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $10,000 | – | 37 | +100.0% | 0.00% | – |
| VTRS | Buy | VIATRIS INC | $6,000 | -25.0% | 574 | +1.8% | 0.00% | 0.0% |
| TRU | New | TRANSUNION | $3,000 | – | 32 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $0 | – | 6 | +100.0% | 0.00% | – | |
| ABC | New | AMERISOURCEBERGEN CORP | $3,000 | – | 18 | +100.0% | 0.00% | – |
| New | AMERICAN CENTY ETF TRavantis us small | $3,000 | – | 62 | +100.0% | 0.00% | – | |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 58 | +100.0% | 0.00% | – |
| ARVL | New | ARRIVAL GROUP | $0 | – | 108 | +100.0% | 0.00% | – |
| CRNT | New | CERAGON NETWORKS LTDord | $0 | – | 186 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC | $0 | – | 36 | +100.0% | 0.00% | – |
| SNDL | New | SUNDIAL GROWERS INC | $0 | – | 102 | +100.0% | 0.00% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | 0.0% | 28 | +100.0% | 0.00% | – |
| SBRA | New | SABRA HEALTH CARE REIT INC | $0 | – | 27 | +100.0% | 0.00% | – |
| TXMD | New | THERAPEUTICSMD INC | $0 | – | 40 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $0 | – | 3 | +100.0% | 0.00% | – |
| SPSC | Buy | SPS COMM INC | $2,000 | 0.0% | 13 | +18.2% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 2 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $1,000 | – | 23 | +100.0% | 0.00% | – |
| NUVA | New | NUVASIVE INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MOTS | New | MOTUS GI HLDGS INC | $0 | – | 68 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $0 | – | 9 | +100.0% | 0.00% | – |
| Buy | KYNDRYL HLDGS INC | $0 | – | 24 | +1100.0% | 0.00% | – | |
| HTZZW | New | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $0 | – | 22 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $0 | – | 5 | +100.0% | 0.00% | – |
| GOOD | New | GLADSTONE COMMERCIAL CORP | $0 | – | 11 | +100.0% | 0.00% | – |
| FSR | Buy | FISKER INC | $3,000 | -25.0% | 265 | +10.4% | 0.00% | -100.0% |
| VSTM | Buy | VERASTEM INC | $2,000 | – | 1,320 | +1289.5% | 0.00% | – |
| COIN | Buy | COINBASE GLOBAL INC | $1,000 | 0.0% | 3 | +50.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT CO INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CGC | Buy | CANOPY GROWTH CORP | $2,000 | 0.0% | 321 | +15.5% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| BIIB | New | BIOGEN INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.