$642 Million is the total value of PrairieView Partners, LLC's 476 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRI | New | THOMSON REUTERS CORP. | $672,000 | – | 6,447 | +100.0% | 0.10% | – |
| CMI | New | CUMMINS INC | $252,000 | – | 1,300 | +100.0% | 0.04% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $130,000 | – | 4,101 | +100.0% | 0.02% | – | |
| TIP | New | ISHARES TRtips bd etf | $117,000 | – | 1,025 | +100.0% | 0.02% | – |
| New | AMERICAN CENTY ETF TRavantis respon u | $108,000 | – | 2,431 | +100.0% | 0.02% | – | |
| New | DIMENSIONAL ETF TRUSTnatl mun bd etf | $90,000 | – | 1,874 | +100.0% | 0.01% | – | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $73,000 | – | 1,015 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $56,000 | – | 2,671 | +100.0% | 0.01% | – | |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $25,000 | – | 400 | +100.0% | 0.00% | – |
| New | WISDOMTREE TRfloatng rat trea | $23,000 | – | 453 | +100.0% | 0.00% | – | |
| HSIC | New | HENRY SCHEIN INC | $24,000 | – | 314 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $19,000 | – | 75 | +100.0% | 0.00% | – |
| New | AMERICAN CENTY ETF TRavantis responsi | $18,000 | – | 406 | +100.0% | 0.00% | – | |
| New | WARNER BROS DISCOVERY INC | $15,000 | – | 1,131 | +100.0% | 0.00% | – | |
| BOND | New | PIMCO ETF TRactive bd etf | $10,000 | – | 100 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $14,000 | – | 37 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO | $11,000 | – | 50 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $14,000 | – | 48 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW | $13,000 | – | 1,111 | +100.0% | 0.00% | – | |
| New | AMERICAN CENTY ETF TRavantis responsi | $8,000 | – | 185 | +100.0% | 0.00% | – | |
| COG | New | COTERRA ENERGY INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $7,000 | – | 153 | +100.0% | 0.00% | – |
| HPK | New | HIGHPEAK ENERGY INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $6,000 | – | 90 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $6,000 | – | 67 | +100.0% | 0.00% | – |
| ERC | New | ALLSPRING MULTI SECTOR INCOM | $4,000 | – | 400 | +100.0% | 0.00% | – |
| RCS | New | PIMCO STRATEGIC INCOME FD | $2,000 | – | 400 | +100.0% | 0.00% | – |
| PIPR | New | PIPER SANDLER COMPANIES | $1,000 | – | 7 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 9 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $3,000 | – | 61 | +100.0% | 0.00% | – | |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $3,000 | – | 129 | +100.0% | 0.00% | – |
| New | ALBEMARLE CORP | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.