$188 Billion is the total value of Platte River Wealth Advisors, LLC's 86 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | New | ISHARES TRnational mun etf | $11,439,000 | – | 99,113 | +100.0% | 6.31% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $9,419,000 | – | 43,850 | +100.0% | 5.19% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $9,186,000 | – | 90,961 | +100.0% | 5.06% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $8,135,000 | – | 38,762 | +100.0% | 4.48% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $7,945,000 | – | 220,707 | +100.0% | 4.38% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $7,909,000 | – | 39,602 | +100.0% | 4.36% | – |
| AAPL | New | APPLE INC | $7,224,000 | – | 19,322 | +100.0% | 3.98% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $7,213,000 | – | 43,193 | +100.0% | 3.98% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $6,474,000 | – | 25,055 | +100.0% | 3.57% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $5,887,000 | – | 63,146 | +100.0% | 3.25% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $5,518,000 | – | 33,951 | +100.0% | 3.04% | – |
| MSFT | New | MICROSOFT CORP | $5,506,000 | – | 26,130 | +100.0% | 3.04% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $4,770,000 | – | 43,490 | +100.0% | 2.63% | – |
| AMZN | New | AMAZON COM INC | $4,668,000 | – | 1,527 | +100.0% | 2.57% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $3,990,000 | – | 34,939 | +100.0% | 2.20% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,555,000 | – | 2,377 | +100.0% | 1.96% | – |
| FB | New | FACEBOOK INCcl a | $3,272,000 | – | 13,617 | +100.0% | 1.80% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $3,239,000 | – | 40,455 | +100.0% | 1.79% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $3,154,000 | – | 13,894 | +100.0% | 1.74% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $2,789,000 | – | 36,078 | +100.0% | 1.54% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $2,298,000 | – | 17,226 | +100.0% | 1.27% | – |
| CRM | New | SALESFORCE COM INC | $2,159,000 | – | 10,919 | +100.0% | 1.19% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $2,102,000 | – | 48,732 | +100.0% | 1.16% | – |
| JPM | New | JPMORGAN CHASE & CO | $2,062,000 | – | 21,709 | +100.0% | 1.14% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $2,052,000 | – | 34,090 | +100.0% | 1.13% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $2,043,000 | – | 8,514 | +100.0% | 1.13% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,901,000 | – | 5,244 | +100.0% | 1.05% | – |
| IBB | New | ISHARES TRnasdaq biotech | $1,846,000 | – | 13,242 | +100.0% | 1.02% | – |
| USB | New | US BANCORP DEL | $1,734,000 | – | 47,069 | +100.0% | 0.96% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,637,000 | – | 5,407 | +100.0% | 0.90% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,564,000 | – | 8,723 | +100.0% | 0.86% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,414,000 | – | 9,603 | +100.0% | 0.78% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $1,301,000 | – | 3,403 | +100.0% | 0.72% | – |
| PLD | New | PROLOGIS INC. | $1,276,000 | – | 13,351 | +100.0% | 0.70% | – |
| CSCO | New | CISCO SYS INC | $1,233,000 | – | 26,556 | +100.0% | 0.68% | – |
| LLY | New | LILLY ELI & CO | $1,232,000 | – | 7,380 | +100.0% | 0.68% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,222,000 | – | 23,676 | +100.0% | 0.67% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $1,179,000 | – | 62,004 | +100.0% | 0.65% | – |
| NKE | New | NIKE INCcl b | $1,149,000 | – | 11,495 | +100.0% | 0.63% | – |
| UNP | New | UNION PAC CORP | $1,139,000 | – | 6,618 | +100.0% | 0.63% | – |
| DVY | New | ISHARES TRselect divid etf | $1,107,000 | – | 13,675 | +100.0% | 0.61% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $1,055,000 | – | 7,674 | +100.0% | 0.58% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,033,000 | – | 24,071 | +100.0% | 0.57% | – |
| BLK | New | BLACKROCK INC | $1,023,000 | – | 1,835 | +100.0% | 0.56% | – |
| IWR | New | ISHARES TRrus mid cap etf | $1,009,000 | – | 18,492 | +100.0% | 0.56% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $1,000,000 | – | 27,829 | +100.0% | 0.55% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $923,000 | – | 4,805 | +100.0% | 0.51% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $921,000 | – | 4,407 | +100.0% | 0.51% | – |
| EQIX | New | EQUINIX INC | $899,000 | – | 1,244 | +100.0% | 0.50% | – |
| ZTS | New | ZOETIS INCcl a | $895,000 | – | 6,460 | +100.0% | 0.49% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $889,000 | – | 9,241 | +100.0% | 0.49% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $872,000 | – | 24,510 | +100.0% | 0.48% | – |
| INVH | New | INVITATION HOMES INC | $840,000 | – | 29,911 | +100.0% | 0.46% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $828,000 | – | 12,116 | +100.0% | 0.46% | – |
| HD | New | HOME DEPOT INC | $810,000 | – | 3,244 | +100.0% | 0.45% | – |
| EA | New | ELECTRONIC ARTS INC | $798,000 | – | 5,945 | +100.0% | 0.44% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $783,000 | – | 4,750 | +100.0% | 0.43% | – |
| CME | New | CME GROUP INC | $764,000 | – | 4,608 | +100.0% | 0.42% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $683,000 | – | 3,738 | +100.0% | 0.38% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $661,000 | – | 5,700 | +100.0% | 0.36% | – |
| DRE | New | DUKE REALTY CORP | $656,000 | – | 18,038 | +100.0% | 0.36% | – |
| DIS | New | DISNEY WALT CO | $624,000 | – | 5,451 | +100.0% | 0.34% | – |
| ETN | New | EATON CORP PLC | $617,000 | – | 6,942 | +100.0% | 0.34% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $574,000 | – | 3,364 | +100.0% | 0.32% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $557,000 | – | 5,760 | +100.0% | 0.31% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $546,000 | – | 2,053 | +100.0% | 0.30% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $534,000 | – | 356 | +100.0% | 0.29% | – |
| CVS | New | CVS HEALTH CORP | $506,000 | – | 7,793 | +100.0% | 0.28% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $443,000 | – | 1,397 | +100.0% | 0.24% | – |
| NVDA | New | NVIDIA CORPORATION | $425,000 | – | 1,080 | +100.0% | 0.23% | – |
| JNJ | New | JOHNSON & JOHNSON | $418,000 | – | 2,926 | +100.0% | 0.23% | – |
| PEP | New | PEPSICO INC | $402,000 | – | 3,018 | +100.0% | 0.22% | – |
| TJX | New | TJX COS INC NEW | $388,000 | – | 7,375 | +100.0% | 0.21% | – |
| V | New | VISA INC | $346,000 | – | 1,750 | +100.0% | 0.19% | – |
| PG | New | PROCTER AND GAMBLE CO | $316,000 | – | 2,602 | +100.0% | 0.17% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $296,000 | – | 472 | +100.0% | 0.16% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $291,000 | – | 1,670 | +100.0% | 0.16% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $285,000 | – | 1,540 | +100.0% | 0.16% | – |
| COST | New | COSTCO WHSL CORP NEW | $272,000 | – | 872 | +100.0% | 0.15% | – |
| HTD | New | HANCOCK JOHN TAX-ADVANTAGED | $247,000 | – | 12,908 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $243,000 | – | 2,110 | +100.0% | 0.13% | – |
| OEF | New | ISHARES TRs&p 100 etf | $223,000 | – | 1,520 | +100.0% | 0.12% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $210,000 | – | 722 | +100.0% | 0.12% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $208,000 | – | 634 | +100.0% | 0.12% | – |
| QQQ | New | INVESCO QQQ TRput | $127,000 | – | 10,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q3 2023 | 18.6% |
| ISHARES TR | 15 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 5.2% |
| ISHARES TR | 15 | Q3 2023 | 5.4% |
| APPLE INC | 15 | Q3 2023 | 4.6% |
| ISHARES TR | 15 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 4.8% |
| INVESCO QQQ TR | 15 | Q3 2023 | 3.9% |
| ISHARES TR | 15 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 15 | Q3 2023 | 3.0% |
View Platte River Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-12 |
View Platte River Wealth Advisors, 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.