$232 Million is the total value of Platte River Wealth Advisors, LLC's 87 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | New | ISHARES TRcore s&p scp etf | $560,000 | – | 5,603 | +100.0% | 0.24% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $537,000 | – | 1,137 | +100.0% | 0.23% | – |
| PKI | New | PERKINELMER INC | $271,000 | – | 1,800 | +100.0% | 0.12% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $261,000 | – | 585 | +100.0% | 0.11% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $235,000 | – | 2,492 | +100.0% | 0.10% | – |
| CI | New | CIGNA CORP NEW | $226,000 | – | 1,000 | +100.0% | 0.10% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $201,000 | – | 3,530 | +100.0% | 0.09% | – |
| IWF | New | ISHARES TRput | $2,000 | – | 2,600 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
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.