Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES CORE S&P 500 ETF | 3 | Q2 2024 | 19.1% |
VANGUARD VALUE ETF | 3 | Q2 2024 | 12.6% |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 3 | Q2 2024 | 11.8% |
SPDR PORTFOLIO S&P 500 GROWTH ETF | 3 | Q2 2024 | 9.6% |
ISHARES CORE U.S. AGGREGATE BOND ETF | 3 | Q2 2024 | 8.1% |
ISHARES RUSSELL MIDCAP ETF | 3 | Q2 2024 | 11.7% |
VANGUARD RUSSELL 2000 ETF | 3 | Q2 2024 | 8.1% |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 3 | Q2 2024 | 2.8% |
VANGUARD TAX-EXEMPT BOND ETF | 3 | Q2 2024 | 2.9% |
SPDR PORTFOLIO EMERGING MARKETS ETF | 3 | Q2 2024 | 1.2% |
View PRAIRIEVIEW WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-13 |
13F-HR | 2024-07-11 |
13F-HR | 2024-04-03 |
13F-HR/A | 2024-02-13 |
13F-HR | 2024-02-08 |
View PRAIRIEVIEW WEALTH 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.