Prairieview Partners, LLC
CIK:0001726673
Investment Adviser
$1B AUM
357 holdings
St. Paul, MN, USA
PrairieView Partners, LLC is a locally owned, independent, fee-only integrated personal wealth management firm specializing in comprehensive financial planning and investment management services for individuals, trusts, retirement plans, estates, and small businesses.
Top Buys
V
VTIVANGUARD INDEX FDS+$18.5M
A
AVLVAMERICAN CENTY ETF TR+$5.5M
A
AVSCAMERICAN CENTY ETF TR+$5.2M
A
AVIVAMERICAN CENTY ETF TR+$4.8M
I
ITOTISHARES TR+$4.7M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL-$3.3M
V
VBVANGUARD INDEX FDS-$1.9M
V
VTEBVANGUARD MUN BD FDS-$1.3M
V
VTESVANGUARD WELLINGTON FD-$1.1M
A
AAPLAPPLE INC-$623.0K
Top Holdings
V
VTIVANGUARD INDEX FDS+16.8%$174.1M
A
AVSFAMERICAN CENTY ETF TR+12.1%$125.3M
A
AVLVAMERICAN CENTY ETF TR+8.1%$84.1M
A
AVIVAMERICAN CENTY ETF TR+6.4%$66.2M
D
DFGXDIMENSIONAL ETF TRUST+4.4%$45.4M
Equity Positions (357)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 16.84% | $174.1M | 572,751 | $163.69 | $303.93 | +$18.5M |
A AVSF | AMERICAN CENTY ETF TR | 12.11% | $125.3M | 2,663,499 | $46.31 | $47.03 | +$2.6M |
A AVLV | AMERICAN CENTY ETF TR | 8.13% | $84.1M | 1,232,715 | $65.21 | $68.21 | +$5.5M |
A AVIV | AMERICAN CENTY ETF TR | 6.40% | $66.2M | 1,064,106 | $51.85 | $62.24 | +$4.8M |
D DFGX | DIMENSIONAL ETF TRUST | 4.39% | $45.4M | 850,209 | $52.62 | $53.36 | +$1.9M |
Industry Allocation
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+0.7%
ELECTRONIC COMPUTERS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.3%
FIRE, MARINE & CASUALTY INSURANCE
+0.2%