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Prairieview Partners, LLC Top Holdings and 13F Report (2025)

About Prairieview Partners, LLC

Investment Activity

  • Prairieview Partners, LLC has $956.54 thousand in total holdings as of December 31, 2024.
  • Prairieview Partners, LLC owns shares of 392 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 37.91% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Prairieview Partners, LLC has purchased 407 new stocks and bought additional shares in 84 stocks.
  • Prairieview Partners, LLC sold shares of 98 stocks and completely divested from 84 stocks this quarter.

Largest New Holdings this Quarter

DIMENSIONAL ETF TRUST
$41,748 Holding
SUPER MICRO COMPUTER INC
$91 Holding
PulteGroup
$54 Holding

Largest Purchases this Quarter

Avantis Short-Term Fixed Income ETF
2,625,371 shares (about $121.13K)
Avantis U.S. Large Cap Value ETF
1,116,263 shares (about $74.53K)
Avantis International Large Cap Value ETF
939,229 shares (about $48.75K)
DIMENSIONAL ETF TRUST
797,937 shares (about $41.75K)
Avantis U.S. Small Cap Equity ETF
426,087 shares (about $23.16K)

Largest Sales this Quarter

Vanguard Value ETF
408,055 shares (about $69.08K)
Vanguard Short-Term Corporate Bond ETF
724,591 shares (about $56.52K)
Vanguard Short-Term Bond ETF
709,876 shares (about $54.84K)
Avantis International Equity ETF
658,128 shares (about $40.39K)
Vanguard Total International Bond ETF
752,717 shares (about $36.91K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrairieview Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$166,106$4,467 2.8%573,15617.4%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$121,135$121,135 26,253,710.0%2,625,38112.7%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$82,099$74,532 985.0%1,229,5918.6%ETF
AVIV
Avantis International Large Cap Value ETF
$54,301$48,746 877.5%1,046,2655.7%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$42,858$5,126 13.6%738,9444.5%ETF
DIMENSIONAL ETF TRUST
$41,748$41,748 New Holding797,9374.4%GLOBAL EX US COR
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$33,894$69,082 -67.1%200,2053.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$32,856$1,183 3.7%340,3783.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$31,791$2,509 8.6%488,4933.3%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$29,753$3,402 12.9%259,9013.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,687$3,574 14.8%579,0002.9%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$23,163$23,162 1,775,362.5%426,1112.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$20,103$1,021 5.4%341,9482.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$18,830$2,456 15.0%427,5882.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$15,546$1,610 -9.4%120,8681.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$14,761$9,461 178.5%650,2871.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$11,166$21,175 -65.5%46,4711.2%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$10,888$40,388 -78.8%177,4211.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$7,488$661 -8.1%37,7880.8%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$6,417$2,280 55.1%60,8450.7%ETF
Apple Inc. stock logo
AAPL
Apple
$6,366$113 -1.7%25,4210.7%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$6,347$3,909 160.3%243,4910.7%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$5,891$358 -5.7%63,6270.6%Manufacturing
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$5,650$444 -7.3%164,5970.6%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$5,545$641 -10.4%105,6960.6%ETF
SMB
VanEck Short Muni ETF
$5,008$129 -2.5%293,0410.5%ETF
3M stock logo
MMM
3M
$4,943$637 -11.4%38,2980.5%Multi-Sector Conglomerates
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$4,114$56,522 -93.2%52,7400.4%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$3,693$187 5.3%58,6700.4%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,475$875 -20.1%30,1600.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,474$1,407 68.1%134,3770.4%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$3,393$94 -2.7%102,1840.4%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,392$73 -2.1%12,5800.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,351$54,840 -94.2%43,3770.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,273$260 8.6%65,2960.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,245$315 -8.9%46,1760.3%ETF
Avantis Core Municipal Fixed Income ETF stock logo
AVMU
Avantis Core Municipal Fixed Income ETF
$2,855$302 11.8%61,9030.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,845$406 -12.5%106,8580.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,726$1,280 -32.0%52,2080.3%ETF
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$2,715$2,326 597.7%27,0900.3%ETF
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$2,667$1,268 90.6%89,7980.3%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,543$1,184 87.1%53,2400.3%ETF
Heartland Financial USA, Inc. stock logo
HTLF
Heartland Financial USA
$2,485$494 -16.6%40,5510.3%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,444$1,194 95.4%22,9450.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,349$277 -10.6%21,6340.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,329$935 67.1%125,9000.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$2,321$36,911 -94.1%47,3310.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,259$9 -0.4%5,3620.2%Computer and Technology
Schwab Fundamental International Small Cap Company Index ETF stock logo
FNDC
Schwab Fundamental International Small Cap Company Index ETF
$2,182$148 -6.4%63,9270.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,120$267 -11.2%34,9000.2%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$2,101$76 3.8%31,7810.2%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$2,001$506 33.8%82,3900.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,9570.0%10,3410.2%Computer and Technology
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,530$71 4.9%60,3150.2%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$1,512$716 90.0%61,2340.2%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,512$106 -6.6%3,7650.2%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$1,452$2,482 -63.1%29,2110.2%Manufacturing
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$1,408$231 -14.1%29,7260.1%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,272$1,120 -46.8%25,4930.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,234$191 -13.4%6,4810.1%Computer and Technology
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$1,217$170 -12.2%30,9330.1%ETF
DTH
WisdomTree International High Dividend Fund
$1,163$14 -1.2%30,8010.1%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,083$218 -16.8%1,8490.1%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,042$602 -36.6%43,3110.1%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$972$972 New Holding20,7470.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$955$204 -17.6%8,4450.1%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$913$35 4.0%9970.1%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$861$3 -0.4%1,6840.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$851$4 -0.5%3,8800.1%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$832$103 -11.0%3,5540.1%Basic Materials
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$827$17 -2.0%8,5360.1%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$797$74 -8.5%2,3460.1%Basic Materials
AVSD
Avantis Responsible International Equity ETF
$713$160 29.0%12,8210.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$691$112 -14.0%1,3670.1%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6830.0%3,4900.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$6820.0%1,9880.1%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$640$192 43.0%13,7320.1%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$637$8 1.2%8260.1%Medical
SOLVENTUM CORP
$629$100 -13.8%9,5300.1%COM SHS
NVIDIA Co. stock logo
NVDA
NVIDIA
$624$8 -1.3%4,6530.1%Computer and Technology
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$583$37 -5.9%16,4550.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$5660.0%1,6940.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$562$218 63.3%5,8030.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$545$19 3.7%1,4020.1%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$533$8 -1.4%2,8840.1%ETF
Deere & Company stock logo
DE
Deere & Company
$5320.0%1,2560.1%Industrial Products
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$522$105 -16.7%8,0210.1%ETF
AVES
Avantis Emerging Markets Value ETF
$517$9 -1.7%11,2000.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$512$4 0.8%9510.1%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$484$50 -9.4%6,7860.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$469$18 -3.7%8,1750.0%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$431$33 -7.2%5,3150.0%ETF
Visa Inc. stock logo
V
Visa
$4290.0%1,3570.0%Business Services
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$414$0 0.0%15,6130.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$401$46 -10.3%3,4720.0%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$391$18 4.8%1,6250.0%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$388$70 22.1%9,2330.0%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$352$40 13.0%5,2210.0%Utilities
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3470.0%2,9600.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$347$3 -0.9%1,5750.0%Finance

Showing largest 100 holdings. View all holdings.
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