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

About Prairieview Partners, LLC

Investment Activity

  • Prairieview Partners, LLC has $958.22 thousand in total holdings as of December 31, 2024.
  • Prairieview Partners, LLC owns shares of 387 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 2.69% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Prairieview Partners, LLC has purchased 391 new stocks and bought additional shares in 67 stocks.
  • Prairieview Partners, LLC sold shares of 96 stocks and completely divested from 54 stocks this quarter.

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$4,790 Holding
902788108 - UMB Financial
$452 Holding
767204100 - Rio Tinto Group
$20 Holding
49177J102 - Kenvue
$18 Holding
49456B101 - Kinder Morgan
$7 Holding

Largest Purchases this Quarter

Berkshire Hathaway
6 shares (about $4.79K)
Dimensional Short-Duration Fixed Income ETF
49,327 shares (about $2.34K)
Avantis International Large Cap Value ETF
36,821 shares (about $2.09K)
Vanguard Small-Cap ETF
8,290 shares (about $1.84K)
DIMENSIONAL ETF TRUST
33,211 shares (about $1.74K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
6,950 shares (about $1.91K)
Avantis U.S. Small Cap Equity ETF
35,676 shares (about $1.73K)
Avantis U.S. Large Cap Value ETF
24,147 shares (about $1.57K)
Avantis International Equity ETF
19,634 shares (about $1.30K)
iShares National Muni Bond ETF
10,832 shares (about $1.14K)

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
$155,616$1,910 -1.2%566,20616.2%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$122,647$63 -0.1%2,624,03412.8%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$78,607$1,575 -2.0%1,205,4448.2%ETF
AVIV
Avantis International Large Cap Value ETF
$61,389$2,087 3.5%1,083,0866.4%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$44,105$212 0.5%742,5214.6%ETF
DIMENSIONAL ETF TRUST
$43,427$1,735 4.2%831,1484.5%GLOBAL EX US COR
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$36,085$1,502 4.3%208,9033.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$34,938$871 2.6%500,9783.6%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$30,229$184 0.6%261,4973.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,826$396 1.3%586,7853.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$29,004$667 -2.2%332,7313.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$21,282$708 3.4%353,7112.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$19,281$71 -0.4%426,0202.0%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$18,897$1,727 -8.4%390,4352.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$16,259$1,513 10.3%133,2671.7%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$13,447$553 -4.0%624,5891.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$12,143$1,838 17.8%54,7611.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$10,456$1,301 -11.1%157,7871.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,057$1,018 14.5%43,2530.8%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$6,476$571 9.7%180,5160.7%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$6,206$23 -0.4%105,3060.6%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$6,032$439 -6.8%226,9730.6%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$5,840$31 -0.5%63,2860.6%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$5,801$155 2.7%26,1190.6%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$5,671$754 -11.7%53,7050.6%ETF
3M stock logo
MMM
3M
$5,567$57 -1.0%37,9070.6%Multi-Sector Conglomerates
SMB
VanEck Short Muni ETF
$5,0210.0%293,0410.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$4,790$4,790 New Holding60.5%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,324$1,085 33.5%87,1560.5%ETF
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$4,107$1,385 50.9%40,8680.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$3,754$408 -9.8%47,5670.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,586$93 2.7%47,4030.4%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$3,586$107 -2.9%99,2340.4%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$3,469$403 -10.4%52,5680.4%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,438$906 35.8%72,2790.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,412$259 8.2%32,6350.4%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$3,329$2,343 237.8%70,0740.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,194$39 -1.2%12,4290.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,189$372 13.2%59,1010.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,054$342 -10.1%39,0140.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,952$196 -6.2%125,9980.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,701$245 -8.3%97,9700.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$2,624$576 28.1%105,5550.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,483$7 -0.3%125,5390.3%ETF
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$2,440$19 -0.8%89,0970.3%ETF
Schwab Fundamental International Small Cap Company Index ETF stock logo
FNDC
Schwab Fundamental International Small Cap Company Index ETF
$2,287$26 -1.1%63,1980.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,206$10 -0.5%34,7390.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,069$57 2.8%5,5130.2%Computer and Technology
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,066$42 -2.0%21,1990.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$2,041$270 -11.7%41,8100.2%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$1,972$9 -0.5%31,6360.2%ETF
Avantis Core Municipal Fixed Income ETF stock logo
AVMU
Avantis Core Municipal Fixed Income ETF
$1,822$993 -35.3%40,0690.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,595$3 -0.2%10,3190.2%Computer and Technology
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$1,517$13 -0.9%60,7100.2%Manufacturing
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,488$73 -4.7%57,4850.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,324$35 -2.6%3,6670.1%ETF
DTH
WisdomTree International High Dividend Fund
$1,3070.0%30,8010.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,277$1,142 -47.2%12,1130.1%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$1,246$6 -0.4%30,7940.1%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$1,122$346 -23.6%22,3220.1%Manufacturing
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,091$28 -2.5%8,2310.1%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,0120.0%6,4810.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$943$1 0.1%9980.1%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$936$97 -9.4%1,6750.1%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$810$463 -36.4%16,2180.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$808$246 -23.3%33,2050.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$789$0 -0.1%1,6830.1%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$788$30 -3.7%2,2590.1%Basic Materials
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$785$3 -0.4%8,5010.1%ETF
AVSD
Avantis Responsible International Equity ETF
$765$3 -0.4%12,7690.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$738$0 0.1%3,8820.1%Retail/Wholesale
SOLVENTUM CORP
$719$6 -0.8%9,4570.1%COM SHS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7150.0%1,3670.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$707$25 3.6%8560.1%Medical
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$696$49 7.6%17,7000.1%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$696$719 -50.8%14,6240.1%Finance
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$684$34 5.3%14,4590.1%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6770.0%3,4900.1%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$657$243 -27.0%2,5940.1%Basic Materials
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$6140.0%1,9880.1%ETF
Deere & Company stock logo
DE
Deere & Company
$5890.0%1,2560.1%Industrials
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$589$15 2.6%5,9550.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$532$19 3.6%1,4530.1%Retail/Wholesale
AVES
Avantis Emerging Markets Value ETF
$5280.0%11,2000.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$519$24 -4.3%2,7590.1%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$495$41 9.0%17,0130.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$487$1 -0.2%9490.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$479$25 -4.9%4,4240.0%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$467$29 -5.8%7,6990.0%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$466$12 -2.6%7,8120.0%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$459$79 -14.6%1,4460.0%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$458$29 6.8%1,7350.0%Finance
UMB Financial Co. stock logo
UMBF
UMB Financial
$452$452 New Holding4,4760.0%Finance
Visa Inc. stock logo
V
Visa
$441$34 -7.1%1,2600.0%Business Services
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$426$16 3.9%3,6090.0%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$403$58 -12.5%5,9360.0%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$376$62 -14.1%4,5650.0%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$373$4 1.1%5,2780.0%Utilities
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$356$1 0.4%9,2720.0%ETF
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$3470.0%2,0110.0%Business Services

Showing largest 100 holdings. View all holdings.
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