Prairieview Wealth Partners

Prairieview Wealth Partners as of March 31, 2024

Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 19.1 $21M 40k 525.73
Vanguard Value Etf Etf (VTV) 12.6 $14M 85k 162.86
Ishares Core Msci Total International Stock Etf Etf (IXUS) 11.6 $13M 189k 67.86
Ishares U.s. Treasury Bond Etf Etf (GOVT) 10.0 $11M 483k 22.77
Victoryshares Short-term Bond Etf Etf (USTB) 9.6 $11M 213k 49.83
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 9.4 $10M 141k 73.15
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 7.7 $8.4M 86k 97.94
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 7.4 $8.1M 171k 47.44
Ishares Russell Midcap Etf Etf (IWR) 2.9 $3.2M 38k 84.09
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.7 $3.0M 59k 50.60
Ishares Short-term National Muni Bond Etf Etf (SUB) 2.6 $2.9M 27k 104.73
Vanguard Russell 2000 Etf Etf (VTWO) 1.8 $2.0M 24k 85.06
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.2 $1.3M 36k 36.19
Cogent Communications Hldgs In Stock (CCOI) 0.5 $576k 8.8k 65.33
Microsoft Corp Stock (MSFT) 0.4 $436k 1.0k 420.72
American Express Stock (AXP) 0.4 $414k 1.8k 227.69
Marsh & Mclennan Cos Stock (MMC) 0.2 $207k 1.0k 205.98