PrairieView Partners, LLC
CIK 1726673 · Holdings on Mar 31, 2024 · First reported May 3, 2024
Top ten holdings
Q1 2024- VTI16.71%
- VTV11.37%
- VCSH6.63%
- BSV6.28%
- AVDE6.06%
- BNDX4.32%
- VGIT4.14%
- VB3.54%
- AVUV3.52%
- AVDV3.40%
Share classes counted separately65.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +0.57 pp16.14% → 16.71%Shares +9.11K (+1.65%)
- VTVWeight increased · +0.31 pp11.06% → 11.37%Shares +8.91K (+1.49%)
- MMMWeight decreased · -0.20 pp0.76% → 0.56%Shares -10.73K (-19.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $145.71M | 16.71% | 560.62K shares | 16.14% → 16.71%+0.57 pp +9.11K (+1.65%) | Added | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $99.13M | 11.37% | 608.69K shares | 11.06% → 11.37%+0.31 pp +8.91K (+1.49%) | Added | ↗▾ |
| 03 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $57.80M | 6.63% | 747.66K shares | 6.79% → 6.63%-0.16 pp +36.59K (+5.15%) | Added | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $54.77M | 6.28% | 714.40K shares | 6.43% → 6.28%-0.15 pp +37.89K (+5.60%) | Added | ↗▾ |
| 05 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $52.80M | 6.06% | 828.32K shares | 6.05% → 6.06%+0.01 pp +16.76K (+2.06%) | Added | ↗▾ |
| 06 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $37.66M | 4.32% | 765.67K shares | 4.37% → 4.32%-0.05 pp +47.48K (+6.61%) | Added | ↗▾ |
| 07 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $36.12M | 4.14% | 616.82K shares | 4.27% → 4.14%-0.13 pp +33.66K (+5.77%) | Added | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $30.91M | 3.54% | 135.21K shares | 3.46% → 3.54%+0.08 pp +3.58K (+2.72%) | Added | ↗▾ |
| 09 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $30.68M | 3.52% | 327.37K shares | 3.62% → 3.52%-0.10 pp +746 (+0.23%) | Added | ↗▾ |
| 10 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $29.61M | 3.40% | 449.51K shares | 3.43% → 3.40%-0.03 pp +3.87K (+0.87%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| M8273L110 SHARPLINK GAMING LTD | Non-derivative | -66,759 | -$95.00K | SEC filing ↗ | SEC filing ↗ |
| EXPD EXPEDITORS INTL WASH INC | Non-derivative | -235 | -$30.00K | SEC filing ↗ | SEC filing ↗ |
| SNOW SNOWFLAKE INC | Non-derivative | -100 | -$20.00K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1726673 · Period Mar 31, 2024
Data loaded Oct 15, 2026 · First reported May 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 871920
}Research all 391 reported holdings.
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