PrairieView Partners, LLC
data from 30/06/2025
Capitalization
$ 1.034 B
7.91 %
Performance
$ 242.327 M
39.81 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/06/30 | VTI | VANGUARD INDEX FDS | 16.84% | 174.076 M $ | 572751 | 2017/12/31 | 16.471 M $ | 10.58 % |
| 2025/06/30 | AVSF | AMERICAN CENTY ETF TR | 12.11% | 125.264 M $ | 2663499 | 2024/03/31 | 760.969 K $ | 0.62 % |
| 2025/06/30 | AVLV | AMERICAN CENTY ETF TR | 8.13% | 84.083 M $ | 1232715 | 2022/03/31 | 3.616 M $ | 4.60 % |
| 2025/06/30 | AVIV | AMERICAN CENTY ETF TR | 6.40% | 66.224 M $ | 1064106 | 2022/03/31 | 6.022 M $ | 9.81 % |
| 2025/06/30 | DFGX | DIMENSIONAL ETF TRUST | 4.39% | 45.367 M $ | 850209 | 2024/09/30 | 922.574 K $ | 2.12 % |
| 2025/06/30 | VGIT | VANGUARD SCOTTSDALE FDS | 4.38% | 45.328 M $ | 757870 | 2019/03/31 | 304.433 K $ | 0.69 % |
| 2025/06/30 | VTV | VANGUARD INDEX FDS | 3.73% | 38.568 M $ | 218223 | 2017/12/31 | 835.612 K $ | 2.32 % |
| 2025/06/30 | AVDV | AMERICAN CENTY ETF TR | 3.70% | 38.232 M $ | 482251 | 2020/03/31 | 4.779 M $ | 13.68 % |
| 2025/06/30 | VSS | VANGUARD INTL EQUITY INDEX F | 3.29% | 34.046 M $ | 253342 | 2017/12/31 | 4.914 M $ | 16.25 % |
| 2025/06/30 | VEA | VANGUARD TAX-MANAGED FDS | 3.25% | 33.586 M $ | 589130 | 2017/12/31 | 3.626 M $ | 12.16 % |
| 2025/06/30 | AVUV | AMERICAN CENTY ETF TR | 3.01% | 31.166 M $ | 342112 | 2020/03/31 | 1.308 M $ | 4.51 % |
| 2025/06/30 | AVSC | AMERICAN CENTY ETF TR | 2.33% | 24.142 M $ | 468157 | 2022/03/31 | 1.238 M $ | 6.55 % |
| 2025/06/30 | AVEM | AMERICAN CENTY ETF TR | 2.31% | 23.840 M $ | 347829 | 2020/03/31 | 2.961 M $ | 13.91 % |
| 2025/06/30 | ITOT | ISHARES TR | 2.03% | 20.986 M $ | 155411 | 2017/12/31 | 1.736 M $ | 10.68 % |
| 2025/06/30 | VWO | VANGUARD INTL EQUITY INDEX F | 2.02% | 20.866 M $ | 421881 | 2017/12/31 | 1.789 M $ | 9.28 % |
| 2025/06/30 | SCHB | SCHWAB STRATEGIC TR | 1.50% | 15.559 M $ | 652952 | 2017/12/31 | 1.437 M $ | 10.68 % |
| 2025/06/30 | AVDE | AMERICAN CENTY ETF TR | 1.13% | 11.661 M $ | 157570 | 2020/03/31 | 1.221 M $ | 11.68 % |
| 2025/06/30 | VB | VANGUARD INDEX FDS | 0.99% | 10.233 M $ | 43181 | 2017/12/31 | 834.010 K $ | 6.87 % |
| 2025/06/30 | SCHC | SCHWAB STRATEGIC TR | 0.84% | 8.691 M $ | 204064 | 2017/12/31 | 1.211 M $ | 18.70 % |
| 2025/06/30 | VBR | VANGUARD INDEX FDS | 0.82% | 8.471 M $ | 43439 | 2017/12/31 | 377.166 K $ | 4.68 % |
| 2025/06/30 | SUB | ISHARES TR | 0.64% | 6.584 M $ | 61915 | 2017/12/31 | 39.741 K $ | 0.70 % |
| 2025/06/30 | EFV | ISHARES TR | 0.63% | 6.534 M $ | 102940 | 2017/12/31 | 478.089 K $ | 7.70 % |
| 2025/06/30 | IUSV | ISHARES TR | 0.63% | 6.528 M $ | 68988 | 2017/12/31 | 148.089 K $ | 2.54 % |
| 2025/06/30 | MMM | 3M CO | 0.61% | 6.296 M $ | 41359 | 2017/12/31 | 203.939 K $ | 3.66 % |
| 2025/06/30 | SCHV | SCHWAB STRATEGIC TR | 0.60% | 6.185 M $ | 223537 | 2017/12/31 | 247.400 K $ | 4.10 % |
| 2025/06/30 | SMB | VANECK ETF TRUST | 0.55% | 5.680 M $ | 329136 | 2020/03/31 | 35.164 K $ | 0.70 % |
| 2025/06/30 | AAPL | APPLE INC | 0.50% | 5.178 M $ | 25240 | 2019/09/30 | -442.978 K $ | -7.64 % |
| 2025/06/30 | DLS | WISDOMTREE TR | 0.43% | 4.471 M $ | 59532 | 2017/12/31 | 478.894 K $ | 13.81 % |
| 2025/06/30 | IEFA | ISHARES TR | 0.40% | 4.113 M $ | 49279 | 2017/12/31 | 371.165 K $ | 10.35 % |
| 2025/06/30 | FNDF | SCHWAB STRATEGIC TR | 0.38% | 3.968 M $ | 99158 | 2017/12/31 | 385.027 K $ | 10.74 % |
| 2025/06/30 | DFSD | DIMENSIONAL ETF TRUST | 0.35% | 3.644 M $ | 75908 | 2024/12/31 | 34.336 K $ | 1.03 % |
| 2025/06/30 | IEMG | ISHARES INC | 0.35% | 3.615 M $ | 60222 | 2017/12/31 | 358.152 K $ | 11.23 % |
| 2025/06/30 | VV | VANGUARD INDEX FDS | 0.34% | 3.545 M $ | 12429 | 2017/12/31 | 351.367 K $ | 11.00 % |
| 2025/06/30 | IJR | ISHARES TR | 0.34% | 3.495 M $ | 31984 | 2017/12/31 | 154.037 K $ | 4.51 % |
| 2025/06/30 | VCSH | VANGUARD SCOTTSDALE FDS | 0.32% | 3.315 M $ | 41703 | 2017/12/31 | 26.637 K $ | 0.71 % |
| 2025/06/30 | SCHA | SCHWAB STRATEGIC TR | 0.32% | 3.306 M $ | 130701 | 2017/12/31 | 235.616 K $ | 7.98 % |
| 2025/06/30 | DFNM | DIMENSIONAL ETF TRUST | 0.30% | 3.141 M $ | 66227 | 2022/06/30 | -10.119 K $ | -0.29 % |
| 2025/06/30 | VTEB | VANGUARD MUN BD FDS | 0.29% | 3.012 M $ | 61434 | 2017/12/31 | -51.422 K $ | -1.19 % |
| 2025/06/30 | VTES | VANGUARD WELLINGTON FD | 0.29% | 2.984 M $ | 29572 | 2023/12/31 | 17.164 K $ | 0.42 % |
| 2025/06/30 | FNDA | SCHWAB STRATEGIC TR | 0.28% | 2.874 M $ | 100341 | 2017/12/31 | 112.262 K $ | 4.60 % |
| 2025/06/30 | SCHE | SCHWAB STRATEGIC TR | 0.27% | 2.838 M $ | 94173 | 2017/12/31 | 251.782 K $ | 9.32 % |
| 2025/06/30 | SCHF | SCHWAB STRATEGIC TR | 0.27% | 2.767 M $ | 125209 | 2017/12/31 | 291.250 K $ | 11.73 % |
| 2025/06/30 | BSV | VANGUARD BD INDEX FDS | 0.27% | 2.747 M $ | 34907 | 2017/12/31 | 16.385 K $ | 0.54 % |
| 2025/06/30 | MSFT | MICROSOFT CORP | 0.27% | 2.742 M $ | 5514 | 2019/09/30 | 672.696 K $ | 32.51 % |
| 2025/06/30 | SCZ | ISHARES TR | 0.25% | 2.623 M $ | 36097 | 2017/12/31 | 317.861 K $ | 14.41 % |
| 2025/06/30 | FNDC | SCHWAB STRATEGIC TR | 0.25% | 2.565 M $ | 61019 | 2017/12/31 | 369.708 K $ | 16.17 % |
| 2025/06/30 | SCHR | SCHWAB STRATEGIC TR | 0.25% | 2.552 M $ | 101966 | 2019/03/31 | 17.944 K $ | 0.68 % |
| 2025/06/30 | AVMU | AMERICAN CENTY ETF TR | 0.24% | 2.480 M $ | 55420 | 2021/03/31 | -29.250 K $ | -1.61 % |
| 2025/06/30 | AVSU | AMERICAN CENTY ETF TR | 0.21% | 2.141 M $ | 31217 | 2022/06/30 | 197.408 K $ | 10.01 % |
| 2025/06/30 | IJS | ISHARES TR | 0.20% | 2.093 M $ | 21047 | 2017/12/31 | 42.609 K $ | 2.06 % |
| 2025/06/30 | DFAE | DIMENSIONAL ETF TRUST | 0.20% | 2.077 M $ | 71750 | 2022/03/31 | 175.904 K $ | 11.82 % |
| 2025/06/30 | BNDX | VANGUARD CHARLOTTE FDS | 0.20% | 2.059 M $ | 41589 | 2017/12/31 | 28.848 K $ | 1.41 % |
| 2025/06/30 | MUB | ISHARES TR | 0.18% | 1.890 M $ | 18096 | 2022/03/31 | -11.628 K $ | -0.91 % |
| 2025/06/30 | GOOGL | ALPHABET INC | 0.17% | 1.787 M $ | 10141 | 2019/09/30 | 222.787 K $ | 13.97 % |
| 2025/06/30 | SUSB | ISHARES TR | 0.16% | 1.617 M $ | 64261 | 2021/03/31 | 10.927 K $ | 0.72 % |
| 2025/06/30 | IWF | ISHARES TR | 0.15% | 1.521 M $ | 3583 | 2020/03/31 | 232.817 K $ | 17.58 % |
| 2025/06/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.14% | 1.457 M $ | 2 | 2025/03/31 | -417.849 K $ | -8.72 % |
| 2025/06/30 | DTH | WISDOMTREE TR | 0.14% | 1.425 M $ | 30773 | 2019/09/30 | 119.199 K $ | 9.12 % |
| 2025/06/30 | NULV | NUSHARES ETF TR | 0.12% | 1.289 M $ | 30771 | 2021/12/31 | 44.035 K $ | 3.53 % |
| 2025/06/30 | ABT | ABBOTT LABS | 0.11% | 1.119 M $ | 8231 | 2020/12/31 | 27.656 K $ | 2.53 % |
| 2025/06/30 | GOOG | ALPHABET INC | 0.11% | 1.114 M $ | 6281 | 2019/09/30 | 137.137 K $ | 13.55 % |
| 2025/06/30 | SLQD | ISHARES TR | 0.10% | 1.062 M $ | 20994 | 2020/03/31 | 6.919 K $ | 0.62 % |
| 2025/06/30 | SPY | SPDR S&P 500 ETF TR | 0.10% | 1.040 M $ | 1685 | 2020/03/31 | 97.920 K $ | 10.46 % |
| 2025/06/30 | COST | COSTCO WHSL CORP NEW | 0.10% | 990.000 K $ | 1001 | 2020/03/31 | 44.071 K $ | 4.67 % |
| 2025/06/30 | DFIV | DIMENSIONAL ETF TRUST | 0.09% | 929.000 K $ | 21708 | 2021/09/30 | 61.418 K $ | 8.82 % |
| 2025/06/30 | DISV | DIMENSIONAL ETF TRUST | 0.09% | 915.000 K $ | 27832 | 2023/12/31 | 64.479 K $ | 13.03 % |
| 2025/06/30 | AMZN | AMAZON COM INC | 0.09% | 897.000 K $ | 4092 | 2019/09/30 | 113.082 K $ | 15.32 % |
| 2025/06/30 | AVUS | AMERICAN CENTY ETF TR | 0.08% | 857.000 K $ | 8501 | 2020/03/31 | 71.748 K $ | 9.14 % |
| 2025/06/30 | QQQ | INVESCO QQQ TR | 0.08% | 832.000 K $ | 1508 | 2020/03/31 | 139.217 K $ | 17.64 % |
| 2025/06/30 | AVSD | AMERICAN CENTY ETF TR | 0.08% | 821.000 K $ | 12160 | 2022/06/30 | 96.661 K $ | 12.64 % |
| 2025/06/30 | SOLV | SOLVENTUM CORP | 0.08% | 812.000 K $ | 10713 | 2024/06/30 | -1.891 K $ | -0.26 % |
| 2025/06/30 | IAGG | ISHARES TR | 0.08% | 789.000 K $ | 15447 | 2020/03/31 | 17.839 K $ | 2.20 % |
| 2025/06/30 | SHW | SHERWIN WILLIAMS CO | 0.07% | 755.000 K $ | 2200 | 2023/03/31 | -13.169 K $ | -1.67 % |
| 2025/06/30 | VOO | VANGUARD INDEX FDS | 0.07% | 750.000 K $ | 1322 | 2019/12/31 | 51.359 K $ | 10.55 % |
| 2025/06/30 | MGK | VANGUARD WORLD FD | 0.07% | 727.000 K $ | 1988 | 2023/06/30 | 113.892 K $ | 18.55 % |
| 2025/06/30 | VIG | VANGUARD SPECIALIZED FUNDS | 0.07% | 715.000 K $ | 3497 | 2019/09/30 | 37.273 K $ | 5.51 % |
| 2025/06/30 | SCHO | SCHWAB STRATEGIC TR | 0.07% | 713.000 K $ | 29261 | 2017/12/31 | 1.328 K $ | 0.16 % |
| 2025/06/30 | BGRN | ISHARES TR | 0.07% | 710.000 K $ | 14915 | 2021/12/31 | 4.482 K $ | 0.66 % |
| 2025/06/30 | NVDA | NVIDIA CORPORATION | 0.07% | 700.000 K $ | 4431 | 2020/03/31 | 219.474 K $ | 45.82 % |
| 2025/06/30 | ECL | ECOLAB INC | 0.07% | 698.000 K $ | 2594 | 2019/09/30 | 41.296 K $ | 6.29 % |
| 2025/06/30 | LLY | ELI LILLY & CO | 0.06% | 667.000 K $ | 856 | 2021/09/30 | -39.701 K $ | -5.62 % |
| 2025/06/30 | DE | DEERE & CO | 0.06% | 638.000 K $ | 1256 | 2019/09/30 | 49.159 K $ | 8.35 % |
| 2025/06/30 | AGG | ISHARES TR | 0.06% | 636.000 K $ | 6412 | 2020/03/31 | 1.667 K $ | 0.28 % |
| 2025/06/30 | SHM | SPDR SERIES TRUST | 0.06% | 600.000 K $ | 12553 | 2017/12/31 | 3.363 K $ | 0.48 % |
| 2025/06/30 | VEU | VANGUARD INTL EQUITY INDEX F | 0.06% | 590.000 K $ | 8784 | 2017/12/31 | 50.505 K $ | 10.81 % |
| 2025/06/30 | AVES | AMERICAN CENTY ETF TR | 0.05% | 550.000 K $ | 10280 | 2022/03/31 | 71.568 K $ | 13.55 % |
| 2025/06/30 | IWD | ISHARES TR | 0.05% | 535.000 K $ | 2759 | 2019/09/30 | 16.747 K $ | 3.23 % |
| 2025/06/30 | HD | HOME DEPOT INC | 0.05% | 532.000 K $ | 1453 | 2020/03/31 | 217.000 $ | 0.04 % |
| 2025/06/30 | IWV | ISHARES TR | 0.05% | 507.000 K $ | 1446 | 2019/09/30 | 48.238 K $ | 10.51 % |
| 2025/06/30 | DFAS | DIMENSIONAL ETF TRUST | 0.05% | 497.000 K $ | 7812 | 2021/06/30 | 30.935 K $ | 6.64 % |
| 2025/06/30 | UMBF | UMB FINL CORP | 0.05% | 470.000 K $ | 4476 | 2025/03/31 | 18.172 K $ | 4.02 % |
| 2025/06/30 | UNH | UNITEDHEALTH GROUP INC | 0.05% | 469.000 K $ | 1506 | 2019/09/30 | -289.503 K $ | -40.49 % |
| 2025/06/30 | TRV | TRAVELERS COMPANIES INC | 0.04% | 464.000 K $ | 1735 | 2023/06/30 | 5.343 K $ | 1.17 % |
| 2025/06/30 | IEI | ISHARES TR | 0.04% | 450.000 K $ | 3779 | 2022/03/31 | 3.428 K $ | 0.80 % |
| 2025/06/30 | V | VISA INC | 0.04% | 447.000 K $ | 1260 | 2020/03/31 | 5.783 K $ | 1.31 % |
| 2025/06/30 | SPTM | SPDR SERIES TRUST | 0.04% | 444.000 K $ | 5936 | 2019/06/30 | 40.839 K $ | 10.13 % |
| 2025/06/30 | JPM | JPMORGAN CHASE & CO. | 0.04% | 391.000 K $ | 1350 | 2020/03/31 | 60.223 K $ | 18.19 % |
| 2025/06/30 | VONV | VANGUARD SCOTTSDALE FDS | 0.04% | 388.000 K $ | 4565 | 2019/09/30 | 12.188 K $ | 3.24 % |
| 2025/06/30 | ESML | ISHARES TR | 0.04% | 383.000 K $ | 9271 | 2020/09/30 | 27.074 K $ | 7.61 % |
| 2025/06/30 | VT | VANGUARD INTL EQUITY INDEX F | 0.04% | 372.000 K $ | 2895 | 2019/09/30 | 36.189 K $ | 10.87 % |