PrairieView Partners, LLC

ST. PAUL, MN · CIK 1726673 · 13F filing filed 2025-07-25

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySaint Paul, MN

$1.0bn reported value +7.9% vs Q1 2025

397positions

66.2%in top 10

20 new 78 added 65 reduced 10 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	572,751	$174.1m16.84%	16.84%	Added +6.5k	+6,545 1.2%
2	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	2,663,499	$125.3m12.11%	12.11%	Added +39.5k	+39,465 1.5%
3	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	1,232,715	$84.1m8.13%	8.13%	Added +27.3k	+27,271 2.3%
4	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	1,064,106	$66.2m6.40%	6.40%	Reduced -19.0k	-18,980 -1.8%
5	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	850,209	$45.4m4.39%	4.39%	Added +19.1k	+19,061 2.3%
6	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	757,870	$45.3m4.38%	4.38%	Added +15.3k	+15,349 2.1%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	218,223	$38.6m3.73%	3.73%	Added +9.3k	+9,320 4.5%
8	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	482,251	$38.2m3.70%	3.70%	Reduced -18.7k	-18,727 -3.7%
9	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	253,342	$34.0m3.29%	3.29%	Reduced -8.2k	-8,155 -3.1%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	589,130	$33.6m3.25%	3.25%	Added +2.3k	+2,345 0.4%
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	342,112	$31.2m3.01%	3.01%	Added +9.4k	+9,381 2.8%
12	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	468,157	$24.1m2.33%	2.33%	Added +77.7k	+77,722 19.9%
13	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	347,829	$23.8m2.31%	2.31%	Reduced -5.9k	-5,882 -1.7%
14	ISHARES TR CORE S&P TTL STK ITOT	ITOT	155,411	$21.0m2.03%	2.03%	Added +22.1k	+22,144 16.6%
15	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	421,881	$20.9m2.02%	2.02%	Reduced -4.1k	-4,139 -1.0%
16	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	652,952	$15.6m1.50%	1.50%	Added +28.4k	+28,363 4.5%
17	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	157,570	$11.7m1.13%	1.13%	Reduced -217	-217 -0.1%
18	VANGUARD INDEX FDS SMALL CP ETF VB	VB	43,181	$10.2m0.99%	0.99%	Reduced -11.6k	-11,580 -21.1%
19	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	204,064	$8.7m0.84%	0.84%	Added +23.5k	+23,548 13.0%
20	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	43,439	$8.5m0.82%	0.82%	Added +186	+186 0.4%
21	ISHARES TR SHRT NAT MUN ETF SUB	SUB	61,915	$6.6m0.64%	0.64%	Added +8.2k	+8,210 15.3%
22	ISHARES TR EAFE VALUE ETF EFV	EFV	102,940	$6.5m0.63%	0.63%	Reduced -2.4k	-2,366 -2.2%
23	ISHARES TR CORE S&P US VLU IUSV	IUSV	68,988	$6.5m0.63%	0.63%	Added +5.7k	+5,702 9.0%
24	3M CO COM MMM	MMM	41,359	$6.3m0.61%	0.61%	Added +3.5k	+3,452 9.1%
25	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	223,537	$6.2m0.60%	0.60%	Reduced -3.4k	-3,436 -1.5%
26	VANECK ETF TRUST VANECK SHRT MUNI SMB	SMB	329,136	$5.7m0.55%	0.55%	Added +36.1k	+36,095 12.3%
27	APPLE INC COM AAPL	AAPL	25,240	$5.2m0.50%	0.50%	Reduced -879	-879 -3.4%
28	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	59,532	$4.5m0.43%	0.43%	Added +7.0k	+6,964 13.2%
29	ISHARES TR CORE MSCI EAFE IEFA	IEFA	49,279	$4.1m0.40%	0.40%	Added +1.9k	+1,876 4.0%
30	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	99,158	$4.0m0.38%	0.38%	Reduced -76	-76 -0.1%
31	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	75,908	$3.6m0.35%	0.35%	Added +5.8k	+5,834 8.3%
32	ISHARES INC CORE MSCI EMKT IEMG	IEMG	60,222	$3.6m0.35%	0.35%	Added +1.1k	+1,121 1.9%
33	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	12,429	$3.5m0.34%	0.34%	Unchanged
34	ISHARES TR CORE S&P SCP ETF IJR	IJR	31,984	$3.5m0.34%	0.34%	Reduced -651	-651 -2.0%
35	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	41,703	$3.3m0.32%	0.32%	Reduced -5.9k	-5,864 -12.3%
36	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	130,701	$3.3m0.32%	0.32%	Added +4.7k	+4,703 3.7%
37	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	66,227	$3.1m0.30%	0.30%	Reduced -6.1k	-6,052 -8.4%
38	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	61,434	$3.0m0.29%	0.29%	Reduced -25.7k	-25,722 -29.5%
39	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	29,572	$3.0m0.29%	0.29%	Reduced -11.3k	-11,296 -27.6%
40	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	100,341	$2.9m0.28%	0.28%	Added +11.2k	+11,244 12.6%
41	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	94,173	$2.8m0.27%	0.27%	Reduced -3.8k	-3,797 -3.9%
42	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	125,209	$2.8m0.27%	0.27%	Reduced -330	-330 -0.3%
43	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	34,907	$2.7m0.27%	0.27%	Reduced -4.1k	-4,107 -10.5%
44	MICROSOFT CORP COM MSFT	MSFT	5,514	$2.7m0.27%	0.27%	Added +1	+1 0.0%
45	ISHARES TR EAFE SML CP ETF SCZ	SCZ	36,097	$2.6m0.25%	0.25%	Added +1.4k	+1,358 3.9%
46	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	61,019	$2.6m0.25%	0.25%	Reduced -2.2k	-2,179 -3.5%
47	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	101,966	$2.6m0.25%	0.25%	Reduced -3.6k	-3,589 -3.4%
48	AMERICAN CENTY ETF TR CORE MUNI FXD IN AVMU	AVMU	55,420	$2.5m0.24%	0.24%	Added +15.4k	+15,351 38.3%
49	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	31,217	$2.1m0.21%	0.21%	Reduced -419	-419 -1.3%
50	ISHARES TR SP SMCP600VL ETF IJS	IJS	21,047	$2.1m0.20%	0.20%	Reduced -152	-152 -0.7%
51	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	71,750	$2.1m0.20%	0.20%	Added +14.3k	+14,265 24.8%
52	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	41,589	$2.1m0.20%	0.20%	Reduced -221	-221 -0.5%
53	ISHARES TR NATIONAL MUN ETF MUB	MUB	18,096	$1.9m0.18%	0.18%	Added +6.0k	+5,983 49.4%
54	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,141	$1.8m0.17%	0.17%	Reduced -178	-178 -1.7%
55	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	64,261	$1.6m0.16%	0.16%	Added +3.6k	+3,551 5.8%
56	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,583	$1.5m0.15%	0.15%	Reduced -84	-84 -2.3%
57	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.14%	0.14%	Reduced -4	-4 -66.7%
58	WISDOMTREE TR ITL HIGH DIV FD DTH	DTH	30,773	$1.4m0.14%	0.14%	Reduced -28	-28 -0.1%
59	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	30,771	$1.3m0.12%	0.12%	Reduced -23	-23 -0.1%
60	ABBOTT LABS COM ABT	ABT	8,231	$1.1m0.11%	0.11%	Unchanged
61	ALPHABET INC CAP STK CL C GOOG	GOOG	6,281	$1.1m0.11%	0.11%	Reduced -200	-200 -3.1%
62	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	20,994	$1.1m0.10%	0.10%	Reduced -1.3k	-1,328 -6.0%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,685	$1.0m0.10%	0.10%	Added +10	+10 0.6%
64	COSTCO WHSL CORP NEW COM COST	COST	1,001	$990.0k0.10%	0.10%	Added +3	+3 0.3%
65	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	21,708	$929.0k0.09%	0.09%	Added +4.0k	+4,008 22.6%
66	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	27,832	$915.0k0.09%	0.09%	Added +10.8k	+10,819 63.6%
67	AMAZON COM INC COM AMZN	AMZN	4,092	$897.0k0.09%	0.09%	Added +210	+210 5.4%
68	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	8,501	$857.0k0.08%	0.08%	Unchanged
69	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,508	$832.0k0.08%	0.08%	Reduced -175	-175 -10.4%
70	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	12,160	$821.0k0.08%	0.08%	Reduced -609	-609 -4.8%
71	SOLVENTUM CORP COM SHS SOLV	SOLV	10,713	$812.0k0.08%	0.08%	Added +1.3k	+1,256 13.3%
72	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,447	$789.0k0.08%	0.08%	Reduced -771	-771 -4.8%
73	SHERWIN WILLIAMS CO COM SHW	SHW	2,200	$755.0k0.07%	0.07%	Reduced -59	-59 -2.6%
74	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,322	$750.0k0.07%	0.07%	Added +373	+373 39.3%
75	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,988	$727.0k0.07%	0.07%	Unchanged
76	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,497	$715.0k0.07%	0.07%	Added +7	+7 0.2%
77	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	29,261	$713.0k0.07%	0.07%	Reduced -3.9k	-3,944 -11.9%
78	ISHARES TR USD GRN BOND ETF BGRN	BGRN	14,915	$710.0k0.07%	0.07%	Added +456	+456 3.1%
79	NVIDIA CORPORATION COM NVDA	NVDA	4,431	$700.0k0.07%	0.07%	Added +7	+7 0.2%
80	ECOLAB INC COM ECL	ECL	2,594	$698.0k0.07%	0.07%	Unchanged
81	ELI LILLY & CO COM LLY	LLY	856	$667.0k0.06%	0.06%	Unchanged
82	DEERE & CO COM DE	DE	1,256	$638.0k0.06%	0.06%	Unchanged
83	ISHARES TR CORE US AGGBD ET AGG	AGG	6,412	$636.0k0.06%	0.06%	Added +457	+457 7.7%
84	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	12,553	$600.0k0.06%	0.06%	Reduced -2.1k	-2,071 -14.2%
85	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	8,784	$590.0k0.06%	0.06%	Added +1.1k	+1,085 14.1%
86	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	10,280	$550.0k0.05%	0.05%	Reduced -920	-920 -8.2%
87	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,759	$535.0k0.05%	0.05%	Unchanged
88	HOME DEPOT INC COM HD	HD	1,453	$532.0k0.05%	0.05%	Unchanged
89	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,446	$507.0k0.05%	0.05%	Unchanged
90	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	7,812	$497.0k0.05%	0.05%	Unchanged
91	UMB FINL CORP COM UMBF	UMBF	4,476	$470.0k0.05%	0.05%	Unchanged
92	UNITEDHEALTH GROUP INC COM UNH	UNH	1,506	$469.0k0.05%	0.05%	Added +139	+139 10.2%
93	TRAVELERS COMPANIES INC COM TRV	TRV	1,735	$464.0k0.04%	0.04%	Unchanged
94	ISHARES TR 3 7 YR TREAS BD IEI	IEI	3,779	$450.0k0.04%	0.04%	Added +170	+170 4.7%
95	VISA INC COM CL A V	V	1,260	$447.0k0.04%	0.04%	Unchanged
96	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	5,936	$444.0k0.04%	0.04%	Unchanged
97	JPMORGAN CHASE & CO COM JPM	JPM	1,350	$391.0k0.04%	0.04%	Unchanged
98	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	4,565	$388.0k0.04%	0.04%	Unchanged
99	ISHARES TR ESG AWARE MSCI ESML	ESML	9,271	$383.0k0.04%	0.04%	Reduced -1	-1 -0.0%
100	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,895	$372.0k0.04%	0.04%	Added +16	+16 0.6%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
INVESCO EXCHANGE TRADED FD T XLG	XLG	400	$18.0k400 shares
BYRNA TECHNOLOGIES INC BYRN	BYRN	1,000	$16.0k1.0k shares
NORDSTROM INC JWN	JWN	418	$10.0k418 shares
KINDER MORGAN INC DEL KMI	KMI	271	$7.0k271 shares
ANHEUSER BUSCH INBEV SA/NV BUD	BUD	35	$2.0k35 shares
UNITED STATES STL CORP NEW X	X	4	$04 shares
BARRICK GOLD CORP		15	$015 shares
MP MATERIALS CORP MP	MP	7	$07 shares
SNDL INC SNDL	SNDL	40	$040 shares
ALBEMARLE CORP ALB	ALB	1	$01 shares