Vault-13

PRAIRIEVIEW WEALTH PARTNERS, LLC

FRANKFORT, IL · CIK 2011194 · 13F filing filed 2024-02-13

SEC-registered investment adviser since 2023 · limited liability company

$100.0m reported value
17positions
94.4%in top 10
—no comparable previous quarter

Holdings, Q4 2023

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR CORE S&P500 ETF IVV IVV 38,935 $18.6m18.59% 18.59% First filing
2 VANGUARD INDEX FDS VALUE ETF VTV VTV 82,896 $12.4m12.39% 12.39% First filing
3 ISHARES TR CORE MSCI TOTAL IXUS IXUS 182,166 $11.8m11.82% 11.82% First filing
4 ISHARES TR US TREAS BD ETF GOVT GOVT 461,330 $10.6m10.62% 10.62% First filing
5 SPDR SER TR PORTFOLIO LN TSR SPTL SPTL 358,206 $10.4m10.39% 10.39% First filing
6 SPDR SERIES TRUST PRTFLO S&P500 GW SPYG SPYG 138,016 $9.0m8.98% 8.98% First filing
7 ISHARES TR CORE US AGGBD ET AGG AGG 81,869 $8.1m8.12% 8.12% First filing
8 ISHARES TR CORE 1 5 YR USD ISTB ISTB 162,511 $7.7m7.73% 7.73% First filing
9 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 57,528 $2.9m2.94% 2.94% First filing
10 ISHARES TR SHRT NAT MUN ETF SUB SUB 26,789 $2.8m2.82% 2.82% First filing
11 ISHARES TR RUS MID CAP ETF IWR IWR 22,496 $1.7m1.75% 1.75% First filing
12 SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM SPEM 34,930 $1.2m1.24% 1.24% First filing
13 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO VTWO 12,315 $998.7k1.00% 1.00% First filing
14 COGENT COMMUNICATIONS HLDGS COM NEW CCOI CCOI 8,342 $634.5k0.63% 0.63% First filing
15 MICROSOFT CORP COM MSFT MSFT 1,111 $417.8k0.42% 0.42% First filing
16 AMERICAN EXPRESS CO COM AXP AXP 1,818 $340.6k0.34% 0.34% First filing
17 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 3,143 $231.2k0.23% 0.23% First filing