PRAIRIEVIEW WEALTH PARTNERS, LLC
30 holdingsFiling period: 2026-03-31Current AUM: $132.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 39.9K | $26.1M | $29.9M | 22.65% | +377 | 2026-03-31 |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 149.3K | $14.8M | $14.5M | 10.99% | +6.1K | 2026-03-31 |
| 3 | HTRB | HARTFORD TOTAL RETURN BOND ETF | 350.8K | $11.8M | $11.6M | 8.78% | +327.0K | 2026-03-31 |
| 4 | IWR | ISHARES RUSSELL MIDCAP ETF | 110.8K | $10.8M | $12.2M | 9.20% | +1.9K | 2026-03-31 |
| 5 | VTV | VANGUARD VALUE ETF | 51.7K | $10.2M | $11.4M | 8.61% | +595 | 2026-03-31 |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 81.4K | $8.6M | $8.6M | 6.50% | -2,224 | 2026-03-31 |
| 7 | VTWO | VANGUARD RUSSELL 2000 ETF | 85.1K | $8.5M | $10.0M | 7.58% | +1.6K | 2026-03-31 |
| 8 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 119.5K | $7.6M | $8.2M | 6.19% | +3.6K | 2026-03-31 |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 64.4K | $6.3M | $7.5M | 5.70% | +247 | 2026-03-31 |
| 10 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 52.4K | $4.5M | $5.0M | 3.75% | +421 | 2026-03-31 |
| 11 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 45.5K | $2.3M | $2.3M | 1.71% | +5.6K | 2026-03-31 |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | 11.5K | $1.4M | $1.7M | 1.27% | -273 | 2026-03-31 |
| 13 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 21.7K | $1.1M | $1.1M | 0.85% | -- | 2026-03-31 |
| 14 | JPLD | JPMORGAN LIMITED DURATION BOND ETF | 17.3K | $905K | $903K | 0.68% | +8.8K | 2026-03-31 |
| 15 | XYLD | GLOBAL X S&P 500 COVERED CALL ETF | 19.8K | $775K | $815K | 0.62% | -62 | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO COM | 1.9K | $571K | $635K | 0.48% | -- | 2026-03-31 |
| 17 | CCOI | COGENT COMM HOLDINGS INC COM NEW | 29.7K | $560K | $401K | 0.30% | -5,000 | 2026-03-31 |
| 18 | RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | 14.3K | $516K | $515K | 0.39% | -171 | 2026-03-31 |
| 19 | USRT | ISHARES CORE U.S. REIT ETF | 8.4K | $499K | $572K | 0.43% | -73 | 2026-03-31 |
| 20 | HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 19.1K | $474K | $476K | 0.36% | -29 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | 777 | $448K | $534K | 0.40% | -97 | 2026-03-31 |
| 22 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 7.8K | $442K | $485K | 0.37% | +350 | 2026-03-31 |
| 23 | WWD | WOODWARD INC COM | 1.2K | $430K | $433K | 0.33% | -- | 2026-03-31 |
| 24 | EEM | ISHARES MSCI EMERGING MARKETS ETF | 7.6K | $430K | $485K | 0.37% | -44 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION COM | 2.1K | $373K | $429K | 0.32% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2