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PrairieView Partners, LLC
Period ended Jun 30, 2025 · Latest filing Jul 25, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $1,034,004
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $174,076
- AMERICAN CENTY ETF TR · AVANTIS SHFXDINC · 025072687 · shares: $125,264
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $84,083
- AMERICAN CENTY ETF TR · INTERNATIONAL LR · 025072364 · shares: $66,224
- DIMENSIONAL ETF TRUST · GLOBAL EX US COR · 25434V575 · shares: $45,367
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $45,328
- VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $38,568
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $38,232
- VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF · 922042718 · shares: $34,046
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $33,586
Reported holdings
397 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 572,751 shares | $174,076 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | — | 2,663,499 shares | $125,264 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 1,232,715 shares | $84,083 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 1,064,106 shares | $66,224 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | — | 850,209 shares | $45,367 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 757,870 shares | $45,328 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 218,223 shares | $38,568 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 482,251 shares | $38,232 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 253,342 shares | $34,046 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 589,130 shares | $33,586 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 342,112 shares | $31,166 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | — | 468,157 shares | $24,142 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 347,829 shares | $23,840 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 155,411 shares | $20,986 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 421,881 shares | $20,866 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 652,952 shares | $15,559 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 157,570 shares | $11,661 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 43,181 shares | $10,233 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 204,064 shares | $8,691 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 43,439 shares | $8,471 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 61,915 shares | $6,584 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 102,940 shares | $6,534 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 68,988 shares | $6,528 |
| 3M CO | COM | 88579Y101 | — | 41,359 shares | $6,296 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 223,537 shares | $6,185 |
| VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | — | 329,136 shares | $5,680 |
| APPLE INC | COM | 037833100 | — | 25,240 shares | $5,178 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | — | 59,532 shares | $4,471 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 49,279 shares | $4,113 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 99,158 shares | $3,968 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | — | 75,908 shares | $3,644 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 60,222 shares | $3,615 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 12,429 shares | $3,545 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 31,984 shares | $3,495 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 41,703 shares | $3,315 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 130,701 shares | $3,306 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 66,227 shares | $3,141 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 61,434 shares | $3,012 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 29,572 shares | $2,984 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 100,341 shares | $2,874 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 94,173 shares | $2,838 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 125,209 shares | $2,767 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 34,907 shares | $2,747 |
| MICROSOFT CORP | COM | 594918104 | — | 5,514 shares | $2,742 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 36,097 shares | $2,623 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | — | 61,019 shares | $2,565 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 101,966 shares | $2,552 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 | — | 55,420 shares | $2,480 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 | — | 31,217 shares | $2,141 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 21,047 shares | $2,093 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 71,750 shares | $2,077 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 41,589 shares | $2,059 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 18,096 shares | $1,890 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,141 shares | $1,787 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 64,261 shares | $1,617 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 3,583 shares | $1,521 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,457 |
| WISDOMTREE TR | ITL HIGH DIV FD | 97717W802 | — | 30,773 shares | $1,425 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 30,771 shares | $1,289 |
| ABBOTT LABS | COM | 002824100 | — | 8,231 shares | $1,119 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 6,281 shares | $1,114 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 | — | 20,994 shares | $1,062 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 1,685 shares | $1,040 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 1,001 shares | $990 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 21,708 shares | $929 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 27,832 shares | $915 |
| AMAZON COM INC | COM | 023135106 | — | 4,092 shares | $897 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 8,501 shares | $857 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,508 shares | $832 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 | — | 12,160 shares | $821 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 10,713 shares | $812 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 15,447 shares | $789 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 2,200 shares | $755 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,322 shares | $750 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 1,988 shares | $727 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 3,497 shares | $715 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 29,261 shares | $713 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 | — | 14,915 shares | $710 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,431 shares | $700 |
| ECOLAB INC | COM | 278865100 | — | 2,594 shares | $698 |
| ELI LILLY & CO | COM | 532457108 | — | 856 shares | $667 |
| DEERE & CO | COM | 244199105 | — | 1,256 shares | $638 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 6,412 shares | $636 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 | — | 12,553 shares | $600 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 8,784 shares | $590 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 10,280 shares | $550 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 2,759 shares | $535 |
| HOME DEPOT INC | COM | 437076102 | — | 1,453 shares | $532 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,446 shares | $507 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 7,812 shares | $497 |
| UMB FINL CORP | COM | 902788108 | — | 4,476 shares | $470 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,506 shares | $469 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,735 shares | $464 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 3,779 shares | $450 |
| VISA INC | COM CL A | 92826C839 | — | 1,260 shares | $447 |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | — | 5,936 shares | $444 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 1,350 shares | $391 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 4,565 shares | $388 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 9,271 shares | $383 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 2,895 shares | $372 |