AI Portfolio Summary
In 2025 Q2, PrairieView Partners, LLC maintained a portfolio of 364 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.2%. The fund also reduced its exposure to VANGUARD MUN BD FDS by 29.5%.
Total Positions
364
Quarter
2025 Q2
Top Holding
VTI (16.8%)
Top 10 Concentration
66.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 364
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 16.84% | 16.24% |
#1
Prev: #1
|
6.5 | 6,545 | 1.2% |
P
S
|
572,751 | $174,076,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 12.11% | 12.80% |
#2
Prev: #2
|
6.0 | 39,465 | 1.5% |
P
S
|
2,663,499 | $125,264,000 | 2024 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 8.13% | 8.20% |
#3
Prev: #3
|
4.8 | 27,271 | 2.3% |
P
S
|
1,232,715 | $84,083,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 6.40% | 6.41% |
#4
Prev: #4
|
3.6 | -18,980 | -1.8% |
P
S
|
1,064,106 | $66,224,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DFGX
DIMENSIONAL ETF...
|
ETF | 4.39% | 4.53% |
#5
1
Prev: #6
|
2.8 | 19,061 | 2.3% |
P
S
|
850,209 | $45,367,000 | 2024 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.38% | 4.60% |
#6
1
Prev: #5
|
2.3 | 15,349 | 2.1% |
P
S
|
757,870 | $45,328,000 | 2019 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 3.73% | 3.77% |
#7
Prev: #7
|
2.0 | 9,320 | 4.5% |
P
S
|
218,223 | $38,568,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.70% | 3.65% |
#8
Prev: #8
|
2.0 | -18,727 | -3.7% |
P
S
|
482,251 | $38,232,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VSS
VANGUARD INTL E...
|
ETF | 3.29% | 3.15% |
#9
Prev: #9
|
1.8 | -8,155 | -3.1% |
P
S
|
253,342 | $34,046,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.25% | 3.11% |
#10
Prev: #10
|
1.8 | 2,345 | 0.4% |
P
S
|
589,130 | $33,586,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.01% | 3.03% |
#11
Prev: #11
|
1.7 | 9,381 | 2.8% |
P
S
|
342,112 | $31,166,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 2.33% | 1.97% |
#12
2
Prev: #14
|
2.9 | 77,722 | 19.9% |
P
S
|
468,157 | $24,142,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.31% | 2.22% |
#13
1
Prev: #12
|
1.4 | -5,882 | -1.7% |
P
S
|
347,829 | $23,840,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 2.03% | 1.70% |
#14
1
Prev: #15
|
2.8 | 22,144 | 16.6% |
P
S
|
155,411 | $20,986,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.02% | 2.01% |
#15
2
Prev: #13
|
1.3 | -4,139 | -1.0% |
P
S
|
421,881 | $20,866,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 1.50% | 1.40% |
#16
Prev: #16
|
1.1 | 28,363 | 4.5% |
P
S
|
652,952 | $15,559,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.13% | 1.09% |
#17
1
Prev: #18
|
1.0 | -217 | -0.1% |
P
S
|
157,570 | $11,661,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.99% | 1.27% |
#18
1
Prev: #17
|
0.4 | -11,580 | -21.1% |
P
S
|
43,181 | $10,233,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.84% | 0.68% |
#19
1
Prev: #20
|
2.3 | 23,548 | 13.0% |
P
S
|
204,064 | $8,691,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.82% | 0.84% |
#20
1
Prev: #19
|
0.8 | 186 | 0.4% |
P
S
|
43,439 | $8,471,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 0.64% | 0.59% |
#21
4
Prev: #25
|
2.3 | 8,210 | 15.3% |
P
S
|
61,915 | $6,584,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 0.63% | 0.65% |
#22
1
Prev: #21
|
0.8 | -2,366 | -2.2% |
P
S
|
102,940 | $6,534,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IUSV
ISHARES TR
|
ETF | 0.63% | 0.61% |
#23
Prev: #23
|
2.3 | 5,702 | 9.0% |
P
S
|
68,988 | $6,528,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 0.61% | 0.58% |
#24
2
Prev: #26
|
2.2 | 3,452 | 9.1% |
P
S
|
41,359 | $6,296,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.60% | 0.63% |
#25
3
Prev: #22
|
0.7 | -3,436 | -1.5% |
P
S
|
223,537 | $6,185,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SMB
VANECK ETF TRUS...
|
ETF | 0.55% | 0.52% |
#26
1
Prev: #27
|
2.2 | 36,095 | 12.3% |
P
S
|
329,136 | $5,680,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.50% | 0.61% |
#27
3
Prev: #24
|
0.7 | -879 | -3.4% |
P
S
|
25,240 | $5,178,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DLS
WISDOMTREE TR
|
Bond/Debt | 0.43% | 0.36% |
#28
6
Prev: #34
|
2.2 | 6,964 | 13.2% |
P
S
|
59,532 | $4,471,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 0.40% | 0.37% |
#29
3
Prev: #32
|
0.7 | 1,876 | 4.0% |
P
S
|
49,279 | $4,113,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.38% | 0.37% |
#30
3
Prev: #33
|
0.7 | -76 | -0.1% |
P
S
|
99,158 | $3,968,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.35% | 0.35% |
#31
6
Prev: #37
|
2.1 | 5,834 | 8.3% |
P
S
|
75,908 | $3,644,000 | 2024 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.35% | 0.33% |
#32
7
Prev: #39
|
0.6 | 1,121 | 1.9% |
P
S
|
60,222 | $3,615,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.34% | 0.33% |
#33
5
Prev: #38
|
1.1 | no change | no change |
P
S
|
12,429 | $3,545,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.34% | 0.36% |
#34
2
Prev: #36
|
0.6 | -651 | -2.0% |
P
S
|
31,984 | $3,495,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.32% | 0.39% |
#35
4
Prev: #31
|
0.6 | -5,864 | -12.3% |
P
S
|
41,703 | $3,315,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.32% | 0.31% |
#36
5
Prev: #41
|
0.6 | 4,703 | 3.7% |
P
S
|
130,701 | $3,306,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.36% |
#37
2
Prev: #35
|
0.6 | -6,052 | -8.4% |
P
S
|
66,227 | $3,141,000 | 2022 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.29% | 0.45% |
#38
9
Prev: #29
|
0.1 | -25,722 | -29.5% |
P
S
|
61,434 | $3,012,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.29% | 0.43% |
#39
9
Prev: #30
|
0.1 | -11,296 | -27.6% |
P
S
|
29,572 | $2,984,000 | 2023 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDA
SCHWAB STRATEGI...
|
Bond/Debt | 0.28% | 0.25% |
#40
5
Prev: #45
|
2.1 | 11,244 | 12.6% |
P
S
|
100,341 | $2,874,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.27% | 0.28% |
#41
1
Prev: #42
|
0.6 | -3,797 | -3.9% |
P
S
|
94,173 | $2,838,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.27% | 0.26% |
#42
2
Prev: #44
|
0.6 | -330 | -0.3% |
P
S
|
125,209 | $2,767,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.27% | 0.32% |
#43
3
Prev: #40
|
0.6 | -4,107 | -10.5% |
P
S
|
34,907 | $2,747,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.27% | 0.22% |
#44
4
Prev: #48
|
0.6 | 1 | 0.0% |
P
S
|
5,514 | $2,742,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 0.25% | 0.23% |
#45
2
Prev: #47
|
0.6 | 1,358 | 3.9% |
P
S
|
36,097 | $2,623,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.25% | 0.24% |
#46
Prev: #46
|
0.6 | -2,179 | -3.4% |
P
S
|
61,019 | $2,565,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.25% | 0.27% |
#47
4
Prev: #43
|
0.6 | -3,589 | -3.4% |
P
S
|
101,966 | $2,552,000 | 2019 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVMU
AMERICAN CENTY ...
|
ETF | 0.24% | 0.19% |
#48
4
Prev: #52
|
2.6 | 15,351 | 38.3% |
P
S
|
55,420 | $2,480,000 | 2021 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
AVSU
AMERICAN CENTY ...
|
Bond/Debt | 0.21% | 0.21% |
#49
2
Prev: #51
|
0.6 | -419 | -1.3% |
P
S
|
31,217 | $2,141,000 | 2022 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IJS
ISHARES TR
|
ETF | 0.20% | 0.22% |
#50
1
Prev: #49
|
0.6 | -152 | -0.7% |
P
S
|
21,047 | $2,093,000 | 2017 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) |
Showing 1-50 of 364 holdings