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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) |
|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 98389B100 | — | 5,278 shares | $359 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | — | 2,587 shares | $339 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 3,778 shares | $337 |
| DONALDSON INC | COM | 257651109 | — | 4,800 shares | $332 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 6,090 shares | $328 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 3,726 shares | $324 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 1,728 shares | $322 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,445 shares | $311 |
| E L F BEAUTY INC | COM | 26856L103 | — | 2,378 shares | $295 |
| FASTENAL CO | COM | 311900104 | — | 7,024 shares | $295 |
| CISCO SYS INC | COM | 17275R102 | — | 3,995 shares | $277 |
| THOMSON REUTERS CORP | COM | 884903808 | — | 1,369 shares | $275 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 | — | 2,729 shares | $265 |
| TESLA INC | COM | 88160R101 | — | 794 shares | $252 |
| VULCAN MATLS CO | COM | 929160109 | — | 911 shares | $237 |
| RTX CORPORATION | COM | 75513E101 | — | 1,569 shares | $229 |
| STRYKER CORPORATION | COM | 863667101 | — | 576 shares | $227 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 | — | 3,783 shares | $221 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,200 shares | $218 |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | — | 2,959 shares | $215 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | — | 6,367 shares | $210 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 412 shares | $209 |
| CHEVRON CORP NEW | COM | 166764100 | — | 1,344 shares | $192 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 1,776 shares | $191 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 4,753 shares | $186 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 825 shares | $186 |
| BROADCOM INC | COM | 11135F101 | — | 665 shares | $183 |
| WILLIAMS COS INC | COM | 969457100 | — | 2,900 shares | $182 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 409 shares | $179 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 400 shares | $178 |
| DISNEY WALT CO | COM | 254687106 | — | 1,414 shares | $175 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 7,614 shares | $174 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,143 shares | $174 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 577 shares | $172 |
| CATERPILLAR INC | COM | 149123101 | — | 442 shares | $171 |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | — | 3,131 shares | $163 |
| GENERAL MLS INC | COM | 370334104 | — | 3,054 shares | $158 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 565 shares | $158 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 535 shares | $157 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | — | 2,275 shares | $152 |
| WALMART INC | COM | 931142103 | — | 1,525 shares | $149 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 3,000 shares | $147 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 1,627 shares | $145 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 895 shares | $142 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 440 shares | $140 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 2,830 shares | $136 |
| TJX COS INC NEW | COM | 872540109 | — | 1,090 shares | $134 |
| PROGRESSIVE CORP | COM | 743315103 | — | 482 shares | $128 |
| META PLATFORMS INC | CL A | 30303M102 | — | 172 shares | $126 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 446 shares | $126 |
| ISHARES TR | MSCI LW CRB TG | 46434V464 | — | 581 shares | $123 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 2,902 shares | $122 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 600 shares | $122 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 | — | 1,034 shares | $120 |
| GODADDY INC | CL A | 380237107 | — | 626 shares | $112 |
| SOUTHERN CO | COM | 842587107 | — | 1,200 shares | $110 |
| TORO CO | COM | 891092108 | — | 1,550 shares | $109 |
| ALLSTATE CORP | COM | 020002101 | — | 532 shares | $107 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | — | 2,133 shares | $104 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 2,700 shares | $99 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 2,779 shares | $92 |
| WOODWARD INC | COM | 980745103 | — | 364 shares | $89 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 1,065 shares | $88 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | — | 2,184 shares | $88 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 281 shares | $85 |
| GENERAL MTRS CO | COM | 37045V100 | — | 1,715 shares | $84 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 1,193 shares | $83 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 2,471 shares | $81 |
| ONEOK INC NEW | COM | 682680103 | — | 1,000 shares | $81 |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | — | 1,003 shares | $80 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | — | 135 shares | $76 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 1,742 shares | $75 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 118 shares | $73 |
| MCDONALDS CORP | COM | 580135101 | — | 250 shares | $73 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 534 shares | $72 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 229 shares | $70 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,130 shares | $70 |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | — | 1,582 shares | $67 |
| PEPSICO INC | COM | 713448108 | — | 500 shares | $66 |
| US BANCORP DEL | COM NEW | 902973304 | — | 1,475 shares | $66 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 120 shares | $65 |
| COCA COLA CO | COM | 191216100 | — | 909 shares | $64 |
| FISERV INC | COM | 337738108 | — | 375 shares | $64 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 382 shares | $64 |
| HP INC | COM | 40434L105 | — | 2,434 shares | $59 |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | — | 1,100 shares | $59 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 584 shares | $54 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 262 shares | $51 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | — | 603 shares | $50 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 448 shares | $48 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 444 shares | $48 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 103 shares | $47 |
| PFIZER INC | COM | 717081103 | — | 1,964 shares | $47 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | — | 1,000 shares | $46 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 692 shares | $46 |
| AMGEN INC | COM | 031162100 | — | 163 shares | $45 |
| BEST BUY INC | COM | 086516101 | — | 675 shares | $45 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 250 shares | $45 |
| PHILLIPS 66 | COM | 718546104 | — | 383 shares | $45 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 100 shares | $44 |