PrairieView Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), PrairieView Partners, LLC reported 391 stock positions worth $871.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 11.4%) and Vanguard S/T Corp. Bond ETF (VCSH, 6.6%). Compared with Q4 2023, it opened 13 new positions, sold out of 13, added to 69 and reduced 69. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +2%) and the biggest sale 3M (MMM, shares −19%).

Most Recent 13F
Q2 2025
Location
ST. PAUL, MN
CIK
0001726673
Portfolio Value
$871.9M (Q1 2024)
SEC Filing
0001792704-24-000009 ↗ filed May 3, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $871.9M $871.9M Q1 2024 Q2 2024: $890.7M Q2 2024 Q3 2024: $962.1M Q3 2024 Q4 2024: $956.5M Q4 2024 Q1 2025: $958.2M Q1 2025 Q2 2025: $1.0B Q2 2025

Holdings 391 stocks · $871.9M

VTI VG Morningstar TS MKT ETF-US 16.71% 560,623 $145.7M Add +1.6%
VTV Vanguard Mrngstr Val ETF-Aui 11.37% 608,693 $99.1M Add +1.5%
VCSH Vanguard S/T Corp. Bond ETF 6.63% 747,661 $57.8M Add +5.2%
BSV Vanguard Short-Term Bond ETF 6.28% 714,403 $54.8M Add +5.6%
AVDE Avantis International Equity 6.06% 828,318 $52.8M Add +2.1%
BNDX Vanguard Total Intl Bond ETF 4.32% 765,667 $37.7M Add +6.6%
VGIT Vanguard Intermediate-Term T 4.14% 616,821 $36.1M Add +5.8%
VB Vanguard Most SM-Cap ETF-Usd 3.54% 135,209 $30.9M Add +2.7%
AVUV Avantis US Small Cap Value 3.52% 327,374 $30.7M Add +0.2%
AVDV Avantis Intl S/C Value ETF 3.40% 449,507 $29.6M Add +0.9%
VSS Vanguard Ftse All Wo X-US SC 3.06% 228,480 $26.7M Add +5.1%
VEA Vanguard Ftse Developed ETF 2.85% 495,258 $24.8M Add +6.9%
AVEM Avantis Emerging Markets Eq 2.17% 326,020 $18.9M Add +3.2%
ITOT iShares Core S&P Total U.S. 1.76% 133,219 $15.4M Add +4.7%
VWO Vanguard Ftse Emerging Marke 1.74% 362,263 $15.1M Add +8.0%
SCHB Schwab US Broad Market ETF 1.66% 237,713 $14.5M Reduce -2.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.91% 41,522 $8.0M Reduce -1.9%
SCHV Schwab US Large-Cap Value 0.85% 97,651 $7.4M Reduce -4.1%
AVLV Avantis US Large Cap Value 0.84% 114,162 $7.3M Add +7.7%
EFV iShares MSCI Eafe Value ETF 0.74% 118,580 $6.5M Reduce -0.3%
SCHC Schwab Intl Small-Cap Equity 0.74% 180,077 $6.4M Reduce -2.8%
IUSV iShares Core S&P U.S. Value 0.71% 68,025 $6.2M Reduce -1.4%
AVIV Avantis Intl LRG Cap Val ETF 0.67% 108,617 $5.9M Add +2.1%
SMB Vaneck Short Muni ETF 0.59% 301,418 $5.1M Add +0.3%
MMM 3M Co. 0.56% 45,696 $4.8M Reduce -19.0%
AAPL Apple Inc. 0.49% 24,932 $4.3M Add +1.0%
IJR iShares Core S&P Small-Cap E 0.48% 37,915 $4.2M Add +0.5%
SCHA Schwab US Small-Cap ETF 0.48% 84,576 $4.2M Reduce -2.8%
IEMG iShares Core MSCI Emerging 0.47% 78,864 $4.1M Reduce -3.9%
SUB iShares Short-Term National 0.45% 37,190 $3.9M Add +16.9%
SLQD iShares 0-5 YR Inv GRD Corp. 0.44% 77,903 $3.8M Add +1.6%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.43% 105,868 $3.8M Reduce -1.4%
HTLF Heartland Financial USA Inc. 0.43% 107,110 $3.8M No change
DLS Wisdomtree Intl S/C DVD Fund 0.43% 57,179 $3.7M Reduce -1.6%
IEFA iShares Core MSCI Eafe ETF 0.42% 49,750 $3.7M Add +2.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.42% 72,084 $3.6M Add +47.7%
SCHO Schwab Short-Term US Treas 0.38% 69,518 $3.4M Reduce -5.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.37% 127,889 $3.2M Reduce -1.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.36% 13,164 $3.2M No change
AVMU Avantis Core Municipal Fixed 0.36% 66,972 $3.1M Add +85.8%
SCHF Schwab Intl Equity ETF 0.35% 77,620 $3.0M Reduce -2.6%
SCHR Schwab Intermediate-Term US 0.31% 55,851 $2.7M Reduce -3.7%
FNDA Schwab Fndmntl US SM Co. ETF 0.31% 47,612 $2.7M Reduce -3.0%
SCZ iShares MSCI Eafe Small-Cap 0.29% 39,849 $2.5M Reduce -0.2%
IJS iShares S&P Small-Cap 600 Va 0.29% 24,233 $2.5M Reduce -0.2%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.28% 69,299 $2.5M Add +0.9%
MSFT Microsoft Corp. 0.26% 5,479 $2.3M Add +3.0%
SHM SS SPDR N Ice St Muni ETF 0.24% 43,645 $2.1M Add +34.5%
IAGG iShares Intl Aggregate Bond 0.22% 38,857 $1.9M Reduce -5.7%
DFAE Dimensional Emerging Core Eq 0.16% 57,359 $1.4M Reduce -0.0%
NULV Nuveen ESG Large-Cap Val ETF 0.16% 36,147 $1.4M Add +0.4%
IWF iShares Russell 1000 Growth 0.16% 4,149 $1.4M Reduce -4.8%
DTH Wisdomtree International Hig 0.14% 31,170 $1.2M No change
GOOGL Alphabet Inc. Class A 0.14% 7,876 $1.2M Reduce -8.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 2,222 $1.2M Reduce -4.8%
AVSU Avantis Resp US Equity ETF 0.13% 18,682 $1.1M Add +0.6%
ABT Abbott Laboratories 0.11% 8,374 $952K Reduce -9.1%
SHW The Sherwin-Williams Co. 0.11% 2,667 $927K Reduce -3.4%
ECL Ecolab Inc. 0.11% 3,992 $922K Reduce -4.0%
DFNM Dimensional National Muni BD 0.10% 17,399 $837K Add +2.0%
GOOG Alphabet Inc. Class C 0.09% 5,311 $809K No change
AVUS Avantis U.S. Equity ETF 0.09% 8,570 $768K Reduce -1.3%
QQQ Invesco QQQ Trust Series 1 0.09% 1,692 $752K Reduce -0.1%
SUSB iShares ESG Aware 1-5 Year U 0.08% 29,314 $718K Reduce -0.3%
AMZN Amazon.com Inc. 0.08% 3,895 $703K Add +12.8%
MUB iShares National Muni Bond E 0.08% 6,086 $655K Add +1.6%
DFIV Dimensional International Va 0.07% 17,483 $643K No change
VIG Vanguard Dividend Apprec ETF 0.07% 3,490 $638K Reduce -4.3%
LLY Eli Lilly & Co. 0.07% 816 $635K Add +1.5%
BND Vanguard Total Bond Market 0.07% 8,552 $622K Add +0.5%
DFAS Dimensional US Small Cap ETF 0.07% 9,633 $601K Reduce -1.1%
IWV iShares Russell 3000 ETF 0.07% 1,954 $587K No change
UNH Unitedhealth Group Inc. 0.07% 1,154 $572K Reduce -0.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.07% 1,993 $572K No change
TRI Thomson Reuters Corp. 0.06% 3,485 $544K No change
AVES Avantis Emerging Markets Val 0.06% 11,392 $540K Reduce -1.9%
IWD iShares Russell 1000 Value E 0.06% 2,925 $524K Reduce -0.8%
DE Deere & Co. 0.06% 1,256 $516K No change
VEU Vanguard Ftse All-World Ex-U 0.06% 8,506 $499K Reduce -0.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.06% 7,486 $481K No change
ELF Elf Beauty Inc. 0.05% 2,378 $467K New
VOO Vanguard S&P 500 ETF 0.05% 943 $454K Add +1.6%
VONV Vanguard Russell 1000 Value 0.05% 5,728 $451K No change
IEI iShares 3-7 Year Treasury Bo 0.05% 3,828 $444K Reduce -3.6%
BGRN iShares Usd Green Bond ETF 0.05% 9,085 $426K Reduce -10.3%
DISV Dimensional International SM 0.05% 15,424 $420K Reduce -0.0%
SPSB SS SPDR P St C Corp. ETF 0.05% 13,643 $407K No change
VTES Vanguard SH Term Tax-Ex Bond 0.04% 3,883 $392K No change
AVSD Avantis Reps Intern Equi ETF 0.04% 6,568 $374K Add +5.0%
SHY iShares 1-3 Year Treasury Bo 0.04% 4,540 $372K Reduce -0.5%
DCI Donaldson Co. Inc. 0.04% 4,800 $359K No change
TRV The Travelers Cos Inc. 0.04% 1,550 $357K No change
DFAT Dimensional US Target Value 0.04% 6,480 $353K No change
NVDA Nvidia Corp. 0.04% 388 $351K Add +35.7%
MDT Medtronic PLC 0.04% 3,964 $346K Reduce -43.5%
VT Vanguard Tot World STK ETF 0.04% 2,952 $327K No change
AGG iShares Core U.S. Aggregate 0.04% 3,244 $318K Add +68.3%
ESGD iShares Trust iShares ESG Aw 0.04% 3,913 $313K Reduce -0.2%
COST Costco Wholesale Corp. 0.04% 425 $312K Add +0.7%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.04% 2,587 $310K No change

Show all 391 holdings

Portfolio Sells Q4 2023 → Q1 2024

MMM 3M Co. Reduce -19.0% 0.56% −0.20
SCHC Schwab Intl Small-Cap Equity Reduce -2.8% 0.74% −0.06
SCHO Schwab Short-Term US Treas Reduce -5.4% 0.38% −0.05
IEMG iShares Core MSCI Emerging Reduce -3.9% 0.47% −0.05
SCHR Schwab Intermediate-Term US Reduce -3.7% 0.31% −0.04
MDT Medtronic PLC Reduce -43.5% 0.04% −0.03
IAGG iShares Intl Aggregate Bond Reduce -5.7% 0.22% −0.03
DLS Wisdomtree Intl S/C DVD Fund Reduce -1.6% 0.43% −0.03
SCHV Schwab US Large-Cap Value Reduce -4.1% 0.85% −0.03
SCHA Schwab US Small-Cap ETF Reduce -2.8% 0.48% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.8% 0.37% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.9% 0.91% −0.03
EFV iShares MSCI Eafe Value ETF Reduce -0.3% 0.74% −0.02
FNDA Schwab Fndmntl US SM Co. ETF Reduce -3.0% 0.31% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -0.2% 0.29% −0.02
ABT Abbott Laboratories Reduce -9.1% 0.11% −0.02
SCHF Schwab Intl Equity ETF Reduce -2.6% 0.35% −0.02
SCZ iShares MSCI Eafe Small-Cap Reduce -0.2% 0.29% −0.02
SCHB Schwab US Broad Market ETF Reduce -2.8% 1.66% −0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -1.4% 0.43% −0.01
IUSV iShares Core S&P U.S. Value Reduce -1.4% 0.71% −0.01
SBET Sharplink Gaming Ltd. Sold out 0.00% −0.01
GOOGL Alphabet Inc. Class A Reduce -8.3% 0.14% −0.01
BGRN iShares Usd Green Bond ETF Reduce -10.3% 0.05% −0.01
UNH Unitedhealth Group Inc. Reduce -0.1% 0.07% −0.01
DFAE Dimensional Emerging Core Eq Reduce -0.0% 0.16% −0.01
ADBE Adobe Inc. Reduce -36.8% 0.01% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -0.3% 0.08% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -3.6% 0.05% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -97.9% 0.00% −0.01
SWKS Skyworks Solutions Inc. Reduce -10.0% 0.02% −0.01
JNJ Johnson & Johnson Reduce -9.4% 0.02% −0.00
AVES Avantis Emerging Markets Val Reduce -1.9% 0.06% −0.00
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -0.5% 0.04% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.8% 0.13% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -4.3% 0.07% −0.00
STIP iShares 0-5 Year Tips Bond E Reduce -54.0% 0.00% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -9.9% 0.03% −0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -27.5% 0.02% −0.00
DFAS Dimensional US Small Cap ETF Reduce -1.1% 0.07% −0.00
IWF iShares Russell 1000 Growth Reduce -4.8% 0.16% −0.00
EMB iShares JP Morgan Usd Emergi Reduce -29.5% 0.01% −0.00
T AT&T Inc. Reduce -95.8% 0.00% −0.00
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -4.1% 0.03% −0.00
SNOW Snowflake Inc. Sold out 0.00% −0.00
CSCO Cisco Systems Inc. Reduce -3.8% 0.02% −0.00
HSY The Hershey Co. Sold out 0.00% −0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.3% 0.06% −0.00
MS Morgan Stanley Sold out 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024

VTI VG Morningstar TS MKT ETF-US Add +1.6% 16.71% +0.57
VTV Vanguard Mrngstr Val ETF-Aui Add +1.5% 11.37% +0.31
AVMU Avantis Core Municipal Fixed Add +85.8% 0.36% +0.15
VEA Vanguard Ftse Developed ETF Add +6.9% 2.85% +0.11
VTEB Vanguard Tax-Exempt Bond ETF Add +47.7% 0.42% +0.11
ITOT iShares Core S&P Total U.S. Add +4.7% 1.76% +0.11
AVLV Avantis US Large Cap Value Add +7.7% 0.84% +0.09
VB Vanguard Most SM-Cap ETF-Usd Add +2.7% 3.54% +0.08
ELF Elf Beauty Inc. New 0.05% +0.05
SHM SS SPDR N Ice St Muni ETF Add +34.5% 0.24% +0.05
VWO Vanguard Ftse Emerging Marke Add +8.0% 1.74% +0.04
SUB iShares Short-Term National Add +16.9% 0.45% +0.03
NVDA Nvidia Corp. Add +35.7% 0.04% +0.02
MSFT Microsoft Corp. Add +3.0% 0.26% +0.02
AMZN Amazon.com Inc. Add +12.8% 0.08% +0.02
LLY Eli Lilly & Co. Add +1.5% 0.07% +0.01
AGG iShares Core U.S. Aggregate Add +68.3% 0.04% +0.01
SPYM Ste STR SPDR PT S&P 500 ETF New 0.01% +0.01
SHARPLINK GAMING INC New 0.01% +0.01
AVDE Avantis International Equity Add +2.1% 6.06% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF New 0.01% +0.01
SPSM SS SPDR P S&P 600 Small Cap Add +51.3% 0.01% +0.00
AVSU Avantis Resp US Equity ETF Add +0.6% 0.13% +0.00
SYK Stryker Corp. Add +1.8% 0.02% +0.00
IEFA iShares Core MSCI Eafe ETF Add +2.5% 0.42% +0.00
META Meta Platforms Inc. Class A Add +16.1% 0.01% +0.00
VOO Vanguard S&P 500 ETF Add +1.6% 0.05% +0.00
ANF Abercrombie & Fitch Co. Class A Add +383.3% 0.00% +0.00
FLUT Flutter Entertainment PLC-Di New 0.00% +0.00
JPST JPMorgan Ultra-Short Income New 0.00% +0.00
NULV Nuveen ESG Large-Cap Val ETF Add +0.4% 0.16% +0.00
COST Costco Wholesale Corp. Add +0.7% 0.04% +0.00
AVSD Avantis Reps Intern Equi ETF Add +5.0% 0.04% +0.00
BBY Best Buy Co. Inc. Add +67.1% 0.00% +0.00
WMT Walmart Inc. Add +34.0% 0.00% +0.00
AVGO Broadcom Inc. Add +10.3% 0.01% +0.00
IBM Intl Business Machines Corp. Add +0.2% 0.01% +0.00
INTU Intuit Inc. New 0.00% +0.00
IVT Inventrust Properties Corp. New 0.00% +0.00
DGRO iShares Core Dividend Growth Add +10.6% 0.01% +0.00
MA Mastercard Inc. Class A New 0.00% +0.00
PG The Procter & Gamble Co. Add +0.1% 0.02% +0.00
TGT Target Corp. Add +0.7% 0.00% +0.00
PFF iShares Preferred & Income S Add +7.9% 0.01% +0.00
ABBV Abbvie Inc. Add +5.9% 0.00% +0.00
CORP PIMCO Inv Grade Corp. BD ETF Add +11.4% 0.01% +0.00
BIDU Baidu Inc. - Spon ADR New 0.00% +0.00
FENI Fidelity Enhanced Intl ETF Add +0.1% 0.01% +0.00
HRL Hormel Foods Corp. Add +13.4% 0.00% +0.00
ORCL Oracle Corp. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 394$1.0BVTI, AVSF, AVLV, AVIV, DFGX
Q1 2025 386$958.2MVTI, AVSF, AVLV, AVIV, VGIT
Q4 2024 391$956.5MVTI, AVSF, AVLV, AVIV, VGIT
Q3 2024 383$962.1MVTI, VTV, VCSH, BSV, AVDE
Q2 2024 407$890.7MVTI, VTV, VCSH, BSV, AVDE
Q1 2024 391$871.9MVTI, VTV, VCSH, BSV, AVDE