PrairieView Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), PrairieView Partners, LLC reported 391 stock positions worth $956.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 17.4% of the portfolio, followed by Avantis Short-Term Fixed (AVSF, 12.7%) and Avantis US Large Cap Value (AVLV, 8.6%). Compared with Q3 2024, it opened 15 new positions, sold out of 8, added to 81 and reduced 78. The biggest buy was Avantis Short-Term Fixed (AVSF, shares +532%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −63%).

Most Recent 13F
Q2 2025
Location
ST. PAUL, MN
CIK
0001726673
Portfolio Value
$956.5M (Q4 2024)
SEC Filing
0001907157-25-000010 ↗ filed Jan 29, 2025

Holdings Value

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

Holdings 391 stocks · $956.5M

VTI VG Morningstar TS MKT ETF-US 17.37% 573,156 $166.1M Add +0.3%
AVSF Avantis Short-Term Fixed Inc. 12.66% 2,625,381 $121.1M Add +532.5%
AVLV Avantis US Large Cap Value 8.58% 1,229,591 $82.1M Add +257.9%
AVIV Avantis Intl LRG Cap Val ETF 5.68% 1,046,265 $54.3M Add +297.3%
VGIT Vanguard Intermediate-Term T 4.48% 738,944 $42.9M Add +5.9%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 4.36% 797,937 $41.7M Add +504.1%
VTV Vanguard Mrngstr Val ETF-Aui 3.54% 200,205 $33.9M Reduce -62.6%
AVUV Avantis US Small Cap Value 3.43% 340,378 $32.9M Add +1.4%
AVDV Avantis Intl S/C Value ETF 3.32% 488,493 $31.8M Add +4.0%
VSS Vanguard Ftse All Wo X-US SC 3.11% 259,901 $29.8M Add +7.1%
VEA Vanguard Ftse Developed ETF 2.89% 579,000 $27.7M Add +9.3%
AVSC Avantis US Small Cap Equity 2.42% 426,111 $23.2M Add +420.4%
AVEM Avantis Emerging Markets Eq 2.10% 341,948 $20.1M Add +1.6%
VWO Vanguard Ftse Emerging Marke 1.97% 427,588 $18.8M Add +10.2%
ITOT iShares Core S&P Total U.S. 1.63% 120,868 $15.5M Reduce -7.7%
SCHB Schwab US Broad Market ETF 1.54% 650,287 $14.8M Reduce -3.2%
VB Vanguard Most SM-Cap ETF-Usd 1.17% 46,471 $11.2M Reduce -61.1%
AVDE Avantis International Equity 1.14% 177,421 $10.9M Reduce -76.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.78% 37,788 $7.5M Reduce -4.7%
SUB iShares Short-Term National 0.67% 60,845 $6.4M Add +40.3%
AAPL Apple Inc. 0.67% 25,421 $6.4M Add +0.0%
SCHV Schwab US Large-Cap Value 0.66% 243,491 $6.3M Reduce -8.5%
IUSV iShares Core S&P U.S. Value 0.62% 63,627 $5.9M Reduce -3.9%
SCHC Schwab Intl Small-Cap Equity 0.59% 164,597 $5.7M Reduce -5.7%
EFV iShares MSCI Eafe Value ETF 0.58% 105,696 $5.5M Reduce -5.4%
SMB Vaneck Short Muni ETF 0.52% 293,041 $5.0M Reduce -2.5%
MMM 3M Co. 0.52% 38,298 $4.9M Add +1.1%
VCSH Vanguard S/T Corp. Bond ETF 0.43% 52,740 $4.1M Reduce -92.2%
DLS Wisdomtree Intl S/C DVD Fund 0.39% 58,670 $3.7M Add +5.0%
IJR iShares Core S&P Small-Cap E 0.36% 30,160 $3.5M Reduce -18.3%
SCHA Schwab US Small-Cap ETF 0.36% 134,377 $3.5M Reduce -10.0%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.35% 102,184 $3.4M Reduce -1.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.35% 12,580 $3.4M Reduce -1.5%
BSV Vanguard Short-Term Bond ETF 0.35% 43,377 $3.4M Reduce -93.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.34% 65,296 $3.3M Reduce -14.4%
IEFA iShares Core MSCI Eafe ETF 0.34% 46,176 $3.2M Reduce -10.0%
AVMU Avantis Core Municipal Fixed 0.30% 61,903 $2.9M Reduce -17.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.30% 106,858 $2.8M Reduce -9.8%
IEMG iShares Core MSCI Emerging 0.28% 52,208 $2.7M Reduce -29.3%
VTES Vanguard SH Term Tax-Ex Bond 0.28% 27,090 $2.7M Add +4.6%
FNDA Schwab Fndmntl US SM Co. ETF 0.28% 89,798 $2.7M Reduce -2.4%
DFNM Dimensional National Muni BD 0.27% 53,240 $2.5M Add +87.7%
HTLF Heartland Financial USA Inc. 0.26% 40,551 $2.5M No change
MUB iShares National Muni Bond E 0.26% 22,945 $2.4M Add +90.6%
IJS iShares S&P Small-Cap 600 Va 0.25% 21,634 $2.3M Reduce -2.4%
SCHF Schwab Intl Equity ETF 0.24% 125,900 $2.3M Reduce -11.2%
BNDX Vanguard Total Intl Bond ETF 0.24% 47,331 $2.3M Reduce -93.3%
MSFT Microsoft Corp. 0.24% 5,362 $2.3M Add +2.4%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.23% 63,927 $2.2M Reduce -3.0%
SCZ iShares MSCI Eafe Small-Cap 0.22% 34,900 $2.1M Reduce -10.2%
AVSU Avantis Resp US Equity ETF 0.22% 31,781 $2.1M Reduce -3.5%
SCHR Schwab Intermediate-Term US 0.21% 82,390 $2.0M Reduce -27.9%
GOOGL Alphabet Inc. Class A 0.20% 10,341 $2.0M No change
DFAE Dimensional Emerging Core Eq 0.16% 60,315 $1.5M Add +3.7%
IWF iShares Russell 1000 Growth 0.16% 3,765 $1.5M Reduce -6.5%
SUSB iShares ESG Aware 1-5 Year U 0.16% 61,234 $1.5M Add +7.5%
SLQD iShares 0-5 YR Inv GRD Corp. 0.15% 29,211 $1.5M Reduce -57.1%
SHM SS SPDR N Ice St Muni ETF 0.15% 29,726 $1.4M Reduce -22.7%
IAGG iShares Intl Aggregate Bond 0.13% 25,493 $1.3M Reduce -39.4%
GOOG Alphabet Inc. Class C 0.13% 6,481 $1.2M Reduce -5.8%
NULV Nuveen ESG Large-Cap Val ETF 0.13% 30,933 $1.2M Reduce -6.8%
DTH Wisdomtree International Hig 0.12% 30,801 $1.2M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,849 $1.1M Reduce -16.3%
SCHO Schwab Short-Term US Treas 0.11% 43,311 $1.0M Reduce -61.0%
DFSD Dimensional Short Duration 0.10% 20,747 $972K New
ABT Abbott Laboratories 0.10% 8,445 $955K Add +2.4%
COST Costco Wholesale Corp. 0.10% 997 $913K Add +3.4%
QQQ Invesco QQQ Trust Series 1 0.09% 1,684 $861K Reduce -0.1%
AMZN Amazon.com Inc. 0.09% 3,880 $851K Add +0.1%
ECL Ecolab Inc. 0.09% 3,554 $832K Add +1.4%
AVUS Avantis U.S. Equity ETF 0.09% 8,536 $827K Add +0.4%
SHW The Sherwin-Williams Co. 0.08% 2,346 $797K Reduce -3.4%
AVSD Avantis Reps Intern Equi ETF 0.07% 12,821 $713K Add +10.2%
UNH Unitedhealth Group Inc. 0.07% 1,367 $691K Reduce -2.7%
VIG Vanguard Dividend Apprec ETF 0.07% 3,490 $683K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.07% 1,988 $682K No change
BGRN iShares Usd Green Bond ETF 0.07% 13,732 $640K Reduce -2.4%
LLY Eli Lilly & Co. 0.07% 826 $637K No change
SOLV Solventum Corp. 0.07% 9,530 $629K Add +3.6%
NVDA Nvidia Corp. 0.07% 4,653 $624K Add +0.7%
DFIV Dimensional International Va 0.06% 16,455 $583K Reduce -6.5%
IWV iShares Russell 3000 ETF 0.06% 1,694 $566K No change
AGG iShares Core U.S. Aggregate 0.06% 5,803 $562K Add +76.5%
HD Home Depot Inc. 0.06% 1,402 $545K Add +3.7%
IWD iShares Russell 1000 Value E 0.06% 2,884 $533K No change
DE Deere & Co. 0.06% 1,256 $532K No change
DFAS Dimensional US Small Cap ETF 0.05% 8,021 $522K No change
AVES Avantis Emerging Markets Val 0.05% 11,200 $517K Reduce -1.7%
VOO Vanguard S&P 500 ETF 0.05% 951 $512K Reduce -1.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.05% 6,786 $484K Reduce -9.3%
VEU Vanguard Ftse All-World Ex-U 0.05% 8,175 $469K No change
VONV Vanguard Russell 1000 Value 0.05% 5,315 $431K Reduce -7.2%
V Visa Inc. Class A 0.04% 1,357 $429K No change
DISV Dimensional International SM 0.04% 15,613 $414K Reduce -0.0%
IEI iShares 3-7 Year Treasury Bo 0.04% 3,472 $401K Reduce -15.8%
TRV The Travelers Cos Inc. 0.04% 1,625 $391K Add +4.8%
ESML iShares ESG Aware MSCI USA S 0.04% 9,233 $388K Reduce -7.3%
XEL Xcel Energy Inc. 0.04% 5,221 $352K Add +13.0%
IWM iShares Russell 2000 ETF 0.04% 1,575 $347K No change
VT Vanguard Tot World STK ETF 0.04% 2,960 $347K No change

Show all 391 holdings

Portfolio Sells Q3 2024 → Q4 2024

VTV Vanguard Mrngstr Val ETF-Aui Reduce -62.6% 3.54% −6.16
VCSH Vanguard S/T Corp. Bond ETF Reduce -92.2% 0.43% −5.18
BSV Vanguard Short-Term Bond ETF Reduce -93.5% 0.35% −5.09
AVDE Avantis International Equity Reduce -76.3% 1.14% −4.08
BNDX Vanguard Total Intl Bond ETF Reduce -93.3% 0.24% −3.44
VB Vanguard Most SM-Cap ETF-Usd Reduce -61.1% 1.17% −1.78
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -57.1% 0.15% −0.21
SCHO Schwab Short-Term US Treas Reduce -61.0% 0.11% −0.17
IEMG iShares Core MSCI Emerging Reduce -29.3% 0.28% −0.16
SCHC Schwab Intl Small-Cap Equity Reduce -5.7% 0.59% −0.11
IAGG iShares Intl Aggregate Bond Reduce -39.4% 0.13% −0.09
SCHR Schwab Intermediate-Term US Reduce -27.9% 0.21% −0.09
EFV iShares MSCI Eafe Value ETF Reduce -5.4% 0.58% −0.09
IJR iShares Core S&P Small-Cap E Reduce -18.3% 0.36% −0.09
ITOT iShares Core S&P Total U.S. Reduce -7.7% 1.63% −0.09
SCHV Schwab US Large-Cap Value Reduce -8.5% 0.66% −0.08
IEFA iShares Core MSCI Eafe ETF Reduce -10.0% 0.34% −0.08
AVMU Avantis Core Municipal Fixed Reduce -17.1% 0.30% −0.07
VTEB Vanguard Tax-Exempt Bond ETF Reduce -14.4% 0.34% −0.06
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -9.8% 0.30% −0.06
SCHF Schwab Intl Equity ETF Reduce -11.2% 0.24% −0.06
SCZ iShares MSCI Eafe Small-Cap Reduce -10.2% 0.22% −0.05
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -1.0% 0.35% −0.05
SHM SS SPDR N Ice St Muni ETF Reduce -22.7% 0.15% −0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -4.7% 0.78% −0.04
IUSV iShares Core S&P U.S. Value Reduce -3.9% 0.62% −0.04
SPSB SS SPDR P St C Corp. ETF Reduce -89.5% 0.00% −0.04
SCHA Schwab US Small-Cap ETF Reduce -10.0% 0.36% −0.04
FNDC Schwab Fndmnt Intl SM Eq ETF Reduce -3.0% 0.23% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -16.3% 0.11% −0.02
NULV Nuveen ESG Large-Cap Val ETF Reduce -6.8% 0.13% −0.02
SO The Southern Co. Reduce -55.1% 0.01% −0.02
SMB Vaneck Short Muni ETF Reduce -2.5% 0.52% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -51.8% 0.01% −0.01
UNH Unitedhealth Group Inc. Reduce -2.7% 0.07% −0.01
SHW The Sherwin-Williams Co. Reduce -3.4% 0.08% −0.01
DTH Wisdomtree International Hig Reduce -1.2% 0.12% −0.01
TRI Thomson Reuters Corp. Reduce -17.3% 0.03% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -15.8% 0.04% −0.01
DFIV Dimensional International Va Reduce -6.5% 0.06% −0.01
AVES Avantis Emerging Markets Val Reduce -1.7% 0.05% −0.01
MDT Medtronic PLC Reduce -9.9% 0.03% −0.01
T AT&T Inc. Reduce -98.1% 0.00% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Reduce -2.4% 0.28% −0.01
MNST Monster Beverage Corp. Sold out 0.00% −0.01
WFC Wells Fargo & Co. Reduce -80.2% 0.00% −0.01
SCHB Schwab US Broad Market ETF Reduce -3.2% 1.54% −0.01
PFF iShares Preferred & Income S Sold out 0.00% −0.00
VONV Vanguard Russell 1000 Value Reduce -7.2% 0.05% −0.00
NKE Nike Inc. Class B Reduce -15.1% 0.01% −0.00

Portfolio Buys Q3 2024 → Q4 2024

AVSF Avantis Short-Term Fixed Inc. Add +532.5% 12.66% +10.63
AVLV Avantis US Large Cap Value Add +257.9% 8.58% +6.23
AVIV Avantis Intl LRG Cap Val ETF Add +297.3% 5.68% +4.14
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +504.1% 4.36% +3.62
AVSC Avantis US Small Cap Equity Add +420.4% 2.42% +1.96
VTI VG Morningstar TS MKT ETF-US Add +0.3% 17.37% +0.54
SUB iShares Short-Term National Add +40.3% 0.67% +0.19
DFNM Dimensional National Muni BD Add +87.7% 0.27% +0.12
MUB iShares National Muni Bond E Add +90.6% 0.26% +0.12
DFSD Dimensional Short Duration New 0.10% +0.10
VGIT Vanguard Intermediate-Term T Add +5.9% 4.48% +0.10
AVUV Avantis US Small Cap Value Add +1.4% 3.43% +0.09
AAPL Apple Inc. Add +0.0% 0.67% +0.05
VWO Vanguard Ftse Emerging Marke Add +10.2% 1.97% +0.04
AGG iShares Core U.S. Aggregate Add +76.5% 0.06% +0.02
CORP PIMCO Inv Grade Corp. BD ETF Add +254.1% 0.03% +0.02
GOVT iShares US Treasury Bond ETF Add +328.0% 0.02% +0.01
AMZN Amazon.com Inc. Add +0.1% 0.09% +0.01
VTES Vanguard SH Term Tax-Ex Bond Add +4.6% 0.28% +0.01
JPM JPMorgan Chase & Co. Add +30.0% 0.03% +0.01
TSM Taiwan Semiconductor-SP ADR Add +5000.0% 0.01% +0.01
SMCI Super Micro Computer Inc. New 0.01% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +7.5% 0.16% +0.01
WMT Walmart Inc. Add +134.5% 0.01% +0.01
NVDA Nvidia Corp. Add +0.7% 0.07% +0.01
COST Costco Wholesale Corp. Add +3.4% 0.10% +0.01
CSCO Cisco Systems Inc. Add +19.5% 0.02% +0.01
XEL Xcel Energy Inc. Add +13.0% 0.04% +0.01
AVSE Avantis Resp Emerg MKTS Eq-E Add +44.3% 0.02% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +9.7% 0.02% +0.00
UNP Union Pacific Corp. New 0.00% +0.00
BBY Best Buy Co. Inc. Add +119.3% 0.01% +0.00
UPS United Parcel Service Class B Add +180.0% 0.01% +0.00
TRV The Travelers Cos Inc. Add +4.8% 0.04% +0.00
PEP Pepsico Inc. Add +49.0% 0.01% +0.00
SYY Sysco Corp. Add +90.0% 0.01% +0.00
HON Honeywell International Inc. Add +15.4% 0.01% +0.00
AVUS Avantis U.S. Equity ETF Add +0.4% 0.09% +0.00
DIS The Walt Disney Co. Add +1.0% 0.02% +0.00
ESGU iShares ESG Aware MSCI USA Add +56.4% 0.01% +0.00
ABT Abbott Laboratories Add +2.4% 0.10% +0.00
MCS Marcus Corporation New 0.00% +0.00
AMGN Amgen Inc. Add +118.3% 0.00% +0.00
MRVL Marvell Technology Inc. Add +0.2% 0.01% +0.00
MSFT Microsoft Corp. Add +2.4% 0.24% +0.00
SPYV SS SPDR P S&P 500 Value ETF Add +12.9% 0.02% +0.00
IWP iShares Russell Mid-Cap Grow Add +80.0% 0.00% +0.00
AVSD Avantis Reps Intern Equi ETF Add +10.2% 0.07% +0.00
MCHP Microchip Technology Inc. Add +70.4% 0.01% +0.00
SLYG SS SPDR S&P 600 SC GR ETF 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