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Home > Institutional Investor > Prairieview Wealth Partners, Llc > Profile

Instuitional Investor - Prairieview Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Prairieview Wealth Partners, Llc
Portfolio Value $92,536,673
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,666 $20,407,151 22.05%
2.
Ishares Trust
 IEF 168,180 $16,296,642 17.61%
3.
Ishares Trust
 IEF 145,698 $12,879,703 13.91%
4.
Vanguard Value Etf
 52,955 $8,965,315 9.68%
5.
Vanguard Scottsdale Funds
 92,336 $8,248,375 8.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)