Prairieview Wealth Partners, LLC
- SEC CIK
- 0002011194
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位。
- 持股檔數
- 17
- 2023 年第 3 季沒有申報
- 總值
- $1.00 億
- 2023 年第 3 季沒有申報
Prairieview Wealth Partners, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 38,935 | $1,860 萬 | 18.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 82,896 | $1,239 萬 | 12.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 182,166 | $1,183 萬 | 11.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 461,330 | $1,063 萬 | 10.6% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 358,206 | $1,040 萬 | 10.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 138,016 | $897.9 萬 | 9.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 81,869 | $812.5 萬 | 8.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 162,511 | $772.9 萬 | 7.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,528 | $293.7 萬 | 2.9% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 26,789 | $282.4 萬 | 2.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 22,496 | $174.9 萬 | 1.7% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 34,930 | $123.7 萬 | 1.2% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 12,315 | $99.9 萬 | 1.0% | – | – | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 8,342 | $63.4 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,111 | $41.8 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,818 | $34.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,143 | $23.1 萬 | 0.2% | – | – | – |