PRAIRIEVIEW PARTNERS, LLC

PrivateCIK: 1726673
Location

ST. PAUL, MN

397
Positions
$1.03M
Total AUM (reported)
14.53M
Total Shares

Allocation by class

TOTAL AUM$1.03M397 positions
TOTAL STK MKT$174.1K16.8%
AVANTIS SHFXDINC$125.3K12.1%
US LARGE CAP VLU$84.1K8.1%
INTERNATIONAL LR$66.2K6.4%
GLOBAL EX US COR$45.4K4.4%
INTER TERM TREAS$45.3K4.4%
VALUE ETF$38.6K3.7%

Portfolio Concentration

Top 337.1%4–1029.1%11–2520.1%Rest13.7%TOP 1066.2%0%100%
Top 3$383.4K37.1%
4–10$301.4K29.1%
11–25$207.7K20.1%
Rest$141.5K13.7%

Top 3 weight

37.1%

Top 10 weight

66.2%

Voting Authority Distribution

Total shares with voting rights: 14.53M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

14.53M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole397
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings397
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares572.75K
TypeSH
Market value$174.1K
16.84%
Sole
0.00
Shared
0.00
None
572.75K

AMERICAN CENTY ETF TR

SOLE
AVANTIS SHFXDINC
Shares2.66M
TypeSH
Market value$125.3K
12.11%
Sole
0.00
Shared
0.00
None
2.66M

AMERICAN CENTY ETF TR

SOLE
US LARGE CAP VLU
Shares1.23M
TypeSH
Market value$84.1K
8.13%
Sole
0.00
Shared
0.00
None
1.23M

AMERICAN CENTY ETF TR

SOLE
INTERNATIONAL LR
Shares1.06M
TypeSH
Market value$66.2K
6.40%
Sole
0.00
Shared
0.00
None
1.06M

DIMENSIONAL ETF TRUST

SOLE
GLOBAL EX US COR
Shares850.21K
TypeSH
Market value$45.4K
4.39%
Sole
0.00
Shared
0.00
None
850.21K

VANGUARD SCOTTSDALE FDS

SOLE
INTER TERM TREAS
Shares757.87K
TypeSH
Market value$45.3K
4.38%
Sole
0.00
Shared
0.00
None
757.87K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares218.22K
TypeSH
Market value$38.6K
3.73%
Sole
0.00
Shared
0.00
None
218.22K

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares482.25K
TypeSH
Market value$38.2K
3.70%
Sole
0.00
Shared
0.00
None
482.25K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE SMCAP ETF
Shares253.34K
TypeSH
Market value$34.0K
3.29%
Sole
0.00
Shared
0.00
None
253.34K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares589.13K
TypeSH
Market value$33.6K
3.25%
Sole
0.00
Shared
0.00
None
589.13K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares342.11K
TypeSH
Market value$31.2K
3.01%
Sole
0.00
Shared
0.00
None
342.11K

AMERICAN CENTY ETF TR

SOLE
AVANTIS US SMALL
Shares468.16K
TypeSH
Market value$24.1K
2.33%
Sole
0.00
Shared
0.00
None
468.16K

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares347.83K
TypeSH
Market value$23.8K
2.31%
Sole
0.00
Shared
0.00
None
347.83K

ISHARES TR

SOLE
CORE S&P TTL STK
Shares155.41K
TypeSH
Market value$21.0K
2.03%
Sole
0.00
Shared
0.00
None
155.41K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares421.88K
TypeSH
Market value$20.9K
2.02%
Sole
0.00
Shared
0.00
None
421.88K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares652.95K
TypeSH
Market value$15.6K
1.50%
Sole
0.00
Shared
0.00
None
652.95K

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares157.57K
TypeSH
Market value$11.7K
1.13%
Sole
0.00
Shared
0.00
None
157.57K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares43.18K
TypeSH
Market value$10.2K
0.99%
Sole
0.00
Shared
0.00
None
43.18K

SCHWAB STRATEGIC TR

SOLE
INTL SCEQT ETF
Shares204.06K
TypeSH
Market value$8.7K
0.84%
Sole
0.00
Shared
0.00
None
204.06K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares43.44K
TypeSH
Market value$8.5K
0.82%
Sole
0.00
Shared
0.00
None
43.44K

ISHARES TR

SOLE
SHRT NAT MUN ETF
Shares61.91K
TypeSH
Market value$6.6K
0.64%
Sole
0.00
Shared
0.00
None
61.91K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares102.94K
TypeSH
Market value$6.5K
0.63%
Sole
0.00
Shared
0.00
None
102.94K

ISHARES TR

SOLE
CORE S&P US VLU
Shares68.99K
TypeSH
Market value$6.5K
0.63%
Sole
0.00
Shared
0.00
None
68.99K

3M CO

SOLE
COM
Shares41.36K
TypeSH
Market value$6.3K
0.61%
Sole
0.00
Shared
0.00
None
41.36K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares223.54K
TypeSH
Market value$6.2K
0.60%
Sole
0.00
Shared
0.00
None
223.54K
Page 1 of 16