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  Name: PRAIRIEVIEW WEALTH PARTNERS LLC
  City: ORLAND PARK
  State: IL
  Zip: 60467
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,216,000
  Total Value Change : $10,171,000
  Securities Held Change : 0
   
All Securities Held : 17
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 1
  Decreased Positions : 1

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $536.73 $21,030,000 40,001 19.08% 2,433,000 1,066 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 2 - $160.39 $13,899,000 85,342 12.61% 1,506,000 2,446 0.016    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 3 - $68.91 $12,833,000 189,116 11.64% 1,005,000 6,950 0.005    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 4 - $0.00 $10,987,000 482,501 9.97% 358,000 21,171 0.005    N/A
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 6 - $77.08 $10,319,000 141,061 9.36% 1,340,000 3,045 0.008    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 7 - $96.62 $8,444,000 86,211 7.66% 319,000 4,342 0.001    Closed - End Fund - E...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 8 - $47.17 $8,119,000 171,149 7.37% 390,000 8,638 0.019    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 9 - $80.89 $3,186,000 37,891 2.89% 1,437,000 15,395 0.011    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 10 - $49.93 $2,960,000 58,503 2.69% 23,000 975 0.003    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 11 - $104.25 $2,863,000 27,337 2.6% 39,000 548 0.03    Closed - End Fund - Debt
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 12 - $81.38 $2,033,000 23,906 1.84% 1,034,000 11,591 0.035    N/A
   (CCOI)1 Year Chart         CCOI Cogent Communications Group... 14 - $55.11 $576,000 8,822 0.52% -58,000 480 0.019    Internet Service Prov...
      12 Records Found
  1    
Page 1 of 1
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