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| Name: |
Platte River Wealth Advisors LLC |
| City: |
LOUISVILLE |
| State: |
CO |
| Zip: |
80027 |
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data |
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| Holdings
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25 |
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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 |
|
IVW |
ishares tr S&P 500 BARRA GR |
1 |
- |
$86.27 |
$41,843,000 |
495,534 |
11.92% |
12,484,000 |
104,601 |
0.097 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
2 |
- |
$186.16 |
$34,292,000 |
183,564 |
9.77% |
5,854,000 |
20,025 |
0.13 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
4 |
- |
$350.32 |
$16,155,000 |
46,935 |
4.6% |
2,995,000 |
4,602 |
0.017 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
5 |
- |
$342.95 |
$15,600,000 |
46,283 |
4.45% |
3,653,000 |
6,875 |
0.017 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
6 |
- |
$451.98 |
$11,732,000 |
26,423 |
3.34% |
1,211,000 |
732 |
0.006 |
Closed - End Fund - Debt |
|
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AAPL |
Apple Inc |
7 |
- |
$189.84 |
$10,877,000 |
63,433 |
3.1% |
-1,238,000 |
510 |
0 |
Personal Computers |
|
|
VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$248.23 |
$10,075,000 |
40,322 |
2.87% |
843,000 |
640 |
0.02 |
Closed - End Fund - E... |
|
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IWD |
iShares Russell 1000 Value |
10 |
- |
$178.56 |
$8,879,000 |
49,575 |
2.53% |
1,835,000 |
6,947 |
0.016 |
Closed - End Fund - E... |
|
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BIV |
Vanguard Intermediate-Term ... |
11 |
- |
$74.69 |
$8,793,000 |
116,620 |
2.51% |
1,597,000 |
22,410 |
0.073 |
Closed - End Fund - Debt |
|
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MUB |
iShares S&P National Munici... |
13 |
- |
$107.00 |
$7,859,000 |
73,037 |
2.24% |
6,354,000 |
59,155 |
0.005 |
Closed - End Fund - E... |
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JMUB |
Jpmorgan Municipal Etf |
14 |
- |
$0.00 |
$7,804,000 |
153,805 |
2.22% |
5,267,000 |
104,025 |
0.171 |
N/A |
|
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IBDV |
Ishares Ibonds Dec 2030 Ter... |
16 |
- |
$0.00 |
$6,848,000 |
320,005 |
1.95% |
1,178,000 |
57,976 |
0.356 |
N/A |
|
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IBDS |
Ishares Ibonds Dec 2027 Ter... |
17 |
- |
$0.00 |
$6,748,000 |
283,522 |
1.92% |
306,000 |
14,301 |
0.198 |
N/A |
|
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
20 |
- |
$24.44 |
$5,715,000 |
229,454 |
1.63% |
739,000 |
31,109 |
0.321 |
N/A |
|
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JPM |
JP Morgan Chase & Co |
22 |
- |
$202.47 |
$4,391,000 |
21,922 |
1.25% |
775,000 |
665 |
0.001 |
Domestic Money Center... |
|
|
IJH |
iShares S&P MidCap 400 Index |
23 |
- |
$60.26 |
$3,793,000 |
62,440 |
1.08% |
574,000 |
50,824 |
0.027 |
Closed - End Fund - E... |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
35 |
- |
$74.74 |
$1,857,000 |
25,385 |
0.53% |
357,000 |
2,335 |
0.001 |
Closed - End Fund - E... |
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HDV |
Ishares High Dividend Equit... |
39 |
- |
$111.35 |
$1,429,000 |
12,968 |
0.41% |
120,000 |
134 |
0.014 |
N/A |
|
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AMZN |
Amazon.com Inc |
43 |
- |
$183.63 |
$1,344,000 |
7,450 |
0.38% |
223,000 |
70 |
0 |
Internet Software & S... |
|
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SCHB |
Schwab Strategic Trust |
52 |
- |
$61.53 |
$837,000 |
13,708 |
0.24% |
116,000 |
761 |
0.007 |
Closed - End Fund - Debt |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
54 |
- |
$0.00 |
$789,000 |
28,132 |
0.22% |
540,000 |
19,251 |
0.022 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
56 |
- |
$261.93 |
$665,000 |
2,558 |
0.19% |
59,000 |
3 |
0 |
Closed - End Fund - E... |
|
|
HTD |
John Hancock Tax-Advantaged... |
59 |
- |
$20.49 |
$527,000 |
26,792 |
0.15% |
125,000 |
5,588 |
0.076 |
Closed - End Fund - Debt |
|
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CIBR |
First Trust Nasdaq Cea Cybe... |
65 |
- |
$0.00 |
$434,000 |
7,705 |
0.12% |
77,000 |
1,075 |
0.012 |
N/A |
|
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VGT |
Vanguard I T VIPERS |
78 |
- |
$533.85 |
$330,000 |
630 |
0.09% |
54,000 |
60 |
0 |
Closed - End Fund - E... |
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