Top 50 Platte River Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.17% | 551.8K | $52.8M | +4.10%(+21.75K) | — | 2024-09-30 | |
| IVE | ISHARES TR | 10.05% | 190.1K | $37.5M | +2.28%(+4.23K) | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.33% | 177.9K | $31.0M | -0.21%(-367) | — | 2024-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.2% | 50.5K | $19.4M | +3.82%(+1.86K) | — | 2024-09-30 | |
| IWF | ISHARES TR | 4.64% | 46.1K | $17.3M | -1.73%(-809) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.03% | 64.4K | $15.0M | +0.82%(+521) | — | 2024-09-30 | |
| QQQ | INVESCO QQQ TR | 3.53% | 36.7K | $13.2M | +38.53%(+10.21K) | — | 2024-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.72% | 129.5K | $10.2M | +8.01%(+9.61K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.71% | 23.4K | $10.1M | -0.04%(-10) | — | 2024-09-30 | |
| VO | VANGUARD INDEX FDS | 2.61% | 36.9K | $9.7M | -6.93%(-2.75K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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