StockDriftsStockDriftsTop 30 Prairieview Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 21.37% | 39.9K | $26.1M | +0.95%(+377) | $474.64(+57.12%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 12.15% | 149.3K | $14.8M | +4.26%(+6.10K) | $98.66(+0.01%) | 2026-03-31 | |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | 9.7% | 350.8K | $11.8M | +1373.03%(+326.97K) | $33.94(-0.67%) | 2026-03-31 | |
| IWR | ISHARES RUSSELL MIDCAP ETF | 8.84% | 110.8K | $10.8M | +1.71%(+1.86K) | $82.52(+26.93%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 8.32% | 51.7K | $10.2M | +1.16%(+595) | $148.80(+40.03%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 7.08% | 81.4K | $8.6M | -2.66%(-2.22K) | $104.84(+1.72%) | 2026-03-31 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 6.99% | 85.1K | $8.5M | +1.98%(+1.65K) | $83.93(+36.08%) | 2026-03-31 | |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 6.26% | 119.5K | $7.6M | +3.13%(+3.62K) | $60.50(+12.00%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 5.17% | 64.4K | $6.3M | +0.39%(+247) | $64.52(+84.18%) | 2026-03-31 | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 3.72% | 52.4K | $4.5M | +0.81%(+421) | $65.03(+47.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.36% |
| Top 20 Holdings Unweighted | +7.04% | +22.65% |
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