Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | 01-26-2024 | 12-31-2023 | 391 | 810,744,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 51 | $1,690,000 | 36,052 | 0.21 | 0.24 | -3,269 | -8.31 | 12-31-2023 |
SPDR SER TR | NUVEEN BLMBRG SH | 52 | $1,551,000 | 32,459 | 0.19 | 1.06 | -140,015 | -81.18 | 12-31-2023 |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 53 | $1,383,000 | 57,372 | 0.17 | 0.15 | 8,883 | 18.32 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 54 | $1,322,000 | 4,360 | 0.16 | 0.16 | 1 | 0.02 | 12-31-2023 |