Portfolio (Quarterly)
Guide ↗
PRAIRIE ADVISORY, LLC
· CIK 0002144052| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CGGR | CAPITAL GROUP GROWTH ETF | — | 5,825.0 | $275K | 0.06% | NEW | — | $47.20 | -0.7% |
| 142 | BND | VANGUARD BD INDEX FDS | — | 3,722.0 | $273K | 0.06% | NEW | — | $73.41 | -1.1% |
| 143 | SCHX | SCHWAB STRATEGIC TR | — | 9,282.0 | $273K | 0.06% | NEW | — | $29.43 | +2.7% |
| 144 | IJH | ISHARES TR | — | 3,515.0 | $271K | 0.06% | NEW | — | $77.11 | -0.6% |
| 145 | IQDG | WISDOMTREE TR | — | 6,217.0 | $268K | 0.06% | NEW | — | $43.08 | +3.8% |
| 146 | IVE | ISHARES TR | — | 1,177.0 | $267K | 0.06% | NEW | — | $227.06 | +4.9% |
| 147 | TIP | ISHARES TR | — | 2,437.0 | $267K | 0.06% | NEW | — | $109.44 | -1.8% |
| 148 | ABBV | ABBVIE INC | Healthcare | 1,017.0 | $256K | 0.06% | NEW | — | $251.67 | +4.4% |
| 149 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 869.0 | $244K | 0.06% | NEW | — | $281.18 | -18.1% |
| 150 | CVX | CHEVRON CORPORATION | Energy | 1,462.0 | $242K | 0.06% | NEW | — | $165.74 | +21.1% |
| 151 | UNP | UNION PAC CORP | Industrials | 854.0 | $232K | 0.05% | NEW | — | $272.08 | +14.7% |
| 152 | AMGN | AMGEN INC | Healthcare | 640.0 | $232K | 0.05% | NEW | — | $362.33 | +21.7% |
| 153 | VCSH | VANGUARD SCOTTSDALE FDS | — | 2,901.0 | $229K | 0.05% | NEW | — | $79.02 | -0.4% |
| 154 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,541.0 | $226K | 0.05% | NEW | — | $146.60 | -1.0% |
| 155 | AVUS | AMERICAN CENTY ETF TR | — | 1,758.0 | $225K | 0.05% | NEW | — | $128.11 | +2.0% |
| 156 | IJR | ISHARES TR | — | 1,481.0 | $220K | 0.05% | NEW | — | $148.31 | -1.0% |
| 157 | RTX | RTX CORPORATION | Industrials | 1,155.0 | $219K | 0.05% | NEW | — | $189.71 | +11.9% |
| 158 | USFR | WISDOMTREE TR | — | 4,301.0 | $217K | 0.05% | NEW | — | $50.35 | -0.0% |
| 159 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 634.0 | $209K | 0.05% | NEW | — | $330.36 | +0.6% |
| 160 | NAIL | DIREXION SHARES ETF TRUST | — | 4,010.0 | $208K | 0.05% | NEW | — | $51.99 | -23.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
55.1%
Technology
24.3%
Industrials
5.0%
Consumer Cyclical
4.5%
Consumer Defensive
3.1%
Communication Services
2.1%
Healthcare
2.0%
Energy
1.7%
Utilities
1.0%
Basic Materials
0.8%