Platte River Wealth Advisors, LLC current holdings: USA ETF
Platte River Wealth Advisors, LLC reported $0.29 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 46 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are IVW, IVE, VTV.
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 551,761; Value $52,831,101.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 190,108; Value $37,483,647.
- VTV: Country of operation —; Class VALUE ETF; Shares 177,856; Value $31,048,322.
- VUG: Country of operation —; Class GROWTH ETF; Shares 50,534; Value $19,401,519.
Form 13F-HR as filed (SEC CIK 1802013): quarter ended 2024-09-30, filed 2024-10-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 551,761 | $52,831,101 | 2024-09-30 | 2024-10-07 | |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 190,108 | $37,483,647 | 2024-09-30 | 2024-10-07 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 177,856 | $31,048,322 | 2024-09-30 | 2024-10-07 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 50,534 | $19,401,519 | 2024-09-30 | 2024-10-07 | |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 46,057 | $17,288,877 | 2024-09-30 | 2024-10-07 | |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 26,720 | $13,041,367 | 2024-09-30 | 2024-10-07 | +47.75% |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 129,547 | $10,152,590 | 2024-09-30 | 2024-10-07 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 36,875 | $9,728,735 | 2024-09-30 | 2024-10-07 | |
|---|
IWD
ISHARES TR | | RUS 1000 VAL ETF | 48,399 | $9,186,130 | 2024-09-30 | 2024-10-07 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 71,666 | $7,785,078 | 2024-09-30 | 2024-10-07 | |
|---|
JMUB
J P MORGAN EXCHANGE TRADED F | | MUNICIPAL ETF | 150,716 | $7,727,209 | 2024-09-30 | 2024-10-07 | |
|---|
IBDV
ISHARES TR | | IBONDS DEC 2030 | 308,777 | $6,845,586 | 2024-09-30 | 2024-10-07 | |
|---|
IBDU
ISHARES TR | | IBONDS DEC 29 | 211,792 | $4,979,230 | 2024-09-30 | 2024-10-07 | |
|---|
IBDS
ISHARES TR | | IBONDS 27 ETF | 198,298 | $4,832,522 | 2024-09-30 | 2024-10-07 | |
|---|
IBDW
ISHARES TR | | IBONDS DEC 2031 | 225,338 | $4,781,672 | 2024-09-30 | 2024-10-07 | |
|---|
IWP
ISHARES TR | | RUS MD CP GR ETF | 40,131 | $4,706,965 | 2024-09-30 | 2024-10-07 | |
|---|
IBDX
ISHARES TR | | IBONDS DEC 2032 | 180,513 | $4,640,989 | 2024-09-30 | 2024-10-07 | |
|---|
IBDR
ISHARES TR | | IBONDS DEC2026 | 183,117 | $4,449,743 | 2024-09-30 | 2024-10-07 | |
|---|
IBDT
ISHARES TR | | IBDS DEC28 ETF | 172,580 | $4,405,967 | 2024-09-30 | 2024-10-07 | |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 59,760 | $3,724,227 | 2024-09-30 | 2024-10-07 | |
|---|
IWS
ISHARES TR | | RUS MDCP VAL ETF | 24,667 | $3,262,211 | 2024-09-30 | 2024-10-07 | |
|---|
DVY
ISHARES TR | | SELECT DIVID ETF | 22,972 | $3,102,859 | 2024-09-30 | 2024-10-07 | |
|---|
SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 26,857 | $2,227,520 | 2024-09-30 | 2024-10-07 | |
|---|
IJJ
ISHARES TR | | S&P MC 400VL ETF | 17,974 | $2,221,946 | 2024-09-30 | 2024-10-07 | |
|---|
SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 38,281 | $2,023,534 | 2024-09-30 | 2024-10-07 | |
|---|
IJK
ISHARES TR | | S&P MC 400GR ETF | 21,935 | $2,016,485 | 2024-09-30 | 2024-10-07 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 3,386 | $1,953,113 | 2024-09-30 | 2024-10-07 | |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 13,759 | $1,618,334 | 2024-09-30 | 2024-10-07 | |
|---|
IWR
ISHARES TR | | RUS MID CAP ETF | 16,529 | $1,456,866 | 2024-09-30 | 2024-10-07 | |
|---|
XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 4,828 | $1,089,969 | 2024-09-30 | 2024-10-07 | |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 13,679 | $909,940 | 2024-09-30 | 2024-10-07 | |
|---|
IDV
ISHARES TR | | INTL SEL DIV ETF | 28,189 | $852,153 | 2024-09-30 | 2024-10-07 | |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,380 | $791,789 | 2024-09-30 | 2024-10-07 | |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 7,445 | $753,955 | 2024-09-30 | 2024-10-07 | |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 15,699 | $746,173 | 2024-09-30 | 2024-10-07 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,560 | $724,929 | 2024-09-30 | 2024-10-07 | |
|---|
HTD
HANCOCK JOHN TAX-ADVANTAGED | | COM | 27,720 | $643,658 | 2024-09-30 | 2024-10-07 | |
|---|
IWV
ISHARES TR | | RUSSELL 3000 ETF | 1,540 | $503,164 | 2024-09-30 | 2024-10-07 | |
|---|
VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 5,126 | $499,375 | 2024-09-30 | 2024-10-07 | |
|---|
SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 1,870 | $458,992 | 2024-09-30 | 2024-10-07 | |
|---|
CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 7,705 | $456,367 | 2024-09-30 | 2024-10-07 | |
|---|
IWO
ISHARES TR | | RUS 2000 GRW ETF | 1,555 | $441,620 | 2024-09-30 | 2024-10-07 | |
|---|
IWN
ISHARES TR | | RUS 2000 VAL ETF | 2,580 | $430,396 | 2024-09-30 | 2024-10-07 | |
|---|
OEF
ISHARES TR | | S&P 100 ETF | 1,520 | $420,675 | 2024-09-30 | 2024-10-07 | |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 630 | $369,508 | 2024-09-30 | 2024-10-07 | |
|---|
MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 385 | $219,319 | 2024-09-30 | 2024-10-07 | |
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