Platte River Wealth Advisors, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Platte River Wealth Advisors, LLC opened 0 positions, added to 17, reduced 17, sold out of 1 and left 12 unchanged. The largest increase in value was IVW (+$3,783,854); the largest decrease was IBDQ (-$1,966,227).
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2024-06-30 530,011; Shares 2024-09-30 551,761.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 2024-06-30 185,874; Shares 2024-09-30 190,108.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2024-06-30 48,673; Shares 2024-09-30 50,534.
- BIV: Country of operation —; Class INTERMED TERM; Shares 2024-06-30 119,936; Shares 2024-09-30 129,547.
Two Form 13F-HR filings compared (SEC CIK 1802013): 2024-06-30 (filed 2024-07-19) and 2024-09-30 (filed 2024-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-06-30 | Shares 2024-09-30 | Share change | Value 2024-06-30 | Value 2024-09-30 | Value change |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 530,011 | 551,761 | +21,750 | $49,047,247 | $52,831,101 | +$3,783,854 |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 185,874 | 190,108 | +4,234 | $33,830,979 | $37,483,647 | +$3,652,668 |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 48,673 | 50,534 | +1,861 | $18,204,189 | $19,401,519 | +$1,197,330 |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 119,936 | 129,547 | +9,611 | $8,982,031 | $10,152,590 | +$1,170,559 |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 67,915 | 71,666 | +3,751 | $7,236,343 | $7,785,078 | +$548,735 |
|---|
JMUB
J P MORGAN EXCHANGE TRADED F | | MUNICIPAL ETF | 142,841 | 150,716 | +7,875 | $7,195,616 | $7,727,209 | +$531,593 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 26,506 | 26,720 | +214 | $12,699,400 | $13,041,367 | +$341,967 |
|---|
IBDW
ISHARES TR | | IBONDS DEC 2031 | 222,027 | 225,338 | +3,311 | $4,504,928 | $4,781,672 | +$276,744 |
|---|
IBDX
ISHARES TR | | IBONDS DEC 2032 | 177,896 | 180,513 | +2,617 | $4,369,126 | $4,640,989 | +$271,863 |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 13,379 | 13,759 | +380 | $1,454,297 | $1,618,334 | +$164,037 |
|---|
SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 26,332 | 26,857 | +525 | $2,109,983 | $2,227,520 | +$117,537 |
|---|
HTD
HANCOCK JOHN TAX-ADVANTAGED | | COM | 26,720 | 27,720 | +1,000 | $540,011 | $643,658 | +$103,647 |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 14,311 | 15,699 | +1,388 | $654,728 | $746,173 | +$91,445 |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 13,676 | 13,679 | +3 | $859,810 | $909,940 | +$50,130 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,558 | 2,560 | +2 | $684,174 | $724,929 | +$40,755 |
|---|
XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 4,798 | 4,828 | +30 | $1,085,452 | $1,089,969 | +$4,517 |
|---|
SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 1,765 | 1,870 | +105 | $460,136 | $458,992 | -$1,144 |
|---|
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