PLATTE RIVER WEALTH ADVISORS, LLC Holdings

PLATTE RIVER WEALTH ADVISORS, LLC is an investment fund managing more than 223.7M US dollars. The largest holdings include Vanguard Value Index Fund, iShares S&P 500 Growth ETF and Vanguard Mid Cap Index Fund. In Q3 2022 the fund bought assets of total value of 9.34M US dollars and sold assets of total value of 14.54M US dollars.

$223.69M

portfolio value

-38.55%

quarter

-101.13%

1 year

PLATTE RIVER WEALTH ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2020	57550000	65098000
Q3 2020	17115000	5436000
Q4 2020	39994000	3736000
Q1 2021	19034000	9297000
Q2 2021	19192000	1196000
Q3 2021	15326000	9171000
Q4 2021	24109000	6444000
Q1 2022	-1766000	14558000
Q2 2022	2671000	41120000
Q3 2022	9344000	14536000

PLATTE RIVER WEALTH ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard Value Index Fund Portfolio share: 16.58% Portfolio value: 37.09M Avg. open price: $118.82 Current price: $144.59 P/L: +21.69% Sold -0.64% shares Q3 2022	share	16.58%	37.09M	$118.82	$144.59	+21.69%	Sold -0.64% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 8.06% Portfolio value: 18.02M Avg. open price: $63.24 Current price: $62.7 P/L: -0.85% Bought +12.80% shares Q3 2022	share	8.06%	18.02M	$63.24	$62.7	-0.85%	Bought +12.80% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 4.63% Portfolio value: 10.34M Avg. open price: $185.29 Current price: $213.5 P/L: +15.23% Bought +2.81% shares Q3 2022	share	4.63%	10.34M	$185.29	$213.5	+15.23%	Bought +2.81% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 4.62% Portfolio value: 10.34M Avg. open price: $126.7 Current price: $150.14 P/L: +18.50% Sold -3.99% shares Q3 2022	share	4.62%	10.34M	$126.7	$150.14	+18.50%	Sold -3.99% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 4.62% Portfolio value: 10.32M Avg. open price: $198.91 Current price: $230.41 P/L: +15.84% Bought +9.35% shares Q3 2022	share	4.62%	10.32M	$198.91	$230.41	+15.84%	Bought +9.35% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 4.13% Portfolio value: 9.25M Avg. open price: $89.01 Current price: $148.49 P/L: +66.83% Sold -0.76% shares Q3 2022	share	4.13%	9.25M	$89.01	$148.49	+66.83%	Sold -0.76% shares Q3 2022
Invesco QQQ Trust Portfolio share: 3.77% Portfolio value: 8.42M Avg. open price: $236.8 Current price: $289.55 P/L: +22.28% Bought +7.85% shares Q3 2022	share	3.77%	8.42M	$236.8	$289.55	+22.28%	Bought +7.85% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 3.36% Portfolio value: 7.51M Avg. open price: $225.62 Current price: $229.83 P/L: +1.87% Bought +3.22% shares Q3 2022	share	3.36%	7.51M	$225.62	$229.83	+1.87%	Bought +3.22% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 2.76% Portfolio value: 6.17M Avg. open price: $133.44 Current price: $157.16 P/L: +17.78% Sold -2.06% shares Q3 2022	share	2.76%	6.17M	$133.44	$157.16	+17.78%	Sold -2.06% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 2.64% Portfolio value: 5.9M Avg. open price: $164.82 Current price: $251.65 P/L: +52.68% Sold -0.15% shares Q3 2022	share	2.64%	5.9M	$164.82	$251.65	+52.68%	Sold -0.15% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 2.45% Portfolio value: 5.48M Avg. open price: $84.65 Current price: $86.61 P/L: +2.32% Sold -15.34% shares Q3 2022	share	2.45%	5.48M	$84.65	$86.61	+2.32%	Sold -15.34% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 2.26% Portfolio value: 5.06M Avg. open price: $1,507.6 Current price: $100.68 P/L: -93.32% Bought +0.12% shares Q3 2022	share	2.26%	5.06M	$1,507.6	$100.68	-93.32%	Bought +0.12% shares Q3 2022
Vanguard Intermediate-Term Bond Index Fund Portfolio share: 2.10% Portfolio value: 4.69M Avg. open price: $83.09 Current price: $75.43 P/L: -9.21% Sold -1.87% shares Q3 2022	share	2.10%	4.69M	$83.09	$75.43	-9.21%	Sold -1.87% shares Q3 2022
iShares Russell Mid-Cap Growth ETF Portfolio share: 2.01% Portfolio value: 4.49M Avg. open price: $113.07 Current price: $88.02 P/L: -22.16% Sold -0.10% shares Q2 2022	share	2.01%	4.49M	$113.07	$88.02	-22.16%	Sold -0.10% shares Q2 2022
Building Products & Equipment Builders FirstSource, Inc. Portfolio share: 1.78% Portfolio value: 3.98M Avg. open price: $72.36 Current price: $61.13 P/L: -15.52% Sold -17.18% shares Q3 2022	share	1.78%	3.98M	$72.36	$61.13	-15.52%	Sold -17.18% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.78% Portfolio value: 3.98M Avg. open price: $371 Current price: $92.66 P/L: -75.02% Bought +12.64% shares Q3 2022	share	1.78%	3.98M	$371	$92.66	-75.02%	Bought +12.64% shares Q3 2022
iShares Select Dividend ETF Portfolio share: 1.67% Portfolio value: 3.73M Avg. open price: $100.8 Current price: $123.81 P/L: +22.82% Sold -6.54% shares Q3 2022	share	1.67%	3.73M	$100.8	$123.81	+22.82%	Sold -6.54% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 1.53% Portfolio value: 3.42M Avg. open price: N/A Current price: $49.81 P/L: N/A Sold -14.26% shares Q3 2022	share	1.53%	3.42M	N/A	$49.81	N/A	Sold -14.26% shares Q3 2022
iShares Russell Mid-Cap Value ETF Portfolio share: 1.51% Portfolio value: 3.37M Avg. open price: $108.97 Current price: $109.96 P/L: +0.91% Sold -2.39% shares Q1 2022	share	1.51%	3.37M	$108.97	$109.96	+0.91%	Sold -2.39% shares Q1 2022
Insurance—Life Globe Life Inc. Portfolio share: 1.38% Portfolio value: 3.09M Avg. open price: N/A Current price: $119.72 P/L: N/A N/A Q3 2022	share	1.38%	3.09M	N/A	$119.72	N/A	N/A Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 1.36% Portfolio value: 3.04M Avg. open price: $192.28 Current price: $373.7 P/L: +94.36% Bought +0.43% shares Q3 2022	share	1.36%	3.04M	$192.28	$373.7	+94.36%	Bought +0.43% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 1.32% Portfolio value: 2.95M Avg. open price: $320.33 Current price: $537.27 P/L: +67.72% Sold -0.17% shares Q2 2022	share	1.32%	2.95M	$320.33	$537.27	+67.72%	Sold -0.17% shares Q2 2022
REIT—Retail Realty Income Corporation Portfolio share: 1.12% Portfolio value: 2.50M Avg. open price: $63.8 Current price: $62.35 P/L: -2.27% Sold -3.96% shares Q3 2022	share	1.12%	2.50M	$63.8	$62.35	-2.27%	Sold -3.96% shares Q3 2022
iShares S&P Mid-Cap 400 Value ETF Portfolio share: 1.09% Portfolio value: 2.43M Avg. open price: $103.19 Current price: $104.6 P/L: +1.36% Sold -3.40% shares Q2 2022	share	1.09%	2.43M	$103.19	$104.6	+1.36%	Sold -3.40% shares Q2 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 1.07% Portfolio value: 2.38M Avg. open price: $80.81 Current price: $71.58 P/L: -11.43% Sold -1.69% shares Q3 2022	share	1.07%	2.38M	$80.81	$71.58	-11.43%	Sold -1.69% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 1.00% Portfolio value: 2.24M Avg. open price: $143.53 Current price: $133.26 P/L: -7.15% Bought +8.76% shares Q3 2022	share	1.00%	2.24M	$143.53	$133.26	-7.15%	Bought +8.76% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.99% Portfolio value: 2.20M Avg. open price: $266.22 Current price: $251.94 P/L: -5.36% Sold -1.80% shares Q3 2022	share	0.99%	2.20M	$266.22	$251.94	-5.36%	Sold -1.80% shares Q3 2022
iShares iBonds Dec 2024 Term Corporate ETF Portfolio share: 0.95% Portfolio value: 2.12M Avg. open price: N/A Current price: $24.45 P/L: N/A N/A Q3 2022	share	0.95%	2.12M	N/A	$24.45	N/A	N/A Q3 2022
iShares iBonds Dec 2025 Term Corporate ETF Portfolio share: 0.94% Portfolio value: 2.1M Avg. open price: N/A Current price: $24.41 P/L: N/A N/A Q3 2022	share	0.94%	2.1M	N/A	$24.41	N/A	N/A Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 0.82% Portfolio value: 1.83M Avg. open price: $35.26 Current price: $44.59 P/L: +26.46% Sold -3.18% shares Q4 2020	share	0.82%	1.83M	$35.26	$44.59	+26.46%	Sold -3.18% shares Q4 2020
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.81% Portfolio value: 1.80M Avg. open price: $464.12 Current price: $555.6 P/L: +19.71% Sold -0.28% shares Q2 2022	share	0.81%	1.80M	$464.12	$555.6	+19.71%	Sold -0.28% shares Q2 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.62% Portfolio value: 1.39M Avg. open price: $75.26 Current price: $72.9 P/L: -3.14% Bought +19.74% shares Q3 2022	share	0.62%	1.39M	$75.26	$72.9	-3.14%	Bought +19.74% shares Q3 2022
SPDR Portfolio S&P 500 Growth ETF Portfolio share: 0.60% Portfolio value: 1.35M Avg. open price: $66.32 Current price: $54.36 P/L: -18.04% Bought +586.51% shares Q2 2022	share	0.60%	1.35M	$66.32	$54.36	-18.04%	Bought +586.51% shares Q2 2022
Railroads Union Pacific Corporation Portfolio share: 0.59% Portfolio value: 1.31M Avg. open price: $218.11 Current price: $210.92 P/L: -3.30% Bought +0.37% shares Q3 2022	share	0.59%	1.31M	$218.11	$210.92	-3.30%	Bought +0.37% shares Q3 2022
REIT—Industrial Prologis, Inc. Portfolio share: 0.57% Portfolio value: 1.28M Avg. open price: $95.39 Current price: $114.63 P/L: +20.18% Bought +10.35% shares Q3 2022	share	0.57%	1.28M	$95.39	$114.63	+20.18%	Bought +10.35% shares Q3 2022
SPDR Portfolio S&P 500 Value ETF Portfolio share: 0.56% Portfolio value: 1.24M Avg. open price: N/A Current price: $40.31 P/L: N/A N/A Q2 2022	share	0.56%	1.24M	N/A	$40.31	N/A	N/A Q2 2022
Asset Management John Hancock Tax-Advantaged Dividend Income Fund Portfolio share: 0.51% Portfolio value: 1.14M Avg. open price: $19.38 Current price: $23.54 P/L: +21.45% Bought +4.28% shares Q3 2022	share	0.51%	1.14M	$19.38	$23.54	+21.45%	Bought +4.28% shares Q3 2022
iShares Russell Mid-Cap ETF Portfolio share: 0.50% Portfolio value: 1.12M Avg. open price: $58.11 Current price: $70.72 P/L: +21.69% Sold -3.17% shares Q4 2021	share	0.50%	1.12M	$58.11	$70.72	+21.69%	Sold -3.17% shares Q4 2021
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.47% Portfolio value: 1.04M Avg. open price: N/A Current price: N/A P/L: N/A Bought +5.69% shares Q3 2022	share	0.47%	1.04M	N/A	N/A	N/A	Bought +5.69% shares Q3 2022
REIT—Industrial Extra Space Storage Inc. Portfolio share: 0.46% Portfolio value: 1.02M Avg. open price: $101.94 Current price: $157.53 P/L: +54.54% Bought +1.02% shares Q3 2021	share	0.46%	1.02M	$101.94	$157.53	+54.54%	Bought +1.02% shares Q3 2021
Asset Management BlackRock, Inc. Portfolio share: 0.43% Portfolio value: 957K Avg. open price: $785.83 Current price: $710.68 P/L: -9.56% Sold -1.69% shares Q2 2022	share	0.43%	957K	$785.83	$710.68	-9.56%	Sold -1.69% shares Q2 2022
Household & Personal Products The Estée Lauder Companies Inc. Portfolio share: 0.43% Portfolio value: 953K Avg. open price: N/A Current price: $234.6 P/L: N/A Sold -0.45% shares Q2 2022	share	0.43%	953K	N/A	$234.6	N/A	Sold -0.45% shares Q2 2022
Drug Manufacturers—Specialty & Generic Zoetis Inc. Portfolio share: 0.42% Portfolio value: 945K Avg. open price: N/A Current price: $155.82 P/L: N/A Sold -1.38% shares Q4 2020	share	0.42%	945K	N/A	$155.82	N/A	Sold -1.38% shares Q4 2020
REIT—Residential Mid-America Apartment Communities, Inc. Portfolio share: 0.39% Portfolio value: 865K Avg. open price: $140.74 Current price: $161.92 P/L: +15.05% Sold -1.33% shares Q3 2022	share	0.39%	865K	$140.74	$161.92	+15.05%	Sold -1.33% shares Q3 2022
Specialty Industrial Machinery Eaton Corporation plc Portfolio share: 0.38% Portfolio value: 846K Avg. open price: $146.86 Current price: $160.25 P/L: +9.12% Bought +1.36% shares Q3 2021	share	0.38%	846K	$146.86	$160.25	+9.12%	Bought +1.36% shares Q3 2021
Footwear & Accessories NIKE, Inc. Portfolio share: 0.38% Portfolio value: 846K Avg. open price: $153.96 Current price: $110.19 P/L: -28.43% Sold -6.82% shares Q2 2022	share	0.38%	846K	$153.96	$110.19	-28.43%	Sold -6.82% shares Q2 2022
REIT—Industrial Duke Realty Corporation Portfolio share: 0.37% Portfolio value: 819K Avg. open price: $37.62 Current price: $48.2 P/L: +28.12% Sold -0.45% shares Q3 2022	share	0.37%	819K	$37.62	$48.2	+28.12%	Sold -0.45% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.35% Portfolio value: 788K Avg. open price: $300.87 Current price: $321.02 P/L: +6.70% Sold -4.55% shares Q3 2022	share	0.35%	788K	$300.87	$321.02	+6.70%	Sold -4.55% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 0.35% Portfolio value: 788K Avg. open price: N/A Current price: $87.36 P/L: N/A Sold -11.65% shares Q3 2022	share	0.35%	788K	N/A	$87.36	N/A	Sold -11.65% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.35% Portfolio value: 786K Avg. open price: $52.28 Current price: $49.4 P/L: -5.51% Bought +2.47% shares Q3 2021	share	0.35%	786K	$52.28	$49.4	-5.51%	Bought +2.47% shares Q3 2021
Medical Devices Boston Scientific Corporation Portfolio share: 0.35% Portfolio value: 779K Avg. open price: $38.21 Current price: $46 P/L: +20.39% Sold -6.71% shares Q1 2022	share	0.35%	779K	$38.21	$46	+20.39%	Sold -6.71% shares Q1 2022
ISHARES TR Portfolio share: 0.34% Portfolio value: 756K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.63% shares Q3 2022	share	0.34%	756K	N/A	N/A	N/A	Bought +0.63% shares Q3 2022
REIT—Specialty Equinix, Inc. Portfolio share: 0.32% Portfolio value: 724K Avg. open price: $709.39 Current price: $690.6 P/L: -2.65% Bought +0.79% shares Q4 2021	share	0.32%	724K	$709.39	$690.6	-2.65%	Bought +0.79% shares Q4 2021
Schwab U.S. REIT ETF Portfolio share: 0.30% Portfolio value: 674K Avg. open price: $24.89 Current price: $20.1 P/L: -19.24% Sold -40.33% shares Q3 2022	share	0.30%	674K	$24.89	$20.1	-19.24%	Sold -40.33% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.29% Portfolio value: 656K Avg. open price: $1,339.39 Current price: $100.24 P/L: -92.52% Sold -3.65% shares Q3 2020	share	0.29%	656K	$1,339.39	$100.24	-92.52%	Sold -3.65% shares Q3 2020
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.25% Portfolio value: 556K Avg. open price: $52.43 Current price: $50.65 P/L: -3.40% Bought +62.79% shares Q3 2022	share	0.25%	556K	$52.43	$50.65	-3.40%	Bought +62.79% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.23% Portfolio value: 524K Avg. open price: $195.75 Current price: $167.45 P/L: -14.46% Sold -22.93% shares Q3 2022	share	0.23%	524K	$195.75	$167.45	-14.46%	Sold -22.93% shares Q3 2022
REIT—Office Alexandria Real Estate Equities, Inc. Portfolio share: 0.23% Portfolio value: 518K Avg. open price: $177.34 Current price: $152.19 P/L: -14.18% Sold -9.48% shares Q3 2022	share	0.23%	518K	$177.34	$152.19	-14.18%	Sold -9.48% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.22% Portfolio value: 500K Avg. open price: $302.82 Current price: $402.77 P/L: +33.01% Bought +0.29% shares Q3 2020	share	0.22%	500K	$302.82	$402.77	+33.01%	Bought +0.29% shares Q3 2020
Discount Stores Costco Wholesale Corporation Portfolio share: 0.22% Portfolio value: 490K Avg. open price: $355.18 Current price: $486.58 P/L: +36.99% Sold -6.07% shares Q3 2022	share	0.22%	490K	$355.18	$486.58	+36.99%	Sold -6.07% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.22% Portfolio value: 487K Avg. open price: $154.79 Current price: $179.05 P/L: +15.68% Sold -2.68% shares Q3 2022	share	0.22%	487K	$154.79	$179.05	+15.68%	Sold -2.68% shares Q3 2022
REIT—Specialty American Tower Corporation Portfolio share: 0.21% Portfolio value: 466K Avg. open price: $247.4 Current price: $215.68 P/L: -12.82% Bought +1.88% shares Q3 2021	share	0.21%	466K	$247.4	$215.68	-12.82%	Bought +1.88% shares Q3 2021
Entertainment The Walt Disney Company Portfolio share: 0.19% Portfolio value: 432K Avg. open price: $175.77 Current price: $98.06 P/L: -44.21% Sold -2.72% shares Q2 2022	share	0.19%	432K	$175.77	$98.06	-44.21%	Sold -2.72% shares Q2 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.17% Portfolio value: 391K Avg. open price: N/A Current price: $148.56 P/L: N/A Sold -10.10% shares Q2 2022	share	0.17%	391K	N/A	$148.56	N/A	Sold -10.10% shares Q2 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.16% Portfolio value: 367K Avg. open price: $133.11 Current price: $149.31 P/L: +12.17% Bought +19.56% shares Q3 2022	share	0.16%	367K	$133.11	$149.31	+12.17%	Bought +19.56% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.16% Portfolio value: 359K Avg. open price: $111.99 Current price: $106.19 P/L: -5.18% Sold -93.32% shares Q2 2022	share	0.16%	359K	$111.99	$106.19	-5.18%	Sold -93.32% shares Q2 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.15% Portfolio value: 335K Avg. open price: $62.07 Current price: $67.35 P/L: +8.49% Sold -2.16% shares Q1 2022	share	0.15%	335K	$62.07	$67.35	+8.49%	Sold -2.16% shares Q1 2022
iShares Russell 2000 Value ETF Portfolio share: 0.15% Portfolio value: 333K Avg. open price: $164.98 Current price: $146.88 P/L: -10.97% Bought +21.70% shares Q3 2021	share	0.15%	333K	$164.98	$146.88	-10.97%	Bought +21.70% shares Q3 2021
iShares Russell 2000 Growth ETF Portfolio share: 0.14% Portfolio value: 321K Avg. open price: $311.38 Current price: $226.47 P/L: -27.27% Sold -20.46% shares Q1 2022	share	0.14%	321K	$311.38	$226.47	-27.27%	Sold -20.46% shares Q1 2022
iShares Russell 3000 ETF Portfolio share: 0.14% Portfolio value: 319K Avg. open price: N/A Current price: $232.74 P/L: N/A N/A Q4 2019	share	0.14%	319K	N/A	$232.74	N/A	N/A Q4 2019
Capital Markets Morgan Stanley Portfolio share: 0.14% Portfolio value: 311K Avg. open price: $83.56 Current price: $90.72 P/L: +8.57% Sold -42.88% shares Q2 2022	share	0.14%	311K	$83.56	$90.72	+8.57%	Sold -42.88% shares Q2 2022
REIT—Specialty Crown Castle Inc. Portfolio share: 0.14% Portfolio value: 306K Avg. open price: $176.68 Current price: $137.87 P/L: -21.97% Bought +2.91% shares Q4 2021	share	0.14%	306K	$176.68	$137.87	-21.97%	Bought +2.91% shares Q4 2021
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.14% Portfolio value: 305K Avg. open price: $166.73 Current price: $208.5 P/L: +25.05% Sold -40.15% shares Q2 2022	share	0.14%	305K	$166.73	$208.5	+25.05%	Sold -40.15% shares Q2 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.13% Portfolio value: 296K Avg. open price: $205.87 Current price: $184.71 P/L: -10.28% Sold -8.25% shares Q4 2021	share	0.13%	296K	$205.87	$184.71	-10.28%	Sold -8.25% shares Q4 2021
Healthcare Plans CIGNA CORP NEW Portfolio share: 0.12% Portfolio value: 277K Avg. open price: N/A Current price: $327 P/L: N/A N/A Q4 2020	share	0.12%	277K	N/A	$327	N/A	N/A Q4 2020
iShares Core High Dividend ETF Portfolio share: 0.12% Portfolio value: 272K Avg. open price: N/A Current price: $107.43 P/L: N/A N/A Q3 2022	share	0.12%	272K	N/A	$107.43	N/A	N/A Q3 2022
Biotechnology Regeneron Pharmaceuticals, Inc. Portfolio share: 0.12% Portfolio value: 267K Avg. open price: $558.54 Current price: $766 P/L: +37.14% Sold -29.20% shares Q4 2021	share	0.12%	267K	$558.54	$766	+37.14%	Sold -29.20% shares Q4 2021
Medical Distribution Zynex, Inc. Portfolio share: 0.11% Portfolio value: 250K Avg. open price: $10.89 Current price: $13.53 P/L: +24.22% Bought +37.63% shares Q1 2022	share	0.11%	250K	$10.89	$13.53	+24.22%	Bought +37.63% shares Q1 2022
iShares Core S&P 500 ETF Portfolio share: 0.11% Portfolio value: 249K Avg. open price: N/A Current price: $404.54 P/L: N/A Sold -2.39% shares Q1 2021	share	0.11%	249K	N/A	$404.54	N/A	Sold -2.39% shares Q1 2021
iShares S&P 100 ETF Portfolio share: 0.11% Portfolio value: 247K Avg. open price: N/A Current price: $181.07 P/L: N/A N/A Q4 2019	share	0.11%	247K	N/A	$181.07	N/A	N/A Q4 2019
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 0.11% Portfolio value: 235K Avg. open price: $367.22 Current price: $461.04 P/L: +25.55% N/A Q4 2020	share	0.11%	235K	$367.22	$461.04	+25.55%	N/A Q4 2020
Credit Services Visa Inc. Portfolio share: 0.10% Portfolio value: 219K Avg. open price: $197.28 Current price: $216.29 P/L: +9.64% Sold -37.78% shares Q4 2021	share	0.10%	219K	$197.28	$216.29	+9.64%	Sold -37.78% shares Q4 2021
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.09% Portfolio value: 209K Avg. open price: $129.01 Current price: $183.31 P/L: +42.09% Sold -28.69% shares Q4 2021	share	0.09%	209K	$129.01	$183.31	+42.09%	Sold -28.69% shares Q4 2021
iShares Core S&P Small-Cap ETF Portfolio share: 0.09% Portfolio value: 205K Avg. open price: $98.57 Current price: $100.18 P/L: +1.63% Sold -57.82% shares Q2 2022	share	0.09%	205K	$98.57	$100.18	+1.63%	Sold -57.82% shares Q2 2022
REIT—Residential Independence Realty Trust, Inc. Portfolio share: 0.08% Portfolio value: 180K Avg. open price: N/A Current price: $17.58 P/L: N/A N/A Q4 2021	share	0.08%	180K	N/A	$17.58	N/A	N/A Q4 2021
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $415.46 Current price: $438.35 P/L: +5.51% Sold -100.00% shares Q3 2022	share	0.00%	0	$415.46	$438.35	+5.51%	Sold -100.00% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $222.36 Current price: $123 P/L: -44.68% Sold -100.00% shares Q3 2022	share	0.00%	0	$222.36	$123	-44.68%	Sold -100.00% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $103.87 Current price: $47.23 P/L: -54.54% Sold -100.00% shares Q3 2022	share	0.00%	0	$103.87	$47.23	-54.54%	Sold -100.00% shares Q3 2022

Showing TOP 88 PLATTE RIVER WEALTH ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PLATTE RIVER WEALTH ADVISORS, LLC?

The biggest position of the PLATTE RIVER WEALTH ADVISORS, LLC is Vanguard Value Index Fund (VTV) with 16.58% portfolio share worth of 37.09M US dollars.

Top 5 PLATTE RIVER WEALTH ADVISORS's holdings represent 38.5% of the portfolio:

Vanguard Value Index Fund (VTV) – 16.58%
iShares S&P 500 Growth ETF (IVW) – 8.06%
Vanguard Mid Cap Index Fund (VO) – 4.63%
iShares S&P 500 Value ETF (IVE) – 4.62%
Vanguard Growth Index Fund (VUG) – 4.62%

Who is the portfolio manager of PLATTE RIVER WEALTH ADVISORS, LLC?

The portfolio manager of the PLATTE RIVER WEALTH ADVISORS, LLC is .

What is the total asset value of the PLATTE RIVER WEALTH ADVISORS, LLC portfolio?

PLATTE RIVER WEALTH ADVISORS, LLC total asset value (portfolio value) is 223.7M US dollars.

Who is ?

is the portfolio manager of the PLATTE RIVER WEALTH ADVISORS, LLC.

What is (PLATTE RIVER WEALTH ADVISORS, LLC) fund performance?

PLATTE RIVER WEALTH ADVISORS's quarterly performance is -38.55%, annualy -101.13%.

What is the PLATTE RIVER WEALTH ADVISORS, LLC CIK?

PLATTE RIVER WEALTH ADVISORS's Central Index Key is 0001802013 .