Top 50 C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Ad Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 10.21% | 2.34M | $179.4M | +34.36%(+599.32K) | $60.29(+41.30%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.32% | 2.86M | $111.1M | +1.14%(+32.33K) | $28.07(+52.06%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.13% | 2.26M | $72.6M | new | $31.61(+10.62%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.35% | 917.0K | $58.8M | +5.67%(+49.18K) | $48.66(+41.76%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.34% | 1.01M | $58.7M | +3.83%(+37.28K) | $49.88(+29.37%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.1% | 124.7K | $54.5M | +11.23%(+12.59K) | $51.95(+62.29%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.74% | 1.42M | $48.1M | -7.80%(-119.92K) | $21.85(+68.31%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.69% | 240.8K | $47.2M | +8.37%(+18.61K) | $153.96(+34.14%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 1.96% | 478.1K | $34.5M | +3.30%(+15.27K) | $62.77(+26.21%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.88% | 156.3K | $33.0M | -30.20%(-67.63K) | $197.04(+13.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.13% |
| Top 20 Holdings Unweighted | +12.44% | +42.16% |
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