Top 45 Prospera Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 39.02% | 242.4K | $77.8M | +1.75%(+4.18K) | $289.47(+23.33%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 13.67% | 353.4K | $27.2M | +1.52%(+5.29K) | $62.46(+33.54%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.02% | 244.7K | $18.0M | +6.44%(+14.79K) | $73.55(-0.43%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 7.78% | 323.2K | $15.5M | +2.01%(+6.36K) | $49.55(-3.35%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.49% | 21.7K | $12.9M | +1.58%(+336) | $534.94(+24.37%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.55% | 34.4K | $7.1M | +3.10%(+1.03K) | $187.00(+22.61%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.19% | 58.2K | $4.4M | +1.00%(+574) | $64.66(+25.68%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.07% | 9.4K | $4.1M | -1.89%(-182) | $65.18(+29.35%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.79% | 18.2K | $3.6M | +5.40%(+933) | $173.07(+19.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.69% | 19.3K | $3.4M | +0.18%(+35) | $128.01(+53.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.77% | +15.01% |
| Top 20 Holdings Unweighted | +4.07% | +12.71% |
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