Top 50 Prosperitas Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 4.78% | 440.3K | $12.8M | +1.67%(+7.22K) | $21.07(+62.63%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.71% | 64.5K | $12.7M | -6.59%(-4.55K) | $163.49(+26.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.54% | 48.1K | $12.2M | -5.11%(-2.59K) | $170.97(+75.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.38% | 19.7K | $11.8M | +0.48%(+93) | $432.84(+56.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.36% | 40.7K | $11.7M | -9.44%(-4.24K) | $148.10(+167.91%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.11% | 359.4K | $11.0M | -7.39%(-28.70K) | $25.32(+25.30%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.92% | 418.7K | $10.5M | +25.29%(+84.52K) | $20.61(+37.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.84% | 59.2K | $10.3M | -5.48%(-3.43K) | $54.57(+312.87%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.73% | 197.7K | $10.0M | +433.73%(+160.68K) | $50.61(-0.22%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.68% | 34.4K | $9.9M | +0.77%(+261) | $55.68(+37.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.69% | +80.22% |
| Top 20 Holdings Unweighted | +24.81% | +94.42% |
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