Top 39 Prosperity Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 27.22% | 511.2K | $32.8M | +3.72%(+18.31K) | $61.27(+15.28%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 14.03% | 52.6K | $16.9M | -3.46%(-1.89K) | $331.72(+9.95%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 13.44% | 82.4K | $16.2M | +1.19%(+967) | $188.80(+10.37%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.61% | 32.0K | $14.0M | +1.44%(+455) | $80.57(+8.61%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.94% | 31.9K | $8.3M | +2.39%(+744) | $256.20(+11.50%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.12% | 136.2K | $7.4M | +7.37%(+9.35K) | $53.97(+11.07%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.59% | 5.2K | $3.1M | -3.42%(-185) | $619.76(+10.11%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 1.92% | 80.7K | $2.3M | +0.70%(+559) | $28.87(-1.66%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.83% | 26.6K | $2.2M | +1.62%(+424) | $83.92(-1.62%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.67% | 25.3K | $2.0M | +1.50%(+373) | $79.83(-1.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.32% | -20.38% |
| Top 20 Holdings Unweighted | -20.04% | -48.87% |
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