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Prosperity Advisers, LLC

Portfolio Manager
Prosperity Advisers, LLC
Performance
-1.88% (2026 Q1)
AUM (13F)
$120.33M
# of Holdings
39
Performance Rank
Allocation (Top 20)
95.11%

Prosperity Advisers, LLC Holdings Map

Top 39 Prosperity Advisers, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
27.22%511.2K$32.8M
+3.72%(+18.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 492.9K shares2026-Q1: 511.2K shares
$61.27(+15.28%)
2026-03-31
VTI
VANGUARD INDEX FDS
14.03%52.6K$16.9M
-3.46%(-1.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.5K shares2026-Q1: 52.6K shares
$331.72(+9.95%)
2026-03-31
VTV
VANGUARD INDEX FDS
13.44%82.4K$16.2M
+1.19%(+967)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 81.5K shares2026-Q1: 82.4K shares
$188.80(+10.37%)
2026-03-31
VUG
VANGUARD INDEX FDS
11.61%32.0K$14.0M
+1.44%(+455)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 31.5K shares2026-Q1: 32.0K shares
$80.57(+8.61%)
2026-03-31
VB
VANGUARD INDEX FDS
6.94%31.9K$8.3M
+2.39%(+744)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 31.1K shares2026-Q1: 31.9K shares
$256.20(+11.50%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
6.12%136.2K$7.4M
+7.37%(+9.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 126.9K shares2026-Q1: 136.2K shares
$53.97(+11.07%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.59%5.2K$3.1M
-3.42%(-185)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.4K shares2026-Q1: 5.2K shares
$619.76(+10.11%)
2026-03-31
SPTI
SPDR SERIES TRUST
1.92%80.7K$2.3M
+0.70%(+559)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 80.1K shares2026-Q1: 80.7K shares
$28.87(-1.66%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
1.83%26.6K$2.2M
+1.62%(+424)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.2K shares2026-Q1: 26.6K shares
$83.92(-1.62%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
1.67%25.3K$2.0M
+1.50%(+373)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.9K shares2026-Q1: 25.3K shares
$79.83(-1.01%)
2026-03-31

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