Top 24 Prossimo Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.1% | 5.3K | $3.1M | new | $423.85(+61.00%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12.4% | 4.3K | $2.0M | new | $348.33(+39.39%) | 2026-03-31 | |
| HYG | ISHARES TR | 6.39% | 13.2K | $1.1M | +2.09%(+270) | $79.51(+0.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.11% | 5.8K | $1.0M | -36.67%(-3.33K) | $60.04(+276.11%) | 2026-03-31 | |
| PJUL | INNOVATOR ETFS TRUST | 6.03% | 21.6K | $991K | new | $46.20(+4.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.09% | 2.3K | $837K | +14.66%(+289) | $333.54(+21.49%) | 2026-03-31 | |
| IGIB | ISHARES TR | 4.48% | 13.8K | $737K | +0.00%(+0) | $51.40(+3.26%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.72% | 23.0K | $612K | +0.00%(+0) | $26.44(+1.30%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.49% | 11.3K | $573K | +0.00%(+0) | $50.24(+0.55%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.46% | 11.2K | $569K | +0.00%(+0) | $50.15(+0.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.45% |
| Top 20 Holdings Unweighted | +14.46% | +49.94% |
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