Prosperity Bancshares Inc
416 holdingsFiling period: 2026-03-31Current AUM: $139.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 301.1K | $10.2M | $11.0M | 7.90% | +68.2K | 2026-03-31 |
| 2 | IDEQ | LAZARD ACTIVE ETF TR | 237.5K | $7.5M | $8.2M | 5.90% | +92.5K | 2026-03-31 |
| 3 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7 | $5.0M | $5.0M | 3.61% | -- | 2026-03-31 |
| 4 | VGLT | VANGUARD SCOTTSDALE FDS | 90.6K | $5.0M | $4.8M | 3.44% | +75.8K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 17.6K | $4.5M | $5.4M | 3.90% | +571 | 2026-03-31 |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | 90.2K | $4.2M | $4.2M | 2.99% | +24.2K | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 49.4K | $3.8M | $4.2M | 3.00% | +2.9K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 21.8K | $3.8M | $4.4M | 3.15% | +535 | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 22.1K | $3.7M | $3.4M | 2.47% | +2.5K | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 22.1K | $3.7M | $3.4M | 2.47% | +2.5K | 2026-03-31 |
| 11 | VCRB | VANGUARD MALVERN FDS | 47.1K | $3.6M | $3.6M | 2.57% | +19.5K | 2026-03-31 |
| 12 | VNQ | VANGUARD INDEX FDS | 28.9K | $2.6M | $2.9M | 2.06% | +3.5K | 2026-03-31 |
| 13 | WMT | WALMART INC | 20.6K | $2.6M | $2.3M | 1.65% | +604 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 2.13% | -1,597 | 2026-03-31 |
| 15 | EFA | ISHARES TR | 23.2K | $2.3M | $2.4M | 1.76% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 9.9K | $2.1M | $2.7M | 1.93% | +971 | 2026-03-31 |
| 17 | CAT | CATERPILLAR INC | 2.8K | $2.0M | $2.3M | 1.62% | +66 | 2026-03-31 |
| 18 | USRT | ISHARES TR | 32.6K | $1.9M | $2.2M | 1.59% | +4.1K | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 5.8K | $1.9M | $2.1M | 1.53% | -- | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 6.1K | $1.8M | $2.2M | 1.57% | +467 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 5.7K | $1.8M | $2.2M | 1.59% | +430 | 2026-03-31 |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | 20.9K | $1.7M | $1.6M | 1.18% | -6,679 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 5.5K | $1.6M | $2.0M | 1.41% | +50 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 3.7K | $1.4M | $1.1M | 0.82% | +788 | 2026-03-31 |
| 25 | WINN | HARBOR ETF TRUST | 46.8K | $1.3M | $1.5M | 1.09% | +9.6K | 2026-03-31 |
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