Prosperity Consulting Group, LLC
521 holdingsFiling period: 2026-03-31Current AUM: $2.51Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 442.2K | $288.8M | $331.8M | 13.23% | +10.4K | 2026-03-31 |
| 2 | EFA | ISHARES TR | 1.11M | $108.1M | $117.5M | 4.69% | +117.3K | 2026-03-31 |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.37M | $77.7M | $78.7M | 3.14% | +90.9K | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 126.0K | $72.7M | $86.7M | 3.46% | +714 | 2026-03-31 |
| 5 | IWY | ISHARES TR | 292.1K | $72.7M | $80.7M | 3.22% | +91.5K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 273.8K | $69.5M | $84.6M | 3.37% | +4.6K | 2026-03-31 |
| 7 | MGV | VANGUARD WORLD FD | 373.1K | $54.1M | $60.9M | 2.43% | +3.6K | 2026-03-31 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 220.3K | $52.4M | $62.4M | 2.49% | +96.0K | 2026-03-31 |
| 9 | QUAL | ISHARES TR | 265.1K | $50.8M | $58.1M | 2.32% | +1.4K | 2026-03-31 |
| 10 | ICSH | ISHARES TR | 893.6K | $45.2M | $45.2M | 1.80% | +98.1K | 2026-03-31 |
| 11 | EFV | ISHARES TR | 579.5K | $43.1M | $46.9M | 1.87% | +11.1K | 2026-03-31 |
| 12 | AGG | ISHARES TR | 374.8K | $37.2M | $36.5M | 1.46% | -6,165 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 55.8K | $36.3M | $41.6M | 1.66% | +2.5K | 2026-03-31 |
| 14 | XLK | SELECT SECTOR SPDR TR | 261.4K | $34.7M | $45.8M | 1.83% | +7.7K | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 114.3K | $32.8M | $37.0M | 1.48% | +2.4K | 2026-03-31 |
| 16 | BUFR | FIRST TR EXCHNG TRADED FD VI | 912.6K | $30.8M | $33.6M | 1.34% | +52.5K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 164.1K | $28.6M | $32.9M | 1.31% | +2.7K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 71.0K | $26.3M | $33.0M | 1.32% | -3,332 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 73.7K | $21.2M | $26.2M | 1.05% | +438 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 98.3K | $20.5M | $26.7M | 1.07% | +144 | 2026-03-31 |
| 21 | SCHD | SCHWAB STRATEGIC TR | 650.3K | $20.0M | $21.8M | 0.87% | -60,561 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.9K | $18.7M | $18.7M | 0.74% | +101 | 2026-03-31 |
| 23 | IVW | ISHARES TR | 153.1K | $17.3M | $20.7M | 0.83% | -364 | 2026-03-31 |
| 24 | IWS | ISHARES TR | 113.1K | $16.5M | $18.9M | 0.75% | +1.9K | 2026-03-31 |
| 25 | IGIB | ISHARES TR | 306.6K | $16.3M | $16.0M | 0.64% | -5,757 | 2026-03-31 |
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