Prossimo Advisors, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $18.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 5.3K | $3.1M | $3.6M | 19.87% | -- | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.3K | $2.0M | $2.0M | 11.23% | -- | 2026-03-31 |
| 3 | HYG | ISHARES TR | 13.2K | $1.1M | $1.0M | 5.78% | +270 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 5.8K | $1.0M | $1.2M | 6.37% | -3,335 | 2026-03-31 |
| 5 | PJUL | INNOVATOR ETFS TRUST | 21.6K | $990K | $1.1M | 5.81% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 2.3K | $836K | $1.0M | 5.78% | +289 | 2026-03-31 |
| 7 | IGIB | ISHARES TR | 13.8K | $736K | $723K | 3.98% | -- | 2026-03-31 |
| 8 | SCHP | SCHWAB STRATEGIC TR | 23.0K | $612K | $600K | 3.31% | -- | 2026-03-31 |
| 9 | ICSH | ISHARES TR | 11.3K | $573K | $572K | 3.15% | -- | 2026-03-31 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 11.2K | $569K | $568K | 3.13% | -- | 2026-03-31 |
| 11 | IVV | ISHARES TR | 855 | $558K | $641K | 3.53% | -- | 2026-03-31 |
| 12 | CTAS | CINTAS CORP | 3.2K | $542K | $656K | 3.61% | -86 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 2.0K | $501K | $610K | 3.36% | -856 | 2026-03-31 |
| 14 | LPLA | LPL FINL HLDGS INC | 1.3K | $391K | $460K | 2.53% | -- | 2026-03-31 |
| 15 | J | JACOBS SOLUTIONS INC | 3.0K | $381K | $404K | 2.22% | -- | 2026-03-31 |
| 16 | EZU | ISHARES INC | 5.9K | $366K | $406K | 2.24% | -- | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 1.1K | $328K | $406K | 2.24% | -490 | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 1.1K | $316K | $378K | 2.08% | +11 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 1.4K | $297K | $387K | 2.13% | -1,586 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 864 | $267K | $336K | 1.85% | -160 | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON | 1.1K | $257K | $270K | 1.48% | -- | 2026-03-31 |
| 22 | ILOW | AB ACTIVE ETFS INC | 5.7K | $242K | $264K | 1.46% | -- | 2026-03-31 |
| 23 | BAC | BANK AMERICA CORP | 4.6K | $225K | $286K | 1.57% | +494 | 2026-03-31 |
| 24 | EMOP | AB ACTIVE ETFS INC | 4.8K | $209K | $233K | 1.28% | -- | 2026-03-31 |
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