Prosperity Advisers, LLC
39 holdingsFiling period: 2026-03-31Current AUM: $134.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 511.2K | $32.8M | $36.1M | 26.86% | +18.3K | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 52.6K | $16.9M | $19.4M | 14.42% | -1,888 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 82.4K | $16.2M | $18.1M | 13.49% | +967 | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 32.0K | $14.0M | $16.3M | 12.16% | +455 | 2026-03-31 |
| 5 | VB | VANGUARD INDEX FDS | 31.9K | $8.3M | $9.4M | 7.00% | +744 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 136.2K | $7.4M | $8.0M | 5.95% | +9.3K | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 5.2K | $3.1M | $3.6M | 2.67% | -185 | 2026-03-31 |
| 8 | SPTI | SPDR SERIES TRUST | 80.7K | $2.3M | $2.3M | 1.68% | +559 | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 26.6K | $2.2M | $2.2M | 1.61% | +424 | 2026-03-31 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 25.3K | $2.0M | $2.0M | 1.48% | +373 | 2026-03-31 |
| 11 | SHV | ISHARES TR | 14.9K | $1.6M | $1.6M | 1.22% | -263 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 6.8K | $1.2M | $1.4M | 1.02% | +399 | 2026-03-31 |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | 5.2K | $1.1M | $1.4M | 1.04% | -- | 2026-03-31 |
| 14 | VTIP | VANGUARD MALVERN FDS | 20.5K | $1.0M | $1.0M | 0.76% | -406 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 4.0K | $1.0M | $1.2M | 0.92% | -85 | 2026-03-31 |
| 16 | TSLA | TESLA INC | 2.5K | $922K | $772K | 0.57% | -71 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 3.7K | $777K | $1.0M | 0.75% | +91 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 2.1K | $608K | $756K | 0.56% | -- | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 1.5K | $543K | $682K | 0.51% | +46 | 2026-03-31 |
| 20 | GLD | SPDR GOLD TR | 1.2K | $499K | $431K | 0.32% | +150 | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 2.2K | $480K | $534K | 0.40% | -- | 2026-03-31 |
| 22 | ED | CONSOLIDATED EDISON INC | 4.0K | $449K | $432K | 0.32% | -624 | 2026-03-31 |
| 23 | DFAI | DIMENSIONAL ETF TRUST | 10.8K | $420K | $454K | 0.34% | +2.0K | 2026-03-31 |
| 24 | VO | VANGUARD INDEX FDS | 1.3K | $383K | $432K | 0.32% | -256 | 2026-03-31 |
| 25 | PEG | PUBLIC SVC ENTERPRISE GROUP | 4.3K | $350K | $332K | 0.25% | -- | 2026-03-31 |
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