Prospera Capital Management, LLC
46 holdingsFiling period: 2026-03-31Current AUM: $221.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 242.4K | $77.8M | $89.3M | 40.38% | +4.2K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 353.4K | $27.2M | $29.9M | 13.52% | +5.3K | 2026-03-31 |
| 3 | BND | VANGUARD BD INDEX FDS | 244.7K | $18.0M | $17.6M | 7.98% | +14.8K | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 323.2K | $15.5M | $15.4M | 6.97% | +6.4K | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 21.7K | $12.9M | $14.9M | 6.73% | +336 | 2026-03-31 |
| 6 | VXF | VANGUARD INDEX FDS | 34.4K | $7.1M | $8.1M | 3.68% | +1.0K | 2026-03-31 |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 58.2K | $4.4M | $4.8M | 2.18% | +574 | 2026-03-31 |
| 8 | VUG | VANGUARD INDEX FDS | 9.4K | $4.1M | $4.8M | 2.18% | -182 | 2026-03-31 |
| 9 | VTV | VANGUARD INDEX FDS | 18.2K | $3.6M | $4.0M | 1.81% | +933 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 19.3K | $3.4M | $3.9M | 1.76% | +35 | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 51.9K | $3.3M | $3.7M | 1.66% | +198 | 2026-03-31 |
| 12 | QQQ | INVESCO QQQ TR | 4.9K | $2.8M | $3.4M | 1.52% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 6.8K | $1.7M | $2.1M | 0.95% | +121 | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 23.3K | $1.2M | $1.2M | 0.52% | -- | 2026-03-31 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | 12.5K | $1.0M | $1.0M | 0.46% | +7.4K | 2026-03-31 |
| 16 | VBR | VANGUARD INDEX FDS | 4.4K | $960K | $1.1M | 0.49% | -- | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 3.2K | $922K | $1.1M | 0.52% | -600 | 2026-03-31 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | 10.3K | $817K | $810K | 0.37% | +5.4K | 2026-03-31 |
| 19 | AVUV | AMERICAN CENTY ETF TR | 7.3K | $806K | $914K | 0.41% | -- | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 2.2K | $801K | $1.0M | 0.45% | +120 | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 3.6K | $764K | $850K | 0.38% | +12 | 2026-03-31 |
| 22 | SCHF | SCHWAB STRATEGIC TR | 30.2K | $747K | $828K | 0.37% | -- | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 2.5K | $721K | $862K | 0.39% | +10 | 2026-03-31 |
| 24 | VSDM | VANGUARD MUN BD FDS | 9.3K | $712K | $710K | 0.32% | -- | 2026-03-31 |
| 25 | BIV | VANGUARD BD INDEX FDS | 9.1K | $700K | $685K | 0.31% | +61 | 2026-03-31 |
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