Prospera Capital Management as of Dec. 31, 2024
Portfolio Holdings for Prospera Capital Management
Prospera Capital Management holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 45.5 | $63M | 215k | 293.00 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 13.8 | $19M | 323k | 59.14 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 9.2 | $13M | 259k | 48.96 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.6 | $12M | 165k | 71.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.1 | $11M | 21k | 544.41 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.2 | $5.8M | 30k | 193.74 | |
| NVIDIA Corporation (NVDA) | 2.2 | $3.0M | 21k | 144.47 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $2.9M | 51k | 57.57 | |
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $2.7M | 16k | 170.36 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $2.4M | 49k | 48.00 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $1.1M | 11k | 97.24 | |
| Tri-Continental Corporation (TY) | 0.7 | $928k | 29k | 31.61 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $561k | 30k | 18.56 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $530k | 10k | 50.73 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $526k | 19k | 27.44 |
