Prosperity Advisers

Prosperity Advisers as of March 31, 2026

Portfolio Holdings for Prosperity Advisers

Prosperity Advisers holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 27.2 $33M 511k 64.08
Vanguard Index Fds Total Stk Mkt (VTI) 14.0 $17M 53k 320.81
Vanguard Index Fds Value Etf (VTV) 13.4 $16M 82k 196.20
Vanguard Index Fds Growth Etf (VUG) 11.6 $14M 32k 436.78
Vanguard Index Fds Small Cp Etf (VB) 6.9 $8.3M 32k 261.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $7.4M 136k 54.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $3.1M 5.2k 597.53
Spdr Series Trust State Street Spd (SPTI) 1.9 $2.3M 81k 28.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.2M 27k 82.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $2.0M 25k 79.27
Ishares Tr Trust Ishare 0-1 (SHV) 1.4 $1.6M 15k 110.39
NVIDIA Corporation (NVDA) 1.0 $1.2M 6.8k 174.41
Automatic Data Processing (ADP) 0.9 $1.1M 5.2k 204.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.0M 21k 49.95
Apple (AAPL) 0.8 $1.0M 4.0k 253.77
Tesla Motors (TSLA) 0.8 $922k 2.5k 371.75
Amazon (AMZN) 0.6 $777k 3.7k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.5 $608k 2.1k 286.89
Microsoft Corporation (MSFT) 0.5 $544k 1.5k 370.05
Spdr Gold Tr Gold Shs (GLD) 0.4 $500k 1.2k 430.29
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $480k 2.2k 215.06
Consolidated Edison (ED) 0.4 $449k 4.0k 113.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $421k 11k 38.96
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $383k 1.3k 287.18
Public Service Enterprise (PEG) 0.3 $350k 4.3k 80.95
Home Depot (HD) 0.3 $322k 978.00 328.89
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $321k 9.0k 35.71
Meta Platforms Cl A (META) 0.3 $310k 542.00 572.23
Vanguard World Inf Tech Etf (VGT) 0.2 $299k 429.00 697.97
Johnson & Johnson (JNJ) 0.2 $290k 1.2k 244.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $289k 500.00 577.18
Broadridge Financial Solutions (BR) 0.2 $281k 1.7k 163.46
Alphabet Cap Stk Cl A (GOOGL) 0.2 $278k 966.00 287.70
Boeing Company (BA) 0.2 $273k 1.4k 199.03
WSFS Financial Corporation (WSFS) 0.2 $269k 4.1k 65.46
Ishares Tr Core S&p500 Etf (IVV) 0.2 $237k 363.00 653.21
JPMorgan Chase & Co. (JPM) 0.2 $227k 770.00 294.16
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $213k 3.0k 70.91
Micron Technology (MU) 0.2 $206k 610.00 337.99