Sponsored

The Analysis of Prosperity Advisers, LLC's Holdings & P&L

Currently, Prosperity Advisers, LLC holds 39 types of securities in its portfolio with a total value $120.3M. In the most recent quarter, they have increased their positions in VEA (+18.3K shares, valued at $1.2M), VWO (+9.3K shares, valued at $505.3K), MU (+610 shares, valued at $206.2K); decreased their positions in VTI (-1.9K shares, valued at $605.7K), N/A (-185 shares, valued at $110.5K), VO (-256 shares, valued at $73.5K); initiated new positions in MU (+610 shares, valued at $206.2K).

1M P&L

-2.4M-1.86%

3M P&L

+3.7M+2.98%

HY P&L

-73.3M-36.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A107.5M

92.7%

2Semiconductors1.4M

1.2%

3Software - Application1.1M

0.9%

Top Industries by Stock Count

1N/A19 stocks

54.3%

2Utilities - Regulated Electric2 stocks

5.7%

3Semiconductors2 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS511.2K shares3.72%2026-03-312026-04-24

VTI VANGUARD INDEX FDS52.6K shares-3.46%2026-03-312026-04-24

VTV VANGUARD INDEX FDS82.4K shares1.19%2026-03-312026-04-24

VUG VANGUARD INDEX FDS32.0K shares1.44%2026-03-312026-04-24

VB VANGUARD INDEX FDS31.9K shares2.39%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F136.2K shares7.37%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares-3.42%2026-03-312026-04-24

SPTI SPDR SERIES TRUST80.7K shares0.70%2026-03-312026-04-24

Sponsored

VCIT VANGUARD SCOTTSDALE FDS26.6K shares1.62%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS25.3K shares1.50%2026-03-312026-04-24

SHV ISHARES TR14.9K shares-1.73%2026-03-312026-04-24

NVDA NVIDIA CORPORATION6.8K shares6.20%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN5.2K shares0.00%2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS20.5K shares-1.94%2026-03-312026-04-24

AAPL APPLE INC4.0K shares-2.07%2026-03-312026-04-24

TSLA TESLA INC2.5K shares-2.78%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC3.7K shares2.50%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-04-24

MSFT MICROSOFT CORP1.5K shares3.23%2026-03-312026-04-24

GLD SPDR GOLD TR1.2K shares14.84%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC4.0K shares-13.59%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST10.8K shares23.41%2026-03-312026-04-24

VO VANGUARD INDEX FDS1.3K shares-16.09%2026-03-312026-04-24

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP4.3K shares0.00%2026-03-312026-04-24

HD HOME DEPOT INC978 shares0.00%2026-03-312026-04-24

DFLV DIMENSIONAL ETF TRUST9.0K shares0.01%2026-03-312026-04-24

META META PLATFORMS INC542 shares14.59%2026-03-312026-04-24

VGT VANGUARD WORLD FD429 shares5.15%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR500 shares7.53%2026-03-312026-04-24

BR BROADRIDGE FINL SOLUTIONS IN1.7K shares0.00%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC966 shares12.59%2026-03-312026-04-24

BA BOEING CO1.4K shares0.00%2026-03-312026-04-24

WSFS WSFS FINL CORP4.1K shares0.00%2026-03-312026-04-24

IVV ISHARES TR363 shares0.00%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO770 shares-12.40%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST3.0K shares0.00%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC610 sharesnew addition2026-03-312026-04-24

VEA

VANGUARD TAX-MANAGED FDS

3.72%

Shares511.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-3.46%

Shares52.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

1.19%

Shares82.4K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

1.44%

Shares32.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

2.39%

Shares31.9K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

7.37%

Shares136.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-3.42%

Shares5.2K

Event2026-03-31

Filed2026-04-24

SPTI

SPDR SERIES TRUST

0.70%

Shares80.7K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

1.62%

Shares26.6K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

1.50%

Shares25.3K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TR

-1.73%

Shares14.9K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

6.20%

Shares6.8K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

-1.94%

Shares20.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-2.07%

Shares4.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-2.78%

Shares2.5K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

2.50%

Shares3.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

3.23%

Shares1.5K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

14.84%

Shares1.2K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

CONSOLIDATED EDISON INC

-13.59%

Shares4.0K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

23.41%

Shares10.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-16.09%

Shares1.3K

Event2026-03-31

Filed2026-04-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

0.00%

Shares978

Event2026-03-31

Filed2026-04-24

DFLV

DIMENSIONAL ETF TRUST

0.01%

Shares9.0K

Event2026-03-31

Filed2026-04-24