Prosperity Advisers, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TAX-MANAGED FDS | $30.79M | 25.4% |
| VANGUARD INDEX FDS | $18.28M | 15.1% |
| VANGUARD INDEX FDS | $15.56M | 12.8% |
| VANGUARD INDEX FDS | $15.38M | 12.7% |
| VANGUARD INDEX FDS | $8.03M | 6.6% |
| VANGUARD INTL EQUITY INDEX F | $6.82M | 5.6% |
| VANGUARD INDEX FDS | $3.39M | 2.8% |
| SPDR SERIES TRUST | $2.31M | 1.9% |
| VANGUARD SCOTTSDALE FDS | $2.19M | 1.8% |
| VANGUARD SCOTTSDALE FDS | $1.99M | 1.6% |
| ISHARES TR | $1.67M | 1.4% |
| AUTOMATIC DATA PROCESSING INC | $1.34M | 1.1% |
| NVIDIA Corp | $1.20M | 1.0% |
| Tesla Inc | $1.15M | 0.9% |
| Apple Inc. | $1.12M | 0.9% |
| VANGUARD MALVERN FDS | $1.03M | 0.9% |
| Amazon.com Inc | $840.2K | 0.7% |
| MICROSOFT CORP | $688.3K | 0.6% |
| Alphabet Inc. | $665.1K | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $490.8K | 0.4% |
| VANGUARD INDEX FDS | $461.7K | 0.4% |
| Consolidated Edison Inc | $456.1K | 0.4% |
| SPDR GOLD TR | $400.7K | 0.3% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $385.1K | 0.3% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $347.3K | 0.3% |
| HOME DEPOT, INC. | $336.5K | 0.3% |
| DIMENSIONAL ETF TRUST | $333.5K | 0.3% |
| Meta Platforms Inc | $312.3K | 0.3% |
| VANGUARD WORLD FD | $307.5K | 0.3% |
| DIMENSIONAL ETF TRUST | $307.4K | 0.3% |
| The Boeing Company | $298.1K | 0.2% |
| INVESCO QQQ TR | $285.7K | 0.2% |
| JPMORGAN CHASE & CO | $283.2K | 0.2% |
| Alphabet Inc. | $268.6K | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $258.1K | 0.2% |
| ISHARES TR | $248.6K | 0.2% |
| JOHNSON & JOHNSON | $245.4K | 0.2% |
| WSFS FINANCIAL CORP | $227.1K | 0.2% |
| DIMENSIONAL ETF TRUST | $222.7K | 0.2% |
| SPDR S&P 500 ETF TR | $213.9K | 0.2% |