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Prosperity Advisers, LLC

All holdings · as of Dec 31, 2025

40 positions

CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF TR$213.9K3130.2%
DIMENSIONAL ETF TRUST$222.7K3,0030.2%
WSFS FINANCIAL CORP$227.1K4,1120.2%
JOHNSON & JOHNSON$245.4K1,1860.2%
ISHARES TR$248.6K3630.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$258.1K8470.2%
Alphabet Inc.$268.6K8580.2%
JPMORGAN CHASE & CO$283.2K8790.2%
INVESCO QQQ TR$285.7K4650.2%
The Boeing Company$298.1K1,3730.2%
DIMENSIONAL ETF TRUST$307.4K8,9840.3%
VANGUARD WORLD FD$307.5K4080.3%
Meta Platforms Inc$312.3K4730.3%
DIMENSIONAL ETF TRUST$333.5K8,7520.3%
HOME DEPOT, INC.$336.5K9780.3%
PUBLIC SERVICE ENTERPRISE GROUP INC$347.3K4,3250.3%
BROADRIDGE FINANCIAL SOLUTIONS INC$385.1K1,7180.3%
SPDR GOLD TR$400.7K1,0110.3%
Consolidated Edison Inc$456.1K4,5920.4%
VANGUARD INDEX FDS$461.7K1,5910.4%
VANGUARD SPECIALIZED FUNDS$490.8K2,2330.4%
Alphabet Inc.$665.1K2,1200.5%
MICROSOFT CORP$688.3K1,4230.6%
Amazon.com, Inc.$840.2K3,6400.7%
VANGUARD MALVERN FDS$1.03M20,8880.9%
Apple Inc.$1.12M4,1060.9%
Tesla Inc$1.15M2,5520.9%
NVIDIA Corp$1.20M6,4371.0%
AUTOMATIC DATA PROCESSING INC$1.34M5,1851.1%
ISHARES TR$1.67M15,1671.4%
VANGUARD SCOTTSDALE FDS$1.99M24,9411.6%
VANGUARD SCOTTSDALE FDS$2.19M26,1591.8%
SPDR SERIES TRUST$2.31M80,1031.9%
VANGUARD INDEX FDS$3.39M5,4042.8%
VANGUARD INTL EQUITY INDEX F$6.82M126,8845.6%
VANGUARD INDEX FDS$8.03M31,1296.6%
VANGUARD INDEX FDS$15.38M31,53012.7%
VANGUARD INDEX FDS$15.56M81,48112.8%
VANGUARD INDEX FDS$18.28M54,52615.1%
VANGUARD TAX-MANAGED FDS$30.79M492,88025.4%
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