The Analysis of Prospera Capital Management, LLC's Holdings
Currently, Prospera Capital Management, LLC holds 41 types of securities in its portfolio with a total value $198.2M. In the most recent quarter, they have increased their positions in BND (+23.5K shares, valued at $1.7M), N/A (+975 shares, valued at $306.0K), MA (+515 shares, valued at $294.0K); decreased their positions in VTI (-15.4K shares, valued at $5.2M), VEU (-42.5K shares, valued at $3.1M), VXUS (-17.2K shares, valued at $1.3M); initiated new positions in MA (+515 shares, valued at $294.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS238.2K shares-6.06%2025-12-312026-01-20
VXUS VANGUARD STAR FDS348.1K shares-4.72%2025-12-312026-01-20 BND VANGUARD BD INDEX FDS229.9K shares11.38%2025-12-312026-01-20 BNDX VANGUARD CHARLOTTE FDS316.8K shares-1.02%2025-12-312026-01-20 VXF VANGUARD INDEX FDS33.4K shares-1.20%2025-12-312026-01-20 VUG VANGUARD INDEX FDS9.6K shares-4.15%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F57.6K shares-42.46%2025-12-312026-01-20 NVDA NVIDIA CORPORATION19.3K shares-6.98%2025-12-312026-01-20 VTV VANGUARD INDEX FDS17.3K shares-1.64%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS51.7K shares1.49%2025-12-312026-01-20 AAPL APPLE INC6.7K shares-0.02%2025-12-312026-01-20 ALPHABET INC ALPHABET INC3.8K shares34.32%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS23.3K shares0.00%2025-12-312026-01-20 MSFT MICROSOFT CORP2.0K shares10.90%2025-12-312026-01-20 VBR VANGUARD INDEX FDS4.4K shares0.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.2.4K shares0.41%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS3.5K shares-16.92%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR7.3K shares0.00%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR30.2K shares0.00%2025-12-312026-01-20 VSDM VANGUARD MUN BD FDS9.3K shares0.00%2025-12-312026-01-20 BIV VANGUARD BD INDEX FDS9.1K shares1.38%2025-12-312026-01-20 VO VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-01-20 AMZN AMAZON COM INC2.6K shares-13.33%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC3.3K shares-43.84%2025-12-312026-01-20 VB VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares17.19%2025-12-312026-01-20 VCIT VANGUARD SCOTTSDALE FDS5.1K shares3.24%2025-12-312026-01-20 CVX CHEVRON CORP NEW2.7K shares0.22%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS4.9K shares35.85%2025-12-312026-01-20 WMT WALMART INC2.8K shares0.00%2025-12-312026-01-20 XOM EXXON MOBIL CORP2.6K shares0.78%2025-12-312026-01-20 MA MASTERCARD INCORPORATED515 sharesnew addition2025-12-312026-01-20 VOE VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F5.4K shares-0.65%2025-12-312026-01-20 NEE NEXTERA ENERGY INC3.4K shares0.62%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS3.5K shares-4.24%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP2.3K shares0.26%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available