Prosperity Consulting Group, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Prosperity Consulting Group, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 12.85% | 288.832 M $ | 442174 | 2021/12/31 | -13.699 M $ | -4.63 % |
| 2026/03/31 | EFA | ISHARES TR | 4.81% | 108.113 M $ | 1113071 | 2021/12/31 | 1.095 M $ | 1.15 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 3.46% | 77.698 M $ | 1370824 | 2022/09/30 | -716.771 K $ | -0.98 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 3.24% | 72.736 M $ | 126020 | 2021/12/31 | -4.653 M $ | -6.04 % |
| 2026/03/31 | IWY | ISHARES TR | 3.23% | 72.678 M $ | 292068 | 2024/09/30 | -5.637 M $ | -10.15 % |
| 2026/03/31 | AAPL | APPLE INC | 3.07% | 69.035 M $ | 272015 | 2021/12/31 | -4.865 M $ | -6.65 % |
| 2026/03/31 | MGV | VANGUARD WORLD FD | 2.41% | 54.080 M $ | 373096 | 2025/09/30 | 1.400 M $ | 2.68 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 2.33% | 52.353 M $ | 220323 | 2022/03/31 | -1.901 M $ | -6.05 % |
| 2026/03/31 | QUAL | ISHARES TR | 2.26% | 50.843 M $ | 265068 | 2025/09/30 | -1.795 M $ | -3.43 % |
| 2026/03/31 | ICSH | ISHARES TR | 2.01% | 45.233 M $ | 893574 | 2025/09/30 | 31.817 K $ | 0.08 % |
| 2026/03/31 | EFV | ISHARES TR | 1.92% | 43.086 M $ | 579503 | 2023/09/30 | 1.671 M $ | 4.12 % |
| 2026/03/31 | AGG | ISHARES TR | 1.66% | 37.207 M $ | 374806 | 2023/09/30 | -232.392 K $ | -0.61 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 1.58% | 35.544 M $ | 54654 | 2021/12/31 | -1.682 M $ | -4.63 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 1.55% | 34.739 M $ | 261395 | 2023/09/30 | -2.809 M $ | -7.69 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 1.46% | 32.836 M $ | 114341 | 2024/09/30 | -340.349 K $ | -1.05 % |
| 2026/03/31 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.37% | 30.819 M $ | 912623 | 2024/06/30 | -421.453 K $ | -1.43 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.27% | 28.614 M $ | 164073 | 2021/12/31 | -1.953 M $ | -6.49 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.17% | 26.273 M $ | 70977 | 2021/12/31 | -8.430 M $ | -23.46 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.94% | 21.190 M $ | 73689 | 2021/12/31 | -1.864 M $ | -8.13 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.91% | 20.479 M $ | 98328 | 2021/12/31 | -2.214 M $ | -9.77 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.89% | 19.952 M $ | 650312 | 2021/12/31 | 2.310 M $ | 11.85 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.83% | 18.660 M $ | 38939 | 2021/12/31 | -910.751 K $ | -4.67 % |
| 2026/03/31 | IVW | ISHARES TR | 0.77% | 17.321 M $ | 153137 | 2024/03/31 | -1.558 M $ | -8.23 % |
| 2026/03/31 | IWS | ISHARES TR | 0.73% | 16.484 M $ | 113106 | 2023/09/30 | 521.345 K $ | 3.33 % |
| 2026/03/31 | IGIB | ISHARES TR | 0.73% | 16.315 M $ | 306562 | 2024/09/30 | -206.130 K $ | -1.22 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.71% | 15.891 M $ | 51343 | 2021/12/31 | -1.840 M $ | -10.57 % |
| 2026/03/31 | SDY | SPDR SERIES TRUST | 0.63% | 14.216 M $ | 97411 | 2021/12/31 | 665.802 K $ | 4.87 % |
| 2026/03/31 | XLC | SELECT SECTOR SPDR TR | 0.60% | 13.480 M $ | 121596 | 2024/09/30 | -864.565 K $ | -5.83 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.60% | 13.411 M $ | 45590 | 2021/12/31 | -1.311 M $ | -8.71 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.59% | 13.245 M $ | 46173 | 2021/12/31 | -1.253 M $ | -8.59 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.55% | 12.445 M $ | 12490 | 2021/12/31 | 1.442 M $ | 15.55 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.51% | 11.450 M $ | 78096 | 2023/09/30 | -661.260 K $ | -5.29 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.50% | 11.230 M $ | 227474 | 2023/09/30 | -1.301 M $ | -9.86 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.50% | 11.172 M $ | 220751 | 2021/12/31 | 5.117 K $ | 0.04 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.48% | 10.794 M $ | 229511 | 2024/09/30 | 222.384 K $ | 2.06 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 0.48% | 10.788 M $ | 98990 | 2023/09/30 | -1.104 M $ | -8.73 % |
| 2026/03/31 | EFG | ISHARES TR | 0.47% | 10.584 M $ | 95037 | 2023/09/30 | -224.229 K $ | -2.24 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.46% | 10.391 M $ | 114778 | 2024/09/30 | 112.646 K $ | 1.20 % |
| 2026/03/31 | IWP | ISHARES TR | 0.46% | 10.343 M $ | 80728 | 2023/09/30 | -673.812 K $ | -6.44 % |
| 2026/03/31 | FMDE | FIDELITY COVINGTON TRUST | 0.46% | 10.303 M $ | 286522 | 2025/09/30 | -119.138 K $ | -1.15 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.45% | 10.212 M $ | 60191 | 2023/03/31 | 2.963 M $ | 40.98 % |
| 2026/03/31 | PPA | INVESCO EXCHANGE TRADED FD T | 0.44% | 9.996 M $ | 60323 | 2024/03/31 | 531.619 K $ | 5.79 % |
| 2026/03/31 | DGRO | ISHARES TR | 0.44% | 9.921 M $ | 141364 | 2024/09/30 | 106.864 K $ | 1.09 % |
| 2026/03/31 | IWF | ISHARES TR | 0.44% | 9.872 M $ | 23152 | 2023/06/30 | -881.673 K $ | -9.91 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.43% | 9.665 M $ | 10508 | 2023/09/30 | -1.552 M $ | -14.41 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.43% | 9.586 M $ | 137441 | 2023/12/31 | 242.991 K $ | 3.76 % |
| 2026/03/31 | MUNI | PIMCO ETF TR | 0.42% | 9.433 M $ | 180745 | 2023/12/31 | -34.613 K $ | -0.42 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.41% | 9.238 M $ | 144166 | 2021/12/31 | 237.745 K $ | 2.58 % |
| 2026/03/31 | WMT | WALMART INC | 0.38% | 8.510 M $ | 68471 | 2021/12/31 | 876.755 K $ | 11.55 % |
| 2026/03/31 | V | VISA INC | 0.36% | 8.162 M $ | 27006 | 2021/12/31 | -1.368 M $ | -13.82 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.36% | 8.090 M $ | 14140 | 2021/12/31 | -1.287 M $ | -13.33 % |
| 2026/03/31 | DGRW | WISDOMTREE TR | 0.36% | 8.077 M $ | 91948 | 2024/03/31 | -154.290 K $ | -1.78 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.34% | 7.601 M $ | 17664 | 2022/06/30 | 592.135 K $ | 8.57 % |
| 2026/03/31 | FDL | FIRST TR EXCHANGE-TRADED FD | 0.33% | 7.411 M $ | 145892 | 2024/09/30 | 864.503 K $ | 14.57 % |
| 2026/03/31 | AOA | ISHARES TR | 0.33% | 7.307 M $ | 82575 | 2023/12/31 | -80.736 K $ | -1.19 % |
| 2026/03/31 | PRF | INVESCO EXCHANGE TRADED FD T | 0.31% | 7.069 M $ | 148735 | 2025/09/30 | 103.629 K $ | 1.30 % |
| 2026/03/31 | VTHR | VANGUARD SCOTTSDALE FDS | 0.31% | 6.996 M $ | 24326 | 2025/09/30 | -310.399 K $ | -4.25 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.31% | 6.944 M $ | 32290 | 2023/09/30 | -155.736 K $ | -2.15 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.30% | 6.661 M $ | 19709 | 2021/12/31 | 636.990 K $ | 11.21 % |
| 2026/03/31 | COWZ | PACER FDS TR | 0.29% | 6.537 M $ | 104487 | 2023/12/31 | 255.134 K $ | 3.97 % |
| 2026/03/31 | MUB | ISHARES TR | 0.29% | 6.522 M $ | 61445 | 2024/03/31 | -59.280 K $ | -0.90 % |
| 2026/03/31 | JMST | J P MORGAN EXCHANGE TRADED F | 0.29% | 6.492 M $ | 127336 | 2021/12/31 | 5.451 K $ | 0.08 % |
| 2026/03/31 | EZU | ISHARES INC | 0.29% | 6.459 M $ | 103117 | 2025/12/31 | -59.778 K $ | -2.28 % |
| 2026/03/31 | EXG | EATON VANCE TAX-MANAGED GLOB | 0.29% | 6.424 M $ | 741744 | 2024/09/30 | -633.962 K $ | -9.13 % |
| 2026/03/31 | DGS | WISDOMTREE TR | 0.28% | 6.218 M $ | 103469 | 2024/03/31 | 320.746 K $ | 5.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.28% | 6.212 M $ | 18889 | 2021/12/31 | -311.850 K $ | -4.42 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.27% | 6.136 M $ | 78255 | 2023/12/31 | -29.275 K $ | -0.51 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 0.27% | 6.067 M $ | 37511 | 2024/03/31 | 258.510 K $ | 4.26 % |
| 2026/03/31 | IWD | ISHARES TR | 0.26% | 5.870 M $ | 27474 | 2023/09/30 | 62.723 K $ | 1.58 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 0.26% | 5.864 M $ | 128550 | 2023/12/31 | -48.645 K $ | -0.91 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.25% | 5.730 M $ | 23639 | 2023/09/30 | -1.367 M $ | -18.17 % |
| 2026/03/31 | KO | COCA COLA CO | 0.25% | 5.725 M $ | 75280 | 2021/12/31 | 479.110 K $ | 8.78 % |
| 2026/03/31 | BK | BANK NEW YORK MELLON CORP | 0.25% | 5.721 M $ | 48224 | 2023/12/31 | 121.488 K $ | 2.19 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.25% | 5.717 M $ | 26286 | 2021/12/31 | -293.865 K $ | -4.81 % |
| 2026/03/31 | IWR | ISHARES TR | 0.25% | 5.712 M $ | 58747 | 2023/09/30 | 58.065 K $ | 1.00 % |
| 2026/03/31 | DES | WISDOMTREE TR | 0.24% | 5.492 M $ | 152818 | 2024/03/31 | 410.063 K $ | 7.44 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.24% | 5.405 M $ | 17392 | 2021/12/31 | 97.782 K $ | 1.69 % |
| 2026/03/31 | IWM | ISHARES TR | 0.24% | 5.400 M $ | 21773 | 2021/12/31 | 40.529 K $ | 0.75 % |
| 2026/03/31 | OKE | ONEOK INC NEW | 0.24% | 5.308 M $ | 58720 | 2024/03/31 | 1.025 M $ | 22.98 % |
| 2026/03/31 | AOR | ISHARES TR | 0.23% | 5.243 M $ | 81473 | 2023/12/31 | -50.402 K $ | -1.02 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.23% | 5.179 M $ | 66743 | 2021/12/31 | 37.604 K $ | 0.73 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.22% | 5.018 M $ | 20528 | 2021/12/31 | 737.915 K $ | 18.12 % |
| 2026/03/31 | XLU | SELECT SECTOR SPDR TR | 0.21% | 4.747 M $ | 103434 | 2024/09/30 | 337.654 K $ | 7.50 % |
| 2026/03/31 | IVE | ISHARES TR | 0.21% | 4.651 M $ | 22028 | 2024/09/30 | -8.340 K $ | -0.43 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.21% | 4.642 M $ | 18037 | 2024/09/30 | -400.391 K $ | -7.81 % |
| 2026/03/31 | TSLA | TESLA INC | 0.20% | 4.578 M $ | 12316 | 2021/12/31 | -955.756 K $ | -17.34 % |
| 2026/03/31 | BILS | SPDR SERIES TRUST | 0.20% | 4.446 M $ | 44710 | 2025/06/30 | 12.130 K $ | 0.22 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.19% | 4.326 M $ | 86170 | 2021/12/31 | 896.449 K $ | 23.25 % |
| 2026/03/31 | SNA | SNAP ON INC | 0.19% | 4.252 M $ | 11707 | 2021/12/31 | 226.270 K $ | 5.40 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.19% | 4.176 M $ | 56711 | 2025/06/30 | -23.808 K $ | -0.58 % |
| 2026/03/31 | VLO | VALERO ENERGY CORP | 0.18% | 4.099 M $ | 16590 | 2024/09/30 | 1.520 M $ | 51.78 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.18% | 4.040 M $ | 82882 | 2021/12/31 | -514.912 K $ | -11.36 % |
| 2026/03/31 | EWC | ISHARES INC | 0.18% | 3.943 M $ | 71964 | 2025/12/31 | 24.474 K $ | 1.59 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.17% | 3.892 M $ | 30226 | 2023/09/30 | -1.314 M $ | -24.71 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.17% | 3.862 M $ | 19685 | 2022/09/30 | 109.149 K $ | 2.73 % |
| 2026/03/31 | GILD | GILEAD SCIENCES INC | 0.17% | 3.852 M $ | 27641 | 2023/12/31 | 485.030 K $ | 13.55 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.17% | 3.836 M $ | 41854 | 2024/06/30 | 3.173 K $ | 0.28 % |
| 2026/03/31 | EWJ | ISHARES INC | 0.17% | 3.724 M $ | 44102 | 2025/12/31 | 70.732 K $ | 4.58 % |
| 2026/03/31 | IDEV | ISHARES TR | 0.16% | 3.653 M $ | 43711 | 2025/03/31 | 43.996 K $ | 1.32 % |
| 2026/03/31 | IJH | ISHARES TR | 0.16% | 3.648 M $ | 54021 | 2021/12/31 | 82.875 K $ | 2.32 % |