| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 15.5% |
| SPDR SER TR | 11 | Q2 2024 | 6.5% |
| APPLE INC | 11 | Q2 2024 | 4.2% |
| ISHARES TR | 11 | Q2 2024 | 4.8% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 5.9% |
| AMAZON COM INC | 11 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.3% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 2.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 4.8% |
View Prosperity Consulting Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-25 |
View Prosperity Consulting Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.