| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.9% |
| SPDR SER TR | 4 | Q3 2023 | 9.8% |
| ISHARES TR | 4 | Q3 2023 | 6.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.8% |
| APPLE INC | 4 | Q3 2023 | 3.3% |
| ISHARES INC | 4 | Q3 2023 | 2.3% |
View C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-14 |
View C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors'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.