Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS | 02-12-2024 | 12-31-2023 | 377 | 921,792,943 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $120,673,702 | 4,128,418 | 0.01 | 0.01 | 415,966 | 11.20 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $96,174,957 | 1,720,481 | 0.01 | 0.01 | 247,940 | 16.84 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 3 | $76,568,130 | 3,135,467 | 0.01 | 0.01 | 429,211 | 15.86 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 4 | $45,224,266 | 431,035 | 0.00 | 0.00 | 42,234 | 10.86 | 12-31-2023 |
