Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | 04-30-2024 | 03-31-2024 | 352 | 797,739,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $56,609,334 | 578,000 | 0.01 | 0.00 | 527,100 | 1035.56 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $54,118,650 | 102,940 | 0.01 | 0.01 | 32,166 | 45.45 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3 | $24,811,445 | 428,819 | 0.00 | 0.01 | 153,181 | 55.57 | 03-31-2024 |
| APPLE INC | COM | 4 | $19,198,498 | 111,958 | 0.00 | 0.00 | 50,015 | 80.74 | 03-31-2024 |
