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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 151 | $819,544 | 2,381 | 0.00 | 0.00 | 248 | 11.63 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 152 | $815,614 | 1,694 | 0.00 | 0.00 | 95 | 5.94 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 153 | $798,071 | 19,106 | 0.00 | 0.00 | -11,782 | -38.14 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 154 | $791,959 | 4,422 | 0.00 | 0.00 | -15,757 | -78.09 | 03-31-2024 |
