PROSPERA CAPITAL MANAGEMENT, LLC
PROSPERA CAPITAL MANAGEMENT, LLC runs PROSPERA CAPITAL MANAGEMENT, LLC and currently holds 63 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $319.79M. Their top holdings are VTI, VXUS, VOO, BND, BNDX. The top five represent 73.3% of reported portfolio weight. PROSPERA CAPITAL MANAGEMENT, LLC ranks #810 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROSPERA CAPITAL MANAGEMENT, LLC initiated 20 new positions. They added to 31 existing positions. Their current best-performing preview position is ASML with returns of +50.62%.
63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | 36.27% | $310.34 | $378.25 | +21.88% | Added +28.49% |
VXUS VANGUARD STAR FDS | 14.91% | $69.34 | $87.71 | +26.49% | Added +56.65% |
VOO VANGUARD INDEX FDS | 8.21% | $604.38 | $703.77 | +16.44% | Added +75.64% |
BND VANGUARD BD INDEX FDS | 7.04% | $72.71 | $72.23 | -0.66% | Added +25.90% |
BNDX VANGUARD CHARLOTTE FDS | 6.89% | $48.88 | $47.65 | -2.52% | Added +41.40% |
VEU VANGUARD INTL EQUITY INDEX F | 4.83% | $77.57 | $85.70 | +10.48% | Added +214.94% |
VXF VANGUARD INDEX FDS | 3.77% | $207.62 | $245.51 | +18.25% | Added +42.99% |
VUG VANGUARD INDEX FDS | 2.00% | $67.77 | $87.49 | +29.10% | Added +683.36% |
VTV VANGUARD INDEX FDS | 1.63% | $182.14 | $226.35 | +24.27% | Added +30.49% |
VEA VANGUARD TAX-MANAGED FDS | 1.55% | $54.03 | $73.43 | +35.91% | Added +32.92% |
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