Prosperity Consulting Group, LLC
- SEC CIK
- 0001910398
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位。
- 持股檔數
- 97
- 2021 年第 3 季沒有申報
- 總值
- $1.33 億
- 2021 年第 3 季沒有申報
Prosperity Consulting Group, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 45,029 | $2,068 萬 | 15.5% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 68,119 | $868.0 萬 | 6.5% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 125,785 | $634.3 萬 | 4.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 23,966 | $482.5 萬 | 3.6% | – | – | – |
| AAPLApple Inc. | Stock | 25,920 | $455.8 萬 | 3.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,319 | $397.3 萬 | 3.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 76,977 | $391.2 萬 | 2.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,118 | $317.2 萬 | 2.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,099 | $301.4 萬 | 2.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 53,579 | $251.2 萬 | 1.9% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 50,206 | $250.9 萬 | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 31,131 | $249.9 萬 | 1.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 49,963 | $249.2 萬 | 1.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,731 | $247.0 萬 | 1.9% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 34,799 | $243.6 萬 | 1.8% | – | – | – |
| VVisa Inc. | Stock | 10,262 | $241.6 萬 | 1.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,513 | $240.0 萬 | 1.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,616 | $211.4 萬 | 1.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 36,939 | $207.5 萬 | 1.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 36,553 | $196.9 萬 | 1.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,819 | $175.9 萬 | 1.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 31,928 | $171.8 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 536 | $158.7 萬 | 1.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,068 | $140.3 萬 | 1.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,435 | $139.0 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,881 | $136.2 萬 | 1.0% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,649 | $133.8 萬 | 1.0% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,074 | $133.1 萬 | 1.0% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 24,681 | $128.2 萬 | 1.0% | – | – | – |
| PLDPrologis, Inc. | REIT | 8,052 | $126.7 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 396 | $117.2 萬 | 0.9% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,663 | $107.6 萬 | 0.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 43,508 | $106.8 萬 | 0.8% | – | – | 歷史 |
| RTXRTX Corp | Stock | 11,187 | $103.5 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,016 | $97.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,041 | $93.0 萬 | 0.7% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 8,620 | $89.6 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,453 | $87.7 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,140 | $87.6 萬 | 0.7% | – | – | 歷史 |
| SYYSysco Corp | Stock | 10,520 | $84.1 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,711 | $83.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,748 | $83.1 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,183 | $81.6 萬 | 0.6% | – | – | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 8,520 | $78.8 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,538 | $73.8 萬 | 0.6% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 6,566 | $71.9 萬 | 0.5% | – | – | 歷史 |
| BGSB&G Foods, Inc. | COM | 23,035 | $71.8 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 3,452 | $71.6 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,652 | $67.1 萬 | 0.5% | – | – | – |
| AJGArthur J. Gallagher & Co. | COM | 4,096 | $64.4 萬 | 0.5% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,667 | $60.9 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,311 | $60.6 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,570 | $58.4 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,258 | $54.0 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,957 | $51.9 萬 | 0.4% | – | – | 歷史 |
| FASTFastenal Co | Stock | 8,968 | $51.4 萬 | 0.4% | – | – | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 12,988 | $50.7 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,158 | $49.7 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,549 | $47.9 萬 | 0.4% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,180 | $45.1 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,709 | $45.1 萬 | 0.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,076 | $43.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,479 | $43.6 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 13,879 | $41.5 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,526 | $40.5 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,600 | $40.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,732 | $38.4 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 956 | $37.9 萬 | 0.3% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,016 | $37.7 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,445 | $36.7 萬 | 0.3% | – | – | – |
| LUVSouthwest Airlines Co | COM | 8,272 | $36.6 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 2,260 | $35.1 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 934 | $35.0 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,612 | $34.6 萬 | 0.3% | – | – | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 18,179 | $32.5 萬 | 0.2% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 7,663 | $31.4 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,104 | $31.3 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,586 | $30.7 萬 | 0.2% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 1,932 | $30.3 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,453 | $29.8 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,991 | $29.7 萬 | 0.2% | – | – | 歷史 |
| SNASnap-on Inc | COM | 1,388 | $29.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,387 | $29.1 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,386 | $27.8 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,259 | $27.4 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,755 | $26.1 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,881 | $26.1 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,845 | $26.0 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,260 | $25.0 萬 | 0.2% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 962 | $24.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,394 | $23.0 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 551 | $21.4 萬 | 0.2% | – | – | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 4,475 | $21.2 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 1,877 | $20.4 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 225 | $20.4 萬 | 0.2% | – | – | 歷史 |
| SLQTSelectQuote, Inc. | COM | 18,539 | $13.3 萬 | 0.1% | – | – | 歷史 |
| OGIOrganigram Global Inc. | COM | 10,000 | $1.50 萬 | <0.1% | – | – | 歷史 |