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Home > Institutional Investor > Prosperitas Financial Llc > Profile

Instuitional Investor - Prosperitas Financial Llc

Fund Profile
Filing Period:
Fund Name: Prosperitas Financial Llc
Portfolio Value $197,720,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,243 $12,081,088 6.11%
2.
Schwab Strategic Trust
 FNDF 522,929 $11,870,476 6%
3.
Vanguard Index Fds
 20,984 $11,306,761 5.71%
4.
Invesco Qqq Tr
 21,614 $11,049,522 5.58%
5.
Schwab Strategic Trust
 FNDF 370,734 $10,332,374 5.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)