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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 $212,832,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 436,018 $12,736,076 5.98%
2.
Schwab Strategic Trust
 FNDF 517,216 $12,325,255 5.79%
3.
Vanguard Index Fds - VALUE ETF
 68,223 $12,057,757 5.67%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 19,533 $11,095,373 5.21%
5.
Nvidia Corp
 NVDA 63,099 $9,969,004 4.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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