Filling information for Prosperity Consulting Group, LLC as Treemap, investor disclosed 105 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 1431487 | 49895 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2862589 | 19682 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4298864 | 12624 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 1090270 | 2861 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 7152794 | 58352 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 573844 | 7915 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 201106 | 1011 | |
| 46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 3725455 | 24513 | |
| 097023105 | 097023105 | BOEING CO | COM | 778152 | 3685 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 1779103 | 30165 | |
| 74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 207645 | 1854 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 784373 | 2629 | |
| 871829107 | 871829107 | SYSCO CORP | COM | 632194 | 8520 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 2808856 | 11828 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2631844 | 21987 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 542512 | 1917 | |
| 931142103 | 931142103 | WALMART INC | COM | 356850 | 2270 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 387776 | 5316 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 303627 | 1234 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2172170 | 6370 | |
| 46138G631 | 46138G631 | INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 695821 | 26619 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2319561 | 6279 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 487542 | 2160 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 3894256 | 26166 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 358821 | 1668 | |
| 743315103 | 743315103 | PROGRESSIVE CORP | COM | 455372 | 3440 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1087405 | 6570 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 629460 | 2026 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 257839 | 560 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 820699 | 13628 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1567425 | 10330 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 747549 | 8041 | |
| 844741108 | 844741108 | SOUTHWEST AIRLS CO | COM | 1003794 | 27721 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 2118922 | 41835 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 700385 | 43911 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 281926 | 1077 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 621763 | 6964 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 938590 | 12405 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 418492 | 1600 | |
| 33740U869 | 33740U869 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST INTL | 969892 | 47358 | |
| 244199105 | 244199105 | DEERE & CO | COM | 292772 | 723 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1522706 | 41513 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 7706346 | 41151 | |
| 33740F573 | 33740F573 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VST INTL | 218083 | 10281 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 553735 | 5653 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 4829186 | 37045 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 5468770 | 109070 | |
| 33740U406 | 33740U406 | FIRST TR EXCHNG TRADED FD VI | FT CBOE DEEP BFR | 377418 | 11179 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 283806 | 1592 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1874354 | 36226 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3705388 | 66969 | |
| 025072604 | 025072604 | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 3915589 | 72767 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 218376 | 1834 | |
| 209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 454094 | 5023 | |
| 363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 760203 | 3462 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 555810 | 1156 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1178180 | 31680 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 524598 | 2832 | |
| 833034101 | 833034101 | SNAP ON INC | COM | 371328 | 1288 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1090303 | 9013 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1422978 | 34980 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 1304473 | 6287 | |
| 78464A128 | 78464A128 | SPDR SER TR | SPDR S&P1500VL | 301317 | 2029 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 202720 | 737 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 690831 | 2834 | |
| 33740F672 | 33740F672 | FIRST TR EXCHNG TRADED FD VI | VEST US EQT DEP | 212374 | 6085 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 641400 | 2235 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1321423 | 2981 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 263531 | 3503 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 643365 | 16564 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 228531 | 1814 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 21766287 | 48835 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 201190 | 914 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 940473 | 9319 | |
| 33740F854 | 33740F854 | FIRST TR EXCHNG TRADED FD VI | VEST US DEEP | 5497138 | 161538 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 356009 | 3319 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 1304499 | 1504 | |
| 025072802 | 025072802 | AMERICAN CENTY ETF TR | INTL SMCP VLU | 5635362 | 97904 | |
| 03076C106 | 03076C106 | AMERIPRISE FINL INC | COM | 615271 | 1852 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 733147 | 1733 | |
| 33740U505 | 33740U505 | FIRST TR EXCHNG TRADED FD VI | FT CBOE EQTY BFR | 231638 | 6428 | |
| 037833100 | 037833100 | APPLE INC | COM | 5949228 | 30671 | |
| 33740F680 | 33740F680 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 1039618 | 30391 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 411834 | 1870 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 270887 | 2011 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 334619 | 1379 | |
| 92206C664 | 92206C664 | VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 364435 | 4819 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 349740 | 889 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 374887 | 2082 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 220166 | 834 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 594593 | 9298 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1042008 | 7333 | |
| 33740F771 | 33740F771 | FIRST TR EXCHNG TRADED FD VI | US EQT DEEP DUFR | 262586 | 7424 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3588496 | 49415 | |
| 33740U307 | 33740U307 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 369496 | 9728 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 934016 | 61733 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 612061 | 6270 | |
| 92857W308 | 92857W308 | VODAFONE GROUP PLC NEW | SPONSORED ADR | 196377 | 20781 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1670886 | 19996 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4669765 | 101121 | |
| 33740F656 | 33740F656 | FIRST TR EXCHNG TRADED FD VI | FT CBOE INTL EQT | 905385 | 41199 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 2254705 | 4188 | |
| 654106103 | 654106103 | NIKE INC | CL B | 220620 | 1999 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 355410 | 3080 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 279220 | 4733 |