Prospect Financial Group LLC: 13F holdings
CIK 20217622026Q2
| Positions | 70 |
|---|---|
| Reported value | $124.1m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFEM DIMENSIONAL ETF TRUST | 297,935 | $12.1m | 9.8% |
| DIMENSIONAL ETF TRUST | 112,825 | $9.2m | 7.5% |
| BND VANGUARD BD INDEX FDS | 118,297 | $8.7m | 7.0% |
| DFIC DIMENSIONAL ETF TRUST | 202,685 | $7.6m | 6.1% |
| DIMENSIONAL ETF TRUST | 165,652 | $7.3m | 5.9% |
| BNDX VANGUARD CHARLOTTE FDS | 151,161 | $7.3m | 5.9% |
| VTI VANGUARD INDEX FDS | 17,067 | $6.3m | 5.1% |
| VOO VANGUARD INDEX FDS | 7,180 | $4.9m | 4.0% |
| AVDV AMERICAN CENTY ETF TR | 39,966 | $4.1m | 3.3% |
| FREL FIDELITY COVINGTON TRUST | 124,636 | $3.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021762")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.