C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q4 2024 13F Holdings
- Locationwestlake, OH
- Num holdings
337
- Value ($000)
$1,231,434
- Date Filed01/31/2025
- Form typerestatement
- CIK0001965756
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $136.41M | 11 % | 3,943,635 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $97.56M | 8 % | 1,415,118 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $50.48M | 4 % | 2,030,631 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $47.98M | 4 % | 747,782 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $42.49M | 4 % | 103,526 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $32.71M | 3 % | 372,069 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $32.61M | 3 % | 681,912 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $31.52M | 3 % | 186,169 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $30.40M | 3 % | 170,714 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $28.76M | 2 % | 561,156 |
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