C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q1 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
349
- Value ($000)
$1,265,711
- Date Filed05/12/2025
- Form type13F-HR
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $132.95M | 11 % | 4,016,699 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $102.14M | 8 % | 1,547,810 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $51.51M | 4 % | 1,957,773 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $50.61M | 4 % | 822,152 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $37.71M | 3 % | 100,787 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $36.32M | 3 % | 712,043 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $32.90M | 3 % | 192,064 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $32.58M | 3 % | 189,036 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $29.80M | 2 % | 1,071,152 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $29.48M | 2 % | 602,537 |
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