Hedge Fund Database

PROSPERITY CAPITAL ADVISORS

C2P CAPITAL ADVISORY GROUP, LLC Legal Name

Adviser information for PROSPERITY CAPITAL ADVISORS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 202
Investment Advisory/Research 104
Registered Broker-Dealer Representatives 20
Registered State Investment Advisers 101
Licensed Agents of an Insurance Company 96
No. of Firms/People that Solicit Clients 6

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 9,396 $2.2B
Non-Discretionary 0 $0
Total 9,396 $2.2B

Clients

Type Number RAUM
Individuals 4,309 $998.3M
HNW Individuals 333 $694.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $1.4M
Charitable organizations <5 $1.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $527.3M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 15 $22.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 280
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 4000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-72187
SEC ERA File Number 801-72187
SEC CIK Numbers 1965756
SEC CRD Numbers 156480
Legal Entity Identifier None

Principal Office

30400 DETROIT ROAD
SUITE 201
WESTLAKE
OH
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 888-240-0064, Fax: 440-848-8572

Websites

www.facebook.com/prosperitycapitaladvisors www.prosperitycapitaladvisors.com www.linkedin.com/company/prosperity-capital-advisors/ twitter.com/prosperityca www.youtube.com/channel/ucilwo02dodmgfrn0-n2z-lw

Chief Compliance Officer

LUKE RIPIENSKI
CHIEF COMPLIANCE OFFICER
30400 DETROIT ROAD
SUITE 201
WESTLAKE
OH
United States
Tel: 440-514-5266
Fax: 440-848-8572
(Full email address available in API data)

Regulatory Contact

RYAN WARNER
VP OF COMPLIANCE AND SUPERVISION
30400 DETROIT ROAD
201
WESTLAKE
OH
United States
Tel: 763-347-5805
(Full email address available in API data)

Industry Affiliates

CLARITY INSURANCE MARKETING Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SMITH, JASON, L Individual – CEO 02/2020 < 5%
ALISON, DAVID, MATTHEW Individual – PRESIDENT 03/2021 < 5%
C2P ENTERPRISES, LLC Domestic Entity – SOLE MEMBER 08/2018 > 75%
SMITH, JASON, L Individual C2P ENTERPRISES, LLC OWNER 08/2018 25-50%
RIPIENSKI, LUKE, W Individual – CHIEF COMPLIANCE OFFICER 03/2023 < 5%
ASHER, RYAN, PATRICK Individual – DIRECTOR OF INVESTMENT OPERATIONS 11/2023 < 5%
PETEV, STOYAN, PETEV Individual – SVP OF ADVANCED MARKETS 01/2024 < 5%

No. Employees, Historic

3001500201920202021202220232024202575 on 9/5/201975 on 12/4/201984 on 3/26/202084 on 6/23/202084 on 9/21/202083 on 3/30/202183 on 5/3/202183 on 10/6/202183 on 1/21/2022127 on 3/30/2022127 on 5/16/2022127 on 8/17/2022143 on 3/29/2023143 on 6/14/2023143 on 9/28/2023143 on 10/25/2023143 on 1/31/2024143 on 3/12/2024202 on 3/26/2024

RAUM, Historic

3B2B02019202020212022202320242025936970252 on 9/5/2019936970252 on 12/4/20191223575133 on 3/26/20201223575133 on 6/23/20201223575133 on 9/21/20201487447874 on 3/30/20211487447874 on 5/3/20211678123045 on 10/6/20211678123045 on 1/21/20221770873369 on 3/30/20221770873369 on 5/16/20221770873369 on 8/17/20221712428969 on 3/29/20231712428969 on 6/14/20231712428969 on 9/28/20231712428969 on 10/25/20231712428969 on 1/31/20241712428969 on 3/12/20242245308171 on 3/26/2024

No. Clients, Historic

5,0002,500020192020202120222023202420252852 on 9/5/20192852 on 12/4/20193120 on 3/26/20203120 on 6/23/20203120 on 9/21/20203246 on 3/30/20213246 on 5/3/20213402 on 10/6/20213402 on 1/21/20223517 on 3/30/20223517 on 5/16/20223517 on 8/17/20223896 on 3/29/20233896 on 6/14/20233896 on 9/28/20233896 on 10/25/20233896 on 1/31/20243896 on 3/12/20244668 on 3/26/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 589K 6K –
ABBVIE INC COM 1M 7K –
ABRDN ETFS BBRG ALL COMD K1 420K 21K –
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 970K 11K –
ADVANCED MICRO DEVICES INC COM 358K 2K –
AFLAC INC COM 646K 7K –
ALLSTATE CORP COM 251K 2K –
ALPHABET INC CAP STK CL C 1M 7K –
ALPHABET INC CAP STK CL A 2M 8K –
ALPS ETF TR ALERIAN MLP 2M 42K –
ALTRIA GROUP INC COM 556K 12K –
AMAZON COM INC COM 3M 17K –
AMERICAN CENTY ETF TR US SML CP VALU 2M 27K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 1M 24K –
AMERICAN ELEC PWR CO INC COM 253K 3K –
AMERICAN EXPRESS CO COM 202K 870 –
AMERICAN HEALTHCARE REIT INC COM SHS 387K 27K –
AMGEN INC COM 241K 769 –
AMPLIFY ETF TR AMPLIFY JUNIOR S 466K 41K –
APPLE INC COM 20M 94K –
AT&T INC COM 376K 20K –
AUTOMATIC DATA PROCESSING IN COM 578K 2K –
BALCHEM CORP COM 369K 2K –
BANK AMERICA CORP COM 310K 8K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
BLACKROCK ETF TRUST US EQT FACTOR 21M 454K –
BLACKROCK ETF TRUST II AAA CLO ETF 580K 11K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 3M 58K –
BLACKSTONE INC COM 268K 2K –
BOEING CO COM 508K 3K –
BONDBLOXX ETF TRUST BLOOMBERG ONE YR 234K 5K –
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 248K 5K –
BONDBLOXX ETF TRUST BLOOMBERG TWO YR 234K 5K –
BROADCOM INC COM 2M 1K –
CADENCE DESIGN SYSTEM INC COM 318K 1K –
CATERPILLAR INC COM 1M 4K –
CHEVRON CORP NEW COM 764K 5K –
CISCO SYS INC COM 243K 5K –
CLOROX CO DEL COM 222K 2K –
CONOCOPHILLIPS COM 4M 38K –
CONSTELLATION ENERGY CORP COM 391K 2K –
COPART INC COM 594K 11K –
COSTCO WHSL CORP NEW COM 1M 1K –
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES 412K 13K –
DARDEN RESTAURANTS INC COM 559K 4K –
DEERE & CO COM 203K 542 –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 91M 3M –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 3M 72K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 3M 72K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 51M 2M –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 7M 126K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 559K 16K –
DIMENSIONAL ETF TRUST INFLATION PROTE 426K 10K –
DIMENSIONAL ETF TRUST SHORT DURATION F 4M 82K –
DIMENSIONAL ETF TRUST US TARGETED VLU 457K 9K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 713K 18K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 4M 157K –
DIMENSIONAL ETF TRUST US EQUITY ETF 10M 162K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 423K 17K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 2M 64K –
DISNEY WALT CO COM 335K 3K –
DUKE ENERGY CORP NEW COM NEW 338K 3K –
EATON CORP PLC SHS 446K 1K –
ELEVANCE HEALTH INC COM 327K 604 –
ELI LILLY & CO COM 1M 1K –
EMERSON ELEC CO COM 332K 3K –
EXXON MOBIL CORP COM 2M 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 643K 15K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 610K 16K –
FLEXSHARES TR MORNSTAR USMKT 223K 1K –
FORD MTR CO DEL COM 130K 10K –
FRP HLDGS INC COM 265K 9K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 84K 13K –
GENERAL MLS INC COM 258K 4K –
GLOBAL X FDS GLOBAL X COPPER 922K 20K –
GLOBAL X FDS RUSSELL 2000 184K 12K –
GLOBAL X FDS ARTIFICIAL ETF 275K 8K –
GLOBAL X FDS GLB X MLP ENRG I 531K 10K –
GLOBAL X FDS US INFR DEV ETF 262K 7K –
GLOBAL X FDS GLOBAL X SILVER 920K 30K –
GLOBAL X FDS CYBRSCURTY ETF 267K 9K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 346K 7K –
HOME DEPOT INC COM 4M 12K –
HONEYWELL INTL INC COM 948K 4K –
ILLINOIS TOOL WKS INC COM 250K 1K –
ING GROEP N.V. SPONSORED ADR 240K 14K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 258K 6K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 241K 6K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 7M 210K –
INNOVATOR ETFS TRUST EQUITY DEF PROTN 340K 13K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 3M 105K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 3M 95K –
INNOVATOR ETFS TRUST US SML CP PWR ET 846K 27K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 3M 91K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 18M 610K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 339K 9K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 3M 90K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 3M 90K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 6M 152K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 5M 154K –
INNOVATOR ETFS TRUST US EQTY ULTRA BU 3M 92K –
INNOVATOR ETFS TRUST US EQT ULTRA BFR 3M 95K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 5M 182K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 3M 90K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 358K 9K –
INTERNATIONAL BUSINESS MACHS COM 1M 8K –
INVESCO EXCH TRADED FD TR II SR LN ETF 212K 10K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 804K 9K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 240K 4K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 378K 2K –
INVESCO EXCH TRADED FD TR II KBW PPTY CASUT 236K 2K –
INVESCO QQQ TR UNIT SER 1 7M 14K –
ISHARES INC MSCI EMRG CHN 8M 135K –
ISHARES INC CORE MSCI EMKT 8M 152K –
ISHARES INC MSCI FRANCE ETF 436K 12K –
ISHARES INC ESG AWR MSCI EM 713K 21K –
ISHARES INC MSCI SWITZERLAND 1M 22K –
ISHARES INC MSCI TAIWAN ETF 1M 23K –
ISHARES SILVER TR ISHARES 652K 25K –
ISHARES TR ROBOTICS ARTIF 260K 8K –
ISHARES TR RUS MD CP GR ETF 1M 9K –
ISHARES TR GENOMICS IMMUN 315K 14K –
ISHARES TR JPMORGAN USD EMG 1M 15K –
ISHARES TR ISHS 1-5YR INVS 216K 4K –
ISHARES TR IBONDS 28 TRM TS 232K 11K –
ISHARES TR CORE S&P MCP ETF 611K 10K –
ISHARES TR TRS FLT RT BD 1M 29K –
ISHARES TR S&P 100 ETF 893K 3K –
ISHARES TR CORE S&P US VLU 3M 33K –
ISHARES TR GLOBAL ENERG ETF 780K 19K –
ISHARES TR IBONDS 27 TRM TS 232K 11K –
ISHARES TR INVESTMENT GRADE 975K 22K –
ISHARES TR RUS MDCP VAL ETF 393K 3K –
ISHARES TR S&P 500 GRWT ETF 2M 18K –
ISHARES TR 0-5 YR TIPS ETF 1M 12K –
ISHARES TR CONV BD ETF 406K 5K –
ISHARES TR S&P MC 400GR ETF 3M 33K –
ISHARES TR MSCI USA QLT FCT 23M 137K –
ISHARES TR CORE S&P SCP ETF 1M 10K –
ISHARES TR FALN ANGLS USD 443K 17K –
ISHARES TR S&P 500 VAL ETF 12M 64K –
ISHARES TR EAFE GRWTH ETF 1M 12K –
ISHARES TR TIPS BD ETF 1M 11K –
ISHARES TR US INFRASTRUC 3M 75K –
ISHARES TR RUS TP200 GR ETF 896K 4K –
ISHARES TR CORE TOTAL USD 1M 28K –
ISHARES TR INTL DIV GRWTH 434K 6K –
ISHARES TR ISHS 5-10YR INVT 469K 9K –
ISHARES TR U.S. MED DVC ETF 919K 16K –
ISHARES TR US TREAS BD ETF 991K 44K –
ISHARES TR RUSSELL 3000 ETF 1M 4K –
ISHARES TR HDG MSCI EAFE 3M 87K –
ISHARES TR FLTG RATE NT ETF 3M 52K –
ISHARES TR 20 YR TR BD ETF 4M 46K –
ISHARES TR IBONDS 25 TRM HG 979K 42K –
ISHARES TR RUS 1000 ETF 215K 721 –
ISHARES TR GLOBAL TECH ETF 2M 22K –
ISHARES TR RUS MID CAP ETF 1M 17K –
ISHARES TR ISHARES SEMICDTR 3M 10K –
ISHARES TR SHRT NAT MUN ETF 242K 2K –
ISHARES TR ESG AWR MSCI USA 3M 23K –
ISHARES TR US CONSM STAPLES 617K 9K –
ISHARES TR RUS 1000 GRW ETF 237K 651 –
ISHARES TR CYBERSECURITY 266K 6K –
ISHARES TR MSCI INDIA ETF 2M 27K –
ISHARES TR MBS ETF 6M 63K –
ISHARES TR 7-10 YR TRSY BD 255K 3K –
ISHARES TR IBOXX INV CP ETF 604K 6K –
ISHARES TR EAFE VALUE ETF 582K 11K –
ISHARES TR RUSSELL 2000 ETF 741K 4K –
ISHARES TR U.S. TECH ETF 14M 93K –
ISHARES TR IBONDS 25 TRM TS 449K 19K –
ISHARES TR NATIONAL MUN ETF 1M 11K –
ISHARES TR CORE DIV GRWTH 2M 32K –
ISHARES TR EXPND TEC SC ETF 374K 4K –
ISHARES TR CORE S&P500 ETF 5M 10K –
ISHARES TR IBONDS 29 TRM TS 232K 11K –
ISHARES U S ETF TR BLACKROCK SHORT 1M 27K –
J P MORGAN EXCHANGE TRADED F US MOMENTUM 325K 6K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 260K 5K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 448K 8K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 851K 4K –
LOCKHEED MARTIN CORP COM 1M 3K –
LOWES COS INC COM 558K 3K –
MARATHON PETE CORP COM 214K 1K –
MARRIOTT INTL INC NEW CL A 2M 10K –
MCDONALDS CORP COM 589K 2K –
MERCADOLIBRE INC COM 386K 235 –
MERCK & CO INC COM 632K 5K –
META PLATFORMS INC CL A 2M 4K –
MICROSOFT CORP COM 11M 26K –
MICROSTRATEGY INC CL A NEW 541K 393 –
MONDELEZ INTL INC CL A 492K 8K –
MORGAN STANLEY COM NEW 658K 7K –
NETFLIX INC COM 2M 2K –
NEXTERA ENERGY INC COM 769K 11K –
NORDSON CORP COM 563K 2K –
NORFOLK SOUTHN CORP COM 919K 4K –
NOVARTIS AG SPONSORED ADR 586K 6K –
NOVO-NORDISK A S ADR 411K 3K –
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 204K 17K –
NVIDIA CORPORATION COM 4M 33K –
NVR INC COM 759K 100 –
ONCOLYTICS BIOTECH INC COM NEW 15K 15K –
ORACLE CORP COM 359K 3K –
PACER FDS TR US CASH COWS 100 571K 10K –
PARSONS CORP DEL COM 2M 28K –
PEPSICO INC COM 389K 2K –
PFIZER INC COM 273K 10K –
PHILIP MORRIS INTL INC COM 1M 11K –
PHILLIPS 66 COM 5M 32K –
PIMCO MUN INCOME FD II COM 160K 19K –
POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR 3M 52K –
PPG INDS INC COM 271K 2K –
PROCTER AND GAMBLE CO COM 975K 6K –
QUALCOMM INC COM 610K 3K –
ROCKWELL AUTOMATION INC COM 279K 1K –
ROYAL BK CDA COM 3M 27K –
RPM INTL INC COM 241K 2K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 521K 8K –
SCHWAB STRATEGIC TR INTL EQTY ETF 1M 39K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 551K 7K –
SCHWAB STRATEGIC TR US BRD MKT ETF 641K 10K –
SCHWAB STRATEGIC TR US LCAP GR ETF 249K 2K –
SCHWAB STRATEGIC TR US LCAP VA ETF 264K 4K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 280K 11K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 7K –
SELECT SECTOR SPDR TR SBI INT-UTILS 595K 9K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 1M 10K –
SELECT SECTOR SPDR TR ENERGY 2M 23K –
SELECT SECTOR SPDR TR SBI CONS DISCR 1M 8K –
SHOPIFY INC CL A 245K 4K –
SIX FLAGS ENTMT CORP NEW COM 659K 12K –
SOUTHERN CO COM 739K 10K –
SPDR DOW JONES INDL AVERAGE UT SER 1 1M 4K –
SPDR GOLD TR GOLD SHS 2M 7K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 579K 15K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 10M 273K –
SPDR S&P 500 ETF TR TR UNIT 6M 12K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 297K 555 –
SPDR SER TR BLOOMBERG 3-12 M 428K 4K –
SPDR SER TR PORTFOLIO S&P500 86M 1M –
SPDR SER TR PORTFOLIO AGRGTE 5M 200K –
SPDR SER TR PORTFLI TIPS ETF 1M 55K –
SPDR SER TR PORTFOLI S&P1500 2M 23K –
SPDR SER TR PRTFLO S&P500 VL 400K 8K –
SPDR SER TR PORTFOLIO SHORT 540K 18K –
SPDR SER TR BLOOMBERG 1-3 MO 21M 227K –
SPDR SER TR PRTFLO S&P500 GW 27M 331K –
SPDR SER TR S&P 600 SMCP VAL 252K 3K –
SPDR SER TR S&P OILGAS EXP 1M 10K –
SPDR SER TR PORTFOLIO SH TSR 295K 10K –
SPDR SER TR S&P 400 MDCP VAL 233K 3K –
SPDR SER TR S&P DIVID ETF 203K 2K –
SPROTT FDS TR URANIUM MINERS E 1M 22K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 204K 5K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 270K 2K –
TELLURIAN INC NEW COM 14K 20K –
TESLA INC COM 1M 6K –
THE CIGNA GROUP COM 296K 896 –
THE TRADE DESK INC COM CL A 231K 2K –
TJX COS INC NEW COM 459K 4K –
TRUIST FINL CORP COM 306K 8K –
UNITED PARCEL SERVICE INC CL B 404K 3K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANECK ETF TRUST GOLD MINERS ETF 1M 32K –
VANECK ETF TRUST URANIUM AND NUCL 1M 15K –
VANECK ETF TRUST SEMICONDUCTR ETF 2M 9K –
VANECK ETF TRUST JUNIOR GOLD MINE 471K 11K –
VANGUARD BD INDEX FDS LONG TERM BOND 3M 46K –
VANGUARD BD INDEX FDS INTERMED TERM 3M 46K –
VANGUARD BD INDEX FDS SHORT TRM BOND 7M 87K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 7M 148K –
VANGUARD INDEX FDS GROWTH ETF 34M 90K –
VANGUARD INDEX FDS TOTAL STK MKT 4M 16K –
VANGUARD INDEX FDS SMALL CP ETF 6M 30K –
VANGUARD INDEX FDS SML CP GRW ETF 1M 6K –
VANGUARD INDEX FDS VALUE ETF 28M 178K –
VANGUARD INDEX FDS REAL ESTATE ETF 468K 6K –
VANGUARD INDEX FDS MCAP GR IDXVIP 865K 4K –
VANGUARD INDEX FDS MCAP VL IDXVIP 4M 24K –
VANGUARD INDEX FDS LARGE CAP ETF 2M 6K –
VANGUARD INDEX FDS SM CP VAL ETF 855K 5K –
VANGUARD INDEX FDS EXTEND MKT ETF 313K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 547K 9K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 9M 212K –
VANGUARD MUN BD FDS TAX EXEMPT BD 5M 109K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 239K 4K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 3M 75K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 1M 18K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3M 34K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 466K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 27M 540K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 11K –
VANGUARD WORLD FD UTILITIES ETF 223K 2K –
VANGUARD WORLD FD HEALTH CAR ETF 726K 3K –
VANGUARD WORLD FD MEGA GRWTH IND 4M 12K –
VANGUARD WORLD FD INF TECH ETF 1M 2K –
VANGUARD WORLD FD MEGA CAP VAL ETF 233K 2K –
VANGUARD WORLD FD MEGA CAP INDEX 4M 18K –
VEEVA SYS INC CL A COM 836K 5K –
VERIZON COMMUNICATIONS INC COM 208K 5K –
VISA INC COM CL A 311K 1K –
VOYA FINANCIAL INC COM 875K 12K –
WALMART INC COM 2M 25K –
WISDOMTREE TR FLOATNG RAT TREA 541K 11K –
WORLD GOLD TR SPDR GLD MINIS 246K 5K –