account_balance
Investment manager · 13F filer · SEC CIK 2021762
Prospect Financial Group LLC
Reported value$119Mas of Sep 30, 2026
Positions62 4 new, 12 sold out
Top 10 weight59.2%DFEM alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFEMDimensional ETF Trust
8.6%Trimmed −13%
DCORDfa Invt Dimensions Group In
7.5%Trimmed −4%
BNDVanguard Bd Index FDS
6.6%Trimmed −5%
DFICDimensional ETF Trust
6.2%Trimmed −3%
DFACDimensional ETF Trust
6.1%
BNDXVanguard Charlotte FDS
5.8%Trimmed −2%
MUBiShares Tr
5.6%New
VTIVanguard Index FDS
5.3%
VOOVanguard Index FDS
4.2%
AVDEAmerican Centy ETF Tr
3.2%+6%
AVDVAmerican Centy ETF Tr
3.1%Trimmed −15%
FRELFidelity Covington Trust
2.6%−8%
DFEMDimensional ETF Trust
8.6%−13%
DCORDfa Invt Dimensions Group In
7.5%
BNDVanguard Bd Index FDS
6.6%
DFICDimensional ETF Trust
6.2%
DFACDimensional ETF Trust
6.1%
BNDXVanguard Charlotte FDS
5.8%−2%
MUBiShares Tr
5.6%New
VTIVanguard Index FDS
5.3%
VOO4.2%
AVDE3.2%
AVDV3.1%
FREL2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFEM Dimensional ETF Trust 8.6% Trimmed −13%
DCOR Dfa Invt Dimensions Group In 7.5% Trimmed −4%
BND Vanguard Bd Index FDS 6.6% Trimmed −5%
DFIC Dimensional ETF Trust 6.2% Trimmed −3%
DFAC Dimensional ETF Trust 6.1% Held
BNDX Vanguard Charlotte FDS 5.8% Trimmed −2%
MUB iShares Tr 5.6% New
VTI Vanguard Index FDS 5.3% Held
VOO Vanguard Index FDS 4.2% Held
AVDE American Centy ETF Tr 3.2% Added +6%
AVDV American Centy ETF Tr 3.1% Trimmed −15%
FREL Fidelity Covington Trust 2.6% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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