Prodigy Asset Management LLC

data from 30/09/2025

Capitalization

$ 221.549 M 45.09 %

Average holding period

3 ans

Performance

$ 15.762 M 11.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Prodigy Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EVTR MORGAN STANLEY ETF TRUST 34.75% 76.988 M $ 1496371 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 16.55% 36.674 M $ 169954 2024/12/31 1.872 M $ 5.43 %
2025/09/30 BERKSHIRE HATHAWAY A 15.66% 34.693 M $ 46 2024/12/31 1.168 M $ 3.49 %
2025/09/30 TSPA T ROWE PRICE ETF INC 12.36% 27.372 M $ 653122 2024/12/31 1.941 M $ 7.77 %
2025/09/30 EAGL 2023 ETF SERIES TRUST 4.50% 9.968 M $ 318889 2024/12/31 344.400 K $ 3.58 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 3.48% 7.703 M $ 168339 2024/12/31 467.897 K $ 8.03 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 3.11% 6.882 M $ 189313 2024/12/31 306.795 K $ 5.15 %
2025/09/30 VTI VANGUARD INDEX FDS 2.57% 5.686 M $ 17327 2024/12/31 398.578 K $ 7.98 %
2025/09/30 QLTY 2023 ETF SERIES TRUST II 1.66% 3.676 M $ 101588 2024/12/31 139.376 K $ 5.63 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.55% 3.441 M $ 6844 2024/12/31 119.536 K $ 3.49 %
2025/09/30 MSFT MICROSOFT CORP 1.19% 2.628 M $ 5073 2024/12/31 104.199 K $ 4.13 %
2025/09/30 AAPL APPLE INC 0.58% 1.292 M $ 5073 2024/12/31 250.910 K $ 24.11 %
2025/09/30 ORCL ORACLE CORP 0.26% 574.210 K $ 2042 2024/12/31 127.849 K $ 28.64 %
2025/09/30 GOOGL ALPHABET INC 0.25% 560.859 K $ 2307 2024/12/31 154.269 K $ 37.94 %
2025/09/30 CAT CATERPILLAR INC 0.22% 477.150 K $ 1000 2024/12/31 88.940 K $ 22.91 %
2025/09/30 IJH ISHARES TR 0.19% 418.965 K $ 6420 2024/12/31 20.800 K $ 5.22 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.17% 385.465 K $ 6433 2024/12/31 18.720 K $ 5.10 %
2025/09/30 IVV ISHARES TR 0.15% 335.989 K $ 502 2025/06/30 24.296 K $ 7.80 %
2025/09/30 V VISA INC 0.15% 327.130 K $ 958 2024/12/31 -13.095 K $ -3.85 %
2025/09/30 VOO VANGUARD INDEX FDS 0.14% 310.127 K $ 506 2024/12/31 22.441 K $ 7.80 %
2025/09/30 DIS DISNEY WALT CO 0.14% 305.715 K $ 2670 2024/12/31 -25.391 K $ -7.67 %
2025/09/30 AMGN AMGEN INC 0.13% 290.102 K $ 1028 2024/12/31 3.073 K $ 1.07 %
2025/09/30 AMZN AMAZON COM INC 0.13% 285.661 K $ 1301 2025/03/31 234.000 $ 0.08 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 273.800 K $ 411 2024/12/31 19.863 K $ 7.82 %
2025/09/30 FIXT TCW ETF TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %