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Prosperity Planning

Latest statistics and disclosures from Prosperity Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are ISTB, EFA, VUG, DFAX, AVDV, and represent 33.08% of Prosperity Planning's stock portfolio.
Added to shares of these 10 stocks: ISTB, SGOV, AVLC, AVMV, IGSB, VTIP, GNMA, AVLV, AVUV, SUB.
Started 4 new stock positions in ORCL, XVV, FIVA, OEF.
Reduced shares in these 10 stocks: IVE, DFAX, VBR, VOE, IVLU, AVDV, IWN, SPY, VTV, VBK.
Sold out of its position in ICCC.
Prosperity Planning was a net buyer of stock by $6.1M.
Prosperity Planning has $371M in assets under management (AUM), dropping by 6.93%.
Central Index Key (CIK): 0001843292

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Portfolio Holdings for Prosperity Planning

Prosperity Planning holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)	11.9	$44M	+5%	905k	48.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	6.2	$23M		248k	93.37	View chart
Vanguard Index Fds Growth Etf (VUG)	6.0	$22M		47k	479.61	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.6	$17M	-3%	542k	31.38	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.3	$16M		179k	89.03	View chart
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)	4.3	$16M	+5%	313k	50.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.7	$14M	+6%	255k	53.03	View chart
Ishares Tr Gnma Bond Etf (Principal) (GNMA)	3.2	$12M	+6%	267k	44.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$11M	-5%	55k	206.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$10M		138k	75.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.6	$9.5M		32k	293.79	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	2.6	$9.5M	+11%	124k	76.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$9.0M	-6%	43k	208.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$8.5M	-5%	49k	174.58	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	2.3	$8.4M	+12%	123k	68.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$7.1M	+7%	71k	99.53	View chart
Cbre Group Cl A (CBRE)	1.9	$6.9M		44k	157.56	View chart
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)	1.5	$5.5M	+2%	70k	78.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$5.5M	-2%	18k	297.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.5	$5.5M	+13%	76k	72.26	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$5.3M	+6%	48k	108.70	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.3	$4.8M	-6%	137k	35.48	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.1	$4.1M	+4%	70k	58.72	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$4.0M	-2%	21k	186.49	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	1.0	$3.8M	+10%	35k	106.78	View chart
American Centy Etf Tr International Lr (AVIV)	1.0	$3.6M	+3%	53k	67.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.6M		92k	38.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$3.2M	-8%	18k	176.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.0M		25k	120.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$3.0M		23k	129.72	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	0.8	$3.0M		30k	100.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.8M	-6%	4.2k	666.14	View chart
Apple (AAPL)	0.7	$2.6M		10k	254.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.5M	-3%	32k	76.72	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	0.7	$2.5M		23k	106.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (Principal) (BND)	0.6	$2.3M	-2%	31k	74.37	View chart
Ishares Tr 0-3 Mnth Treasry (Principal) (SGOV)	0.6	$2.1M	+85%	21k	100.70	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	0.6	$2.1M	+8%	42k	51.23	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.6	$2.1M	+3%	44k	47.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M		4.0k	502.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$2.0M	+4%	25k	78.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$1.9M		13k	145.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.8M		8.9k	203.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$1.7M	-2%	49k	35.69	View chart
Ishares Tr 0-5 Yr Tips Etf (Principal) (STIP)	0.4	$1.6M		16k	103.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.6M	-2%	29k	53.40	View chart
Realty Income (O)	0.4	$1.5M		24k	60.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	-2%	24k	59.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (Principal) (VTEB)	0.4	$1.4M		28k	50.07	View chart
Ishares Tr Tips Bd Etf (Principal) (TIP)	0.3	$1.3M	+3%	12k	111.22	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.2M	+4%	26k	46.96	View chart
Spdr Series Trust Nuveen Ice Short (Principal) (SHM)	0.3	$1.1M		22k	48.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M		2.3k	468.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.0M		22k	46.12	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$1.0M	-6%	9.8k	104.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.0M	-2%	3.2k	320.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$999k	-8%	3.0k	328.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$942k		2.5k	378.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$928k		9.3k	99.81	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$907k	-5%	1.5k	596.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$867k		16k	54.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.2	$860k		11k	79.93	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$854k		6.1k	139.67	View chart
Ishares Tr Ibds Dec28 Etf (Principal) (IBDT)	0.2	$789k		31k	25.52	View chart
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT)	0.2	$756k		9.0k	84.11	View chart
Tyler Technologies (TYL)	0.2	$698k		1.3k	523.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$663k		6.9k	95.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$635k		949.00	669.30	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$609k	+2%	23k	26.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$576k		8.8k	65.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$573k	-5%	7.8k	73.46	View chart
Newell Rubbermaid (NWL)	0.1	$521k		99k	5.24	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.1	$517k		21k	24.34	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$516k		21k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.1	$516k		21k	25.19	View chart
Ishares Tr Core Total Usd (Principal) (IUSB)	0.1	$495k	-14%	11k	46.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$495k		3.5k	142.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$487k	-10%	7.2k	67.83	View chart
Ishares Tr Ibonds Dec 29 (Principal) (IBDU)	0.1	$452k		19k	23.47	View chart
IDEXX Laboratories (IDXX)	0.1	$447k		700.00	638.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$443k	-2%	14k	31.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$386k	-14%	1.3k	307.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$381k		1.6k	242.02	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$373k		804.00	463.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$370k		2.7k	137.80	View chart
Ishares Tr Ibonds 28 Trm Ts (Principal) (IBTI)	0.1	$353k		16k	22.38	View chart
Ishares Tr Ibonds Dec 2030 (Principal) (IBDV)	0.1	$349k		16k	22.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$342k		1.2k	293.74	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.1	$337k		15k	23.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$337k	-3%	2.4k	142.41	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$333k		5.0k	65.92	View chart
Eli Lilly & Co. (LLY)	0.1	$328k		430.00	763.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$325k	-2%	2.3k	141.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$315k	+19%	5.3k	59.20	View chart
Ishares Tr Ibond Dec 2030 (Principal) (IBTK)	0.1	$308k		16k	19.88	View chart
Ishares Tr Ibonds 29 Trm Ts (Principal) (IBTJ)	0.1	$307k		14k	21.96	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$305k		5.9k	52.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$302k		3.3k	91.42	View chart
Ishares Tr Ibonds 25 Trm Ts (Principal) (IBTF)	0.1	$279k		12k	23.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$270k	-22%	1.4k	194.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$263k	-6%	1.9k	140.92	View chart
Lowe's Companies (LOW)	0.1	$248k		986.00	251.31	View chart
Ishares Tr Esg Aware Msci (Principal) (EGUS)	0.1	$228k		4.4k	51.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$218k	NEW	655.00	332.84	View chart
Oracle Corporation (ORCL)	0.1	$215k	NEW	764.00	281.24	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$206k	NEW	6.6k	31.28	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.1	$206k		7.8k	26.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$203k	-8%	2.3k	87.33	View chart
Ishares Tr Esg Select Scre (Principal) (XVV)	0.1	$200k	NEW	3.9k	51.52	View chart

Past Filings by Prosperity Planning

SEC 13F filings are viewable for Prosperity Planning going back to 2020

Prosperity Planning 2025 Q3 filed Oct. 9, 2025
Prosperity Planning 2025 Q2 filed July 11, 2025
Prosperity Planning 2025 Q1 filed April 11, 2025
Prosperity Planning 2024 Q4 filed Jan. 17, 2025
Prosperity Planning 2024 Q3 filed Oct. 7, 2024
Prosperity Planning 2024 Q2 filed July 24, 2024
Prosperity Planning 2024 Q1 filed April 16, 2024
Prosperity Planning 2023 Q4 filed Feb. 6, 2024
Prosperity Planning 2023 Q3 filed Oct. 25, 2023
Prosperity Planning 2023 Q2 filed July 13, 2023
Prosperity Planning 2023 Q1 filed April 13, 2023
Prosperity Planning 2022 Q4 filed Jan. 24, 2023
Prosperity Planning 2022 Q3 filed Oct. 12, 2022
Prosperity Planning 2022 Q2 filed July 11, 2022
Prosperity Planning 2022 Q1 filed April 18, 2022
Prosperity Planning 2021 Q4 filed Jan. 21, 2022

View all past filings

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