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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, VTIP, and represent 33.60% of Prosperity Planning's stock portfolio.
Added to shares of these 10 stocks: ISTB, AVLC, AVMV, AVDV, AVLV, AVUV, AVIV, VTIP, AVEM, EFA.
Started 2 new stock positions in EGUS, SPIP.
Reduced shares in these 10 stocks: IVE, VOE, VBR, ITOT, BRK.B, DFAX, IVLU, SGOV, AMC, IWV.
Sold out of its position in AMC.
Prosperity Planning was a net buyer of stock by $7.4M.
Prosperity Planning has $319M in assets under management (AUM), dropping by 2.35%.
Central Index Key (CIK): 0001843292

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Positions held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prosperity Planning

Prosperity Planning holds 104 positions in its portfolio as reported in the March 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)	12.6	$40M	+5%	835k	48.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	6.2	$20M	+2%	244k	81.73	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$17M		46k	370.82	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.9	$16M		595k	26.20	View chart
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)	4.6	$15M	+4%	293k	49.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$12M	+7%	178k	69.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.8	$12M	+3%	235k	52.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.6	$11M	-6%	60k	190.58	View chart
Ishares Tr Gnma Bond Etf (Principal) (GNMA)	3.3	$11M		243k	43.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$8.9M	-6%	48k	186.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$8.5M	-6%	53k	160.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$7.9M	+7%	132k	60.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.4	$7.7M		32k	244.64	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.9	$5.9M	+29%	92k	64.20	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.7	$5.6M	+31%	91k	61.44	View chart
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)	1.7	$5.5M		71k	78.28	View chart
Cbre Group Cl A (CBRE)	1.7	$5.4M		41k	130.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$4.9M	+16%	56k	87.17	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$4.6M		18k	251.77	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.4	$4.6M	-5%	152k	30.31	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$3.9M	+2%	42k	92.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$3.8M		22k	172.74	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.2	$3.8M		66k	57.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$3.7M	+26%	57k	65.21	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	1.0	$3.3M	+6%	32k	105.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.1M		94k	32.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$3.0M		20k	150.98	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	0.9	$3.0M		28k	105.44	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	0.9	$2.9M	+6%	30k	98.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.9	$2.8M		23k	119.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.6M		4.7k	559.36	View chart
American Centy Etf Tr International Lr (AVIV)	0.8	$2.6M	+32%	46k	56.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (Principal) (BND)	0.8	$2.5M		34k	73.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.4M		26k	92.83	View chart
Apple (AAPL)	0.7	$2.3M		10k	222.13	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.2M		35k	63.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.1M	-11%	4.0k	532.58	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	0.6	$1.8M	-2%	36k	49.99	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$1.7M		42k	40.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.7M	-2%	9.0k	188.16	View chart
Ishares Tr 0-5 Yr Tips Etf (Principal) (STIP)	0.5	$1.7M		16k	103.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$1.6M	-24%	13k	122.01	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.5M	+6%	23k	66.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$1.5M		52k	29.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.3M		31k	43.70	View chart
Ishares Tr 0-3 Mnth Treasry (Principal) (SGOV)	0.4	$1.3M	-11%	13k	100.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M		26k	50.83	View chart
Ishares Tr Tips Bd Etf (Principal) (TIP)	0.4	$1.3M	-4%	11k	111.09	View chart
Realty Income (O)	0.4	$1.2M		20k	58.01	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$1.1M		25k	46.31	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (Principal) (SHM)	0.3	$1.1M		22k	47.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$978k	-3%	3.6k	274.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$920k		23k	39.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$862k		1.6k	533.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.3	$855k	-2%	11k	78.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (Principal) (VTEB)	0.3	$849k		17k	49.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$847k	-3%	11k	80.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$831k		2.3k	361.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$830k		3.2k	255.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$826k	-8%	1.5k	561.90	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$789k	-11%	2.5k	317.64	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$776k		6.2k	125.97	View chart
Tyler Technologies (TYL)	0.2	$776k		1.3k	581.39	View chart
Ishares Tr Ibds Dec28 Etf (Principal) (IBDT)	0.2	$768k	+15%	30k	25.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$752k		17k	45.26	View chart
Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD)	0.2	$671k		6.2k	108.69	View chart
Ishares Tr Core Total Usd (Principal) (IUSB)	0.2	$595k		13k	46.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$583k		7.0k	83.28	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$581k		22k	26.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$533k	-5%	8.6k	62.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$520k		8.9k	58.35	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.2	$502k	+25%	20k	25.15	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.2	$502k	+25%	21k	24.21	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.2	$501k	+25%	21k	24.18	View chart
Newell Rubbermaid (NWL)	0.2	$495k		80k	6.20	View chart
Ishares Tr Ibonds Dec 29 (Principal) (IBDU)	0.1	$433k	+31%	19k	23.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$421k		3.6k	115.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$391k	-20%	6.6k	58.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$385k		1.5k	257.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$379k		15k	25.89	View chart
Ishares Tr Ibonds 28 Trm Ts (Principal) (IBTI)	0.1	$339k	+13%	15k	22.25	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$338k		804.00	419.96	View chart
Ishares Tr Ibonds Dec 2030 (Principal) (IBDV)	0.1	$330k		15k	21.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$327k		3.6k	90.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$314k		1.6k	199.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$305k		1.2k	258.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$303k		2.6k	115.95	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$302k		5.9k	51.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$301k	+16%	1.8k	170.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$297k	-5%	2.5k	117.49	View chart
IDEXX Laboratories (IDXX)	0.1	$294k		700.00	419.95	View chart
Ishares Tr Ibond Dec 2030 (Principal) (IBTK)	0.1	$293k	+11%	15k	19.66	View chart
Ishares Tr Ibonds 29 Trm Ts (Principal) (IBTJ)	0.1	$292k	+11%	13k	21.77	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$291k		2.3k	124.50	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.1	$290k		15k	19.73	View chart
Ishares Tr Ibonds 25 Trm Ts (Principal) (IBTF)	0.1	$267k	+17%	11k	23.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$259k	+2%	2.0k	128.93	View chart
Lowe's Companies (LOW)	0.1	$230k		986.00	233.23	View chart
Ishares Tr Esg Aware Msci (Principal) (EGUS)	0.1	$219k	NEW	5.6k	39.45	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$218k		4.5k	48.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$209k		2.9k	71.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$208k	-8%	2.8k	75.66	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$206k	NEW	7.8k	26.38	View chart
Immucell Corp Com Par (ICCC)	0.0	$77k		16k	4.79	View chart

Past Filings by Prosperity Planning

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

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
Prosperity Planning 2021 Q3 filed Oct. 8, 2021
Prosperity Planning 2021 Q2 filed July 13, 2021

View all past filings

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