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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, AVDV, VTIP, and represent 33.10% of Prosperity Planning's stock portfolio.
Added to shares of these 10 stocks: ISTB, VTIP, AVLC, GNMA, AVMV, IGSB, EFA, CBRE, VUG, QQQ.
Started 6 new stock positions in PEP, QQQ, FCX, AMZN, GOOGL, COP.
Reduced shares in these 10 stocks: DFAX, VOE, QUAL, IVLU, EGUS, OEF, XVV, IWD, IVE, SHM.
Sold out of its positions in OEF, QUAL, EGUS, XVV.
Prosperity Planning was a net buyer of stock by $13M.
Prosperity Planning has $395M in assets under management (AUM), dropping by 3.23%.
Central Index Key (CIK): 0001843292

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Portfolio Holdings for Prosperity Planning

Prosperity Planning holds 110 positions in its portfolio as reported in the March 2026 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)	12.5	$49M	+5%	1.0M	48.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	6.1	$24M	+3%	250k	97.13	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$21M	+3%	48k	436.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.6	$18M		182k	99.86	View chart
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)	4.5	$18M	+6%	358k	49.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.2	$17M	-4%	489k	33.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.9	$15M	+6%	293k	52.56	View chart
Ishares Tr Gnma Bond Etf (Principal) (GNMA)	3.5	$14M	+7%	309k	44.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.9	$11M		141k	80.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$11M		53k	211.15	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	2.8	$11M	+9%	144k	77.55	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	2.7	$11M	+9%	146k	74.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.3	$9.1M		42k	217.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.2	$8.8M	+6%	80k	110.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.2	$8.6M	-3%	47k	184.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.2	$8.6M	+2%	33k	257.35	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.8	$7.1M	+7%	88k	80.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.6	$6.2M	+8%	56k	111.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$5.7M	+2%	19k	302.25	View chart
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)	1.4	$5.5M		70k	78.41	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.3	$5.0M	-4%	126k	39.68	View chart
Cbre Group Cl A (CBRE)	1.3	$4.9M	+16%	36k	135.46	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.2	$4.6M	+2%	77k	59.19	View chart
American Centy Etf Tr International Lr (AVIV)	1.1	$4.5M	+7%	60k	74.83	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	1.0	$4.0M		37k	106.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$4.0M		6.1k	650.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.6M	-2%	18k	196.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$3.5M		18k	189.59	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$3.1M		24k	132.50	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	0.8	$3.1M	+6%	31k	99.27	View chart
Ishares Tr 0-3 Mnth Treasry (Principal) (SGOV)	0.7	$2.9M	+5%	29k	100.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$2.9M		74k	38.86	View chart
Apple (AAPL)	0.7	$2.7M	+3%	11k	253.79	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	0.6	$2.5M		24k	106.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (Principal) (BND)	0.6	$2.5M		34k	73.64	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.4M	-2%	31k	78.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$2.4M	+4%	28k	84.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.3M		20k	113.11	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	0.6	$2.2M		45k	50.04	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$2.1M		48k	44.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.9M		4.1k	479.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.9M		33k	56.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$1.8M		13k	142.43	View chart
Ishares Tr Tips Bd Etf (Principal) (TIP)	0.4	$1.7M		16k	110.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.6M	-10%	7.7k	213.67	View chart
Ishares Tr 0-5 Yr Tips Etf (Principal) (STIP)	0.4	$1.6M		16k	103.43	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$1.6M	-3%	40k	39.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.6M	+2%	24k	64.08	View chart
Realty Income (O)	0.4	$1.5M		24k	61.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (Principal) (VTEB)	0.3	$1.4M		27k	49.89	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.2M		26k	46.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.2M		22k	52.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M	+5%	3.2k	320.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$978k		3.1k	313.83	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.2	$953k	-9%	39k	24.24	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$950k		9.7k	97.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$933k		2.2k	426.37	View chart
Spdr Series Trust State Street Spd (Principal) (SHM)	0.2	$931k	-12%	20k	47.83	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$901k	-2%	1.5k	616.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$892k	+9%	17k	54.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$890k	+50%	1.4k	653.21	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$889k		6.1k	145.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.2	$855k		11k	79.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$845k		2.3k	370.68	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$844k		25k	33.81	View chart
Ishares Tr Ibds Dec28 Etf (Principal) (IBDT)	0.2	$843k		33k	25.33	View chart
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT)	0.2	$752k		9.1k	82.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$695k		6.9k	100.62	View chart
Ishares Tr Ibonds 28 Trm Ts (Principal) (IBTI)	0.2	$676k	+64%	30k	22.28	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.2	$615k		25k	24.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$597k		7.7k	77.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$579k	NEW	1.0k	577.16	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$549k		9.3k	59.03	View chart
Ishares Tr Ibonds 27 Trm Ts (Principal) (IBTH)	0.1	$543k	+94%	24k	22.43	View chart
Ishares Tr Ibonds 26 Trm Ts (Principal) (IBTG)	0.1	$529k	+89%	23k	22.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$510k	-14%	7.6k	67.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$491k	-2%	3.4k	145.81	View chart
Ishares Tr Ibonds Dec 29 (Principal) (IBDU)	0.1	$483k		21k	23.26	View chart
Eli Lilly & Co. (LLY)	0.1	$467k	+14%	508.00	919.77	View chart
Tyler Technologies (TYL)	0.1	$457k		1.3k	342.38	View chart
Ishares Tr Core Univrsl Usd (Principal) (IUSB)	0.1	$450k	-4%	9.8k	46.19	View chart
Ishares Tr Ibonds Dec 2030 (Principal) (IBDV)	0.1	$449k		21k	21.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$440k	-6%	13k	33.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$436k	-14%	5.9k	74.35	View chart
IDEXX Laboratories (IDXX)	0.1	$393k		700.00	561.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$371k		1.2k	298.85	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$370k		2.7k	138.30	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$368k		794.00	463.19	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$366k	+8%	5.2k	69.75	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.1	$355k	+6%	16k	22.36	View chart
Newell Rubbermaid (NWL)	0.1	$341k		99k	3.43	View chart
Ishares Tr Ibonds 29 Trm Ts (Principal) (IBTJ)	0.1	$340k		16k	21.84	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$335k		2.3k	144.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$334k		1.2k	287.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$327k	-7%	1.3k	248.07	View chart
Ishares Tr Ibond Dec 2030 (Principal) (IBTK)	0.1	$306k		16k	19.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$303k		2.4k	128.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$293k		3.3k	88.70	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$274k		5.9k	46.84	View chart
Freeport Mcmoran CL B (FCX)	0.1	$265k	NEW	4.5k	58.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$243k	NEW	846.00	287.56	View chart
ConocoPhillips (COP)	0.1	$234k	NEW	1.8k	132.00	View chart
Lowe's Companies (LOW)	0.1	$233k		986.00	236.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$230k	-22%	3.9k	58.18	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$211k	-5%	6.1k	34.81	View chart
Amazon (AMZN)	0.1	$209k	NEW	1.0k	208.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$206k	-25%	1.4k	148.06	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$204k		7.8k	26.01	View chart
Pepsi (PEP)	0.1	$203k	NEW	1.3k	155.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$202k		2.2k	90.55	View chart

Past Filings by Prosperity Planning

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

Prosperity Planning 2026 Q1 filed April 10, 2026
Prosperity Planning 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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