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Prosperity Planning, Inc. 13F holdings

Filed 2026-07-10 · Prosperity Planning, Inc. · 117 positions · $436.3M

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TickerCompanySharesValue% of portfolio
ISTBISHARES TR1.1M$53.0M12.1%
EFAISHARES TR255.4K$26.5M6.1%
VUGVANGUARD INDEX FDS295.2K$25.4M5.8%
VTIPVANGUARD MALVERN FDS384.3K$19.3M4.4%
AVDVAMERICAN CENTY ETF TR185.2K$19.1M4.4%
DFAXDIMENSIONAL ETF TRUST472.3K$17.4M4.0%
IGSBISHARES TR317.1K$16.6M3.8%
GNMAISHARES TR340.9K$15.1M3.5%
AVLCAMERICAN CENTY ETF TR151.4K$13.6M3.1%
AVEMAMERICAN CENTY ETF TR139.8K$13.5M3.1%
AVMVAMERICAN CENTY ETF TR157.1K$12.7M2.9%
IVEISHARES TR52.8K$12.0M2.8%
VOTVANGUARD INDEX FDS34.2K$10.5M2.4%
AVUVAMERICAN CENTY ETF TR83.2K$10.4M2.4%
VBRVANGUARD INDEX FDS41.1K$10.0M2.3%
VOEVANGUARD INDEX FDS46.0K$9.1M2.1%
AVLVAMERICAN CENTY ETF TR91.8K$8.4M1.9%
AVUSAMERICAN CENTY ETF TR57.1K$7.3M1.7%
VBKVANGUARD INDEX FDS18.8K$6.9M1.6%
BSVVANGUARD BD INDEX FDS70.0K$5.5M1.3%
CBRECBRE GROUP INC38.5K$5.2M1.2%
USRTISHARES TR77.8K$5.2M1.2%
IVLUISHARES TR122.2K$5.1M1.2%
AVIVAMERICAN CENTY ETF TR64.2K$5.0M1.1%
SPYSTATE STR SPDR S&P 500 ETF T5.9K$4.4M1.0%
SUBISHARES TR37.5K$4.0M0.9%
IWNISHARES TR17.9K$4.0M0.9%
VTVVANGUARD INDEX FDS17.9K$3.9M0.9%
IJJISHARES TR23.4K$3.5M0.8%
AAPLAPPLE INC11.7K$3.4M0.8%
DFACDIMENSIONAL ETF TRUST72.7K$3.2M0.7%
AGGISHARES TR32.4K$3.2M0.7%
SGOVISHARES TR28.3K$2.8M0.7%
IVWISHARES TR19.8K$2.7M0.6%
MUBISHARES TR23.8K$2.6M0.6%
AVDEAMERICAN CENTY ETF TR28.4K$2.5M0.6%
BNDVANGUARD BD INDEX FDS34.1K$2.5M0.6%
SCZISHARES TR30.1K$2.5M0.6%
VNQIVANGUARD INTL EQUITY INDEX F49.4K$2.2M0.5%
EEMISHARES TR31.7K$2.2M0.5%
IAGGISHARES TR42.6K$2.2M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL4.1K$2.0M0.5%
ITOTISHARES TR11.1K$1.8M0.4%
OREALTY INCOME CORP28.8K$1.8M0.4%
IWDISHARES TR7.2K$1.8M0.4%
VEAVANGUARD TAX-MANAGED FDS23.8K$1.7M0.4%
TIPISHARES TR15.4K$1.7M0.4%
STIPISHARES TR15.5K$1.6M0.4%
DISVDIMENSIONAL ETF TRUST36.1K$1.4M0.3%
VTEBVANGUARD MUN BD FDS26.8K$1.4M0.3%
IVVISHARES TR1.6K$1.2M0.3%
VMBSVANGUARD SCOTTSDALE FDS25.6K$1.2M0.3%
IWOISHARES TR3.0K$1.2M0.3%
VTIVANGUARD INDEX FDS3.1K$1.2M0.3%
SPYGSPDR SERIES TRUST9.6K$1.1M0.3%
IWFISHARES TR8.7K$1.1M0.2%
DFIVDIMENSIONAL ETF TRUST19.4K$1.0M0.2%
IWSISHARES TR6.1K$1.0M0.2%
MDYSTATE STR SPDR S&P MIDCAP 401.4K$987,4890.2%
VWOVANGUARD INTL EQUITY INDEX F16.4K$981,3460.2%
Top Fund Holdings
13F
Top Fund Holdings

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