PP

Prosperity Planning, Inc.

13F
Prosperity Planning, Inc.
Last update 2025-07-12 106 Stocks (3 new)
Value $347.00 Mil Turnover 4 %
Countries:
Top Holdings: ISTB(12.01%)EFA(6.36%)VUG(5.92%)DFAX(4.76%)VTIP(4.32%)
Summary Stock Picks Current Portfolio
Prosperity Planning, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ISTB
iShares Core 1-5 Year USD Bond ETF
855,558
41,622.9
+2.52%
12.010
+0.30%
0.930
+1.29%
+3.56%
4,420.4
 
EFA
iShares MSCI EAFE ETF
246,722
22,054.5
+1.26%
6.360
+0.08%
0.030
+10.36%
+22.25%
65,525.5
 
VUG
Vanguard Growth ETF
46,784
20,509.9
+2.83%
5.920
+0.16%
0.010
+22.07%
+10.46%
166,080.2
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
562,068
16,508.0
-5.48%
4.760
-0.27%
0.190
+12.66%
+20.96%
9,051.6
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
297,865
14,973.6
+1.79%
4.320
+0.08%
0.100
+0.94%
+4.41%
14,971.4
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
182,237
14,447.7
+2.63%
4.170
+0.11%
0.150
+15.56%
+27.04%
10,095.2
 
IGSB
iShares 1-3 Year Credit Bond ETF
239,318
12,626.4
+1.96%
3.640
+0.07%
0.060
+1.74%
+3.96%
21,617.6
 
IVE
iShares S&P 500 Value ETF
58,585
11,448.7
-2.25%
3.300
-0.08%
0.030
+10.27%
+5.59%
39,993.9
 
GNMA
iShares Barclays GNMA Bond Fund
251,260
11,042.9
+3.28%
3.190
+0.10%
2.990
+0.77%
+3.03%
369.5
 
AVEM
Avantis Emerging Markets Equity ETF
137,850
9,448.2
+4.80%
2.730
+0.13%
0.090
+16.95%
+20.19%
11,093.6
 

Prosperity Planning, Inc.'s Historical Top Holdings Breakdowns

Prosperity Planning, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVLC
Avantis U.S. Large Cap Equity ETF
2025-06-30
Add
Add
+0.38%
●
56.8 ($65.59) 71.04
$72.90
11.14%
Add 20.22%
111,024
18,671
AVMV
Avantis U.S. Mid Cap Value ETF
2025-06-30
Add
Add
+0.35%
●
53.55 ($61.55) 65.38
$67.30
9.35%
Add 20.59%
109,373
18,672
ISTB
iShares Core 1-5 Year USD Bond ETF
2025-06-30
Add
Add
+0.30%
●
47.89 ($48.26) 48.65
$48.47
0.44%
Add 2.52%
855,558
21,049
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.27%
●
75.17 ($86.2) 91.21
$94.83
10.01%
Add 18.54%
66,026
10,328
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.27%
●
23.37 ($27.5) 29.39
$30.07
9.35%
Reduce -5.48%
562,068
-32,575
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-06-30
New Buy
New Buy
+0.21%
●
79.56 ($81.25) 82.92
$82.43
1.45%
New holding
8,987
8,987
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-06-30
Sold Out
Sold Out
-0.21%
●
105.23 ($107.33) 109.61
$108.64
1.22%
Sold Out
0
-6,177
AVLV
Avantis U.S. Large Cap Value ETF
2025-06-30
Add
Add
+0.20%
●
56.85 ($64.41) 68.21
$69.93
8.57%
Add 17.65%
66,926
10,038
FBTC
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
2025-06-30
Add
Add
+0.17%
●
67 ($85.85) 97.06
$103.90
21.03%
Add 220.69%
9,300
6,400
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.17%
●
102.31 ($103.99) 105.8
$103.49
-0.48%
Reduce -17.98%
22,978
-5,036

Prosperity Planning, Inc. Total Holding History ($B)

To

Prosperity Planning, Inc.'s Asset Allocation

To

Prosperity Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Prosperity Planning, Inc.'s Hypothetical Growth since 2025-06-30

Prosperity Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Prosperity Planning, Inc.'s Holdings Heat Map

Size field:

Prosperity Planning, Inc.'s Holdings Bubble Chart

Prosperity Planning, Inc. News

  • 1

Discussions on Prosperity Planning, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.