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Prosperity Planning, Inc.13F | |
| Prosperity Planning, Inc. | |
| Last update 2025-07-12 | 106 Stocks (3 new) |
| Value $347.00 Mil | Turnover 4 % |
Prosperity Planning, Inc. Top Holdings of 2025-06-30
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| 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 | +0.62% | +1.53% | 4,423.2 | ||
EFA | iShares MSCI EAFE ETF | 246,722 | 22,054.5 | +1.26% | 6.360 | +0.08% | 0.030 | +10.74% | +21.07% | 66,015.9 | ||
VUG | Vanguard Growth ETF | 46,784 | 20,509.9 | +2.83% | 5.920 | +0.16% | 0.010 | +24.95% | +9.74% | 165,393.5 | ||
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 | +15.08% | +21.88% | 9,120.8 | ||
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 | +0.34% | +3.30% | 14,968.4 | ||
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 | +17.66% | +27.86% | 10,159.9 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 239,318 | 12,626.4 | +1.96% | 3.640 | +0.07% | 0.060 | +1.08% | +1.76% | 21,629.9 | ||
IVE | iShares S&P 500 Value ETF | 58,585 | 11,448.7 | -2.25% | 3.300 | -0.08% | 0.030 | +11.53% | +4.87% | 40,043.9 | ||
GNMA | iShares Barclays GNMA Bond Fund | 251,260 | 11,042.9 | +3.28% | 3.190 | +0.10% | 2.990 | +0.69% | +1.40% | 370.0 | ||
AVEM | Avantis Emerging Markets Equity ETF | 137,850 | 9,448.2 | +4.80% | 2.730 | +0.13% | 0.090 | +19.33% | +20.87% | 11,156.4 |
Prosperity Planning, Inc.'s Historical Top Holdings Breakdowns
Prosperity Planning, Inc.'s Top Stock Picks
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| 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 | $72.95 | 11.22% | 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 | $67.87 | 10.27% | 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 | $48.50 | 0.50% | 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 | $96.59 | 12.05% | 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 | $30.30 | 10.18% | 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 | $82.53 | 1.58% | 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 | $108.80 | 1.37% | 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 | $70.28 | 9.11% | 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 | $103.38 | 20.42% | 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 | $103.54 | -0.43% | Reduce -17.98% | 22,978 | -5,036 |
Prosperity Planning, Inc. Total Holding History ($B)
Prosperity Planning, Inc.'s Asset Allocation
Prosperity Planning, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Prosperity Planning, Inc.'s Holdings Bubble Chart
Prosperity Planning, Inc. News
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