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
+1.75%
+3.73%
4,427.7
 
EFA
iShares MSCI EAFE ETF
246,722
22,054.5
+1.26%
6.360
+0.08%
0.030
+10.27%
+20.07%
64,357.2
 
VUG
Vanguard Growth ETF
46,784
20,509.9
+2.83%
5.920
+0.16%
0.010
+27.38%
+9.27%
164,284.6
 
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
+14.96%
+21.79%
8,976.3
 
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
+1.39%
+4.63%
15,002.5
 
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
+16.85%
+27.64%
9,955.4
 
IGSB
iShares 1-3 Year Credit Bond ETF
239,318
12,626.4
+1.96%
3.640
+0.07%
0.060
+2.30%
+4.16%
21,658.6
 
IVE
iShares S&P 500 Value ETF
58,585
11,448.7
-2.25%
3.300
-0.08%
0.030
+12.06%
+4.90%
39,729.6
 
GNMA
iShares Barclays GNMA Bond Fund
251,260
11,042.9
+3.28%
3.190
+0.10%
2.990
+2.02%
+3.28%
370.4
 
AVEM
Avantis Emerging Markets Equity ETF
137,850
9,448.2
+4.80%
2.730
+0.13%
0.090
+20.38%
+20.85%
11,034.0
 

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
$72.13
9.97%
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
$67.00
8.85%
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
$48.55
0.60%
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
$95.33
10.59%
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
$29.82
8.44%
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
$82.67
1.74%
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
$108.98
1.54%
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
$69.40
7.74%
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
$104.28
21.47%
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
$103.61
-0.36%
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

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Prosperity Planning, Inc.'s Holdings Bubble Chart

Prosperity Planning, Inc. News

  • 1

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