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Prosperity Planning, Inc.13F | |
| Prosperity Planning, Inc. | |
| Last update 2025-01-17 | 103 Stocks (2 new) |
| Value $312.00 Mil | Turnover 4 % |
Prosperity Planning, Inc. Top Holdings of 2024-12-31
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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 | 792,445 | 37,855.1 | +6.41% | 12.130 | +0.73% | 0.890 | +1.55% | +1.59% | 4,290.6 | ||
VUG | Vanguard Growth ETF | 45,034 | 18,483.6 | -0.89% | 5.920 | -0.05% | 0.010 | -4.46% | -3.55% | 156,039.6 | ||
EFA | iShares MSCI EAFE ETF | 237,922 | 17,989.3 | +2.91% | 5.770 | +0.16% | 0.030 | +4.98% | +9.09% | 57,950.0 | ||
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 604,898 | 15,037.8 | -0.49% | 4.820 | -0.03% | 0.210 | +1.58% | +4.87% | 7,472.1 | ||
VTIP | Vanguard Short-Term Inflation-Protected Securities | 280,736 | 13,593.3 | +4.64% | 4.360 | +0.19% | 0.120 | +2.08% | +2.25% | 12,263.4 | ||
IVE | iShares S&P 500 Value ETF | 64,027 | 12,221.5 | -12.12% | 3.920 | -0.55% | 0.040 | -3.52% | +2.35% | 35,516.7 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 225,973 | 11,682.8 | +5.70% | 3.740 | +0.20% | 0.060 | +1.50% | +1.66% | 21,636.9 | ||
AVDV | Avantis International Small Cap Value ETF | 165,137 | 10,747.1 | +3.96% | 3.440 | +0.13% | 0.170 | +2.27% | +4.59% | 7,233.1 | ||
GNMA | iShares Barclays GNMA Bond Fund | 240,650 | 10,331.1 | +6.65% | 3.310 | +0.21% | 3.050 | +1.50% | +3.01% | 355.7 | ||
VBR | Vanguard Small Cap Value ETF | 50,744 | 10,056.4 | -13.74% | 3.220 | -0.51% | 0.030 | -9.19% | -2.31% | 31,477.4 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ISTB | iShares Core 1-5 Year USD Bond ETF | 2024-12-31 | Add | +0.73% | 47.58 ($47.99) 48.55 | $48.20 | 0.44% | Add 6.41% | 792,445 | 47,752 | |
IVE | iShares S&P 500 Value ETF | 2024-12-31 | Reduce | -0.55% | 189.5 ($198.37) 206.17 | $195.36 | -1.52% | Reduce -12.12% | 64,027 | -8,827 | |
VBR | Vanguard Small Cap Value ETF | 2024-12-31 | Reduce | -0.51% | 197.36 ($205.38) 217.3 | $193.61 | -5.73% | Reduce -13.74% | 50,744 | -8,082 | |
AVLC | Avantis U.S. Large Cap Equity ETF | 2024-12-31 | Add | +0.50% | 65.5 ($68.25) 70.81 | $67.19 | -1.55% | Add 48.75% | 71,298 | 23,367 | |
AVMV | Avantis U.S. Mid Cap Value ETF | 2024-12-31 | Add | +0.44% | 63.87 ($66.95) 71.24 | $63.88 | -4.59% | Add 44.14% | 69,213 | 21,196 | |
VOE | Vanguard Mid-Cap Value ETF | 2024-12-31 | Reduce | -0.39% | 160.89 ($168.71) 176.18 | $164.59 | -2.44% | Reduce -11.45% | 57,084 | -7,382 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2024-12-31 | Add | +0.34% | 65.51 ($68.08) 71.22 | $67.48 | -0.88% | Add 54.1% | 44,918 | 15,769 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2024-12-31 | Add | +0.24% | 94.42 ($99.42) 106.41 | $90.43 | -9.04% | Add 19.4% | 47,882 | 7,781 | |
AVIV | Avantis International Large Cap Value ETF | 2024-12-31 | Add | +0.23% | 51.24 ($53.8) 55.79 | $56.44 | 4.91% | Add 66.59% | 34,723 | 13,879 | |
GNMA | iShares Barclays GNMA Bond Fund | 2024-12-31 | Add | +0.21% | 42.8 ($43.6) 44.73 | $43.97 | 0.85% | Add 6.65% | 240,650 | 15,002 |
Prosperity Planning, Inc. Total Holding History ($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 2024-12-31
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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