The Analysis of Prosperity Planning, Inc.'s Holdings
Currently, Prosperity Planning, Inc. holds 108 types of securities in its portfolio with a total value $382.3M. In the most recent quarter, they have increased their positions in ISTB (+60.8K shares, valued at $3.0M), SPY (+1.8K shares, valued at $1.2M), VTIP (+23.6K shares, valued at $1.2M); decreased their positions in CBRE (-12.4K shares, valued at $2.0M), DFAX (-30.0K shares, valued at $980.8K), DFAC (-17.6K shares, valued at $698.4K); initiated new positions in IBTH (+12.4K shares, valued at $279.4K), IBTG (+12.2K shares, valued at $278.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ISTB ISHARES TR965.6K shares6.72%2025-12-312026-01-14
EFA ISHARES TR241.4K shares-2.47%2025-12-312026-01-14 VUG VANGUARD INDEX FDS46.7K shares0.04%2025-12-312026-01-14 AVDV AMERICAN CENTY ETF TR178.9K shares0.11%2025-12-312026-01-14 DFAX DIMENSIONAL ETF TRUST512.5K shares-5.52%2025-12-312026-01-14 VTIP VANGUARD MALVERN FDS336.4K shares7.53%2025-12-312026-01-14 IGSB ISHARES TR275.2K shares7.77%2025-12-312026-01-14 GNMA ISHARES TR286.4K shares7.22%2025-12-312026-01-14 IVE ISHARES TR54.2K shares-1.97%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR138.0K shares-0.07%2025-12-312026-01-14 AVLC AMERICAN CENTY ETF TR130.8K shares5.79%2025-12-312026-01-14 AVMV AMERICAN CENTY ETF TR132.7K shares8.29%2025-12-312026-01-14 VOT VANGUARD INDEX FDS32.4K shares0.32%2025-12-312026-01-14 VBR VANGUARD INDEX FDS42.3K shares-1.38%2025-12-312026-01-14 VOE VANGUARD INDEX FDS48.4K shares-0.59%2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR74.7K shares5.14%2025-12-312026-01-14 AVLV AMERICAN CENTY ETF TR81.6K shares7.85%2025-12-312026-01-14 AVUS AMERICAN CENTY ETF TR51.6K shares6.68%2025-12-312026-01-14 VBK VANGUARD INDEX FDS18.5K shares0.40%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS69.9K shares0.46%2025-12-312026-01-14 IVLU ISHARES TR132.6K shares-2.88%2025-12-312026-01-14 CBRE CBRE GROUP INC31.2K shares-28.38%2025-12-312026-01-14 USRT ISHARES TR75.1K shares6.65%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR6.0K shares42.17%2025-12-312026-01-14 SUB ISHARES TR37.5K shares6.28%2025-12-312026-01-14 AVIV AMERICAN CENTY ETF TR56.1K shares4.94%2025-12-312026-01-14 VTV VANGUARD INDEX FDS18.6K shares-13.17%2025-12-312026-01-14 IWN ISHARES TR18.7K shares3.18%2025-12-312026-01-14 IJJ ISHARES TR23.8K shares3.98%2025-12-312026-01-14 DFAC DIMENSIONAL ETF TRUST74.6K shares-19.13%2025-12-312026-01-14 AGG ISHARES TR29.5K shares-0.15%2025-12-312026-01-14 AAPL APPLE INC10.3K shares-0.14%2025-12-312026-01-14 SGOV ISHARES TR27.6K shares30.32%2025-12-312026-01-14 MUB ISHARES TR23.4K shares1.30%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS33.8K shares10.35%2025-12-312026-01-14 IVW ISHARES TR20.3K shares-19.42%2025-12-312026-01-14 SCZ ISHARES TR31.4K shares-2.53%2025-12-312026-01-14 IAGG ISHARES TR44.5K shares7.34%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR26.7K shares5.35%2025-12-312026-01-14 VNQI VANGUARD INTL EQUITY INDEX F47.1K shares6.58%2025-12-312026-01-14 ITOT ISHARES TR13.0K shares0.37%2025-12-312026-01-14 IWD ISHARES TR8.6K shares-3.56%2025-12-312026-01-14 EEM ISHARES TR32.8K shares11.57%2025-12-312026-01-14 TIP ISHARES TR15.7K shares35.65%2025-12-312026-01-14 STIP ISHARES TR15.7K shares-0.43%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST41.9K shares-13.69%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS23.7K shares-0.00%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS27.5K shares0.11%2025-12-312026-01-14 O REALTY INCOME CORP24.3K shares0.00%2025-12-312026-01-14 VMBS VANGUARD SCOTTSDALE FDS25.8K shares0.26%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST22.4K shares-0.06%2025-12-312026-01-14 SHM SPDR SERIES TRUST22.3K shares0.00%2025-12-312026-01-14 IBDR ISHARES TR43.3K shares103.87%2025-12-312026-01-14 SPYG SPDR SERIES TRUST9.7K shares-0.75%2025-12-312026-01-14 IWF ISHARES TR2.2K shares-3.66%2025-12-312026-01-14 VTI VANGUARD INDEX FDS3.0K shares-0.33%2025-12-312026-01-14 IWO ISHARES TR3.1K shares-0.47%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares-1.58%2025-12-312026-01-14 IWV ISHARES TR2.3K shares-8.25%2025-12-312026-01-14 IWS ISHARES TR6.1K shares0.00%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS10.7K shares-0.91%2025-12-312026-01-14 IBDT ISHARES TR33.3K shares7.62%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F15.1K shares-5.62%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS8.9K shares-0.80%2025-12-312026-01-14 FBTC FIDELITY WISE ORIGIN BITCOIN9.3K shares0.00%2025-12-312026-01-14 IJK ISHARES TR6.9K shares0.40%2025-12-312026-01-14 IVV ISHARES TR908 shares-4.32%2025-12-312026-01-14 IBDS ISHARES TR25.4K shares19.39%2025-12-312026-01-14 COMT ISHARES U S ETF TR24.5K shares8.17%2025-12-312026-01-14 TYL TYLER TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-14 VXUS VANGUARD STAR FDS7.8K shares0.04%2025-12-312026-01-14 IJH ISHARES TR8.8K shares0.00%2025-12-312026-01-14 VSS VANGUARD INTL EQUITY INDEX F3.5K shares-0.09%2025-12-312026-01-14 EFV ISHARES TR6.8K shares-5.09%2025-12-312026-01-14 IBDU ISHARES TR20.7K shares7.76%2025-12-312026-01-14 IUSB ISHARES TR10.2K shares-3.29%2025-12-312026-01-14 LLY ELI LILLY & CO442 shares2.79%2025-12-312026-01-14 IDXX IDEXX LABS INC700 shares0.00%2025-12-312026-01-14 DFAE DIMENSIONAL ETF TRUST13.9K shares-0.71%2025-12-312026-01-14 IBDV ISHARES TR20.5K shares30.24%2025-12-312026-01-14 IBTI ISHARES TR18.5K shares16.99%2025-12-312026-01-14 VV VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE794 shares-1.24%2025-12-312026-01-14 VT VANGUARD INTL EQUITY INDEX F2.7K shares-0.07%2025-12-312026-01-14 NWL NEWELL BRANDS INC99.4K shares0.00%2025-12-312026-01-14 IWM ISHARES TR1.4K shares-9.52%2025-12-312026-01-14 IFGL ISHARES TR14.9K shares1.43%2025-12-312026-01-14 IBTJ ISHARES TR15.6K shares11.40%2025-12-312026-01-14 VO VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-14 IJT ISHARES TR2.3K shares0.87%2025-12-312026-01-14 IEMG ISHARES INC4.8K shares-4.12%2025-12-312026-01-14 IWP ISHARES TR2.4K shares-0.25%2025-12-312026-01-14 INDA ISHARES TR5.9K shares0.00%2025-12-312026-01-14 DYNF BLACKROCK ETF TRUST5.1K shares-3.87%2025-12-312026-01-14 IBTK ISHARES TR15.5K shares0.00%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-14 IBTH ISHARES TR12.4K sharesnew addition2025-12-312026-01-14 IBTG ISHARES TR12.2K sharesnew addition2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-12-312026-01-14 QUAL ISHARES TR1.3K shares-4.04%2025-12-312026-01-14 LOW LOWES COS INC986 shares0.00%2025-12-312026-01-14 EGUS ISHARES TR4.4K shares0.00%2025-12-312026-01-14 FIVA FIDELITY COVINGTON TRUST6.4K shares-2.40%2025-12-312026-01-14 OEF ISHARES TR625 shares-4.58%2025-12-312026-01-14 XVV ISHARES TR3.9K shares0.00%2025-12-312026-01-14 SPIP SPDR SERIES TRUST7.8K shares0.00%2025-12-312026-01-14 IEFA ISHARES TR2.2K shares-3.14%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available