Sponsored

The Analysis of Prosperity Planning, Inc.'s Holdings & P&L

Currently, Prosperity Planning, Inc. holds 110 types of securities in its portfolio with a total value $394.7M. In the most recent quarter, they have increased their positions in ISTB (+52.2K shares, valued at $2.5M), VTIP (+21.1K shares, valued at $1.1M), AVLC (+12.9K shares, valued at $1.0M); decreased their positions in DFAX (-23.7K shares, valued at $804.9K), VOE (-1.6K shares, valued at $303.0K), IVLU (-6.4K shares, valued at $255.5K); initiated new positions in N/A (+1.0K shares, valued at $578.9K), FCX (+4.5K shares, valued at $264.5K), N/A (+846 shares, valued at $243.3K).

1M P&L

+4.5M+1.10%

3M P&L

-108.8M-20.64%

HY P&L

-86.1M-17.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A380.0M

97.0%

2Real Estate Services4.9M

1.3%

3Consumer Electronics2.7M

0.7%

Top Industries by Stock Count

1N/A95 stocks

88.8%

2Internet Retail1 stocks

0.9%

3Consumer Electronics1 stocks

0.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISTB ISHARES TR1.0M shares5.41%2026-03-312026-04-10

EFA ISHARES TR249.7K shares3.44%2026-03-312026-04-10

VUG VANGUARD INDEX FDS48.3K shares3.43%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR181.5K shares1.49%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS357.5K shares6.26%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST488.8K shares-4.62%2026-03-312026-04-10

IGSB ISHARES TR293.0K shares6.47%2026-03-312026-04-10

GNMA ISHARES TR308.6K shares7.76%2026-03-312026-04-10

Sponsored

AVEM AMERICAN CENTY ETF TR140.6K shares1.92%2026-03-312026-04-10

IVE ISHARES TR53.3K shares-1.71%2026-03-312026-04-10

AVLC AMERICAN CENTY ETF TR143.7K shares9.89%2026-03-312026-04-10

AVMV AMERICAN CENTY ETF TR145.7K shares9.82%2026-03-312026-04-10

VBR VANGUARD INDEX FDS42.0K shares-0.86%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR79.7K shares6.63%2026-03-312026-04-10

VOE VANGUARD INDEX FDS46.7K shares-3.40%2026-03-312026-04-10

VOT VANGUARD INDEX FDS33.4K shares2.98%2026-03-312026-04-10

Sponsored

AVLV AMERICAN CENTY ETF TR87.6K shares7.39%2026-03-312026-04-10

AVUS AMERICAN CENTY ETF TR55.8K shares8.26%2026-03-312026-04-10

VBK VANGUARD INDEX FDS18.9K shares2.25%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS70.1K shares0.23%2026-03-312026-04-10

IVLU ISHARES TR126.2K shares-4.86%2026-03-312026-04-10

CBRE CBRE GROUP INC36.4K shares16.76%2026-03-312026-04-10

USRT ISHARES TR77.2K shares2.72%2026-03-312026-04-10

AVIV AMERICAN CENTY ETF TR60.3K shares7.47%2026-03-312026-04-10

Sponsored

SUB ISHARES TR37.3K shares-0.70%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T6.1K shares1.55%2026-03-312026-04-10

VTV VANGUARD INDEX FDS18.2K shares-2.38%2026-03-312026-04-10

IWN ISHARES TR18.4K shares-1.68%2026-03-312026-04-10

IJJ ISHARES TR23.7K shares-0.76%2026-03-312026-04-10

AGG ISHARES TR31.3K shares6.04%2026-03-312026-04-10

SGOV ISHARES TR29.1K shares5.40%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST74.4K shares-0.22%2026-03-312026-04-10

Sponsored

AAPL APPLE INC10.7K shares3.25%2026-03-312026-04-10

MUB ISHARES TR23.7K shares1.01%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS34.1K shares0.97%2026-03-312026-04-10

SCZ ISHARES TR30.5K shares-2.88%2026-03-312026-04-10

AVDE AMERICAN CENTY ETF TR27.9K shares4.66%2026-03-312026-04-10

IVW ISHARES TR20.1K shares-0.60%2026-03-312026-04-10

IAGG ISHARES TR44.9K shares0.76%2026-03-312026-04-10

VNQI VANGUARD INTL EQUITY INDEX F48.0K shares1.92%2026-03-312026-04-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares0.00%2026-03-312026-04-10

EEM ISHARES TR32.6K shares-0.51%2026-03-312026-04-10

ITOT ISHARES TR13.0K shares-0.65%2026-03-312026-04-10

TIP ISHARES TR15.7K shares0.22%2026-03-312026-04-10

IWD ISHARES TR7.7K shares-10.88%2026-03-312026-04-10

STIP ISHARES TR15.7K shares-0.13%2026-03-312026-04-10

DISV DIMENSIONAL ETF TRUST40.4K shares-3.50%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS24.3K shares2.47%2026-03-312026-04-10

Sponsored

O REALTY INCOME CORP24.3K shares0.00%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS27.1K shares-1.50%2026-03-312026-04-10

VMBS VANGUARD SCOTTSDALE FDS25.7K shares-0.28%2026-03-312026-04-10

DFIV DIMENSIONAL ETF TRUST22.2K shares-0.84%2026-03-312026-04-10

VTI VANGUARD INDEX FDS3.2K shares5.93%2026-03-312026-04-10

IWO ISHARES TR3.1K shares-0.95%2026-03-312026-04-10

IBDR ISHARES TR39.3K shares-9.21%2026-03-312026-04-10

SPYG SPDR SERIES TRUST9.7K shares-0.24%2026-03-312026-04-10

Sponsored

IWF ISHARES TR2.2K shares0.00%2026-03-312026-04-10

SHM SPDR SERIES TRUST19.5K shares-12.69%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 401.5K shares-2.47%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F16.5K shares9.24%2026-03-312026-04-10

IVV ISHARES TR1.4K shares50.11%2026-03-312026-04-10

IWS ISHARES TR6.1K shares-0.18%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS10.8K shares1.10%2026-03-312026-04-10

IWV ISHARES TR2.3K shares0.00%2026-03-312026-04-10

Sponsored

COMT ISHARES U S ETF TR25.0K shares1.85%2026-03-312026-04-10

IBDT ISHARES TR33.3K shares0.00%2026-03-312026-04-10

VCIT VANGUARD SCOTTSDALE FDS9.1K shares1.99%2026-03-312026-04-10

IJK ISHARES TR6.9K shares-0.49%2026-03-312026-04-10

IBTI ISHARES TR30.3K shares64.30%2026-03-312026-04-10

IBDS ISHARES TR25.4K shares0.00%2026-03-312026-04-10

VXUS VANGUARD STAR FDS7.7K shares-0.65%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR1.0K sharesnew addition2026-03-312026-04-10

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN9.3K shares0.00%2026-03-312026-04-10

IBTH ISHARES TR24.2K shares94.80%2026-03-312026-04-10

IBTG ISHARES TR23.1K shares89.61%2026-03-312026-04-10

IJH ISHARES TR7.6K shares-14.34%2026-03-312026-04-10

VSS VANGUARD INTL EQUITY INDEX F3.4K shares-2.83%2026-03-312026-04-10

IBDU ISHARES TR20.7K shares0.00%2026-03-312026-04-10

LLY ELI LILLY & CO508 shares14.93%2026-03-312026-04-10

TYL TYLER TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-04-10

Sponsored

IUSB ISHARES TR9.8K shares-4.85%2026-03-312026-04-10

IBDV ISHARES TR20.5K shares0.00%2026-03-312026-04-10

DFAE DIMENSIONAL ETF TRUST13.0K shares-6.77%2026-03-312026-04-10

EFV ISHARES TR5.9K shares-14.08%2026-03-312026-04-10

IDXX IDEXX LABS INC700 shares0.00%2026-03-312026-04-10

VV VANGUARD INDEX FDS1.2K shares-0.96%2026-03-312026-04-10

VT VANGUARD INTL EQUITY INDEX F2.7K shares-0.45%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND794 shares0.00%2026-03-312026-04-10

Sponsored

IEMG ISHARES INC5.2K shares8.35%2026-03-312026-04-10

IFGL ISHARES TR15.9K shares6.77%2026-03-312026-04-10

NWL NEWELL BRANDS INC99.4K shares0.00%2026-03-312026-04-10

IBTJ ISHARES TR15.6K shares0.00%2026-03-312026-04-10

IJT ISHARES TR2.3K shares-0.04%2026-03-312026-04-10

VO VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-10

IWM ISHARES TR1.3K shares-7.65%2026-03-312026-04-10

IBTK ISHARES TR15.5K shares0.00%2026-03-312026-04-10

Sponsored

IWP ISHARES TR2.4K shares0.00%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-10

INDA ISHARES TR5.9K shares0.00%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC4.5K sharesnew addition2026-03-312026-04-10

ALPHABET INC ALPHABET INC846 sharesnew addition2026-03-312026-04-10

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-10

LOW LOWES COS INC986 shares0.00%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST3.9K shares-22.88%2026-03-312026-04-10

Sponsored

FIVA FIDELITY COVINGTON TRUST6.1K shares-5.85%2026-03-312026-04-10

AMZN AMAZON COM INC1.0K sharesnew addition2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS1.4K shares-25.50%2026-03-312026-04-10

SPIP SPDR SERIES TRUST7.8K shares0.00%2026-03-312026-04-10

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-04-10

IEFA ISHARES TR2.2K shares-0.80%2026-03-312026-04-10

ISTB

ISHARES TR

5.41%

Shares1.0M

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

3.44%

Shares249.7K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

3.43%

Shares48.3K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

1.49%

Shares181.5K

Event2026-03-31

Filed2026-04-10

VTIP

VANGUARD MALVERN FDS

6.26%

Shares357.5K

Event2026-03-31

Filed2026-04-10

DFAX

DIMENSIONAL ETF TRUST

-4.62%

Shares488.8K

Event2026-03-31

Filed2026-04-10

IGSB

ISHARES TR

6.47%

Shares293.0K

Event2026-03-31

Filed2026-04-10

GNMA

ISHARES TR

7.76%

Shares308.6K

Event2026-03-31

Filed2026-04-10

AVEM

AMERICAN CENTY ETF TR

1.92%

Shares140.6K

Event2026-03-31

Filed2026-04-10

IVE

ISHARES TR

-1.71%

Shares53.3K

Event2026-03-31

Filed2026-04-10

AVLC

AMERICAN CENTY ETF TR

9.89%

Shares143.7K

Event2026-03-31

Filed2026-04-10

AVMV

AMERICAN CENTY ETF TR

9.82%

Shares145.7K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-0.86%

Shares42.0K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

6.63%

Shares79.7K

Event2026-03-31

Filed2026-04-10

VOE

VANGUARD INDEX FDS

-3.40%

Shares46.7K

Event2026-03-31

Filed2026-04-10

VOT

VANGUARD INDEX FDS

2.98%

Shares33.4K

Event2026-03-31

Filed2026-04-10

AVLV

AMERICAN CENTY ETF TR

7.39%

Shares87.6K

Event2026-03-31

Filed2026-04-10

AVUS

AMERICAN CENTY ETF TR

8.26%

Shares55.8K

Event2026-03-31

Filed2026-04-10

VBK

VANGUARD INDEX FDS

2.25%

Shares18.9K

Event2026-03-31

Filed2026-04-10

BSV

VANGUARD BD INDEX FDS

0.23%

Shares70.1K

Event2026-03-31

Filed2026-04-10

IVLU

ISHARES TR

-4.86%

Shares126.2K

Event2026-03-31

Filed2026-04-10

CBRE

CBRE GROUP INC

16.76%

Shares36.4K

Event2026-03-31

Filed2026-04-10

USRT

ISHARES TR

2.72%

Shares77.2K

Event2026-03-31

Filed2026-04-10

AVIV

AMERICAN CENTY ETF TR

7.47%

Shares60.3K

Event2026-03-31

Filed2026-04-10

SUB

ISHARES TR

-0.70%

Shares37.3K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

1.55%

Shares6.1K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

-2.38%

Shares18.2K

Event2026-03-31

Filed2026-04-10

IWN

ISHARES TR

-1.68%

Shares18.4K

Event2026-03-31

Filed2026-04-10

IJJ

ISHARES TR

-0.76%

Shares23.7K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

6.04%

Shares31.3K

Event2026-03-31

Filed2026-04-10

SGOV

ISHARES TR

5.40%

Shares29.1K

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

-0.22%

Shares74.4K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

3.25%

Shares10.7K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

1.01%

Shares23.7K

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

0.97%

Shares34.1K

Event2026-03-31

Filed2026-04-10

SCZ

ISHARES TR

-2.88%

Shares30.5K

Event2026-03-31

Filed2026-04-10

AVDE

AMERICAN CENTY ETF TR

4.66%

Shares27.9K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

-0.60%

Shares20.1K

Event2026-03-31

Filed2026-04-10

IAGG

ISHARES TR

0.76%

Shares44.9K

Event2026-03-31

Filed2026-04-10

VNQI

VANGUARD INTL EQUITY INDEX F

1.92%

Shares48.0K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

-0.51%

Shares32.6K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

-0.65%

Shares13.0K

Event2026-03-31

Filed2026-04-10

TIP

ISHARES TR

0.22%

Shares15.7K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

-10.88%

Shares7.7K

Event2026-03-31

Filed2026-04-10

STIP

ISHARES TR

-0.13%

Shares15.7K

Event2026-03-31

Filed2026-04-10

DISV

DIMENSIONAL ETF TRUST

-3.50%

Shares40.4K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

2.47%

Shares24.3K

Event2026-03-31

Filed2026-04-10

REALTY INCOME CORP

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

-1.50%

Shares27.1K

Event2026-03-31

Filed2026-04-10

VMBS

VANGUARD SCOTTSDALE FDS

-0.28%

Shares25.7K

Event2026-03-31

Filed2026-04-10

DFIV

DIMENSIONAL ETF TRUST

-0.84%

Shares22.2K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

5.93%

Shares3.2K

Event2026-03-31

Filed2026-04-10

IWO

ISHARES TR

-0.95%

Shares3.1K

Event2026-03-31

Filed2026-04-10

IBDR

ISHARES TR

-9.21%

Shares39.3K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

-0.24%

Shares9.7K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-10

SHM

SPDR SERIES TRUST

-12.69%

Shares19.5K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

-2.47%

Shares1.5K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

9.24%

Shares16.5K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

50.11%

Shares1.4K

Event2026-03-31

Filed2026-04-10

IWS

ISHARES TR

-0.18%

Shares6.1K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

1.10%

Shares10.8K

Event2026-03-31

Filed2026-04-10

IWV

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

COMT

ISHARES U S ETF TR

1.85%

Shares25.0K

Event2026-03-31

Filed2026-04-10

IBDT

ISHARES TR

0.00%

Shares33.3K

Event2026-03-31

Filed2026-04-10

VCIT

VANGUARD SCOTTSDALE FDS

1.99%

Shares9.1K

Event2026-03-31

Filed2026-04-10

IJK

ISHARES TR

-0.49%

Shares6.9K

Event2026-03-31

Filed2026-04-10

IBTI

ISHARES TR

64.30%

Shares30.3K

Event2026-03-31

Filed2026-04-10

IBDS

ISHARES TR

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-10

VXUS

VANGUARD STAR FDS

-0.65%

Shares7.7K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

New

Shares1.0K

Event2026-03-31

Filed2026-04-10

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-10

IBTH

ISHARES TR

94.80%

Shares24.2K

Event2026-03-31

Filed2026-04-10

IBTG

ISHARES TR

89.61%

Shares23.1K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-14.34%

Shares7.6K

Event2026-03-31

Filed2026-04-10

VSS

VANGUARD INTL EQUITY INDEX F

-2.83%

Shares3.4K

Event2026-03-31

Filed2026-04-10

IBDU

ISHARES TR

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

14.93%

Shares508

Event2026-03-31

Filed2026-04-10

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-10

IUSB

ISHARES TR

-4.85%

Shares9.8K

Event2026-03-31

Filed2026-04-10

IBDV

ISHARES TR

0.00%

Shares20.5K

Event2026-03-31

Filed2026-04-10

DFAE

DIMENSIONAL ETF TRUST

-6.77%

Shares13.0K

Event2026-03-31

Filed2026-04-10

EFV

ISHARES TR

-14.08%

Shares5.9K

Event2026-03-31

Filed2026-04-10

IDXX

IDEXX LABS INC

0.00%

Shares700

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-0.96%

Shares1.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares2.7K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares794

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

8.35%

Shares5.2K

Event2026-03-31

Filed2026-04-10

IFGL

ISHARES TR

6.77%

Shares15.9K

Event2026-03-31

Filed2026-04-10

NWL

NEWELL BRANDS INC

0.00%

Shares99.4K

Event2026-03-31

Filed2026-04-10

IBTJ

ISHARES TR

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-10

IJT

ISHARES TR

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

-7.65%

Shares1.3K

Event2026-03-31

Filed2026-04-10

IBTK

ISHARES TR

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-10

IWP

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-10

INDA

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-10

FCX

FREEPORT MCMORAN INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

New

Shares846

Event2026-03-31

Filed2026-04-10

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-10

LOW

LOWES COS INC

0.00%

Shares986

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

-22.88%

Shares3.9K

Event2026-03-31

Filed2026-04-10

FIVA

FIDELITY COVINGTON TRUST

-5.85%

Shares6.1K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

-25.50%

Shares1.4K

Event2026-03-31

Filed2026-04-10

SPIP

SPDR SERIES TRUST

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

-0.80%

Shares2.2K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available