Prosperity Planning, Inc.
110 holdingsFiling period: 2026-03-31Current AUM: $422.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | 1.02M | $49.3M | $48.9M | 11.56% | +52.2K | 2026-03-31 |
| 2 | EFA | ISHARES TR | 249.7K | $24.3M | $26.4M | 6.23% | +8.3K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 48.3K | $21.1M | $24.7M | 5.84% | +1.6K | 2026-03-31 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 181.5K | $18.1M | $19.0M | 4.49% | +2.7K | 2026-03-31 |
| 5 | VTIP | VANGUARD MALVERN FDS | 357.5K | $17.9M | $17.8M | 4.20% | +21.1K | 2026-03-31 |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 488.8K | $16.6M | $17.8M | 4.22% | -23,693 | 2026-03-31 |
| 7 | IGSB | ISHARES TR | 293.0K | $15.4M | $15.3M | 3.61% | +17.8K | 2026-03-31 |
| 8 | GNMA | ISHARES TR | 308.6K | $13.7M | $13.4M | 3.17% | +22.2K | 2026-03-31 |
| 9 | AVEM | AMERICAN CENTY ETF TR | 140.6K | $11.3M | $12.6M | 2.98% | +2.6K | 2026-03-31 |
| 10 | IVE | ISHARES TR | 53.3K | $11.2M | $12.3M | 2.92% | -928 | 2026-03-31 |
| 11 | AVLC | AMERICAN CENTY ETF TR | 143.7K | $11.1M | $12.8M | 3.03% | +12.9K | 2026-03-31 |
| 12 | AVMV | AMERICAN CENTY ETF TR | 145.7K | $10.8M | $11.9M | 2.80% | +13.0K | 2026-03-31 |
| 13 | VBR | VANGUARD INDEX FDS | 42.0K | $9.1M | $10.3M | 2.43% | -364 | 2026-03-31 |
| 14 | AVUV | AMERICAN CENTY ETF TR | 79.7K | $8.8M | $10.0M | 2.36% | +5.0K | 2026-03-31 |
| 15 | VOE | VANGUARD INDEX FDS | 46.7K | $8.6M | $9.6M | 2.26% | -1,644 | 2026-03-31 |
| 16 | VOT | VANGUARD INDEX FDS | 33.4K | $8.6M | $9.9M | 2.33% | +967 | 2026-03-31 |
| 17 | AVLV | AMERICAN CENTY ETF TR | 87.6K | $7.1M | $8.1M | 1.91% | +6.0K | 2026-03-31 |
| 18 | AVUS | AMERICAN CENTY ETF TR | 55.8K | $6.2M | $7.1M | 1.69% | +4.3K | 2026-03-31 |
| 19 | VBK | VANGUARD INDEX FDS | 18.9K | $5.7M | $6.4M | 1.52% | +417 | 2026-03-31 |
| 20 | BSV | VANGUARD BD INDEX FDS | 70.1K | $5.5M | $5.4M | 1.29% | +164 | 2026-03-31 |
| 21 | IVLU | ISHARES TR | 126.2K | $5.0M | $5.5M | 1.30% | -6,438 | 2026-03-31 |
| 22 | CBRE | CBRE GROUP INC | 36.4K | $4.9M | $5.3M | 1.26% | +5.2K | 2026-03-31 |
| 23 | USRT | ISHARES TR | 77.2K | $4.6M | $5.2M | 1.24% | +2.0K | 2026-03-31 |
| 24 | AVIV | AMERICAN CENTY ETF TR | 60.3K | $4.5M | $4.9M | 1.15% | +4.2K | 2026-03-31 |
| 25 | SUB | ISHARES TR | 37.3K | $4.0M | $4.0M | 0.94% | -264 | 2026-03-31 |
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