Prism Planning Partners LLC
43 holdingsFiling period: 2026-03-31Current AUM: $92.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 169.0K | $24.1M | $27.7M | 29.92% | +7.0K | 2026-03-31 |
| 2 | IDEV | ISHARES TR | 123.6K | $10.3M | $11.2M | 12.10% | +1.9K | 2026-03-31 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 161.0K | $9.6M | $9.4M | 10.16% | +16.5K | 2026-03-31 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 53.6K | $5.4M | $5.6M | 6.07% | +1.3K | 2026-03-31 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 147.1K | $5.1M | $5.5M | 6.00% | +4.6K | 2026-03-31 |
| 6 | BSVO | EA SERIES TRUST | 199.7K | $5.1M | $5.8M | 6.32% | +7.7K | 2026-03-31 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 102.3K | $4.9M | $4.8M | 5.24% | +9.8K | 2026-03-31 |
| 8 | VTIP | VANGUARD MALVERN FDS | 76.2K | $3.8M | $3.8M | 4.09% | +7.4K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 49.0K | $2.6M | $2.8M | 3.04% | -554 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 5.8K | $1.5M | $1.8M | 1.93% | -2,114 | 2026-03-31 |
| 11 | IUSV | ISHARES TR | 12.3K | $1.3M | $1.4M | 1.50% | -- | 2026-03-31 |
| 12 | DFUS | DIMENSIONAL ETF TRUST | 14.0K | $992K | $1.1M | 1.24% | +1 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 5.7K | $984K | $1.1M | 1.23% | -7,040 | 2026-03-31 |
| 14 | DFUV | DIMENSIONAL ETF TRUST | 16.5K | $801K | $919K | 0.99% | -323 | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 1.8K | $658K | $826K | 0.89% | -1,707 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 2.9K | $609K | $794K | 0.86% | -2,299 | 2026-03-31 |
| 17 | IVW | ISHARES TR | 5.0K | $565K | $676K | 0.73% | -114 | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 2.3K | $505K | $583K | 0.63% | -365 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 1.7K | $496K | $614K | 0.66% | -1,484 | 2026-03-31 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | 6.9K | $488K | $556K | 0.60% | -419 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 760 | $434K | $422K | 0.46% | -527 | 2026-03-31 |
| 22 | IQLT | ISHARES TR | 9.0K | $416K | $451K | 0.49% | -- | 2026-03-31 |
| 23 | T | AT&T INC | 13.9K | $402K | $322K | 0.35% | -2,908 | 2026-03-31 |
| 24 | IEMG | ISHARES INC | 4.5K | $312K | $347K | 0.38% | -25 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 1.0K | $306K | $366K | 0.40% | -615 | 2026-03-31 |
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