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Size ($ in 1000's)
At 03/31/2024: $288,746
At 12/31/2023: $267,104
Prosperity Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prosperity Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Prosperity Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Prosperity Planning Inc..
In the Prosperity Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Prosperity Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Prosperity Planning Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (ISTB) |
707,307 |
+58,482 |
$33,555 | | ISTB | 707,307 | +58,482 | $33,555 | | ISHARES TR (EFA) |
226,521 |
+7,542 |
$18,090 | | EFA | 226,521 | +7,542 | $18,090 | | ISHARES TR (IVE) |
87,569 |
+4,360 |
$16,359 | | IVE | 87,569 | +4,360 | $16,359 | | DIMENSIONAL ETF TRUST (DFAX) |
630,565 |
-5,617 |
$16,042 | | DFAX | 630,565 | -5,617 | $16,042 | | VANGUARD INDEX FDS (VUG) |
45,855 |
+708 |
$15,783 | | VUG | 45,855 | +708 | $15,783 | | VANGUARD INDEX FDS (VBR) |
71,379 |
+3,638 |
$13,696 | | VBR | 71,379 | +3,638 | $13,696 | | VANGUARD INDEX FDS (VOE) |
79,085 |
+4,028 |
$12,330 | | VOE | 79,085 | +4,028 | $12,330 | | VANGUARD MALVERN FDS (VTIP) |
248,970 |
+29,901 |
$11,923 | | VTIP | 248,970 | +29,901 | $11,923 | | AMERICAN CENTY ETF TR (AVDV) |
153,602 |
+11,168 |
$10,116 | | AVDV | 153,602 | +11,168 | $10,116 | | ISHARES TR (IGSB) |
195,711 |
+19,208 |
$10,036 | | IGSB | 195,711 | +19,208 | $10,036 | | ISHARES TR (GNMA) |
203,153 |
+29,529 |
$8,815 | | GNMA | 203,153 | +29,529 | $8,815 | | VANGUARD INDEX FDS (VOT) |
31,368 |
+969 |
$7,396 | | VOT | 31,368 | +969 | $7,396 | | AMERICAN CENTY ETF TR (AVEM) |
111,394 |
+8,410 |
$6,456 | | AVEM | 111,394 | +8,410 | $6,456 | | ISHARES TR (IVLU) |
218,503 |
+11,872 |
$6,168 | | IVLU | 218,503 | +11,872 | $6,168 | | VANGUARD BD INDEX FDS (BSV) |
73,532 |
-760 |
$5,638 | | BSV | 73,532 | -760 | $5,638 | | VANGUARD INDEX FDS (VBK) |
18,308 |
+887 |
$4,773 | | VBK | 18,308 | +887 | $4,773 | | DIMENSIONAL ETF TRUST (DFAC) |
122,670 |
-2,630 |
$3,919 | | DFAC | 122,670 | -2,630 | $3,919 | | VANGUARD INDEX FDS (VTV) |
24,013 |
+84 |
$3,911 | | VTV | 24,013 | +84 | $3,911 | | CBRE GROUP INC |
38,188 |
UNCH |
$3,713 | | CBRE | 38,188 | UNCH | $3,713 | | ISHARES TR (IWN) |
23,233 |
-60 |
$3,690 | | IWN | 23,233 | -60 | $3,690 | | ISHARES TR (USRT) |
62,399 |
+1,873 |
$3,357 | | USRT | 62,399 | +1,873 | $3,357 | | ISHARES TR (IJJ) |
27,021 |
-63 |
$3,196 | | IJJ | 27,021 | -63 | $3,196 | | ISHARES TR (SUB) |
29,741 |
+602 |
$3,115 | | SUB | 29,741 | +602 | $3,115 | | SPDR S&P 500 ETF TR (SPY) |
5,692 |
-524 |
$2,977 | | SPY | 5,692 | -524 | $2,977 | | ISHARES TR (MUB) |
27,367 |
+350 |
$2,945 | | MUB | 27,367 | +350 | $2,945 | | AMERICAN CENTY ETF TR (AVUS) |
31,972 |
+4 |
$2,861 | | AVUS | 31,972 | +4 | $2,861 | | ISHARES TR (AGG) |
26,646 |
+683 |
$2,610 | | AGG | 26,646 | +683 | $2,610 | | VANGUARD BD INDEX FDS (BND) |
33,350 |
-70 |
$2,422 | | BND | 33,350 | -70 | $2,422 | | ISHARES TR (ITOT) |
19,469 |
-132 |
$2,245 | | ITOT | 19,469 | -132 | $2,245 | | ISHARES TR (IVW) |
25,290 |
+1,116 |
$2,135 | | IVW | 25,290 | +1,116 | $2,135 | | ISHARES TR (SCZ) |
32,645 |
+765 |
$2,067 | | SCZ | 32,645 | +765 | $2,067 |  BERKSHIRE HATHAWAY INC DEL |
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$1,912 | | BRK.B | 4,547 | +1 | $1,912 | | AMERICAN CENTY ETF TR (AVUV) |
20,063 |
-81 |
$1,880 | | AVUV | 20,063 | -81 | $1,880 | | ISHARES TR (IAGG) |
35,705 |
+710 |
$1,783 | | IAGG | 35,705 | +710 | $1,783 | | APPLE INC |
10,349 |
UNCH |
$1,775 | | AAPL | 10,349 | UNCH | $1,775 | | ISHARES TR (IWD) |
9,784 |
-55 |
$1,752 | | IWD | 9,784 | -55 | $1,752 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
36,975 |
+2,279 |
$1,558 | | VNQI | 36,975 | +2,279 | $1,558 | | DIMENSIONAL ETF TRUST (DISV) |
57,115 |
-176 |
$1,553 | | DISV | 57,115 | -176 | $1,553 | | ISHARES TR (STIP) |
15,399 |
+85 |
$1,531 | | STIP | 15,399 | +85 | $1,531 | | ISHARES TR (TIP) |
12,594 |
+99 |
$1,353 | | TIP | 12,594 | +99 | $1,353 | | ISHARES TR (EEM) |
30,944 |
+926 |
$1,271 | | EEM | 30,944 | +926 | $1,271 | | VANGUARD TAX MANAGED FDS (VEA) |
25,148 |
+162 |
$1,262 | | VEA | 25,148 | +162 | $1,262 | | ISHARES TR (IVV) |
2,176 |
-917 |
$1,144 | | IVV | 2,176 | -917 | $1,144 | | VANGUARD SCOTTSDALE FDS (VMBS) |
25,091 |
-575 |
$1,144 | | VMBS | 25,091 | -575 | $1,144 | | VANGUARD MUN BD FDS (VTEB) |
21,736 |
+401 |
$1,100 | | VTEB | 21,736 | +401 | $1,100 | | SPDR SER TR (SPYG) |
14,745 |
-82 |
$1,079 | | SPYG | 14,745 | -82 | $1,079 | | SPDR SER TR (SHM) |
22,232 |
UNCH |
$1,055 | | SHM | 22,232 | UNCH | $1,055 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,855 |
-11 |
$1,032 | | MDY | 1,855 | -11 | $1,032 | | ISHARES TR (IWO) |
3,726 |
-30 |
$1,009 | | IWO | 3,726 | -30 | $1,009 | | VANGUARD INDEX FDS (VTI) |
3,810 |
-307 |
$990 | | VTI | 3,810 | -307 | $990 |
See Full List: All Stocks Held By Prosperity Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prosperity Planning Inc.
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