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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DYNF +5,033+$223
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ICCC -16,000-$81
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
ISTB +58,482+$2,697
VTIP +29,901+$1,519
GNMA +29,529+$1,132
IGSB +19,208+$986
IVLU +11,872+$690
AVDV +11,168+$1,215
AVEM +8,410+$649
EFA +7,542+$1,590
IJH +7,310+$60
IVE +4,360+$1,890
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SGOV -6,421-$642
DFAX -5,617+$506
DFAC -2,630+$256
EFV -1,124-$41
IVV -917-$333
BSV -760-$84
VMBS -575-$46
SPY -524+$22
LQD -427-$58
Prosperity Planning Inc. Info
Size ($ 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

All Stocks Held By Prosperity Planning Inc.
As of  03/31/2024, we find all stocks held by Prosperity Planning Inc. to be as follows, presented in the table below with each row detailing each Prosperity Planning Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Prosperity Planning Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Prosperity Planning Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (ISTB) 707,307 +58,482 $33,555
     ISTB707,307+58,482$33,555
ISHARES TR (EFA) 226,521 +7,542 $18,090
     EFA226,521+7,542$18,090
ISHARES TR (IVE) 87,569 +4,360 $16,359
     IVE87,569+4,360$16,359
DIMENSIONAL ETF TRUST (DFAX) 630,565 -5,617 $16,042
     DFAX630,565-5,617$16,042
VANGUARD INDEX FDS (VUG) 45,855 +708 $15,783
     VUG45,855+708$15,783
VANGUARD INDEX FDS (VBR) 71,379 +3,638 $13,696
     VBR71,379+3,638$13,696
VANGUARD INDEX FDS (VOE) 79,085 +4,028 $12,330
     VOE79,085+4,028$12,330
VANGUARD MALVERN FDS (VTIP) 248,970 +29,901 $11,923
     VTIP248,970+29,901$11,923
AMERICAN CENTY ETF TR (AVDV) 153,602 +11,168 $10,116
     AVDV153,602+11,168$10,116
ISHARES TR (IGSB) 195,711 +19,208 $10,036
     IGSB195,711+19,208$10,036
ISHARES TR (GNMA) 203,153 +29,529 $8,815
     GNMA203,153+29,529$8,815
VANGUARD INDEX FDS (VOT) 31,368 +969 $7,396
     VOT31,368+969$7,396
AMERICAN CENTY ETF TR (AVEM) 111,394 +8,410 $6,456
     AVEM111,394+8,410$6,456
ISHARES TR (IVLU) 218,503 +11,872 $6,168
     IVLU218,503+11,872$6,168
VANGUARD BD INDEX FDS (BSV) 73,532 -760 $5,638
     BSV73,532-760$5,638
VANGUARD INDEX FDS (VBK) 18,308 +887 $4,773
     VBK18,308+887$4,773
DIMENSIONAL ETF TRUST (DFAC) 122,670 -2,630 $3,919
     DFAC122,670-2,630$3,919
VANGUARD INDEX FDS (VTV) 24,013 +84 $3,911
     VTV24,013+84$3,911
CBRE GROUP INC 38,188 UNCH $3,713
     CBRE38,188UNCH$3,713
ISHARES TR (IWN) 23,233 -60 $3,690
     IWN23,233-60$3,690
ISHARES TR (USRT) 62,399 +1,873 $3,357
     USRT62,399+1,873$3,357
ISHARES TR (IJJ) 27,021 -63 $3,196
     IJJ27,021-63$3,196
ISHARES TR (SUB) 29,741 +602 $3,115
     SUB29,741+602$3,115
SPDR S&P 500 ETF TR (SPY) 5,692 -524 $2,977
     SPY5,692-524$2,977
ISHARES TR (MUB) 27,367 +350 $2,945
     MUB27,367+350$2,945
AMERICAN CENTY ETF TR (AVUS) 31,972 +4 $2,861
     AVUS31,972+4$2,861
ISHARES TR (AGG) 26,646 +683 $2,610
     AGG26,646+683$2,610
VANGUARD BD INDEX FDS (BND) 33,350 -70 $2,422
     BND33,350-70$2,422
ISHARES TR (ITOT) 19,469 -132 $2,245
     ITOT19,469-132$2,245
ISHARES TR (IVW) 25,290 +1,116 $2,135
     IVW25,290+1,116$2,135
ISHARES TR (SCZ) 32,645 +765 $2,067
     SCZ32,645+765$2,067
BERKSHIRE HATHAWAY INC DEL      $1,912
     BRK.B4,547+1$1,912
AMERICAN CENTY ETF TR (AVUV) 20,063 -81 $1,880
     AVUV20,063-81$1,880
ISHARES TR (IAGG) 35,705 +710 $1,783
     IAGG35,705+710$1,783
APPLE INC 10,349 UNCH $1,775
     AAPL10,349UNCH$1,775
ISHARES TR (IWD) 9,784 -55 $1,752
     IWD9,784-55$1,752
VANGUARD INTL EQUITY INDEX F (VNQI) 36,975 +2,279 $1,558
     VNQI36,975+2,279$1,558
DIMENSIONAL ETF TRUST (DISV) 57,115 -176 $1,553
     DISV57,115-176$1,553
ISHARES TR (STIP) 15,399 +85 $1,531
     STIP15,399+85$1,531
ISHARES TR (TIP) 12,594 +99 $1,353
     TIP12,594+99$1,353
ISHARES TR (EEM) 30,944 +926 $1,271
     EEM30,944+926$1,271
VANGUARD TAX MANAGED FDS (VEA) 25,148 +162 $1,262
     VEA25,148+162$1,262
ISHARES TR (IVV) 2,176 -917 $1,144
     IVV2,176-917$1,144
VANGUARD SCOTTSDALE FDS (VMBS) 25,091 -575 $1,144
     VMBS25,091-575$1,144
VANGUARD MUN BD FDS (VTEB) 21,736 +401 $1,100
     VTEB21,736+401$1,100
SPDR SER TR (SPYG) 14,745 -82 $1,079
     SPYG14,745-82$1,079
SPDR SER TR (SHM) 22,232 UNCH $1,055
     SHM22,232UNCH$1,055
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,855 -11 $1,032
     MDY1,855-11$1,032
ISHARES TR (IWO) 3,726 -30 $1,009
     IWO3,726-30$1,009
VANGUARD INDEX FDS (VTI) 3,810 -307 $990
     VTI3,810-307$990
DIMENSIONAL ETF TRUST (DFIV) 24,200 +204 $889
     DFIV24,200+204$889
REALTY INCOME CORP 16,266 UNCH $880
     O16,266UNCH$880
VANGUARD SCOTTSDALE FDS (VCSH) 11,232 +392 $868
     VCSH11,232+392$868
ISHARES TR (IWV) 2,823 UNCH $847
     IWV2,823UNCH$847
AMERICAN CENTY ETF TR (AVDE) 12,944 +406 $825
     AVDE12,944+406$825
ISHARES TR (IWS) 6,386 UNCH $800
     IWS6,386UNCH$800
ISHARES TR (IWF) 2,301 UNCH $775
     IWF2,301UNCH$775
VANGUARD INTL EQUITY INDEX F (VWO) 16,569 +27 $692
     VWO16,569+27$692
ISHARES TR (LQD) 6,171 -427 $672
     LQD6,171-427$672
ISHARES TR (IJK) 7,228 +109 $660
     IJK7,228+109$660
ISHARES TR (IUSB) 14,091 +3,595 $642
     IUSB14,091+3,595$642
VANGUARD STAR FDS (VXUS) 10,460 +19 $631
     VXUS10,460+19$631
ISHARES TR (SGOV) 5,832 -6,421 $587
     SGOV5,832-6,421$587
TYLER TECHNOLOGIES INC 1,334 UNCH $567
     TYL1,334UNCH$567
ISHARES TR (IJH) 9,084 +7,310 $552
     IJH9,084+7,310$552
ISHARES U S ETF TR (COMT) 18,459 +1,436 $498
     COMT18,459+1,436$498
NEWELL BRANDS INC 61,626 UNCH $495
     NWL61,626UNCH$495
ISHARES TR (IBDT) 18,721 UNCH $466
     IBDT18,721UNCH$466
VANGUARD INTL EQUITY INDEX F (VSS) 3,845 +12 $449
     VSS3,845+12$449
DIMENSIONAL ETF TRUST (DFAE) 17,064 -20 $422
     DFAE17,064-20$422
ISHARES TR (EFV) 7,503 -1,124 $408
     EFV7,503-1,124$408
ISHARES TR (IWM) 1,802 +23 $379
     IWM1,802+23$379
IDEXX LABS INC 700 UNCH $378
     IDXX700UNCH$378
ISHARES TR (IBDQ) 15,058 UNCH $374
     IBDQ15,058UNCH$374
ISHARES TR (IBDR) 15,611 UNCH $372
     IBDR15,611UNCH$372
ISHARES TR (IBDS) 15,608 UNCH $371
     IBDS15,608UNCH$371
VANGUARD INDEX FDS (VV) 1,547 -89 $371
     VV1,547-89$371
ISHARES TR (IWP) 2,884 -61 $329
     IWP2,884-61$329
SPDR DOW JONES INDL AVERAGE (DIA) 795 UNCH $316
     DIA795UNCH$316
VANGUARD INDEX FDS (VNQ) 3,623 +105 $313
     VNQ3,623+105$313
ISHARES TR (IJT) 2,335 +18 $305
     IJT2,335+18$305
ISHARES TR (INDA) 5,858 UNCH $302
     INDA5,858UNCH$302
VANGUARD INTL EQUITY INDEX F (VT) 2,602 +73 $288
     VT2,602+73$288
ISHARES TR (IFGL) 13,487 +359 $287
     IFGL13,487+359$287
VANGUARD INDEX FDS (VO) 1,138 -15 $284
     VO1,138-15$284
VANGUARD WHITEHALL FDS (VYM) 2,084 UNCH $252
     VYM2,084UNCH$252
LOWES COS INC 986 UNCH $251
     LOW986UNCH$251
ISHARES TR (QUAL) 1,485 -11 $244
     QUAL1,485-11$244
ISHARES TR (IJS) 2,321 -103 $239
     IJS2,321-103$239
ISHARES TR (IEFA) 3,074 -18 $228
     IEFA3,074-18$228
BLACKROCK ETF TRUST (DYNF) 5,033 +5,033 $223
     DYNF5,033+5,033$223
ISHARES TR (IBTE) 8,584 UNCH $206
     IBTE8,584UNCH$206
SPDR SER TR (SPIP) 7,882 UNCH $202
     SPIP7,882UNCH$202
IMMUCELL CORP 16,000 +0 $85
     ICCC16,000UNCH$85

See Summary: Prosperity Planning Inc. Top Holdings
See Details: Top 10 Stocks Held By Prosperity Planning Inc.

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