Prosperity Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Prosperity Planning, Inc. held in its portfolio 78 assets valued at $382,309,234 (i.e. $382.31M).
The most valuable assets in the portfolio included: ISHARES TR ($23.18M), VANGUARD INDEX FDS ($22.77M), and AMERICAN CENTY ETF TR ($16.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prosperity Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 241365 | 23178241 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 46671 | 22768934 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 178871 | 16808474 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 512453 | 16772600 | WORLD EX US CORE |
| ISHARES TR | 275185 | 14551770 | ISHS 1-5YR INVS |
| ISHARES TR | 54206 | 11495544 | S&P 500 VAL ETF |
| AMERICAN CENTY ETF TR | 137998 | 10628622 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 130763 | 10280611 | AVANTIS US LARG |
| AMERICAN CENTY ETF TR | 132687 | 9447322 | AVANTIS US MID C |
| VANGUARD INDEX FDS | 32398 | 9043591 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 42330 | 8965087 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 48384 | 8581784 | MCAP VL IDXVIP |
| AMERICAN CENTY ETF TR | 74696 | 7617498 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 81591 | 6182112 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 51580 | 5765584 | US EQT ETF |
| VANGUARD INDEX FDS | 18515 | 5593701 | SML CP GRW ETF |
| ISHARES TR | 132594 | 5045211 | MSCI INTL VLU FT |
| CBRE GROUP INC | 31199 | 5016487 | CL A |
| ISHARES TR | 75117 | 4278678 | CRE U S REIT ETF |
| SPDR S&P 500 ETF TR | 6004 | 4094064 | TR UNIT |
| AMERICAN CENTY ETF TR | 56084 | 3994841 | INTERNATIONAL LR |
| VANGUARD INDEX FDS | 18594 | 3551268 | VALUE ETF |
| ISHARES TR | 18735 | 3395006 | RUS 2000 VAL ETF |
| ISHARES TR | 23837 | 3136711 | S&P MC 400VL ETF |
| DIMENSIONAL ETF TRUST | 74557 | 2951705 | US CORE EQUITY 2 |
| APPLE INC | 10334 | 2809401 | COM |
| ISHARES TR | 20263 | 2497617 | S&P 500 GRWT ETF |
| ISHARES TR | 31408 | 2435062 | EAFE SML CP ETF |
| AMERICAN CENTY ETF TR | 26692 | 2197278 | INTL EQT ETF |
| VANGUARD INTL EQUITY INDEX F | 47118 | 2159912 | GLB EX US ETF |
| BERKSHIRE HATHAWAY INC DEL | 4056 | 2038599 | CL B NEW |
| ISHARES TR | 13037 | 1938472 | CORE S&P TTL STK |
| ISHARES TR | 8597 | 1808292 | RUS 1000 VAL ETF |
| ISHARES TR | 32760 | 1792309 | MSCI EMG MKT ETF |
| DIMENSIONAL ETF TRUST | 41856 | 1590528 | INTL SMALL CAP V |
| VANGUARD TAX-MANAGED FDS | 23740 | 1483038 | VAN FTSE DEV MKT |
| REALTY INCOME CORP | 24266 | 1367874 | COM |
| SPDR SERIES TRUST | 17546 | 1240242 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 25802 | 1214758 | MTG-BKD SECS ETF |
| DIMENSIONAL ETF TRUST | 22396 | 1117560 | INTERNATNAL VAL |
| ISHARES TR | 2187 | 1035033 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 3035 | 1017668 | TOTAL STK MKT |
| ISHARES TR | 3146 | 1016238 | RUS 2000 GRW ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1497 | 903110 | UTSER1 S&PDCRP |
| ISHARES TR | 2280 | 882018 | RUSSELL 3000 ETF |
| ISHARES TR | 6113 | 862239 | RUS MDCP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 15102 | 811896 | FTSE EMR MKT ETF |
| FIDELITY WISE ORIGIN BITCOIN | 9300 | 708934 | SHS |
| ISHARES TR | 6944 | 672735 | S&P MC 400GR ETF |
| ISHARES TR | 908 | 621926 | CORE S&P500 ETF |
| ISHARES U S ETF TR | 24513 | 610238 | GSCI CMDTY STGY |
| TYLER TECHNOLOGIES INC | 1334 | 605569 | COM |
| VANGUARD STAR FDS | 7797 | 588171 | VG TL INTL STK F |
| ISHARES TR | 8819 | 582040 | CORE S&P MCP ETF |
| VANGUARD INTL EQUITY INDEX F | 3466 | 496851 | FTSE SMCAP ETF |
| ISHARES TR | 6820 | 487016 | EAFE VALUE ETF |
| ELI LILLY & CO | 442 | 475009 | COM |
| IDEXX LABS INC | 700 | 473571 | COM |
| DIMENSIONAL ETF TRUST | 13940 | 454026 | EMGR CRE EQT MNG |
| VANGUARD INDEX FDS | 1254 | 394759 | LARGE CAP ETF |
| SPDR DOW JONES INDL AVERAGE | 794 | 381645 | UT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 2684 | 378605 | TT WRLD ST ETF |
| NEWELL BRANDS INC | 99352 | 369589 | COM |
| ISHARES TR | 1425 | 350870 | RUSSELL 2000 ETF |
| ISHARES TR | 14857 | 343048 | INTL DEV RE ETF |
| VANGUARD INDEX FDS | 1163 | 337526 | MID CAP ETF |
| ISHARES TR | 2319 | 327350 | S&P SML 600 GWT |
| ISHARES INC | 4836 | 325070 | CORE MSCI EMKT |
| ISHARES TR | 2361 | 323350 | RUS MD CP GR ETF |
| ISHARES TR | 5858 | 316625 | MSCI INDIA ETF |
| BLACKROCK ETF TRUST | 5119 | 311286 | ISHARES US EQUIT |
| VANGUARD INDEX FDS | 3304 | 292371 | REAL ESTATE ETF |
| VANGUARD WHITEHALL FDS | 1863 | 267318 | HIGH DIV YLD |
| ISHARES TR | 1330 | 264165 | MSCI USA QLT FCT |
| LOWES COS INC | 986 | 237784 | COM |
| FIDELITY COVINGTON TRUST | 6428 | 220030 | INT VL FCT ETF |
| ISHARES TR | 625 | 214356 | S&P 100 ETF |
| ISHARES TR | 2249 | 201236 | CORE MSCI EAFE |
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