Prosperity Planning, Inc.

Est. AUM

$389.3M

13F long equity, this entity only

Positions

104

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE 1 5 YR USD	$49.3M	1017845	12.67%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$24.3M	249670	6.23%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$21.1M	48271	5.42%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$18.1M	181542	4.66%	SOLE
5	VANGUARD MALVERN FDS	STRM INFPROIDX	$17.9M	357451	4.59%	SOLE
6	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.6M	488760	4.26%	SOLE
7	ISHARES TR	ISHS 1-5YR INVS	$15.4M	292992	3.96%	SOLE
8	ISHARES TR	GNMA BOND ETF	$13.7M	308639	3.51%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$11.3M	140643	2.91%	SOLE
10	ISHARES TR	S&P 500 VAL ETF	$11.3M	53278	2.89%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS US LARG	$11.1M	143690	2.86%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS US MID C	$10.8M	145718	2.78%	SOLE
13	VANGUARD INDEX FDS	SM CP VAL ETF	$9.1M	41966	2.34%	SOLE
14	AMERICAN CENTY ETF TR	US SML CP VALU	$8.8M	79650	2.26%	SOLE
15	VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.6M	46740	2.21%	SOLE
16	VANGUARD INDEX FDS	MCAP GR IDXVIP	$8.6M	33365	2.21%	SOLE
17	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.1M	87617	1.81%	SOLE
18	AMERICAN CENTY ETF TR	US EQT ETF	$6.2M	55838	1.59%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$5.7M	18932	1.47%	SOLE
20	VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	70105	1.41%	SOLE
21	ISHARES TR	MSCI INTL VLU FT	$5.0M	126156	1.29%	SOLE
22	CBRE GROUP INC	CL A	$4.9M	36429	1.27%	SOLE
23	ISHARES TR	CRE U S REIT ETF	$4.6M	77161	1.17%	SOLE
24	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$4.5M	60276	1.16%	SOLE
25	ISHARES TR	SHRT NAT MUN ETF	$4.0M	37275	1.02%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6097	1.02%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$3.6M	18152	0.91%	SOLE
28	ISHARES TR	RUS 2000 VAL ETF	$3.5M	18421	0.90%	SOLE
29	ISHARES TR	S&P MC 400VL ETF	$3.1M	23655	0.80%	SOLE
30	ISHARES TR	CORE US AGGBD ET	$3.1M	31253	0.80%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	74391	0.74%	SOLE
32	APPLE INC	COM	$2.7M	10670	0.70%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	34133	0.65%	SOLE
34	ISHARES TR	NATIONAL MUN ETF	$2.5M	23681	0.65%	SOLE
35	ISHARES TR	EAFE SML CP ETF	$2.4M	30503	0.61%	SOLE
36	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.4M	27935	0.61%	SOLE
37	ISHARES TR	S&P 500 GRWT ETF	$2.3M	20142	0.59%	SOLE
38	ISHARES TR	CORE INTL AGGR	$2.2M	44864	0.58%	SOLE
39	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.1M	48024	0.55%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	4056	0.50%	SOLE
41	ISHARES TR	MSCI EMG MKT ETF	$1.9M	32594	0.48%	SOLE
42	ISHARES TR	CORE S&P TTL STK	$1.8M	12952	0.47%	SOLE
43	ISHARES TR	TIPS BD ETF	$1.7M	15730	0.45%	SOLE
44	ISHARES TR	RUS 1000 VAL ETF	$1.6M	7662	0.42%	SOLE
45	ISHARES TR	0-5 YR TIPS ETF	$1.6M	15659	0.42%	SOLE
46	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	40390	0.41%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	24327	0.40%	SOLE
48	REALTY INCOME CORP	COM	$1.5M	24266	0.38%	SOLE
49	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	27085	0.35%	SOLE
50	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	25731	0.31%	SOLE

1–50 of 104

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.