Prosperity Planning, Inc.

Institutional manager (13F) · CIK 1843292

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $362M

#	Issuer	Value	Shares
1	ISHARES TR	$49M	1,017,845
2	ISHARES TR	$24M	249,670
3	VANGUARD INDEX FDS	$21M	48,271
4	AMERICAN CENTY ETF TR	$18M	181,542
5	VANGUARD MALVERN FDS	$18M	357,451
6	DIMENSIONAL ETF TRUST	$17M	488,760
7	ISHARES TR	$15M	292,992
8	ISHARES TR	$14M	308,639
9	AMERICAN CENTY ETF TR	$11M	140,643
10	ISHARES TR	$11M	53,278
11	AMERICAN CENTY ETF TR	$11M	143,690
12	AMERICAN CENTY ETF TR	$11M	145,718
13	VANGUARD INDEX FDS	$9M	41,966
14	AMERICAN CENTY ETF TR	$9M	79,650
15	VANGUARD INDEX FDS	$9M	46,740
16	VANGUARD INDEX FDS	$9M	33,365
17	AMERICAN CENTY ETF TR	$7M	87,617
18	AMERICAN CENTY ETF TR	$6M	55,838
19	VANGUARD INDEX FDS	$6M	18,932
20	VANGUARD BD INDEX FDS	$5M	70,105
21	ISHARES TR	$5M	126,156
22	CBRE GROUP INC	$5M	36,429
23	ISHARES TR	$5M	77,161
24	AMERICAN CENTY ETF TR	$5M	60,276
25	ISHARES TR	$4M	37,275
26	STATE STR SPDR S&P 500 ETF T	$4M	6,097
27	VANGUARD INDEX FDS	$4M	18,152
28	ISHARES TR	$3M	18,421
29	ISHARES TR	$3M	23,655
30	ISHARES TR	$3M	31,253
31	ISHARES TR	$3M	29,109
32	DIMENSIONAL ETF TRUST	$3M	74,391
33	APPLE INC	$3M	10,670
34	ISHARES TR	$3M	23,681
35	VANGUARD BD INDEX FDS	$3M	34,133
36	ISHARES TR	$2M	30,503
37	AMERICAN CENTY ETF TR	$2M	27,935
38	ISHARES TR	$2M	20,142
39	ISHARES TR	$2M	44,864
40	VANGUARD INTL EQUITY INDEX F	$2M	48,024
41	BERKSHIRE HATHAWAY INC DEL	$2M	4,056
42	ISHARES TR	$2M	32,594
43	ISHARES TR	$2M	12,952
44	ISHARES TR	$2M	15,730
45	ISHARES TR	$2M	7,662
46	ISHARES TR	$2M	15,659
47	DIMENSIONAL ETF TRUST	$2M	40,390
48	VANGUARD TAX-MANAGED FDS	$2M	24,327
49	REALTY INCOME CORP	$1M	24,266
50	VANGUARD MUN BD FDS	$1M	27,085

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.