Prosperity Planning, Inc.
CIK: 0001843292SEC EDGAR →
Portfolio Value
$382.3M
Holdings
108
As of
Q4 2025
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 965,641 | $47.1M | 12.31% |
| 2 | ISHARES TR | 241,365 | $23.2M | 6.06% |
| 3 | VANGUARD INDEX FDS | 46,671 | $22.8M | 5.96% |
| 4 | AMERICAN CENTY ETF TR | 178,871 | $16.8M | 4.40% |
| 5 | DIMENSIONAL ETF TRUST | 512,453 | $16.8M | 4.39% |
| 6 | VANGUARD MALVERN FDS | 336,401 | $16.6M | 4.35% |
| 7 | ISHARES TR | 275,185 | $14.6M | 3.81% |
| 8 | ISHARES TR | 286,406 | $12.8M | 3.34% |
| 9 | ISHARES TR | 54,206 | $11.5M | 3.01% |
| 10 | AMERICAN CENTY ETF TR | 137,998 | $10.6M | 2.78% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $368.3M | 96.4% |
| Real Estate | 2 | $6.4M | 1.7% |
| Technology | 2 | $3.4M | 0.9% |
| Unknown | 3 | $2.6M | 0.7% |
| Healthcare | 2 | $948K | 0.2% |
| Consumer Defensive | 1 | $369K | 0.1% |
| Consumer Cyclical | 1 | $237K | 0.1% |