Prosperity Planning, Inc.
CIK: 1843292SEC EDGAR →
Portfolio Value
$263.6B
Holdings
117
As of
Q2 2026
New Positions
117
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,098,252 | $53.0B | 20.10% |
| 2 | VANGUARD INDEX FDS | 295,226 | $25.4B | 9.65% |
| 3 | VANGUARD MALVERN FDS | 384,318 | $19.3B | 7.32% |
| 4 | DIMENSIONAL ETF TRUST | 472,299 | $17.4B | 6.60% |
| 5 | ISHARES TR | 317,095 | $16.6B | 6.30% |
| 6 | ISHARES TR | 340,879 | $15.1B | 5.72% |
| 7 | AMERICAN CENTY ETF TR | 151,352 | $13.6B | 5.16% |
| 8 | AMERICAN CENTY ETF TR | 139,840 | $13.5B | 5.12% |
| 9 | AMERICAN CENTY ETF TR | 157,113 | $12.7B | 4.80% |
| 10 | AMERICAN CENTY ETF TR | 91,798 | $8.4B | 3.18% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $260.2B | 98.7% |
| Real Estate | 2 | $1.8B | 0.7% |
| Consumer Defensive | 2 | $797.0M | 0.3% |
| Unknown | 4 | $590.4M | 0.2% |
| Basic Materials | 1 | $284.3M | 0.1% |
| Technology | 2 | $3.7M | 0.0% |
| Healthcare | 2 | $978K | 0.0% |
| Consumer Cyclical | 3 | $667K | 0.0% |
| Communication Services | 1 | $299K | 0.0% |