Prosperity Planning, Inc. Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$319.4B
Holdings
104
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (104 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISTBISHARES TR | 834,509 | $40.3B | 12.63% | |
| 2 | EFAISHARES TR | 243,645 | $19.9B | 6.23% | |
| 3 | VUGVANGUARD INDEX FDS | 45,497 | $16.9B | 5.28% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 594,643 | $15.6B | 4.88% | |
| 5 | VTIPVANGUARD MALVERN FDS | 292,640 | $14.6B | 4.57% | |
| 6 | AVDVAMERICAN CENTY ETF TR | 177,569 | $12.4B | 3.88% | |
| 7 | IGSBISHARES TR | 234,716 | $12.3B | 3.85% | |
| 8 | IVEISHARES TR | 59,934 | $11.4B | 3.58% | |
| 9 | GNMAISHARES TR | 243,277 | $10.7B | 3.34% | |
| 10 | VBRVANGUARD INDEX FDS | 47,626 | $8.9B | 2.78% | |
| 11 | VOEVANGUARD INDEX FDS | 53,121 | $8.5B | 2.67% | |
| 12 | AVEMAMERICAN CENTY ETF TR | 131,532 | $7.9B | 2.48% | |
| 13 | VOTVANGUARD INDEX FDS | 31,551 | $7.7B | 2.42% | |
| 14 | AVLCAMERICAN CENTY ETF TR | 92,353 | $5.9B | 1.86% | |
| 15 | AVMVAMERICAN CENTY ETF TR | 90,701 | $5.6B | 1.74% | |
| 16 | BSVVANGUARD BD INDEX FDS | 70,528 | $5.5B | 1.73% | |
| 17 | CBRECBRE GROUP INC | 41,107 | $5.4B | 1.68% | |
| 18 | AVUVAMERICAN CENTY ETF TR | 55,698 | $4.9B | 1.52% | |
| 19 | VBKVANGUARD INDEX FDS | 18,262 | $4.6B | 1.44% | |
| 20 | IVLUISHARES TR | 151,540 | $4.6B | 1.44% | |
| 21 | AVUSAMERICAN CENTY ETF TR | 41,727 | $3.9B | 1.21% | |
| 22 | VTVVANGUARD INDEX FDS | 22,228 | $3.8B | 1.20% | |
| 23 | USRTISHARES TR | 66,358 | $3.8B | 1.20% | |
| 24 | AVLVAMERICAN CENTY ETF TR | 56,888 | $3.7B | 1.16% | |
| 25 | SUBISHARES TR | 31,527 | $3.3B | 1.04% | |
| 26 | DFACDIMENSIONAL ETF TRUST | 93,487 | $3.1B | 0.97% | |
| 27 | IWNISHARES TR | 19,606 | $3.0B | 0.93% | |
| 28 | MUBISHARES TR | 28,014 | $3.0B | 0.92% | |
| 29 | AGGISHARES TR | 29,742 | $2.9B | 0.92% | |
| 30 | IJJISHARES TR | 23,356 | $2.8B | 0.88% | |
| 31 | SPYSPDR S&P 500 ETF TR | 4,671 | $2.6B | 0.82% | |
| 32 | AVIVAMERICAN CENTY ETF TR | 46,088 | $2.6B | 0.82% | |
| 33 | BNDVANGUARD BD INDEX FDS | 33,879 | $2.5B | 0.78% | |
| 34 | IVWISHARES TR | 25,989 | $2.4B | 0.76% | |
| 35 | AAPLAPPLE INC | 10,349 | $2.3B | 0.72% | |
| 36 | SCZISHARES TR | 34,727 | $2.2B | 0.69% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,996 | $2.1B | 0.67% | |
| 38 | IAGGISHARES TR | 36,219 | $1.8B | 0.57% | |
| 39 | VNQIVANGUARD INTL EQUITY INDEX F | 42,111 | $1.7B | 0.53% | |
| 40 | IWDISHARES TR | 8,960 | $1.7B | 0.53% | |
| 41 | STIPISHARES TR | 16,167 | $1.7B | 0.52% | |
| 42 | ITOTISHARES TR | 13,067 | $1.6B | 0.50% | |
| 43 | AVDEAMERICAN CENTY ETF TR | 23,041 | $1.5B | 0.48% | |
| 44 | DISVDIMENSIONAL ETF TRUST | 52,366 | $1.5B | 0.48% | |
| 45 | EEMISHARES TR | 30,450 | $1.3B | 0.42% | |
| 46 | SGOVISHARES TR | 13,122 | $1.3B | 0.41% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 25,503 | $1.3B | 0.41% | |
| 48 | TIPISHARES TR | 11,316 | $1.3B | 0.39% | |
| 49 | OREALTY INCOME CORP | 20,266 | $1.2B | 0.37% | |
| 50 | VMBSVANGUARD SCOTTSDALE FDS | 24,721 | $1.1B | 0.36% | |
| 51 | SHMSPDR SER TR | 22,284 | $1.1B | 0.33% | |
| 52 | VTIVANGUARD INDEX FDS | 3,557 | $977.6M | 0.31% | |
| 53 | DFIVDIMENSIONAL ETF TRUST | 23,370 | $919.8M | 0.29% | |
| 54 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,616 | $862.1M | 0.27% | |
| 55 | VCSHVANGUARD SCOTTSDALE FDS | 10,835 | $855.3M | 0.27% | |
| 56 | VTEBVANGUARD MUN BD FDS | 17,105 | $848.8M | 0.27% | |
| 57 | SPYGSPDR SER TR | 10,544 | $847.4M | 0.27% | |
| 58 | IWFISHARES TR | 2,301 | $830.8M | 0.26% | |
| 59 | IWOISHARES TR | 3,247 | $829.7M | 0.26% | |
| 60 | IVVISHARES TR | 1,470 | $826.0M | 0.26% | |
| 61 | IWVISHARES TR | 2,485 | $789.3M | 0.25% | |
| 62 | IWSISHARES TR | 6,160 | $776.0M | 0.24% | |
| 63 | TYLTYLER TECHNOLOGIES INC | 1,334 | $775.6M | 0.24% | |
| 64 | IBDTISHARES TR | 30,413 | $768.2M | 0.24% | |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 16,616 | $752.1M | 0.24% | |
| 66 | LQDISHARES TR | 6,177 | $671.4M | 0.21% | |
| 67 | IUSBISHARES TR | 12,914 | $595.1M | 0.19% | |
| 68 | IJKISHARES TR | 6,995 | $582.5M | 0.18% | |
| 69 | COMTISHARES U S ETF TR | 21,962 | $581.3M | 0.18% | |
| 70 | VXUSVANGUARD STAR FDS | 8,580 | $532.8M | 0.17% | |
| 71 | IJHISHARES TR | 8,908 | $519.8M | 0.16% | |
| 72 | IBDQISHARES TR | 19,977 | $502.4M | 0.16% | |
| 73 | IBDRISHARES TR | 20,723 | $501.7M | 0.16% | |
| 74 | IBDSISHARES TR | 20,729 | $501.2M | 0.16% | |
| 75 | NWLNEWELL BRANDS INC | 79,911 | $495.4M | 0.16% | |
| 76 | IBDUISHARES TR | 18,712 | $432.8M | 0.14% | |
| 77 | VSSVANGUARD INTL EQUITY INDEX F | 3,641 | $420.9M | 0.13% | |
| 78 | EFVISHARES TR | 6,628 | $390.7M | 0.12% | |
| 79 | VVVANGUARD INDEX FDS | 1,497 | $384.8M | 0.12% | |
| 80 | DFAEDIMENSIONAL ETF TRUST | 14,638 | $379.0M | 0.12% | |
| 81 | IBTIISHARES TR | 15,219 | $338.6M | 0.11% | |
| 82 | DONSPDR DOW JONES INDL AVERAGE | 804 | $337.6M | 0.11% | |
| 83 | IBDVISHARES TR | 15,174 | $329.6M | 0.10% | |
| 84 | VNQVANGUARD INDEX FDS | 3,608 | $326.7M | 0.10% | |
| 85 | IWMISHARES TR | 1,575 | $314.3M | 0.10% | |
| 86 | VOVANGUARD INDEX FDS | 1,181 | $305.4M | 0.10% | |
| 87 | VTVANGUARD INTL EQUITY INDEX F | 2,610 | $302.6M | 0.09% | |
| 88 | INDAISHARES TR | 5,858 | $301.6M | 0.09% | |
| 89 | QUALISHARES TR | 1,761 | $300.9M | 0.09% | |
| 90 | IWPISHARES TR | 2,528 | $297.0M | 0.09% | |
| 91 | IDXXIDEXX LABS INC | 700 | $294.0M | 0.09% | |
| 92 | IBTKISHARES TR | 14,881 | $292.6M | 0.09% | |
| 93 | IBMSISHARES TR | 13,410 | $291.9M | 0.09% | |
| 94 | IJTISHARES TR | 2,339 | $291.2M | 0.09% | |
| 95 | IFGLISHARES TR | 14,686 | $289.8M | 0.09% | |
| 96 | AQLTISHARES TR | 11,419 | $266.9M | 0.08% | |
| 97 | VYMVANGUARD WHITEHALL FDS | 2,011 | $259.3M | 0.08% | |
| 98 | LOWLOWES COS INC | 986 | $230.0M | 0.07% | |
| 99 | EGUSISHARES TR | 5,558 | $219.3M | 0.07% | |
| 100 | DYNFBLACKROCK ETF TRUST | 4,462 | $217.6M | 0.07% |
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