Prosperity Planning, Inc. Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$346.6B
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISTBISHARES TR | 855,558 | $41.6B | 12.01% | |
| 2 | EFAISHARES TR | 246,722 | $22.1B | 6.36% | |
| 3 | VUGVANGUARD INDEX FDS | 46,784 | $20.5B | 5.92% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 562,068 | $16.5B | 4.76% | |
| 5 | VTIPVANGUARD MALVERN FDS | 297,865 | $15.0B | 4.32% | |
| 6 | AVDVAMERICAN CENTY ETF TR | 182,237 | $14.4B | 4.17% | |
| 7 | IGSBISHARES TR | 239,318 | $12.6B | 3.64% | |
| 8 | IVEISHARES TR | 58,585 | $11.4B | 3.30% | |
| 9 | GNMAISHARES TR | 251,260 | $11.0B | 3.19% | |
| 10 | AVEMAMERICAN CENTY ETF TR | 137,850 | $9.4B | 2.73% | |
| 11 | VOTVANGUARD INDEX FDS | 32,345 | $9.2B | 2.65% | |
| 12 | VBRVANGUARD INDEX FDS | 45,793 | $8.9B | 2.58% | |
| 13 | VOEVANGUARD INDEX FDS | 51,701 | $8.5B | 2.45% | |
| 14 | AVLCAMERICAN CENTY ETF TR | 111,024 | $7.9B | 2.28% | |
| 15 | AVMVAMERICAN CENTY ETF TR | 109,373 | $7.2B | 2.06% | |
| 16 | CBRECBRE GROUP INC | 43,562 | $6.1B | 1.76% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 66,026 | $6.0B | 1.74% | |
| 18 | BSVVANGUARD BD INDEX FDS | 68,129 | $5.4B | 1.55% | |
| 19 | VBKVANGUARD INDEX FDS | 18,841 | $5.2B | 1.51% | |
| 20 | IVLUISHARES TR | 146,455 | $4.8B | 1.39% | |
| 21 | AVUSAMERICAN CENTY ETF TR | 45,461 | $4.6B | 1.32% | |
| 22 | AVLVAMERICAN CENTY ETF TR | 66,926 | $4.6B | 1.32% | |
| 23 | VTVVANGUARD INDEX FDS | 22,057 | $3.9B | 1.12% | |
| 24 | USRTISHARES TR | 67,538 | $3.8B | 1.10% | |
| 25 | SUBISHARES TR | 32,044 | $3.4B | 0.98% | |
| 26 | DFACDIMENSIONAL ETF TRUST | 92,836 | $3.3B | 0.96% | |
| 27 | AVIVAMERICAN CENTY ETF TR | 51,656 | $3.2B | 0.93% | |
| 28 | IWNISHARES TR | 19,815 | $3.1B | 0.90% | |
| 29 | AGGISHARES TR | 29,121 | $2.9B | 0.83% | |
| 30 | IJJISHARES TR | 23,319 | $2.9B | 0.83% | |
| 31 | IVWISHARES TR | 25,654 | $2.8B | 0.81% | |
| 32 | SPYSPDR S&P 500 ETF TR | 4,532 | $2.8B | 0.81% | |
| 33 | SCZISHARES TR | 33,402 | $2.4B | 0.70% | |
| 34 | MUBISHARES TR | 22,978 | $2.4B | 0.69% | |
| 35 | BNDVANGUARD BD INDEX FDS | 31,580 | $2.3B | 0.67% | |
| 36 | AAPLAPPLE INC | 10,349 | $2.1B | 0.61% | |
| 37 | VNQIVANGUARD INTL EQUITY INDEX F | 42,919 | $2.0B | 0.57% | |
| 38 | IAGGISHARES TR | 38,381 | $2.0B | 0.57% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,996 | $1.9B | 0.56% | |
| 40 | AVDEAMERICAN CENTY ETF TR | 24,337 | $1.8B | 0.52% | |
| 41 | ITOTISHARES TR | 13,048 | $1.8B | 0.51% | |
| 42 | IWDISHARES TR | 8,914 | $1.7B | 0.50% | |
| 43 | DISVDIMENSIONAL ETF TRUST | 49,543 | $1.6B | 0.47% | |
| 44 | STIPISHARES TR | 15,784 | $1.6B | 0.47% | |
| 45 | EEMISHARES TR | 30,083 | $1.5B | 0.42% | |
| 46 | OREALTY INCOME CORP | 24,266 | $1.4B | 0.40% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 24,238 | $1.4B | 0.40% | |
| 48 | VTEBVANGUARD MUN BD FDS | 27,461 | $1.3B | 0.39% | |
| 49 | TIPISHARES TR | 11,162 | $1.2B | 0.35% | |
| 50 | SGOVISHARES TR | 11,420 | $1.1B | 0.33% | |
| 51 | VMBSVANGUARD SCOTTSDALE FDS | 24,628 | $1.1B | 0.33% | |
| 52 | SHMSPDR SERIES TRUST | 22,284 | $1.1B | 0.31% | |
| 53 | VTIVANGUARD INDEX FDS | 3,328 | $1.0B | 0.29% | |
| 54 | SPYGSPDR SERIES TRUST | 10,529 | $1.0B | 0.29% | |
| 55 | IWFISHARES TR | 2,301 | $976.9M | 0.28% | |
| 56 | DFIVDIMENSIONAL ETF TRUST | 22,643 | $969.8M | 0.28% | |
| 57 | IWOISHARES TR | 3,239 | $925.9M | 0.27% | |
| 58 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,616 | $915.4M | 0.26% | |
| 59 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,300 | $874.1M | 0.25% | |
| 60 | IWVISHARES TR | 2,485 | $872.2M | 0.25% | |
| 61 | VCSHVANGUARD SCOTTSDALE FDS | 10,770 | $856.2M | 0.25% | |
| 62 | IWSISHARES TR | 6,160 | $814.0M | 0.23% | |
| 63 | VWOVANGUARD INTL EQUITY INDEX F | 16,072 | $794.9M | 0.23% | |
| 64 | TYLTYLER TECHNOLOGIES INC | 1,334 | $790.8M | 0.23% | |
| 65 | IBDTISHARES TR | 30,909 | $785.7M | 0.23% | |
| 66 | VCITVANGUARD SCOTTSDALE FDS | 8,987 | $745.2M | 0.21% | |
| 67 | IJKISHARES TR | 7,019 | $638.6M | 0.18% | |
| 68 | IVVISHARES TR | 958 | $594.8M | 0.17% | |
| 69 | IUSBISHARES TR | 12,465 | $576.3M | 0.17% | |
| 70 | COMTISHARES U S ETF TR | 22,085 | $570.9M | 0.16% | |
| 71 | VXUSVANGUARD STAR FDS | 8,209 | $567.1M | 0.16% | |
| 72 | IJHISHARES TR | 8,908 | $552.5M | 0.16% | |
| 73 | NWLNEWELL BRANDS INC | 99,352 | $536.5M | 0.15% | |
| 74 | IBDSISHARES TR | 21,248 | $515.7M | 0.15% | |
| 75 | IBDQISHARES TR | 20,475 | $515.6M | 0.15% | |
| 76 | IBDRISHARES TR | 21,241 | $515.1M | 0.15% | |
| 77 | EFVISHARES TR | 8,003 | $508.0M | 0.15% | |
| 78 | VSSVANGUARD INTL EQUITY INDEX F | 3,512 | $472.0M | 0.14% | |
| 79 | IBDUISHARES TR | 19,254 | $449.2M | 0.13% | |
| 80 | VVVANGUARD INDEX FDS | 1,471 | $419.7M | 0.12% | |
| 81 | DFAEDIMENSIONAL ETF TRUST | 14,420 | $417.5M | 0.12% | |
| 82 | IDXXIDEXX LABS INC | 700 | $375.4M | 0.11% | |
| 83 | DONSPDR DOW JONES INDL AVERAGE | 804 | $354.3M | 0.10% | |
| 84 | IBTIISHARES TR | 15,781 | $352.9M | 0.10% | |
| 85 | IBDVISHARES TR | 15,752 | $346.2M | 0.10% | |
| 86 | VTVANGUARD INTL EQUITY INDEX F | 2,669 | $343.0M | 0.10% | |
| 87 | IWMISHARES TR | 1,575 | $339.9M | 0.10% | |
| 88 | IWPISHARES TR | 2,450 | $339.8M | 0.10% | |
| 89 | LLYELI LILLY & CO | 430 | $335.2M | 0.10% | |
| 90 | VOVANGUARD INDEX FDS | 1,181 | $330.5M | 0.10% | |
| 91 | IFGLISHARES TR | 14,432 | $327.9M | 0.09% | |
| 92 | INDAISHARES TR | 5,858 | $326.2M | 0.09% | |
| 93 | QUALISHARES TR | 1,781 | $325.6M | 0.09% | |
| 94 | IJTISHARES TR | 2,361 | $314.1M | 0.09% | |
| 95 | IBTKISHARES TR | 15,517 | $307.9M | 0.09% | |
| 96 | IEMGISHARES INC | 5,110 | $306.7M | 0.09% | |
| 97 | IBMSISHARES TR | 13,984 | $306.5M | 0.09% | |
| 98 | VNQVANGUARD INDEX FDS | 3,359 | $299.2M | 0.09% | |
| 99 | AQLTISHARES TR | 11,955 | $279.3M | 0.08% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 2,003 | $267.0M | 0.08% |
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