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)

#StockSharesValue% PortfolioType
101
DYNFBLACKROCK ETF TRUST
4,444$242.0M0.07%
102
LOWLOWES COS INC
986$218.8M0.06%
103
AQLTISHARES TR
2,535$211.7M0.06%
104
EGUSISHARES TR
4,421$206.7M0.06%
105
SPIPSPDR SERIES TRUST
7,826$203.9M0.06%
106
ICCCIMMUCELL CORP
16,000$111.4M0.03%
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