Prosperity Planning, Inc. Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$370.7B
Holdings
109
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISTBISHARES TR | 904,807 | $44.2B | 11.92% | |
| 2 | EFAISHARES TR | 247,489 | $23.1B | 6.23% | |
| 3 | VUGVANGUARD INDEX FDS | 46,652 | $22.4B | 6.04% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 542,419 | $17.0B | 4.59% | |
| 5 | AVDVAMERICAN CENTY ETF TR | 178,679 | $15.9B | 4.29% | |
| 6 | VTIPVANGUARD MALVERN FDS | 312,837 | $15.8B | 4.27% | |
| 7 | IGSBISHARES TR | 255,348 | $13.5B | 3.65% | |
| 8 | GNMAISHARES TR | 267,109 | $11.8B | 3.20% | |
| 9 | IVEISHARES TR | 55,293 | $11.4B | 3.08% | |
| 10 | AVEMAMERICAN CENTY ETF TR | 138,088 | $10.4B | 2.80% | |
| 11 | VOTVANGUARD INDEX FDS | 32,296 | $9.5B | 2.56% | |
| 12 | AVLCAMERICAN CENTY ETF TR | 123,606 | $9.5B | 2.55% | |
| 13 | VBRVANGUARD INDEX FDS | 42,922 | $9.0B | 2.42% | |
| 14 | VOEVANGUARD INDEX FDS | 48,669 | $8.5B | 2.29% | |
| 15 | AVMVAMERICAN CENTY ETF TR | 122,530 | $8.4B | 2.28% | |
| 16 | AVUVAMERICAN CENTY ETF TR | 71,045 | $7.1B | 1.91% | |
| 17 | CBRECBRE GROUP INC | 43,562 | $6.9B | 1.85% | |
| 18 | BSVVANGUARD BD INDEX FDS | 69,623 | $5.5B | 1.48% | |
| 19 | VBKVANGUARD INDEX FDS | 18,441 | $5.5B | 1.48% | |
| 20 | AVLVAMERICAN CENTY ETF TR | 75,652 | $5.5B | 1.47% | |
| 21 | AVUSAMERICAN CENTY ETF TR | 48,349 | $5.3B | 1.42% | |
| 22 | IVLUISHARES TR | 136,523 | $4.8B | 1.31% | |
| 23 | USRTISHARES TR | 70,433 | $4.1B | 1.12% | |
| 24 | VTVVANGUARD INDEX FDS | 21,415 | $4.0B | 1.08% | |
| 25 | SUBISHARES TR | 35,320 | $3.8B | 1.02% | |
| 26 | AVIVAMERICAN CENTY ETF TR | 53,442 | $3.6B | 0.97% | |
| 27 | DFACDIMENSIONAL ETF TRUST | 92,198 | $3.6B | 0.96% | |
| 28 | IWNISHARES TR | 18,158 | $3.2B | 0.87% | |
| 29 | IVWISHARES TR | 25,145 | $3.0B | 0.82% | |
| 30 | IJJISHARES TR | 22,925 | $3.0B | 0.80% | |
| 31 | AGGISHARES TR | 29,516 | $3.0B | 0.80% | |
| 32 | SPYSPDR S&P 500 ETF TR | 4,223 | $2.8B | 0.76% | |
| 33 | AAPLAPPLE INC | 10,349 | $2.6B | 0.71% | |
| 34 | SCZISHARES TR | 32,223 | $2.5B | 0.67% | |
| 35 | MUBISHARES TR | 23,143 | $2.5B | 0.66% | |
| 36 | BNDVANGUARD BD INDEX FDS | 30,636 | $2.3B | 0.61% | |
| 37 | SGOVISHARES TR | 21,192 | $2.1B | 0.58% | |
| 38 | IAGGISHARES TR | 41,481 | $2.1B | 0.57% | |
| 39 | VNQIVANGUARD INTL EQUITY INDEX F | 44,210 | $2.1B | 0.57% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,996 | $2.0B | 0.54% | |
| 41 | AVDEAMERICAN CENTY ETF TR | 25,336 | $2.0B | 0.54% | |
| 42 | ITOTISHARES TR | 12,989 | $1.9B | 0.51% | |
| 43 | IWDISHARES TR | 8,914 | $1.8B | 0.49% | |
| 44 | DISVDIMENSIONAL ETF TRUST | 48,496 | $1.7B | 0.47% | |
| 45 | STIPISHARES TR | 15,748 | $1.6B | 0.44% | |
| 46 | EEMISHARES TR | 29,363 | $1.6B | 0.42% | |
| 47 | OREALTY INCOME CORP | 24,266 | $1.5B | 0.40% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 23,741 | $1.4B | 0.38% | |
| 49 | VTEBVANGUARD MUN BD FDS | 27,468 | $1.4B | 0.37% | |
| 50 | TIPISHARES TR | 11,570 | $1.3B | 0.35% | |
| 51 | VMBSVANGUARD SCOTTSDALE FDS | 25,736 | $1.2B | 0.33% | |
| 52 | SHMSPDR SERIES TRUST | 22,284 | $1.1B | 0.29% | |
| 53 | IWFISHARES TR | 2,270 | $1.1B | 0.29% | |
| 54 | DFIVDIMENSIONAL ETF TRUST | 22,410 | $1.0B | 0.28% | |
| 55 | SPYGSPDR SERIES TRUST | 9,793 | $1.0B | 0.28% | |
| 56 | IWOISHARES TR | 3,161 | $1.0B | 0.27% | |
| 57 | VTIVANGUARD INDEX FDS | 3,045 | $999.4M | 0.27% | |
| 58 | IWVISHARES TR | 2,485 | $941.7M | 0.25% | |
| 59 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,300 | $928.2M | 0.25% | |
| 60 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,521 | $906.6M | 0.24% | |
| 61 | VWOVANGUARD INTL EQUITY INDEX F | 16,001 | $867.0M | 0.23% | |
| 62 | VCSHVANGUARD SCOTTSDALE FDS | 10,761 | $860.1M | 0.23% | |
| 63 | IWSISHARES TR | 6,113 | $853.8M | 0.23% | |
| 64 | IBDTISHARES TR | 30,909 | $788.8M | 0.21% | |
| 65 | VCITVANGUARD SCOTTSDALE FDS | 8,987 | $755.9M | 0.20% | |
| 66 | TYLTYLER TECHNOLOGIES INC | 1,334 | $697.9M | 0.19% | |
| 67 | IJKISHARES TR | 6,916 | $663.2M | 0.18% | |
| 68 | IVVISHARES TR | 949 | $635.2M | 0.17% | |
| 69 | COMTISHARES U S ETF TR | 22,662 | $608.5M | 0.16% | |
| 70 | IJHISHARES TR | 8,819 | $575.5M | 0.16% | |
| 71 | VXUSVANGUARD STAR FDS | 7,794 | $572.5M | 0.15% | |
| 72 | NWLNEWELL BRANDS INC | 99,352 | $520.6M | 0.14% | |
| 73 | IBDSISHARES TR | 21,248 | $517.2M | 0.14% | |
| 74 | IBDRISHARES TR | 21,241 | $516.2M | 0.14% | |
| 75 | IBDQISHARES TR | 20,475 | $515.8M | 0.14% | |
| 76 | IUSBISHARES TR | 10,596 | $494.9M | 0.13% | |
| 77 | VSSVANGUARD INTL EQUITY INDEX F | 3,469 | $494.5M | 0.13% | |
| 78 | EFVISHARES TR | 7,186 | $487.4M | 0.13% | |
| 79 | IBDUISHARES TR | 19,254 | $451.9M | 0.12% | |
| 80 | IDXXIDEXX LABS INC | 700 | $447.2M | 0.12% | |
| 81 | DFAEDIMENSIONAL ETF TRUST | 14,039 | $442.6M | 0.12% | |
| 82 | VVVANGUARD INDEX FDS | 1,254 | $386.1M | 0.10% | |
| 83 | IWMISHARES TR | 1,575 | $381.2M | 0.10% | |
| 84 | DONSPDR DOW JONES INDL AVERAGE | 804 | $372.9M | 0.10% | |
| 85 | VTVANGUARD INTL EQUITY INDEX F | 2,686 | $370.1M | 0.10% | |
| 86 | IBTIISHARES TR | 15,781 | $353.3M | 0.10% | |
| 87 | IBDVISHARES TR | 15,752 | $348.9M | 0.09% | |
| 88 | VOVANGUARD INDEX FDS | 1,163 | $341.6M | 0.09% | |
| 89 | IFGLISHARES TR | 14,648 | $337.3M | 0.09% | |
| 90 | IWPISHARES TR | 2,367 | $337.1M | 0.09% | |
| 91 | IEMGISHARES INC | 5,044 | $332.5M | 0.09% | |
| 92 | LLYELI LILLY & CO | 430 | $328.1M | 0.09% | |
| 93 | IJTISHARES TR | 2,299 | $325.3M | 0.09% | |
| 94 | DYNFBLACKROCK ETF TRUST | 5,325 | $315.2M | 0.09% | |
| 95 | IBTKISHARES TR | 15,517 | $308.4M | 0.08% | |
| 96 | IBMSISHARES TR | 13,984 | $307.0M | 0.08% | |
| 97 | INDAISHARES TR | 5,858 | $305.0M | 0.08% | |
| 98 | VNQVANGUARD INDEX FDS | 3,304 | $302.1M | 0.08% | |
| 99 | AQLTISHARES TR | 11,955 | $279.3M | 0.08% | |
| 100 | QUALISHARES TR | 1,386 | $269.6M | 0.07% |
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