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 |
|---|---|---|---|---|---|
| 101 | VYMVANGUARD WHITEHALL FDS | 1,863 | $262.5M | 0.07% | |
| 102 | LOWLOWES COS INC | 986 | $247.8M | 0.07% | |
| 103 | EGUSISHARES TR | 4,421 | $228.1M | 0.06% | |
| 104 | OEFISHARES TR | 655 | $218.0M | 0.06% | |
| 105 | ORCLORACLE CORP | 764 | $214.9M | 0.06% | |
| 106 | FIVAFIDELITY COVINGTON TRUST | 6,586 | $206.0M | 0.06% | |
| 107 | SPIPSPDR SERIES TRUST | 7,826 | $205.9M | 0.06% | |
| 108 | AQLTISHARES TR | 2,322 | $202.8M | 0.05% | |
| 109 | XVVISHARES TR | 3,886 | $200.2M | 0.05% |
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