Prosperity Planning, Inc. Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$382.3M
Holdings
108
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISTBISHARES TR | 965,641 | $47.1M | 12.31% | |
| 2 | EFAISHARES TR | 241,365 | $23.2M | 6.06% | |
| 3 | VUGVANGUARD INDEX FDS | 46,671 | $22.8M | 5.96% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 178,871 | $16.8M | 4.40% | |
| 5 | DFAXDIMENSIONAL ETF TRUST | 512,453 | $16.8M | 4.39% | |
| 6 | VTIPVANGUARD MALVERN FDS | 336,401 | $16.6M | 4.35% | |
| 7 | IGSBISHARES TR | 275,185 | $14.6M | 3.81% | |
| 8 | GNMAISHARES TR | 286,406 | $12.8M | 3.34% | |
| 9 | IVEISHARES TR | 54,206 | $11.5M | 3.01% | |
| 10 | AVEMAMERICAN CENTY ETF TR | 137,998 | $10.6M | 2.78% | |
| 11 | AVLCAMERICAN CENTY ETF TR | 130,763 | $10.3M | 2.69% | |
| 12 | AVMVAMERICAN CENTY ETF TR | 132,687 | $9.4M | 2.47% | |
| 13 | VOTVANGUARD INDEX FDS | 32,398 | $9.0M | 2.37% | |
| 14 | VBRVANGUARD INDEX FDS | 42,330 | $9.0M | 2.34% | |
| 15 | VOEVANGUARD INDEX FDS | 48,384 | $8.6M | 2.24% | |
| 16 | AVUVAMERICAN CENTY ETF TR | 74,696 | $7.6M | 1.99% | |
| 17 | AVLVAMERICAN CENTY ETF TR | 81,591 | $6.2M | 1.62% | |
| 18 | AVUSAMERICAN CENTY ETF TR | 51,580 | $5.8M | 1.51% | |
| 19 | VBKVANGUARD INDEX FDS | 18,515 | $5.6M | 1.46% | |
| 20 | BSVVANGUARD BD INDEX FDS | 69,941 | $5.5M | 1.44% | |
| 21 | IVLUISHARES TR | 132,594 | $5.0M | 1.32% | |
| 22 | CBRECBRE GROUP INC | 31,199 | $5.0M | 1.31% | |
| 23 | USRTISHARES TR | 75,117 | $4.3M | 1.12% | |
| 24 | SPYSPDR S&P 500 ETF TR | 6,004 | $4.1M | 1.07% | |
| 25 | SUBISHARES TR | 37,539 | $4.0M | 1.05% | |
| 26 | AVIVAMERICAN CENTY ETF TR | 56,084 | $4.0M | 1.04% | |
| 27 | VTVVANGUARD INDEX FDS | 18,594 | $3.6M | 0.93% | |
| 28 | IWNISHARES TR | 18,735 | $3.4M | 0.89% | |
| 29 | IJJISHARES TR | 23,837 | $3.1M | 0.82% | |
| 30 | DFACDIMENSIONAL ETF TRUST | 74,557 | $3.0M | 0.77% | |
| 31 | AGGISHARES TR | 29,472 | $2.9M | 0.77% | |
| 32 | AAPLAPPLE INC | 10,334 | $2.8M | 0.73% | |
| 33 | SGOVISHARES TR | 27,617 | $2.8M | 0.73% | |
| 34 | MUBISHARES TR | 23,445 | $2.5M | 0.66% | |
| 35 | BNDVANGUARD BD INDEX FDS | 33,806 | $2.5M | 0.65% | |
| 36 | IVWISHARES TR | 20,263 | $2.5M | 0.65% | |
| 37 | SCZISHARES TR | 31,408 | $2.4M | 0.64% | |
| 38 | IAGGISHARES TR | 44,525 | $2.2M | 0.58% | |
| 39 | AVDEAMERICAN CENTY ETF TR | 26,692 | $2.2M | 0.57% | |
| 40 | VNQIVANGUARD INTL EQUITY INDEX F | 47,118 | $2.2M | 0.56% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,056 | $2.0M | 0.53% | |
| 42 | ITOTISHARES TR | 13,037 | $1.9M | 0.51% | |
| 43 | IWDISHARES TR | 8,597 | $1.8M | 0.47% | |
| 44 | EEMISHARES TR | 32,760 | $1.8M | 0.47% | |
| 45 | TIPISHARES TR | 15,695 | $1.7M | 0.45% | |
| 46 | STIPISHARES TR | 15,680 | $1.6M | 0.42% | |
| 47 | DISVDIMENSIONAL ETF TRUST | 41,856 | $1.6M | 0.42% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 23,740 | $1.5M | 0.39% | |
| 49 | VTEBVANGUARD MUN BD FDS | 27,498 | $1.4M | 0.36% | |
| 50 | OREALTY INCOME CORP | 24,266 | $1.4M | 0.36% | |
| 51 | VMBSVANGUARD SCOTTSDALE FDS | 25,802 | $1.2M | 0.32% | |
| 52 | DFIVDIMENSIONAL ETF TRUST | 22,396 | $1.1M | 0.29% | |
| 53 | SHMSPDR SERIES TRUST | 22,284 | $1.1M | 0.28% | |
| 54 | IBDRISHARES TR | 43,305 | $1.0M | 0.27% | |
| 55 | SPYGSPDR SERIES TRUST | 9,720 | $1.0M | 0.27% | |
| 56 | IWFISHARES TR | 2,187 | $1.0M | 0.27% | |
| 57 | VTIVANGUARD INDEX FDS | 3,035 | $1.0M | 0.27% | |
| 58 | IWOISHARES TR | 3,146 | $1.0M | 0.27% | |
| 59 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,497 | $903K | 0.24% | |
| 60 | IWVISHARES TR | 2,280 | $882K | 0.23% | |
| 61 | IWSISHARES TR | 6,113 | $862K | 0.23% | |
| 62 | VCSHVANGUARD SCOTTSDALE FDS | 10,663 | $850K | 0.22% | |
| 63 | IBDTISHARES TR | 33,265 | $846K | 0.22% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 15,102 | $811K | 0.21% | |
| 65 | VCITVANGUARD SCOTTSDALE FDS | 8,915 | $746K | 0.20% | |
| 66 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,300 | $708K | 0.19% | |
| 67 | IJKISHARES TR | 6,944 | $672K | 0.18% | |
| 68 | IVVISHARES TR | 908 | $621K | 0.16% | |
| 69 | IBDSISHARES TR | 25,367 | $615K | 0.16% | |
| 70 | COMTISHARES U S ETF TR | 24,513 | $610K | 0.16% | |
| 71 | TYLTYLER TECHNOLOGIES INC | 1,334 | $605K | 0.16% | |
| 72 | VXUSVANGUARD STAR FDS | 7,797 | $588K | 0.15% | |
| 73 | IJHISHARES TR | 8,819 | $582K | 0.15% | |
| 74 | VSSVANGUARD INTL EQUITY INDEX F | 3,466 | $496K | 0.13% | |
| 75 | EFVISHARES TR | 6,820 | $487K | 0.13% | |
| 76 | IBDUISHARES TR | 20,748 | $485K | 0.13% | |
| 77 | IUSBISHARES TR | 10,247 | $476K | 0.12% | |
| 78 | LLYELI LILLY & CO | 442 | $475K | 0.12% | |
| 79 | IDXXIDEXX LABS INC | 700 | $473K | 0.12% | |
| 80 | DFAEDIMENSIONAL ETF TRUST | 13,940 | $454K | 0.12% | |
| 81 | IBDVISHARES TR | 20,516 | $452K | 0.12% | |
| 82 | IBTIISHARES TR | 18,462 | $412K | 0.11% | |
| 83 | VVVANGUARD INDEX FDS | 1,254 | $394K | 0.10% | |
| 84 | DONSPDR DOW JONES INDL AVERAGE | 794 | $381K | 0.10% | |
| 85 | VTVANGUARD INTL EQUITY INDEX F | 2,684 | $378K | 0.10% | |
| 86 | NWLNEWELL BRANDS INC | 99,352 | $369K | 0.10% | |
| 87 | IWMISHARES TR | 1,425 | $350K | 0.09% | |
| 88 | IFGLISHARES TR | 14,857 | $343K | 0.09% | |
| 89 | IBMSISHARES TR | 15,578 | $341K | 0.09% | |
| 90 | VOVANGUARD INDEX FDS | 1,163 | $337K | 0.09% | |
| 91 | IJTISHARES TR | 2,319 | $327K | 0.09% | |
| 92 | IEMGISHARES INC | 4,836 | $325K | 0.09% | |
| 93 | IWPISHARES TR | 2,361 | $323K | 0.08% | |
| 94 | INDAISHARES TR | 5,858 | $316K | 0.08% | |
| 95 | DYNFBLACKROCK ETF TRUST | 5,119 | $311K | 0.08% | |
| 96 | IBTKISHARES TR | 15,517 | $307K | 0.08% | |
| 97 | VNQVANGUARD INDEX FDS | 3,304 | $292K | 0.08% | |
| 98 | IBTHISHARES TR | 12,434 | $279K | 0.07% | |
| 99 | IBTGISHARES TR | 12,182 | $278K | 0.07% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 1,863 | $267K | 0.07% |
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