Prosperity Planning, Inc. Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$382.3B
Holdings
108
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | QUALISHARES TR | 1,330 | $264.0M | 0.07% | |
| 102 | LOWLOWES COS INC | 986 | $237.0M | 0.06% | |
| 103 | EGUSISHARES TR | 4,421 | $233.0M | 0.06% | |
| 104 | FIVAFIDELITY COVINGTON TRUST | 6,428 | $220.0M | 0.06% | |
| 105 | OEFISHARES TR | 625 | $214.0M | 0.06% | |
| 106 | XVVISHARES TR | 3,886 | $204.0M | 0.05% | |
| 107 | SPIPSPDR SERIES TRUST | 7,826 | $203.0M | 0.05% | |
| 108 | AQLTISHARES TR | 2,249 | $201.0M | 0.05% |
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