Prosperity Planning, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Prosperity Planning, Inc. 13F Holdings
CIK 0001843292 · Kansas City, MO
As of Sep 30, 2025, Prosperity Planning, Inc. reported
109 positions worth $370.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 904,807 | $44.2M | 11.92% |
| ISHARES MSCI EAFE ETF | EFA | — | 247,489 | $23.1M | 6.23% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 46,652 | $22.4M | 6.04% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 542,419 |
|
7.0M4.59% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 178,679 |
5.9M | 4.29% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 312,837 |
5.8M | 4.27% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 255,348 |
3.5M | 3.65% |
| ISHARES GNMA BOND ETF | GNMA | — | 267,109 |
1.8M | 3.20% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 55,293 |
1.4M | 3.08% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 138,088 |
0.4M | 2.80% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 32,296 | $9.5M | 2.56% |
| AMERICAN CENTY ETF TR | AVLC | — | 123,606 | $9.5M | 2.55% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 42,922 | $9.0M | 2.42% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 48,669 | $8.5M | 2.29% |
| AMERICAN CENTY ETF TR | — | — | 122,530 | $8.4M | 2.28% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 71,045 | $7.1M | 1.91% |
| CBRE GROUP INC | CBRE | Real Estate | 43,562 | $6.9M | 1.85% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 69,623 | $5.5M | 1.48% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 18,441 | $5.5M | 1.48% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 75,652 | $5.5M | 1.47% |
| AVANTIS US EQUITY ETF | AVUS | — | 48,349 | $5.3M | 1.42% |
| ISHARES TR | IVLU | — | 136,523 | $4.8M | 1.31% |
| ISHARES CORE US REIT ETF | USRT | — | 70,433 | $4.1M | 1.12% |
| VANGUARD VALUE INDEX FUND | VTV | — | 21,415 | $4.0M | 1.08% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 35,320 | $3.8M | 1.02% |