News + Filings Holdings
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Prosperity Planning, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CBRE GROUP, INC.
| CBRE | COM | 38,188 | 38,188 | 3,082,153,000 | 3,082,153,000 | 1.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| UAE | Common | 19,191 | 19,191 | 1,931,239,000 | 1,931,239,000 | 0.80 | |
Hist
| 06/30/2023 |
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REALTY INCOME CORP
| O | COM | 15,999 | 15,999 | 956,580,000 | 956,580,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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NEWELL BRANDS INC.
| NWL | Common | 61,626 | 61,626 | 536,146,000 | 536,146,000 | 0.22 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 1,784 | 1,784 | 466,417,000 | 466,417,000 | 0.19 | |
Hist
| 06/30/2023 |
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IDEXX LABORATORIES INC /DE
| IDXX | Common | 700 | 700 | 351,561,000 | 351,561,000 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| QUAL | Common | 2,033 | 2,033 | 274,191,000 | 274,191,000 | 0.11 | |
Hist
| 06/30/2023 |
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | | 795 | 795 | 273,413,000 | 273,413,000 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MEAR | Common | 5,146 | 5,146 | 256,734,000 | 256,734,000 | 0.11 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 5,004 | 5,004 | 246,643,000 | 246,643,000 | 0.10 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 2,378 | 2,378 | 226,885,000 | 226,885,000 | 0.09 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 986 | 986 | 222,540,000 | 222,540,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 3,134 | 3,134 | 211,520,000 | 211,520,000 | 0.09 | |
Hist
| 06/30/2023 |
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IMMUCELL CORP /DE/
| ICCC | Common | 16,000 | 16,000 | 80,000,000 | 80,000,000 | 0.03 | 0.21 |
Hist
| 06/30/2023 |
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