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 |
Vanguard Growth ETF
| VUG | ETF | 43,324 | 4,817 | 12,259,055,000 | 3,979,920,000 | 5.06 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISTB | Common | 627,206 | 97,886 | 29,252,894,000 | 2,801,884,000 | 12.08 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVE | Common | 77,741 | 6,237 | 12,531,026,000 | 2,153,185,000 | 5.17 | |
Hist
| 06/30/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 207,627 | 27,580 | 15,052,925,000 | 1,972,812,000 | 6.21 | |
Hist
| 06/30/2023 |
Vanguard Small-Cap Value ETF
| VBR | common | 61,416 | 6,480 | 10,158,254,000 | 1,779,123,000 | 4.19 | |
Hist
| 06/30/2023 |
VANGUARD MALVERN FUNDS
| VTIP | Common | 200,760 | 15,952 | 9,520,058,000 | 1,243,806,000 | 3.93 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VOT | Common | 28,519 | 3,072 | 5,868,396,000 | 1,144,785,000 | 2.42 | |
Hist
| 06/30/2023 |
BlackRock Funds III
| CSJ | Common | 157,102 | 20,250 | 7,881,824,000 | 1,023,718,000 | 3.25 | |
Hist
| 06/30/2023 |
Vanguard Mid-Cap Value ETF
| VOE | common | 68,179 | 6,867 | 9,434,622,000 | 974,227,000 | 3.89 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| GNMA | Common | 148,060 | 11,100 | 6,490,934,000 | 852,833,000 | 2.68 | |
Hist
| 06/30/2023 |
AMERICAN CENTY ETF TR
| AVEM | Common | 93,552 | 21,675 | 5,034,048,000 | 820,712,000 | 2.08 | |
Hist
| 06/30/2023 |
AMERICAN CENTY ETF TR
| AVUS | Common | 30,989 | 3,234 | 2,330,032,000 | 798,515,000 | 0.96 | |
Hist
| 06/30/2023 |
Vanguard Small-Cap Growth ETF
| VBK | common | 15,701 | 2,080 | 3,607,071,000 | 787,950,000 | 1.49 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 10,397 | 407 | 2,016,706,000 | 726,631,000 | 0.83 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVLU | Common | 197,620 | 9,058 | 5,029,430,000 | 615,872,000 | 2.08 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 64,902 | 23,012 | 4,904,644,000 | 524,929,000 | 2.02 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJJ | Common | 27,802 | 324 | 2,978,428,000 | 522,537,000 | 1.23 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVW | S&P500 GRW | 23,200 | 754 | 1,635,136,000 | 466,072,000 | 0.67 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTV | Common | 22,485 | 1,621 | 3,195,119,000 | 295,917,000 | 1.32 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWO | ETF | 4,250 | 60 | 1,031,305,000 | 284,346,000 | 0.43 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| FTY | Common | 59,862 | 6,928 | 3,077,497,000 | 265,798,000 | 1.27 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SPYG | Common | 15,492 | 3,901 | 945,167,000 | 225,653,000 | 0.39 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IAGG | Common | 33,511 | 1,084 | 1,651,777,000 | 216,604,000 | 0.68 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWN | RUSL 2000 VALU | 23,809 | 1,097 | 3,352,307,000 | 163,729,000 | 1.38 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| STIP | Common | 11,790 | 6,680 | 1,150,704,000 | 106,154,000 | 0.47 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| TIP | Common | 12,551 | 5,679 | 1,350,723,000 | 95,253,000 | 0.56 | |
Hist
| 06/30/2023 |
VANGUARD BOND INDEX FUNDS
| BND | Common | 37,633 | 31,542 | 2,735,543,000 | 94,417,000 | 1.13 | |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 26,135 | 4,053 | 2,789,389,000 | 91,032,000 | 1.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSB | Common | 11,418 | 3,142 | 519,176,000 | 87,129,000 | 0.21 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 3,201 | 379 | 309,313,000 | 68,378,000 | 0.13 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 32,957 | 10,511 | 1,324,558,000 | 65,119,000 | 0.55 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 17,431 | 1,079 | 408,931,000 | 53,517,000 | 0.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJK | Common | 7,005 | 8 | 525,375,000 | 48,026,000 | 0.22 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 15,914 | 1,060 | 647,376,000 | 43,074,000 | 0.27 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 3,875 | 646 | 428,056,000 | 30,095,000 | 0.18 | |
Hist
| 06/30/2023 |
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