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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VANGUARD MUN BD FD INC
| VTEB | Common | 22,127 | -3,873 | 1,111,218,000 | -33,585,000 | 0.46 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 8,142 | -706 | 398,469,000 | -29,775,000 | 0.16 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 10,111 | -264 | 764,998,000 | -10,662,000 | 0.32 | |
Hist
| 06/30/2023 |
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Kolli Sreelakshmi
| SHM | ETF | 22,232 | -15,087 | 1,045,996,000 | 1,556,000 | 0.43 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 3,726 | -380 | 820,653,000 | 8,000,000 | 0.34 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJS | S&P SMLCP VALU | 2,524 | -142 | 240,007,000 | 8,262,000 | 0.10 | |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 1,735 | -220 | 351,719,000 | 11,158,000 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWS | Common | 6,522 | -180 | 716,376,000 | 15,549,000 | 0.30 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VT | Common | 2,834 | -31 | 274,841,000 | 21,011,000 | 0.11 | |
Hist
| 06/30/2023 |
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SPDR S&P MIDCAP 400 ETF TRUST
| MDY | Common | 1,878 | -31 | 899,393,000 | 65,177,000 | 0.37 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SCZ | Common | 31,601 | -830 | 1,863,827,000 | 68,780,000 | 0.77 | |
Hist
| 06/30/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 11,708 | -864 | 656,585,000 | 78,097,000 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 29,261 | -1,361 | 1,157,556,000 | 112,056,000 | 0.48 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 22,881 | -27,212 | 1,056,645,000 | 113,117,000 | 0.44 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 10,788 | -19 | 1,702,669,000 | 121,264,000 | 0.70 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 2,687 | -153 | 1,197,623,000 | 127,598,000 | 0.49 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 2,345 | -12 | 645,254,000 | 140,324,000 | 0.27 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 6,533 | -676 | 2,895,948,000 | 175,723,000 | 1.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 17,938 | -18,555 | 1,757,041,000 | 194,678,000 | 0.73 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWV | Common | 3,190 | -403 | 811,791,000 | 398,237,000 | 0.34 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 34,171 | -1,697 | 3,555,121,000 | 427,885,000 | 1.47 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,483 | -53 | 1,528,703,000 | 500,993,000 | 0.63 | |
Hist
| 06/30/2023 |
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