13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843292
Total reported value
$436.3M
$436.3M
104 檔
23.8%
In Q3 2024, Prosperity Planning, Inc.'s U.S. equity holdings reached a combined market value of $436.3M, distributed across 104 disclosed stock positions.
In Q3 2024, Prosperity Planning, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 11.49% | -0.35% | +1.13% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.13% | -0.06% | +1.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.53% | +0.49% | -0.06% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.20% | -0.22% | -1.89% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.55% | -0.10% | -10.50% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.19% | -0.10% | +3.14% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.74% | -0.02% | -10.45% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.57% | -0.09% | +3.76% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.56% | -0.22% | +2.72% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.43% | -0.10% | -11.09% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.20% | -0.01% | +4.64% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.47% | +0.22% | +1.02% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.44% | +0.22% | +4.34% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.80% | -0.14% | -1.00% | |
| 15 | IVLU | Ishares Msci International V | ETF-Other | 1.65% | -0.10% | -9.84% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.62% | -0.06% | — | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.58% | +0.13% | +0.11% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.28% | +0.02% | +1.73% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | -0.01% | -0.55% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.22% | +0.15% | +38.58% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.21% | +0.11% | +18.84% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.17% | +0.03% | -3.51% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.03% | +0.01% | -0.77% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.01% | — | -1.90% | |
| 25 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.00% | +0.30% | +146.34% | |
| 26 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.98% | +0.16% | +128.61% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | -0.05% | +0.41% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.92% | -0.09% | -9.68% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.89% | -0.05% | +1.56% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.01% | -4.04% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | -0.07% | +0.03% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.04% | -0.84% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.08% | +0.24% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | -0.05% | -7.83% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | -0.04% | -0.27% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | -1.10% | |
| 37 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.61% | +0.13% | +143.25% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.61% | -0.08% | -0.47% | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.61% | -0.03% | +4.29% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.57% | -0.01% | -2.92% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.54% | -0.05% | +9.83% | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.50% | -0.07% | -0.24% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.47% | -0.05% | +0.01% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | +0.03% | -1.40% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.42% | -0.09% | +23.13% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.01% | +2.63% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.41% | +0.03% | — | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.38% | -0.02% | +25.72% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.37% | -0.04% | -0.61% | |
| 50 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.37% | — | +145.92% |
According to official SEC Form 13F filings, Prosperity Planning, Inc. reported a total U.S. public equity portfolio value of $436.3M across 104 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ISTB, EFA, VUG) accounted for 23.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBTK
市值: $267.0K
Top Position Liquidated / Trimmed
IJS
前期市值: $225.8K
During Q3 2024, Prosperity Planning, Inc.'s top holdings by market value included ISTB (11.5%)、EFA (6.1%)、VUG (5.5%). The largest single position, ISTB, represented 11.5% of total portfolio value.
In Q3 2024, Prosperity Planning, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.