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CIK: 0001843292
Total reported value
$436.3M
$436.3M
103 檔
23.6%
According to the latest 13F quarterly dataset, Prosperity Planning, Inc. managed an equity portfolio of $436.3M at the end of Q4 2024, spanning 103 distinct U.S. exchange-listed positions.
Prosperity Planning, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 12.13% | -0.35% | +6.41% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.92% | +0.49% | -0.89% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.77% | -0.06% | +2.91% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.82% | -0.22% | -0.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.36% | -0.10% | +4.64% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.92% | -0.10% | -12.12% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.74% | -0.09% | +5.70% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.44% | -0.22% | +3.96% | |
| 9 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.31% | -0.01% | +6.65% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.22% | -0.02% | -13.74% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.96% | -0.10% | -11.45% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.55% | +0.22% | -2.31% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.30% | +0.22% | +2.61% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.76% | -0.14% | -1.35% | |
| 15 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.73% | -0.06% | — | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.63% | +0.13% | -2.25% | |
| 17 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.54% | +0.30% | +48.75% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.48% | +0.15% | +19.40% | |
| 19 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.45% | +0.16% | +44.14% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.39% | -0.10% | -9.23% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.27% | +0.11% | +1.24% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.22% | +0.02% | +1.07% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | -0.01% | -2.39% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.05% | +0.03% | -10.19% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.02% | +0.01% | -3.07% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 1.00% | -0.09% | +9.06% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.96% | +0.13% | +54.10% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | -0.05% | +1.28% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.95% | — | -8.43% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.01% | -2.81% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.87% | -0.05% | +0.93% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.04% | -0.81% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.83% | +0.08% | -0.24% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.79% | -0.07% | +0.57% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | -0.05% | -2.85% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.67% | -0.04% | +4.41% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | +0.13% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.60% | -0.08% | +0.56% | |
| 39 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.58% | — | +66.59% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.01% | -2.64% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.53% | -0.05% | -2.16% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.53% | -0.03% | +2.10% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.48% | -0.09% | +13.81% | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.45% | -0.07% | -1.82% | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.42% | -0.02% | +19.86% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.41% | -0.05% | -11.92% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.40% | +0.03% | +0.11% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | +2.30% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.36% | -0.04% | +0.05% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 0.35% | +0.03% | — |
According to official SEC Form 13F filings, Prosperity Planning, Inc. reported a total U.S. public equity portfolio value of $436.3M across 103 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ISTB, VUG, EFA) accounted for 23.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
FBTC
市值: $236.6K
Top Position Liquidated / Trimmed
IBTE
前期市值: $246.0K
During Q4 2024, Prosperity Planning, Inc.'s top holdings by market value included ISTB (12.1%)、VUG (5.9%)、EFA (5.8%). The largest single position, ISTB, represented 12.1% of total portfolio value.
In Q4 2024, Prosperity Planning, Inc. made 47 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 19 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.
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