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CIK: 0001843292
Total reported value
$436.3M
$436.3M
104 檔
24.6%
As reported in its official Q1 2025 Form 13F filing, Prosperity Planning, Inc.'s tracked investment portfolio stood at $436.3M with 104 total positions.
In Q1 2025, Prosperity Planning, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ISTB, EFA, VUG) accounted for 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
ISTB
市值: $40.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 12.63% | -0.35% | +5.31% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.23% | -0.06% | +2.41% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.28% | +0.49% | +1.03% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.88% | -0.22% | -1.70% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.57% | -0.10% | +4.24% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.88% | -0.22% | +7.53% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.85% | -0.09% | +3.87% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.58% | -0.10% | -6.39% | |
| 9 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.34% | -0.01% | +1.09% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.78% | -0.02% | -6.14% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.67% | -0.10% | -6.94% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.48% | +0.22% | +7.54% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.42% | +0.22% | +0.72% | |
| 14 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.86% | +0.30% | +29.53% | |
| 15 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.74% | +0.16% | +31.05% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.73% | -0.14% | -0.73% | |
| 17 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.68% | -0.06% | — | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.52% | +0.15% | +16.32% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.44% | +0.13% | +0.37% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.44% | -0.10% | -5.32% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.21% | +0.11% | +2.36% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | -0.01% | -1.19% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.20% | +0.02% | -0.18% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.16% | +0.13% | +26.65% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 1.04% | -0.09% | +6.16% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.97% | +0.01% | +1.72% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.93% | +0.03% | -1.32% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.05% | +0.58% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.05% | +6.77% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.88% | — | -1.54% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.01% | -1.25% | |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.82% | — | +32.73% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -0.07% | -0.55% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.04% | -0.08% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.08% | — | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | -0.04% | +1.66% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | -11.26% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.08% | -2.63% | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.53% | -0.03% | +1.08% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | -0.01% | -2.06% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | -0.05% | -1.50% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | -0.05% | -24.97% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.48% | -0.02% | +6.91% | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.48% | -0.07% | -1.00% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | +0.03% | +1.06% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | -0.09% | -11.80% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.01% | +1.05% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.39% | -0.05% | -4.84% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.37% | +0.03% | — | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.36% | -0.04% | -0.77% |
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 Q1 2025.
During Q1 2025, Prosperity Planning, Inc.'s top holdings by market value included ISTB (12.6%)、EFA (6.2%)、VUG (5.3%). The largest single position, ISTB, represented 12.6% of total portfolio value.
In Q1 2025, Prosperity Planning, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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