Prosperity Planning, Inc. — Q3 2025 13F Holdings

Name: Prosperity Planning, Inc. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001843292

Total reported value

$436.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	11.92%	-0.35%	+5.76%
2	EFA	Ishares Msci Eafe ETF	ETF-Other	6.23%	-0.06%	+0.31%
3	VUG	Vanguard Growth ETF	ETF-Other	6.04%	+0.49%	-0.28%
4	DFAX	Dimensional World Ex US Core	ETF-Other	4.59%	-0.22%	-3.50%
5	AVDV	Avantis Intl S/c Value ETF	ETF-Other	4.29%	-0.22%	-1.95%
6	VTIP	Vanguard Short-term Tips	ETF-Other	4.27%	-0.10%	+5.03%
7	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	3.65%	-0.09%	+6.70%
8	GNMA	Ishares Gnma Bond ETF	ETF-Other	3.20%	-0.01%	+6.31%
9	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.08%	-0.10%	-5.62%
10	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	2.80%	+0.22%	+0.17%
11	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	2.56%	+0.22%	-0.15%
12	AVLC	Avantis US Lg Cap Eq ETF	ETF-Other	2.55%	+0.30%	+11.33%
13	VBR	Vanguard Small-cap Value ETF	ETF-Other	2.42%	-0.02%	-6.27%
14	VOE	Vanguard Mid-cap Value ETF	ETF-Other	2.29%	-0.10%	-5.86%
15	AVMV	Avantis US Mid Cap Val ETF	ETF-Other	2.28%	+0.16%	+12.03%
16	AVUV	Avantis US Small Cap Value	ETF-Small Cap	1.91%	+0.15%	+7.60%
17	CBRE	Cbre Group INC - A	Stock-Real Estate	1.85%	-0.06%	—
18	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.48%	—	+2.19%
19	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	1.48%	+0.13%	-2.12%
20	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	1.47%	+0.13%	+13.04%
21	AVUS	Avantis U.s. Equity ETF	ETF-Other	1.42%	+0.11%	+6.35%
22	IVLU	Ishares Msci International V	ETF-Other	1.31%	—	-6.78%
23	USRT	Ishares Core US Reit ETF	ETF-Other	1.12%	+0.02%	+4.29%
24	VTV	Vanguard Value ETF	ETF-Other	1.08%	-0.01%	-2.91%
25	SUB	Ishares Short-term National	ETF-Other	1.02%	—	+10.22%
26	AVIV	Avantis Int Lrg Cap Val ETF	ETF-Other	0.97%	—	+3.46%
27	DFAC	Dimensional US Core Equity 2	ETF-Other	0.96%	+0.01%	-0.69%
28	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.87%	+0.03%	-8.36%
29	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.82%	+0.04%	-1.98%
30	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.80%	—	-1.69%
31	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.80%	—	+1.36%
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.76%	+0.01%	-6.82%
33	AAPL	Apple INC	Stock-Tech	0.71%	+0.08%	—
34	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.67%	—	-3.53%
35	MUB	Ishares National Muni Bond E	ETF-Other	0.66%	—	+0.72%
36	BND	Vanguard Total Bond Market	ETF-Other	0.61%	—	-2.99%
37	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.58%	—	+85.57%
38	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.57%	—	+8.08%
39	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.57%	—	+3.01%
40	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.54%	—	—
41	AVDE	Avantis International Equity	ETF-Other	0.54%	-0.02%	+4.10%
42	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.51%	—	-0.45%
43	IWD	Ishares Russell 1000 Value E	ETF-Other	0.49%	—	—
44	DISV	Dimensional International Sm	ETF-Other	0.47%	—	-2.11%
45	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.44%	—	-0.23%
46	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.42%	+0.03%	-2.39%
47	O	Realty Income CORP	Stock-Real Estate	0.40%	+0.03%	—
48	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.38%	—	-2.05%
49	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.37%	—	+0.03%
50	TIP	Ishares Tips Bond ETF	ETF-Other	0.35%	—	+3.66%

1–50 of 109

Holding changes this quarter

Position changes disclosed by Prosperity Planning, Inc. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VUG	Vanguard Growth ETF	+0.8%	-0.28%	Add
2	AVLC	Avantis US Lg Cap Eq ETF	+0.7%	+11.33%	Add
3	AVMV	Avantis US Mid Cap Val ETF	+0.5%	+12.03%	Add
4	AVDV	Avantis Intl S/c Value ETF	+0.4%	-1.95%	Add
5	AVUV	Avantis US Small Cap Value	+0.4%	+7.60%	Add
6	AVEM	Avantis Emerging Markets Eq	+0.3%	+0.17%	Add
7	AVLV	Avantis US Large Cap Value	+0.3%	+13.04%	Add
8	AVUS	Avantis U.s. Equity ETF	+0.2%	+6.35%	Add
9	FBTC	Fidelity Wise Origin Bitcoin	+0.2%	—	Add
10	CBRE	Cbre Group INC - A	+0.2%	—	Add
11	SGOV	Ishares 0-3 Month Treasury B	+0.2%	+85.57%	Add
12	AVIV	Avantis Int Lrg Cap Val ETF	+0.2%	+3.46%	Add
13	VOT	Vanguard Mid-cap Growth ETF	+0.1%	-0.15%	Add
14	VTEB	Vanguard Tax-exempt Bond ETF	+0.1%	+0.03%	Add
15	IVW	Ishares S&p 500 Growth ETF	+0.1%	-1.98%	Trim
16	AVDE	Avantis International Equity	+0.1%	+4.10%	Add
17	VBK	Vanguard Small-cap Grwth ETF	0%	-2.12%	Add
18	VNQI	Vanguard Glbl Ex-us Real Est	0%	+3.01%	Add
19	O	Realty Income CORP	0%	—	Add
20	IWF	Ishares Russell 1000 Growth	0%	-1.35%	Trim
21	ITOT	Ishares Core S&p Total U.s.	0%	-0.45%	Trim
22	IWO	Ishares Russell 2000 Growth	0%	-2.41%	Trim
23	EFA	Ishares Msci Eafe ETF	—	+0.31%	Add
24	IAGG	Ishares Intl Aggregate Bond	—	+8.08%	Add
25	EEM	Ishares Msci Emerging Market	—	-2.39%	Trim
26	DFAC	Dimensional US Core Equity 2	0%	-0.69%	Trim
27	AAPL	Apple INC	0%	—	Unchanged
28	DISV	Dimensional International Sm	0%	-2.11%	Trim
29	SUB	Ishares Short-term National	0%	+10.22%	Add
30	SCZ	Ishares Msci Eafe Small-cap	0%	-3.53%	Trim
31	IWN	Ishares Russell 2000 Value E	-0.1%	-8.36%	Trim
32	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-6.82%	Trim
33	USRT	Ishares Core US Reit ETF	-0.1%	+4.29%	Add
34	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.94%	Trim
35	IVLU	Ishares Msci International V	-0.1%	-6.78%	Trim
36	GNMA	Ishares Gnma Bond ETF	-0.1%	+6.31%	Add
37	BND	Vanguard Total Bond Market	-0.2%	-2.99%	Trim
38	IGSB	Ishares 1-5y Inv Grade CORP	-0.2%	+6.70%	Add
39	MUB	Ishares National Muni Bond E	-0.3%	+0.72%	Trim
40	DFAX	Dimensional World Ex US Core	-0.3%	-3.50%	Trim
41	VTIP	Vanguard Short-term Tips	-0.3%	+5.03%	Add
42	ISTB	Ishares Core 1-5 Year Usd Bo	-0.7%	+5.76%	Add
43	VCIT	Vanguard Int-term Corporate	—	NEW	New buy
44	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	Sold out
45	IEMG	Ishares Core Msci Emerging	—	NEW	New buy
46	LLY	Eli Lilly & Co	—	NEW	New buy
47	OEF	Ishares S&p 100 ETF	—	NEW	New buy
48	ORCL	Oracle CORP	—	NEW	New buy
49	FIVA	Fidelity Intl Val Fact ETF	—	NEW	New buy
50	XVV	Ishares Esg Select Screened	—	NEW	New buy