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CIK: 0001843292
Total reported value
$436.3M
$436.3M
109 檔
28.1%
According to the latest 13F quarterly dataset, Prosperity Planning, Inc. managed an equity portfolio of $436.3M at the end of Q3 2025, spanning 109 distinct U.S. exchange-listed positions.
In Q3 2025, Prosperity Planning, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 26 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 | 11.92% | -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% | -0.14% | +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% | -0.10% | -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% | -0.09% | +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% | -0.05% | +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% | -0.04% | -3.53% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.05% | +0.72% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | -0.07% | -2.99% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.58% | -0.09% | +85.57% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.08% | +8.08% | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.57% | -0.03% | +3.01% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | — | |
| 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% | -0.05% | -0.45% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.01% | — | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.47% | -0.07% | -2.11% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.44% | -0.05% | -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% | -0.01% | -2.05% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.03% | +0.03% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.35% | -0.05% | +3.66% |
According to official SEC Form 13F filings, Prosperity Planning, Inc. reported a total U.S. public equity portfolio value of $436.3M across 109 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ISTB, EFA, VUG) accounted for 28.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCIT
市值: $755.9K
Top Position Liquidated / Trimmed
LQD
前期市值: $671.4K
During Q3 2025, Prosperity Planning, Inc.'s top holdings by market value included ISTB (11.9%)、EFA (6.2%)、VUG (6.0%). The largest single position, ISTB, represented 11.9% of total portfolio value.
In Q3 2025, Prosperity Planning, Inc. made 49 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 1 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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