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CIK: 0001843292
Total reported value
$436.3M
$436.3M
108 檔
29.0%
In Q4 2025, Prosperity Planning, Inc.'s U.S. equity holdings reached a combined market value of $436.3M, distributed across 108 disclosed stock positions.
In Q4 2025, Prosperity Planning, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 12.31% | -0.35% | +6.72% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.06% | -0.06% | -2.47% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.96% | +0.49% | +0.04% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.40% | -0.22% | +0.11% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.39% | -0.22% | -5.52% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.35% | -0.10% | +7.53% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.81% | -0.09% | +7.77% | |
| 8 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.34% | -0.01% | +7.22% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.01% | -0.10% | -1.97% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.78% | +0.22% | -0.07% | |
| 11 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.69% | +0.30% | +5.79% | |
| 12 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 2.47% | +0.16% | +8.29% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.37% | +0.22% | +0.32% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.34% | -0.02% | -1.38% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.24% | -0.10% | -0.59% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.99% | +0.15% | +5.14% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.62% | +0.13% | +7.85% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.51% | +0.11% | +6.68% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.46% | +0.13% | +0.40% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.44% | -0.14% | +0.46% | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 1.32% | -0.10% | -2.88% | |
| 22 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.31% | -0.06% | -28.38% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.12% | +0.02% | +6.65% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.01% | +42.17% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 1.05% | -0.09% | +6.28% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.04% | — | +4.94% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | -0.01% | -13.17% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.89% | +0.03% | +3.18% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.82% | — | +3.98% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | +0.01% | -19.13% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.05% | -0.15% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.08% | -0.14% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.73% | -0.09% | +30.32% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.05% | +1.30% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | -0.07% | +10.35% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.04% | -19.42% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.64% | -0.04% | -2.53% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.58% | -0.08% | +7.34% | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.02% | +5.35% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.56% | -0.03% | +6.58% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | +1.50% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | -0.05% | +0.37% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | -0.01% | -3.56% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.03% | +11.57% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.45% | -0.05% | +35.65% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.42% | -0.05% | -0.43% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.42% | -0.07% | -13.69% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | -0.00% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.03% | +0.11% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 0.36% | +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 108 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ISTB, EFA, VUG) accounted for 29.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBTH
市值: $279.4K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $515.8K
During Q4 2025, Prosperity Planning, Inc.'s top holdings by market value included ISTB (12.3%)、EFA (6.1%)、VUG (6.0%). The largest single position, ISTB, represented 12.3% of total portfolio value.
In Q4 2025, Prosperity Planning, Inc. made 46 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 12 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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