Prosperity Planning, Inc. holdings history

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154 is the total number of securities Prosperity Planning, Inc. has owned. The longest Prosperity Planning, Inc. has owned a single stock is 12 quarters.

Prosperity Planning, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ISTB ISHARES TR121212.08%13.20%14.49%Q4 2020Q3 202312
IVE ISHARES TR12124.55%5.00%5.40%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12124.09%4.77%5.12%Q4 2020Q3 202312
VOE VANGUARD INDEX FDS12123.68%4.01%4.35%Q4 2020Q3 202312
GNMA ISHARES TR12122.58%2.81%3.08%Q4 2020Q3 202312
AVDV AMERICAN CENTY ETF TR12122.35%2.79%3.21%Q4 2020Q3 202312
IVLU ISHARES TR12121.94%2.13%2.31%Q4 2020Q3 202312
AVEM AMERICAN CENTY ETF TR12121.40%1.73%2.13%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12121.12%1.66%2.67%Q4 2020Q3 202312
IWN ISHARES TR12121.12%1.45%1.81%Q4 2020Q3 202312
VBK VANGUARD INDEX FDS12121.30%1.45%1.65%Q4 2020Q3 202312
IJJ ISHARES TR12121.06%1.27%1.66%Q4 2020Q3 202312
SCZ ISHARES TR12120.74%1.10%1.79%Q4 2020Q3 202312
ITOT ISHARES TR12120.78%0.99%1.44%Q4 2020Q3 202312
AVUV AMERICAN CENTY ETF TR12120.63%0.78%1.05%Q4 2020Q3 202312
AAPL APPLE INC12120.31%0.78%1.02%Q4 2020Q3 202312
EEM ISHARES TR12120.47%0.74%1.29%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.51%0.69%0.89%Q4 2020Q3 202312
AVUS AMERICAN CENTY ETF TR12120.41%0.69%0.97%Q4 2020Q3 202312
IVV ISHARES TR12120.48%0.64%1.14%Q4 2020Q3 202312
IVW ISHARES TR12120.34%0.55%0.81%Q4 2020Q3 202312
VNQI VANGUARD INTL EQUITY I...12120.45%0.55%0.62%Q4 2020Q3 202312
IAGG ISHARES TR12120.29%0.51%0.82%Q4 2020Q3 202312
IWV ISHARES TR12120.20%0.50%0.94%Q4 2020Q3 202312
MDY SPDR S&P MIDCAP 400 ET...12120.36%0.49%0.77%Q4 2020Q3 202312
IWO ISHARES TR12120.32%0.44%0.65%Q4 2020Q3 202312
LQD ISHARES TR12120.26%0.40%0.86%Q4 2020Q3 202312
VXUS VANGUARD STAR FDS12120.24%0.40%0.58%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.26%0.37%0.63%Q4 2020Q3 202312
IWF ISHARES TR12120.25%0.34%0.49%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.19%0.34%0.45%Q4 2020Q3 202312
EFV ISHARES TR12120.16%0.27%0.48%Q4 2020Q3 202312
IJK ISHARES TR12120.21%0.27%0.42%Q4 2020Q3 202312
COMT ISHARES U S ETF TR12120.18%0.24%0.32%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12120.14%0.22%0.38%Q4 2020Q3 202312
IWM ISHARES TR12120.13%0.20%0.37%Q4 2020Q3 202312
VSS VANGUARD INTL EQUITY I...12120.16%0.19%0.27%Q4 2020Q3 202312
IJS ISHARES TR12120.09%0.14%0.19%Q4 2020Q3 202312
IJT ISHARES TR12120.10%0.14%0.21%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12120.10%0.14%0.20%Q4 2020Q3 202312
INDA ISHARES TR12120.10%0.14%0.20%Q4 2020Q3 202312
CBRE CBRE GROUP INC830.81%1.06%1.39%Q4 2020Q3 202311
NWL NEWELL BRANDS INC830.22%0.38%0.60%Q4 2020Q3 202311
O REALTY INCOME CORP830.18%0.30%0.42%Q4 2020Q3 202311
TYL TYLER TECHNOLOGIES INC11110.21%0.28%0.40%Q1 2021Q3 202311
IJH ISHARES TR830.19%0.25%0.35%Q4 2020Q3 202311
IDXX IDEXX LABS INC830.12%0.19%0.30%Q4 2020Q3 202311
DIA SPDR DOW JONES INDL AV...830.11%0.14%0.20%Q4 2020Q3 202311
ICCC IMMUCELL CORP830.03%0.06%0.10%Q4 2020Q3 202311
IGSB ISHARES TR10103.05%3.32%3.52%Q2 2021Q3 202310
DIMENSIONAL ETF TRUST996.03%6.98%8.41%Q3 2021Q3 20239
DFAC DIMENSIONAL ETF TRUST991.39%1.62%1.85%Q3 2021Q3 20239
ESGU ISHARES TR990.18%0.33%0.55%Q4 2020Q4 20229
AVDE AMERICAN CENTY ETF TR990.16%0.26%0.29%Q3 2021Q3 20239
EFA ISHARES TR625.27%6.22%7.17%Q4 2020Q3 20238
VBR VANGUARD INDEX FDS623.69%4.10%4.33%Q4 2020Q3 20238
VOT VANGUARD INDEX FDS622.18%2.36%2.57%Q4 2020Q3 20238
SUB ISHARES TR621.30%1.85%2.56%Q4 2020Q3 20238
USRT ISHARES TR621.20%1.41%1.71%Q4 2020Q3 20238
MUB ISHARES TR621.14%1.40%1.88%Q4 2020Q3 20238
VTV VANGUARD INDEX FDS620.64%1.12%1.43%Q4 2020Q3 20238
IWD ISHARES TR620.67%0.89%1.41%Q4 2020Q3 20238
GOVT ISHARES TR880.11%0.17%0.25%Q4 2020Q3 20228
VT VANGUARD INTL EQUITY I...620.11%0.14%0.22%Q4 2020Q3 20238
VTIP VANGUARD MALVERN FDS774.09%4.56%4.94%Q2 2021Q4 20227
AGG ISHARES TR770.77%1.77%2.09%Q2 2021Q4 20227
TIP ISHARES TR770.38%0.75%0.96%Q2 2021Q4 20227
VEA VANGUARD TAX-MANAGED I...770.33%0.52%0.95%Q1 2022Q3 20237
IUSB ISHARES TR770.18%0.22%0.26%Q2 2021Q4 20227
BND VANGUARD BD INDEX FDS660.12%0.85%1.30%Q2 2022Q3 20236
SHM SPDR SER TR660.43%0.59%0.90%Q2 2022Q3 20236
VTEB VANGUARD MUN BD FDS660.44%0.54%0.65%Q2 2022Q3 20236
BSCO INVESCO EXCH TRD SLF I...660.03%0.04%0.05%Q1 2021Q2 20226
BSCP INVESCO EXCH TRD SLF I...660.03%0.04%0.05%Q1 2021Q2 20226
BSCQ INVESCO EXCH TRD SLF I...660.03%0.04%0.05%Q1 2021Q2 20226
IBDN ISHARES TR660.02%0.03%0.04%Q1 2021Q2 20226
IBDQ ISHARES TR660.02%0.03%0.04%Q1 2021Q2 20226
IBDS ISHARES TR660.02%0.03%0.04%Q1 2021Q2 20226
IBDP ISHARES TR660.02%0.03%0.04%Q1 2021Q2 20226
IBDR ISHARES TR660.02%0.03%0.04%Q1 2021Q2 20226
BSJN INVESCO EXCH TRD SLF I...660.02%0.02%0.03%Q1 2021Q2 20226
VTIP VANGUARD MALVERN FDS323.93%4.41%5.03%Q4 2020Q3 20235
AGG ISHARES TR320.72%1.38%2.38%Q4 2020Q3 20235
TIP ISHARES TR320.56%0.66%0.85%Q4 2020Q3 20235
DIMENSIONAL ETF TRUST550.53%0.59%0.65%Q3 2022Q3 20235
VMBS VANGUARD SCOTTSDALE FDS550.18%0.49%0.63%Q3 2022Q3 20235
STIP ISHARES TR550.26%0.45%0.52%Q3 2022Q3 20235
SPYG SPDR SER TR550.30%0.36%0.39%Q3 2022Q3 20235
IWS ISHARES TR550.28%0.31%0.35%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST550.26%0.30%0.33%Q3 2022Q3 20235
DFAE DIMENSIONAL ETF TRUST550.16%0.17%0.18%Q3 2022Q3 20235
IJR ISHARES TR550.12%0.17%0.20%Q4 2020Q4 20215
IWP ISHARES TR550.12%0.12%0.13%Q3 2022Q3 20235
IEFA ISHARES TR320.09%0.11%0.13%Q3 2021Q2 20235
EFA ISHARES TR445.86%6.16%6.60%Q2 2021Q1 20224
VBR VANGUARD INDEX FDS443.61%3.98%4.35%Q2 2021Q1 20224
VOT VANGUARD INDEX FDS442.23%2.34%2.49%Q2 2021Q1 20224
SUB ISHARES TR442.10%2.23%2.42%Q2 2021Q1 20224
USRT ISHARES TR441.45%1.60%1.65%Q2 2021Q1 20224
MUB ISHARES TR441.45%1.57%1.74%Q2 2021Q1 20224
IWD ISHARES TR440.92%1.00%1.14%Q2 2021Q1 20224
VTV VANGUARD INDEX FDS440.61%0.64%0.68%Q2 2021Q1 20224
IUSB ISHARES TR310.21%0.22%0.26%Q1 2021Q3 20234
VT VANGUARD INTL EQUITY I...440.14%0.16%0.19%Q2 2021Q1 20224
EFG ISHARES TR220.09%0.15%0.25%Q4 2020Q2 20234
EFG ISHARES TR440.06%0.12%0.16%Q2 2021Q1 20224
LOW LOWES COS INC220.09%0.10%0.13%Q3 2021Q3 20234
IFGL ISHARES TR440.09%0.10%0.11%Q4 2022Q3 20234
SPIP SPDR SER TR440.08%0.10%0.10%Q3 2022Q2 20234
ESGE ISHARES INC440.05%0.09%0.17%Q2 2021Q1 20224
IYR ISHARES TR440.07%0.07%0.08%Q2 2021Q1 20224
IFGL ISHARES TR440.07%0.07%0.08%Q2 2021Q1 20224
IXUS ISHARES TR440.06%0.07%0.08%Q2 2021Q1 20224
QQQ INVESCO QQQ TR440.04%0.07%0.09%Q2 2021Q1 20224
RSP INVESCO EXCHANGE TRADE...440.06%0.07%0.08%Q2 2021Q1 20224
IEMG ISHARES INC440.06%0.07%0.08%Q2 2021Q1 20224
IYE ISHARES TR440.02%0.04%0.07%Q2 2021Q1 20224
KEYS KEYSIGHT TECHNOLOGIES INC440.03%0.04%0.05%Q2 2021Q1 20224
PID INVESCO EXCHANGE TRADE...440.04%0.04%0.04%Q2 2021Q1 20224
BSV VANGUARD BD INDEX FDS332.02%2.03%2.04%Q1 2023Q3 20233
AMC AMC ENTMT HLDGS INC330.80%1.95%3.14%Q1 2021Q3 20213
BSV VANGUARD BD INDEX FDS331.18%1.66%2.16%Q2 2022Q4 20223
SGOV ISHARES TR330.60%0.80%0.99%Q1 2023Q3 20233
VCSH VANGUARD SCOTTSDALE FDS330.28%0.36%0.40%Q2 2022Q4 20223
VCSH VANGUARD SCOTTSDALE FDS330.32%0.33%0.36%Q1 2023Q3 20233
MEAR ISHARES U S ETF TR330.10%0.12%0.16%Q1 2023Q3 20233
VYM VANGUARD WHITEHALL FDS210.10%0.12%0.15%Q4 2021Q3 20233
QUAL ISHARES TR330.09%0.10%0.11%Q1 2023Q3 20233
VCIT VANGUARD SCOTTSDALE FDS210.03%0.09%0.13%Q4 2020Q2 20223
BNDX VANGUARD CHARLOTTE FDS330.02%0.02%0.03%Q4 2021Q2 20223
IGSB ISHARES TR222.63%2.91%3.20%Q4 2020Q1 20212
ESGE ISHARES INC220.18%0.22%0.25%Q4 2020Q1 20212
CEQP CRESTWOOD EQUITY PARTN...220.18%0.18%0.19%Q4 2020Q1 20212
XLV SELECT SECTOR SPDR TR220.11%0.12%0.12%Q2 2021Q3 20212
IEMG ISHARES INC220.10%0.10%0.10%Q1 2023Q2 20232
SUSB ISHARES TR110.04%0.05%0.06%Q1 2021Q2 20222
BSJM INVESCO EXCH TRD SLF I...110.04%0.05%0.06%Q1 2021Q2 20222
IBDO ISHARES TR110.02%0.03%0.04%Q1 2021Q2 20222
BSCM INVESCO EXCH TRD SLF I...110.02%0.02%0.03%Q1 2021Q2 20222
IBMQ ISHARES TR220.02%0.02%0.02%Q1 2022Q2 20222
BSCN INVESCO EXCH TRD SLF I...110.02%0.02%0.02%Q1 2021Q2 20222
SHY ISHARES TR110.02%0.02%0.02%Q4 2020Q2 20222
SPIP SPDR SER TR220.01%0.01%0.02%Q4 2020Q1 20212
F FORD MTR CO DEL110.12%0.12%0.12%Q4 2020Q4 20201
SLQD ISHARES TR110.10%0.10%0.10%Q2 2022Q2 20221
SHYG ISHARES TR110.10%0.10%0.10%Q4 2020Q4 20201
VYMI VANGUARD WHITEHALL FDS110.09%0.09%0.09%Q3 2023Q3 20231
FIVA FIDELITY COVINGTON TRUST110.09%0.09%0.09%Q1 2023Q1 20231
IBDM ISHARES TR110.04%0.04%0.04%Q1 2021Q1 20211
TLT ISHARES TR110.03%0.03%0.03%Q4 2020Q4 20201
TLH ISHARES TR110.03%0.03%0.03%Q2 2022Q2 20221
MCK MCKESSON CORP110.02%0.02%0.02%Q1 2022Q1 20221
ICVT ISHARES TR110.02%0.02%0.02%Q2 2022Q2 20221
FALN ISHARES TR110.01%0.01%0.01%Q1 2021Q1 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Prosperity Planning, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Prosperity Planning, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Prosperity Planning, Inc. owns currently or has owned in the past.