$118 Million is the total value of Prosperity Planning, Inc.'s 73 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 14.5% |
ISHARES TR | 12 | Q3 2023 | 5.4% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 5.1% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.4% |
ISHARES TR | 12 | Q3 2023 | 3.1% |
AMERICAN CENTY ETF TR | 12 | Q3 2023 | 3.2% |
ISHARES TR | 12 | Q3 2023 | 2.3% |
AMERICAN CENTY ETF TR | 12 | Q3 2023 | 2.1% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.7% |
ISHARES TR | 12 | Q3 2023 | 1.8% |
View Prosperity Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-21 |
View Prosperity Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.