$141 Million is the total value of Prosperity Planning, Inc.'s 88 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -216 | -100.0% | -0.02% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -215 | -100.0% | -0.03% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -2,547 | -100.0% | -0.10% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -16,840 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-12
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.