$191 Million is the total value of Prosperity Planning, Inc.'s 83 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTintl small cap v | $1,015,000 | – | 54,662 | +100.0% | 0.53% | – | |
| IWS | New | ISHARES TRrus mdcp val etf | $644,000 | – | 6,702 | +100.0% | 0.34% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $581,000 | – | 11,591 | +100.0% | 0.30% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $501,000 | – | 19,453 | +100.0% | 0.26% | – | |
| STIP | New | ISHARES TR0-5 yr tips etf | $491,000 | – | 5,110 | +100.0% | 0.26% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $338,000 | – | 7,486 | +100.0% | 0.18% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $329,000 | – | 16,352 | +100.0% | 0.17% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $221,000 | – | 2,822 | +100.0% | 0.12% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $200,000 | – | 7,882 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.4% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 3.5% |
| ISHARES TR | 15 | Q2 2024 | 2.3% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 2.4% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 2.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 1.7% |
| ISHARES TR | 15 | Q2 2024 | 1.8% |
| ISHARES TR | 15 | Q2 2024 | 1.7% |
View Prosperity Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-24 |
| 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 |
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.