$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -376 | -100.0% | -0.02% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,370 | -100.0% | -0.02% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,577 | -100.0% | -0.02% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,841 | -100.0% | -0.02% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -561 | -100.0% | -0.02% | – |
| IBDR | Exit | ISHARES TRibonds dec2026 | $0 | – | -1,896 | -100.0% | -0.02% | – |
| IBDS | Exit | ISHARES TRibonds 27 etf | $0 | – | -1,869 | -100.0% | -0.02% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -1,863 | -100.0% | -0.02% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -1,898 | -100.0% | -0.02% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -978 | -100.0% | -0.02% | – |
| IBMQ | Exit | ISHARES TRibonds dec 28 | $0 | – | -1,886 | -100.0% | -0.02% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -1,915 | -100.0% | -0.02% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -1,964 | -100.0% | -0.02% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -408 | -100.0% | -0.03% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -1,432 | -100.0% | -0.03% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -3,106 | -100.0% | -0.03% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -3,204 | -100.0% | -0.03% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -3,127 | -100.0% | -0.03% | – |
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -3,164 | -100.0% | -0.04% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -3,431 | -100.0% | -0.04% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -4,221 | -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.