$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | $464,000 | +4.5% | 1,334 | 0.0% | 0.24% | +6.6% | |
| INDA | ISHARES TRmsci india etf | $239,000 | +3.5% | 5,858 | 0.0% | 0.12% | +5.9% | |
| IDXX | IDEXX LABS INC | $228,000 | -7.3% | 700 | 0.0% | 0.12% | -5.6% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $225,000 | -6.6% | 782 | 0.0% | 0.12% | -4.9% | |
| IJS | ISHARES TRsp smcp600vl etf | $220,000 | -23.3% | 2,666 | 0.0% | 0.12% | -21.8% | |
| VO | VANGUARD INDEX FDSmid cap etf | $215,000 | -4.4% | 1,142 | 0.0% | 0.11% | -2.6% |
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.