Prosperity Planning, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $289 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $33.6M, Ishares Tr Msci Eafe ETF with a value of $18.1M, Ishares S&P 500 Value ETF with a value of $16.4M, Dimensional ETF Tr with a value of $16M, and Vanguard Growth ETF with a value of $15.8M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $267M to 289M.

Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $289 Million
ETFs: $263 Million
Real Estate: $4.59 Million
Technology: $2.34 Million
Financial Services: $1.91 Million
Consumer Defensive: $494,000
Healthcare: $461,000
Consumer Cyclical: $251,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $289 Million
  • Prior Value $267 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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