Prosperity Planning, Inc. Incresed Positions in Q1 2025

Prosperity Planning, Inc.

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
42.1K
+ 5.31%
$47.59 - $48.33 $2M - $2.03M
835K $40.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.72K
+ 2.41%
$74.85 - $84.89 $428K - $486K
244K $20.1M
AVDV
American Centy ETF Tr Avantis

ETFs
12.4K
+ 7.53%
$63.74 - $71.96 $792K - $895K
178K $12.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.9K
+ 4.24%
$48.43 - $49.86 $577K - $594K
293K $14.6M
AVIV
American Centy ETF Tr Avantis
11.4K
+ 32.73%
$51.51 - $58.54 $585K - $665K
46.1K $2.63M
AVEM
American Centy ETF Tr Avantis

ETFs
9.22K
+ 7.54%
$57.11 - $62.4 $527K - $576K
132K $7.94M
AVLV
American Centy ETF Tr Avantis
12K
+ 26.65%
$63.51 - $70.42 $760K - $843K
56.9K $3.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.74K
+ 3.87%
$51.52 - $52.37 $450K - $458K
235K $12.3M
GNMA
Ishares Gnma Bond ETF

ETFs
2.63K
+ 1.09%
$42.17 - $44.04 $111K - $116K
243K $10.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 6.77%
$95.85 - $99.25 $181K - $187K
29.7K $2.94M
AVDE
American Centy ETF Tr Avantis

ETFs
1.49K
+ 6.91%
$60.63 - $68.55 $90.3K - $102K
23K $1.54M
SUB
Ishares Short Term National Mu

ETFs
1.83K
+ 6.16%
$105.3 - $106.24 $193K - $194K
31.5K $3.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
567
+ 1.66%
$59.28 - $66.1 $33.6K - $37.5K
34.7K $2.23M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.1K
+ 15.56%
$24.79 - $25.26 $102K - $103K
30.4K $768K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.47K
+ 31.38%
$22.61 - $23.14 $101K - $103K
18.7K $432K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.28K
+ 26.0%
$23.9 - $24.18 $102K - $103K
20.7K $501K
DFIV
Dimensional ETF Tr

ETFs
198
+ 0.85%
$35.33 - $40.77 $7K - $8.07K
23.4K $927K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.11K
+ 25.9%
$25.05 - $25.16 $103K - $103K
20K $502K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.27K
+ 25.96%
N/A
20.7K $492K
VEA
Vanguard Ftse Developed Market

ETFs
265
+ 1.05%
$47.4 - $52.99 $12.6K - $14K
25.5K $1.31M
EEM
Ishares Msci Emerging Markets

ETFs
318
+ 1.06%
$40.81 - $45.34 $13K - $14.4K
30.5K $1.33M
VNQI
Vanguard Global Ex U.S. Real

ETFs
451
+ 1.08%
$38.22 - $41.19 $17.2K - $18.6K
42.1K $1.71M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.83K
+ 13.64%
$21.77 - $22.24 $39.8K - $40.6K
15.2K $338K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.72K
+ 17.67%
$23.29 - $23.38 $39.9K - $40.1K
11.4K $266K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.56K
+ 11.72%
$19.0 - $19.66 $29.7K - $30.7K
14.9K $292K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.41K
+ 11.7%
$21.16 - $21.77 $29.7K - $30.6K
13.4K $291K
QUAL
Ishares Msci Usa Quality Facto

ETFs
255
+ 16.93%
$168.16 - $186.21 $42.9K - $47.5K
1.76K $298K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
77
+ 0.35%
$25.34 - $26.96 $1.95K - $2.08K
22K $573K
IFGL
Ishares International Develope

ETFs
45
+ 0.31%
$18.76 - $20.18 $844 - $908
14.7K $291K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 2.6%
$126.11 - $135.06 $6.43K - $6.89K
2.01K $256K
VT
Vanguard Total World Stk Index

ETFs
40
+ 1.56%
$115.08 - $123.97 $4.6K - $4.96K
2.61K $302K
American Centy ETF Tr
21.5K
+ 31.05%
N/A
90.7K $0
American Centy ETF Tr
21.1K
+ 29.53%
N/A
92.4K $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11
+ 0.25%
$48.06 - $53.73 $529 - $591
4.46K $216K
MUB
Ishares National Muni Bond ETF

ETFs
161
+ 0.58%
$104.71 - $107.69 $16.9K - $17.3K
28K $2.95M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9
+ 0.39%
$121.0 - $142.28 $1.09K - $1.28K
2.34K $288K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.58K
+ 1.72%
$32.42 - $36.13 $51.4K - $57.2K
93.5K $3.07M
AVUS
American Centy ETF Tr Avantis

ETFs
962
+ 2.36%
$90.7 - $101.57 $87.3K - $97.7K
41.7K $3.83M
VOT
Vanguard Mid Cap Growth Index

ETFs
227
+ 0.72%
$237.72 - $276.98 $54K - $62.9K
31.6K $7.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
68
+ 0.37%
$247.97 - $296.33 $16.9K - $20.2K
18.3K $4.62M
VUG
Vanguard Growth ETF

ETFs
463
+ 1.03%
$369.1 - $427.61 $171K - $198K
45.5K $16.9M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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