Prosperity Planning, Inc. Incresed Positions in Q3 2024

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.84K
+ 1.24%
$75.32 - $84.37 $214K - $239K
231K $19.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.29K
+ 1.13%
$47.18 - $48.74 $391K - $404K
745K $36.3M
AVUV
American Centy ETF Tr Avantis

ETFs
11.2K
+ 38.58%
$88.24 - $99.7 $985K - $1.11M
40.1K $3.85M
AVDV
American Centy ETF Tr Avantis

ETFs
4.21K
+ 2.72%
$62.52 - $71.12 $263K - $299K
159K $11.2M
AVLV
American Centy ETF Tr Avantis
17.2K
+ 143.25%
$60.05 - $65.83 $1.03M - $1.13M
29.1K $1.92M
GNMA
Ishares Gnma Bond ETF

ETFs
10K
+ 4.64%
$42.68 - $45.25 $427K - $453K
226K $10.1M
AVUS
American Centy ETF Tr Avantis

ETFs
6.38K
+ 18.84%
$86.27 - $95.15 $551K - $607K
40.3K $3.83M
AVIV
American Centy ETF Tr Avantis
12.4K
+ 145.92%
$50.37 - $56.43 $623K - $698K
20.8K $1.17M
AVEM
American Centy ETF Tr Avantis

ETFs
4.96K
+ 4.34%
$57.2 - $65.59 $284K - $325K
119K $7.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.75K
+ 3.76%
$51.02 - $52.74 $395K - $409K
214K $11.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.12K
+ 1.73%
$53.07 - $62.66 $59.5K - $70.2K
65.8K $4.05M
VOT
Vanguard Mid Cap Growth Index

ETFs
324
+ 1.02%
$218.05 - $243.47 $70.6K - $78.9K
32.1K $7.81M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.68K
+ 4.29%
$40.45 - $47.24 $67.9K - $79.3K
40.8K $1.91M
VBK
Vanguard Small Cap Growth ETF

ETFs
20
+ 0.11%
$240.48 - $267.94 $4.81K - $5.36K
18.6K $4.98M
AVDE
American Centy ETF Tr Avantis

ETFs
3.68K
+ 25.72%
$60.09 - $67.67 $221K - $249K
18K $1.21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.46K
+ 23.13%
$100.3 - $100.74 $246K - $247K
13.1K $1.32M
AAPL
Apple Inc.

Technology
25
+ 0.24%
$207.23 - $234.82 $5.18K - $5.87K
10.4K $2.42M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.5K
+ 9.83%
$98.99 - $101.51 $149K - $152K
16.8K $1.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
423
+ 1.56%
$96.25 - $101.98 $40.7K - $43.1K
27.6K $2.8M
EFV
Msci Eafe Value ETF

ETFs
1.82K
+ 28.94%
$51.72 - $57.96 $93.9K - $105K
8.09K $465K
VEA
Vanguard Ftse Developed Market

ETFs
633
+ 2.63%
$47.6 - $53.31 $30.1K - $33.7K
24.7K $1.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 0.03%
$71.45 - $75.64 $715 - $756
33.9K $2.54M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.42K
+ 10.36%
$44.83 - $47.42 $63.7K - $67.3K
15.1K $712K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.1K
+ 30.17%
$21.7 - $22.6 $67.4K - $70.2K
13.4K $301K
MUB
Ishares National Muni Bond ETF

ETFs
111
+ 0.41%
$106.13 - $108.7 $11.8K - $12.1K
27.5K $2.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
68
+ 0.64%
$58.03 - $65.37 $3.95K - $4.45K
10.7K $692K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.01%
$105.92 - $110.83 $106 - $111
13.5K $1.49M
IFGL
Ishares International Develope

ETFs
120
+ 0.89%
$19.81 - $23.14 $2.38K - $2.78K
13.7K $311K
VO
Vanguard Mid Cap ETF

ETFs
62
+ 5.45%
$237.84 - $263.83 $14.7K - $16.4K
1.2K $316K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.67K
+ 19.43%
$23.88 - $24.01 $39.8K - $40K
10.3K $246K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.62%
$386.81 - $423.12 $1.93K - $2.12K
810 $342K
QUAL
Ishares Msci Usa Quality Facto

ETFs
86
+ 5.92%
$162.64 - $179.3 $14K - $15.4K
1.54K $275K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.22%
$127.29 - $141.5 $636 - $708
2.32K $324K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.58%
$236.92 - $263.4 $2.13K - $2.37K
1.56K $409K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
52
+ 0.23%
$47.01 - $48.2 $2.44K - $2.51K
22.3K $1.07M
American Centy ETF Tr
27K
+ 128.61%
N/A
48K $0
American Centy ETF Tr
28.5K
+ 146.34%
N/A
47.9K $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
944
+ 4.99%
$24.59 - $27.83 $23.2K - $26.3K
19.9K $514K
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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