Prosperity Planning, Inc. Incresed Positions in Q3 2025

Prosperity Planning, Inc.

  • $351 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
49.2K
+ 5.76%
$48.31 - $48.93 $2.38M - $2.41M
905K $44.2M
AVUV
American Centy ETF Tr Avantis

ETFs
5.02K
+ 7.6%
$90.37 - $102.12 $454K - $513K
71K $7.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
767
+ 0.31%
$87.29 - $93.61 $67K - $71.8K
247K $23.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.77K
+ 85.57%
$100.37 - $100.74 $981K - $984K
21.2K $2.13M
AVEM
American Centy ETF Tr Avantis

ETFs
238
+ 0.17%
$68.33 - $75.41 $16.3K - $17.9K
138K $10.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16K
+ 6.7%
$52.39 - $53.11 $840K - $851K
255K $13.5M
AVLV
American Centy ETF Tr Avantis
8.73K
+ 13.04%
$68.33 - $72.69 $596K - $634K
75.7K $5.47M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15K
+ 5.03%
$49.78 - $50.75 $745K - $760K
313K $15.8M
GNMA
Ishares Gnma Bond ETF

ETFs
15.8K
+ 6.31%
$43.21 - $44.75 $685K - $709K
267K $11.8M
AVUS
American Centy ETF Tr Avantis

ETFs
2.89K
+ 6.35%
$101.2 - $109.16 $292K - $315K
48.3K $5.26M
SUB
Ishares Short Term National Mu

ETFs
3.28K
+ 10.22%
$106.17 - $107.3 $348K - $352K
35.3K $3.77M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.9K
+ 4.29%
$55.64 - $59.37 $161K - $172K
70.4K $4.14M
AVDE
American Centy ETF Tr Avantis

ETFs
999
+ 4.1%
$73.24 - $79.04 $73.2K - $79K
25.3K $2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.1K
+ 8.08%
$50.85 - $51.35 $158K - $159K
41.5K $2.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.49K
+ 2.19%
$78.11 - $79.07 $117K - $118K
69.6K $5.49M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.29K
+ 3.01%
$45.22 - $48.34 $58.4K - $62.4K
44.2K $2.11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
881
+ 19.82%
$54.35 - $59.32 $47.9K - $52.3K
5.33K $315K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
395
+ 1.36%
$97.75 - $100.75 $38.6K - $39.8K
29.5K $2.96M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.11K
+ 4.5%
$45.72 - $47.27 $50.7K - $52.4K
25.7K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
165
+ 0.72%
$103.24 - $106.68 $17K - $17.6K
23.1K $2.46M
TIP
Ishares Tr Tips Bd ETF

ETFs
408
+ 3.66%
$109.11 - $111.88 $44.5K - $45.6K
11.6K $1.29M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
577
+ 2.61%
$25.84 - $27.2 $14.9K - $15.7K
22.7K $608K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7
+ 0.03%
$48.5 - $50.19 $340 - $351
27.5K $1.38M
VT
Vanguard Total World Stk Index

ETFs
17
+ 0.64%
$128.41 - $138.03 $2.18K - $2.35K
2.69K $370K
IFGL
Ishares International Develope

ETFs
216
+ 1.5%
$22.04 - $23.67 $4.76K - $5.11K
14.6K $337K
American Centy ETF Tr
13.2K
+ 12.03%
N/A
123K $0
American Centy ETF Tr
12.6K
+ 11.33%
N/A
124K $0
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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