Prosperity Planning, Inc. Incresed Positions in Q2 2025

Prosperity Planning, Inc.

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.29K
+ 2.83%
$329.49 - $438.4 $424K - $564K
46.8K $20.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.08K
+ 1.26%
$72.96 - $90.39 $224K - $278K
247K $22.1M
AVDV
American Centy ETF Tr Avantis

ETFs
4.67K
+ 2.63%
$61.76 - $79.32 $288K - $370K
182K $14.4M
AVEM
American Centy ETF Tr Avantis

ETFs
6.32K
+ 4.8%
$53.08 - $68.54 $335K - $433K
138K $9.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
794
+ 2.52%
$216.28 - $284.39 $172K - $226K
32.3K $9.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
21K
+ 2.52%
$47.89 - $48.65 $1.01M - $1.02M
856K $41.6M
AVUV
American Centy ETF Tr Avantis

ETFs
10.3K
+ 18.54%
$75.17 - $91.21 $776K - $942K
66K $6.01M
AVLV
American Centy ETF Tr Avantis
10K
+ 17.65%
$56.85 - $68.21 $571K - $685K
66.9K $4.57M
AVUS
American Centy ETF Tr Avantis

ETFs
3.73K
+ 8.95%
$81.38 - $100.82 $304K - $376K
45.5K $4.58M
CBRE
Cbre Group, Inc.

Real Estate
2.46K
+ 5.97%
$113.94 - $140.12 $280K - $344K
43.6K $6.1M
AVIV
American Centy ETF Tr Avantis
5.57K
+ 12.08%
$50.27 - $62.84 $280K - $350K
51.7K $3.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.4K
+ 60.54%
$48.13 - $49.85 $498K - $516K
27.5K $1.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.23K
+ 1.79%
$49.57 - $50.27 $259K - $263K
298K $15M
GNMA
Ishares Gnma Bond ETF

ETFs
7.98K
+ 3.28%
$42.91 - $44.21 $343K - $353K
251K $11M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.6K
+ 1.96%
$51.68 - $52.76 $238K - $243K
239K $12.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
808
+ 1.92%
$37.77 - $46.15 $30.5K - $37.3K
42.9K $1.98M
AVDE
American Centy ETF Tr Avantis

ETFs
1.3K
+ 5.62%
$59.32 - $74.36 $76.9K - $96.4K
24.3K $1.8M
O
Realty Income Corp

Real Estate
4K
+ 19.74%
$52.27 - $58.52 $209K - $234K
24.3K $1.4M
IWN
Ishares Russell2000 Val ETF

ETFs
209
+ 1.07%
$131.84 - $157.76 $27.6K - $33K
19.8K $3.13M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.16K
+ 5.97%
$50.09 - $51.09 $108K - $110K
38.4K $1.96M
EFV
Msci Eafe Value ETF

ETFs
1.38K
+ 20.75%
$52.4 - $64.65 $72.1K - $88.9K
8K $508K
SUB
Ishares Short Term National Mu

ETFs
517
+ 1.64%
$104.77 - $106.34 $54.2K - $55K
32K $3.41M
IJK
Ishares S&P Midcap 400 Growth

ETFs
24
+ 0.34%
$73.7 - $90.98 $1.77K - $2.18K
7.02K $638K
NWL
Newell Brands Inc.

Consumer Defensive
19.4K
+ 24.33%
$4.48 - $6.27 $87.1K - $122K
99.4K $536K
VT
Vanguard Total World Stk Index

ETFs
59
+ 2.26%
$103.16 - $128.52 $6.09K - $7.58K
2.67K $343K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.18K
+ 1.78%
$50.37 - $57.97 $59.4K - $68.4K
67.5K $3.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 1.14%
$152.42 - $182.82 $3.05K - $3.66K
1.78K $325K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
22
+ 0.94%
$108.87 - $133.04 $2.4K - $2.93K
2.36K $314K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
542
+ 2.9%
$22.7 - $23.33 $12.3K - $12.6K
19.3K $449K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
496
+ 1.63%
$24.94 - $25.42 $12.4K - $12.6K
30.9K $785K
IBDV
Ishares Tr

Technology
578
+ 3.81%
$21.28 - $21.98 $12.3K - $12.7K
15.8K $346K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
574
+ 4.28%
$21.57 - $21.99 $12.4K - $12.6K
14K $306K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
636
+ 4.27%
$19.44 - $19.88 $12.4K - $12.6K
15.5K $307K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
519
+ 2.5%
$23.96 - $24.27 $12.4K - $12.6K
21.2K $515K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
562
+ 3.69%
$22.09 - $22.44 $12.4K - $12.6K
15.8K $352K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
536
+ 4.69%
$23.29 - $23.38 $12.5K - $12.5K
12K $279K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
498
+ 2.49%
$25.04 - $25.18 $12.5K - $12.5K
20.5K $515K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
518
+ 2.5%
N/A
21.2K $504K
American Centy ETF Tr
18.7K
+ 20.59%
N/A
109K $0
American Centy ETF Tr
18.7K
+ 20.22%
N/A
111K $0
Fidelity Wise Origin Bitcoin
6.4K
+ 220.69%
N/A
9.3K $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
123
+ 0.56%
$23.54 - $27.53 $2.9K - $3.39K
22.1K $570K
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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