Prosperity Planning, Inc. Incresed Positions in Q4 2024

Prosperity Planning, Inc.

  • $302 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
47.8K
+ 6.41%
$47.58 - $48.56 $2.27M - $2.32M
792K $37.9M
AVLV
American Centy ETF Tr Avantis
15.8K
+ 54.1%
$65.51 - $71.22 $1.03M - $1.12M
44.9K $3M
AVUV
American Centy ETF Tr Avantis

ETFs
7.78K
+ 19.4%
$94.37 - $106.41 $734K - $828K
47.9K $4.62M
AVIV
American Centy ETF Tr Avantis
13.9K
+ 66.59%
$51.24 - $55.81 $711K - $775K
34.7K $1.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.2K
+ 5.7%
$51.54 - $52.55 $628K - $641K
226K $11.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.5K
+ 4.64%
$48.33 - $49.08 $602K - $612K
281K $13.6M
SUB
Ishares Short Term National Mu

ETFs
2.47K
+ 9.06%
$104.94 - $106.2 $259K - $262K
29.7K $3.13M
GNMA
Ishares Gnma Bond ETF

ETFs
15K
+ 6.65%
$42.8 - $44.74 $642K - $671K
241K $10.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.81K
+ 13.81%
$100.16 - $100.7 $181K - $182K
14.9K $1.49M
AVUS
American Centy ETF Tr Avantis

ETFs
500
+ 1.24%
$94.36 - $102.06 $47.2K - $51K
40.8K $3.95M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.04K
+ 10.25%
$24.66 - $27.63 $50.2K - $56.2K
21.9K $553K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.25%
$417.69 - $450.94 $835 - $902
812 $345K
American Centy ETF Tr
21.2K
+ 44.14%
N/A
69.2K $0
American Centy ETF Tr
23.4K
+ 48.75%
N/A
71.3K $0
VT
Vanguard Total World Stk Index

ETFs
27
+ 1.06%
$117.09 - $123.07 $3.16K - $3.32K
2.57K $301K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7
+ 0.3%
$134.53 - $150.65 $942 - $1.05K
2.33K $315K
MUB
Ishares National Muni Bond ETF

ETFs
353
+ 1.28%
$105.78 - $108.7 $37.3K - $38.4K
27.9K $2.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.13%
$442.29 - $483.08 $2.65K - $2.9K
4.5K $2.04M
IFGL
Ishares International Develope

ETFs
983
+ 7.2%
$18.78 - $22.81 $18.5K - $22.4K
14.6K $282K
EFV
Msci Eafe Value ETF

ETFs
229
+ 2.83%
$51.78 - $57.15 $11.9K - $13.1K
8.32K $436K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
28
+ 0.77%
$114.08 - $125.68 $3.19K - $3.52K
3.64K $417K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12
+ 0.05%
$45.17 - $47.23 $542 - $567
24.9K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
177
+ 1.08%
$44.04 - $49.49 $7.8K - $8.76K
16.6K $731K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
209
+ 0.57%
$49.87 - $52.46 $10.4K - $11K
37.2K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
193
+ 0.57%
$71.75 - $75.11 $13.8K - $14.5K
34.1K $2.45M
VEA
Vanguard Ftse Developed Market

ETFs
568
+ 2.3%
$47.57 - $52.44 $27K - $29.8K
25.2K $1.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
257
+ 0.93%
$96.64 - $101.23 $24.8K - $26K
27.9K $2.7M
EEM
Ishares Msci Emerging Markets

ETFs
32
+ 0.11%
$41.82 - $47.36 $1.34K - $1.52K
30.1K $1.26M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.44K
+ 4.41%
$60.13 - $67.31 $86.8K - $97.1K
34.2K $2.08M
USRT
Ishares Core U.S. Reit ETF

ETFs
707
+ 1.07%
$55.97 - $62.75 $39.6K - $44.4K
66.5K $3.81M
VNQI
Vanguard Global Ex U.S. Real

ETFs
856
+ 2.1%
$39.22 - $47.52 $33.6K - $40.7K
41.7K $1.65M
AVDV
American Centy ETF Tr Avantis

ETFs
6.3K
+ 3.96%
$63.85 - $70.4 $402K - $443K
165K $10.7M
AVEM
American Centy ETF Tr Avantis

ETFs
3.11K
+ 2.61%
$58.59 - $66.14 $182K - $205K
122K $7.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.72K
+ 2.91%
$75.1 - $82.99 $505K - $558K
238K $18M
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email