Prosperity Planning, Inc. Reduced Holdings in Q4 2024

Prosperity Planning, Inc.

  • $302 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-8.83K
- 12.12%
$189.5 - $206.17 $1.67M - $1.82M
64K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-8.08K
- 13.74%
$197.36 - $217.3 $1.6M - $1.76M
50.7K $10.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.38K
- 11.45%
$160.89 - $176.18 $1.19M - $1.3M
57.1K $9.23M
DFAX
Dimensional ETF Tr
-2.99K
- 0.49%
$24.76 - $27.04 $73.9K - $80.7K
605K $15M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-16.3K
- 9.23%
$26.65 - $29.34 $434K - $477K
160K $4.34M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.26K
- 10.19%
$162.69 - $181.35 $367K - $409K
19.9K $3.26M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.18K
- 8.43%
$121.89 - $135.52 $266K - $296K
23.7K $2.96M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.61K
- 11.92%
$106.33 - $110.69 $171K - $178K
11.9K $1.27M
VTV
Vanguard Value ETF

ETFs
-551
- 2.39%
$168.32 - $181.87 $92.7K - $100K
22.5K $3.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-975
- 1.35%
$77.02 - $78.58 $75.1K - $76.6K
71K $5.49M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.65K
- 15.46%
$58.88 - $64.8 $97.4K - $107K
9.05K $533K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.03K
- 13.45%
$45.07 - $47.1 $91.7K - $95.8K
13.1K $591K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-164
- 9.08%
$563.99 - $620.12 $92.5K - $102K
1.64K $935K
IWD
Ishares Russell 1000 Val ETF

ETFs
-248
- 2.64%
$183.23 - $199.79 $45.4K - $49.5K
9.15K $1.69M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.92K
- 3.07%
$33.92 - $36.6 $98.9K - $107K
91.9K $3.18M
DFIV
Dimensional ETF Tr

ETFs
-181
- 0.78%
$34.86 - $37.97 $6.31K - $6.87K
23.2K $821K
DFAE
Dimensional ETF Tr

ETFs
-809
- 5.14%
$25.36 - $28.15 $20.5K - $22.8K
14.9K $378K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-362
- 2.16%
$100.24 - $101.35 $36.3K - $36.7K
16.4K $1.65M
SPYG
Spdr Portfolio

ETFs
-1.23K
- 10.16%
$81.74 - $91.38 $101K - $112K
10.9K $956K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-206
- 5.89%
$278.19 - $315.36 $57.3K - $65K
3.29K $947K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-271
- 12.15%
$126.68 - $134.74 $34.3K - $36.5K
1.96K $250K
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 1.19%
$128.08 - $140.32 $9.61K - $10.5K
6.23K $805K
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 2.81%
$567.81 - $607.81 $77.8K - $83.3K
4.73K $2.77M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-511
- 2.85%
$124.26 - $134.12 $63.5K - $68.5K
17.4K $2.24M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-51
- 0.72%
$90.66 - $99.46 $4.62K - $5.07K
7.03K $639K
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 2.8%
$216.13 - $242.4 $9.94K - $11.2K
1.6K $353K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-134
- 1.48%
$61.68 - $67.87 $8.27K - $9.09K
8.91K $555K
VTI
Vanguard Total Stock Market Et

ETFs
-111
- 2.93%
$280.04 - $302.45 $31.1K - $33.6K
3.68K $1.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-32
- 2.08%
$176.42 - $186.91 $5.65K - $5.98K
1.51K $268K
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 2.6%
$570.51 - $610.59 $24.5K - $26.3K
1.61K $946K
VV
Vanguard Large Cap ETF

ETFs
-59
- 3.79%
$260.27 - $280.65 $15.4K - $16.6K
1.5K $403K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-278
- 5.88%
$49.03 - $53.35 $13.6K - $14.8K
4.45K $228K
VO
Vanguard Mid Cap ETF

ETFs
-19
- 1.58%
$261.5 - $284.63 $4.97K - $5.41K
1.18K $311K
IWP
Ishares Russell Mid Cap Growth

ETFs
-155
- 5.47%
$116.4 - $138.52 $18K - $21.5K
2.68K $339K
VBK
Vanguard Small Cap Growth ETF

ETFs
-418
- 2.25%
$264.18 - $304.19 $110K - $127K
18.2K $5.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-213
- 0.81%
$94.43 - $105.47 $20.1K - $22.5K
26K $2.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
-742
- 2.31%
$241.48 - $274.89 $179K - $204K
31.3K $7.95M
AAPL
Apple Inc.

Technology
-25
- 0.24%
$221.69 - $259.02 $5.54K - $6.48K
10.3K $2.59M
VUG
Vanguard Growth ETF

ETFs
-404
- 0.89%
$378.79 - $428.11 $153K - $173K
45K $18.5M
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
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