Prosperity Planning, Inc. Reduced Holdings in Q2 2025

Prosperity Planning, Inc.

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-5.04K
- 17.98%
$102.31 - $105.8 $515K - $533K
23K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-512
- 34.83%
$498.8 - $620.9 $255K - $318K
958 $594K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.7K
- 12.97%
$100.35 - $100.71 $171K - $171K
11.4K $1.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.3K
- 6.79%
$72.02 - $73.82 $166K - $170K
31.6K $2.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.4K
- 3.4%
$77.74 - $78.78 $186K - $189K
68.1K $5.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-621
- 2.09%
$96.84 - $99.46 $60.1K - $61.8K
29.1K $2.89M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-383
- 2.37%
$102.02 - $103.5 $39.1K - $39.6K
15.8K $1.62M
VNQ
Vanguard Specialized Funds Van

ETFs
-249
- 6.9%
$79.79 - $91.42 $19.9K - $22.8K
3.36K $299K
TIP
Ishares Tr Tips Bd ETF

ETFs
-154
- 1.36%
$107.93 - $110.97 $16.6K - $17.1K
11.2K $1.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-449
- 3.48%
$45.12 - $46.23 $20.3K - $20.8K
12.5K $576K
Ishares Tr
-1.14K
- 20.46%
N/A
4.42K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-65
- 0.6%
$77.94 - $79.5 $5.07K - $5.17K
10.8K $856K
IEFA
Ishares Tr

ETFs
-219
- 7.95%
$67.83 - $84.09 $14.9K - $18.4K
2.54K $211K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8
- 0.4%
$114.78 - $133.31 $918 - $1.07K
2K $267K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-18
- 0.4%
$43.53 - $54.46 $784 - $980
4.44K $242K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-371
- 4.32%
$55.54 - $69.09 $20.6K - $25.6K
8.21K $567K
IFGL
Ishares International Develope

ETFs
-254
- 1.73%
$18.5 - $22.72 $4.7K - $5.77K
14.4K $327K
DFAE
Dimensional ETF Tr

ETFs
-218
- 1.49%
$22.87 - $28.95 $4.99K - $6.31K
14.4K $417K
VV
Vanguard Large Cap ETF

ETFs
-26
- 1.74%
$228.25 - $285.3 $5.93K - $7.42K
1.47K $419K
VTI
Vanguard Total Stock Market Et

ETFs
-229
- 6.44%
$243.75 - $303.93 $55.8K - $69.6K
3.33K $1.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
-78
- 3.09%
$104.34 - $138.68 $8.14K - $10.8K
2.45K $339K
DFIV
Dimensional ETF Tr

ETFs
-727
- 3.11%
$34.67 - $43.21 $25.2K - $31.4K
22.6K $969K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-544
- 3.27%
$39.89 - $49.46 $21.7K - $26.9K
16.1K $794K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-129
- 3.54%
$104.23 - $134.39 $13.4K - $17.3K
3.51K $471K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.42K
- 2.67%
$141.87 - $164.49 $201K - $234K
51.7K $8.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-46
- 0.51%
$166.82 - $194.23 $7.67K - $8.93K
8.91K $1.73M
VEA
Vanguard Ftse Developed Market

ETFs
-1.27K
- 4.96%
$45.65 - $57.01 $57.7K - $72.1K
24.2K $1.38M
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.82K
- 5.39%
$25.93 - $32.91 $73.2K - $92.9K
49.5K $1.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-8
- 0.25%
$224.16 - $285.86 $1.79K - $2.29K
3.24K $925K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.83K
- 3.85%
$162.76 - $195.77 $298K - $359K
45.8K $8.93M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-37
- 0.16%
$103.88 - $123.68 $3.84K - $4.58K
23.3K $2.88M
VTV
Vanguard Value ETF

ETFs
-171
- 0.77%
$153.67 - $176.74 $26.3K - $30.2K
22.1K $3.9M
EEM
Ishares Msci Emerging Markets

ETFs
-367
- 1.21%
$38.52 - $48.28 $14.1K - $17.7K
30.1K $1.45M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.35K
- 2.25%
$168.34 - $195.42 $227K - $264K
58.6K $11.4M
SPYG
Spdr Portfolio

ETFs
-15
- 0.14%
$71.83 - $95.32 $1.08K - $1.43K
10.5K $1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-19
- 0.15%
$108.12 - $135.04 $2.05K - $2.57K
13K $1.76M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.09K
- 3.36%
$26.69 - $33.44 $136K - $170K
146K $4.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 2.98%
$496.48 - $617.85 $69K - $85.9K
4.53K $2.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.33K
- 3.82%
$57.14 - $72.68 $75.7K - $96.3K
33.4K $2.43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-651
- 0.7%
$29.12 - $35.84 $19K - $23.3K
92.8K $3.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
-335
- 1.29%
$82.96 - $110.1 $27.8K - $36.9K
25.7K $2.82M
DFAX
Dimensional ETF Tr
-32.6K
- 5.48%
$23.37 - $29.39 $761K - $957K
562K $16.5M
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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