Prosperity Planning, Inc. Reduced Holdings in Q3 2025

Prosperity Planning, Inc.

  • $351 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.87K
- 14.99%
$45.6 - $46.92 $85.2K - $87.7K
10.6K $494K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-395
- 22.18%
$182.33 - $194.5 $72K - $76.8K
1.39K $269K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-944
- 2.99%
$72.57 - $74.72 $68.5K - $70.5K
30.6K $2.28M
VV
Vanguard Large Cap ETF

ETFs
-217
- 14.75%
$285.05 - $309.14 $61.9K - $67.1K
1.25K $386K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.29K
- 5.62%
$194.44 - $206.51 $640K - $680K
55.3K $11.4M
EFV
Msci Eafe Value ETF

ETFs
-817
- 10.21%
$62.79 - $68.42 $51.3K - $55.9K
7.19K $487K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 8.5%
$303.93 - $329.86 $86K - $93.4K
3.05K $999K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-95
- 5.88%
$567.09 - $607.37 $53.9K - $57.7K
1.52K $906K
IEFA
Ishares Tr

ETFs
-213
- 8.4%
$81.7 - $87.53 $17.4K - $18.6K
2.32K $202K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.03K
- 5.86%
$164.63 - $174.58 $499K - $529K
48.7K $8.5M
IEMG
Ishares Inc

ETFs
-66
- 1.29%
N/A
5.04K $270K
IWP
Ishares Russell Mid Cap Growth

ETFs
-83
- 3.39%
$137.51 - $145.26 $11.4K - $12.1K
2.37K $337K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-36
- 0.23%
$102.4 - $103.88 $3.69K - $3.74K
15.7K $1.63M
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 1.64%
$88.47 - $93.24 $4.87K - $5.13K
3.3K $302K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9
- 0.08%
$78.96 - $80.04 $711 - $720
10.8K $860K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-415
- 5.06%
$68.24 - $73.73 $28.3K - $30.6K
7.79K $572K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-62
- 2.63%
$131.47 - $143.64 $8.15K - $8.91K
2.3K $325K
VO
Vanguard Mid Cap ETF

ETFs
-18
- 1.52%
$279.83 - $293.74 $5.04K - $5.29K
1.16K $341K
SPY
Spdr S&P 500 ETF Trust

ETFs
-309
- 6.82%
$617.65 - $666.84 $191K - $206K
4.22K $2.81M
SPYG
Spdr Portfolio

ETFs
-736
- 6.99%
$94.33 - $105.31 $69.4K - $77.5K
9.79K $1.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-89
- 1.0%
$62.09 - $66.51 $5.53K - $5.92K
8.82K $575K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-43
- 1.22%
$133.48 - $144.38 $5.74K - $6.21K
3.47K $494K
DFAE
Dimensional ETF Tr

ETFs
-381
- 2.64%
$28.84 - $31.84 $11K - $12.1K
14K $442K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-103
- 1.47%
$91.28 - $97.59 $9.4K - $10.1K
6.92K $663K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-9.93K
- 6.78%
$32.53 - $35.69 $323K - $354K
137K $4.84M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.87K
- 6.27%
$195.41 - $212.37 $561K - $610K
42.9K $8.96M
IWS
Ishares Russell Midcap Value E

ETFs
-47
- 0.76%
$132.83 - $140.61 $6.24K - $6.61K
6.11K $853K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.94%
$620.67 - $670.08 $5.59K - $6.03K
949 $635K
VEA
Vanguard Ftse Developed Market

ETFs
-497
- 2.05%
$56.02 - $60.3 $27.8K - $30K
23.7K $1.42M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.18K
- 3.53%
$72.04 - $77.35 $84.9K - $91.2K
32.2K $2.47M
DFIV
Dimensional ETF Tr

ETFs
-233
- 1.03%
$42.66 - $46.53 $9.94K - $10.8K
22.4K $1.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-71
- 0.44%
$49.43 - $54.52 $3.51K - $3.87K
16K $866K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.66K
- 8.36%
$157.1 - $178.94 $260K - $297K
18.2K $3.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-78
- 2.41%
$284.45 - $324.95 $22.2K - $25.3K
3.16K $1.01M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-394
- 1.69%
$122.57 - $132.57 $48.3K - $52.2K
22.9K $2.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31
- 1.35%
$420.11 - $472.68 $13K - $14.7K
2.27K $1.06M
VTV
Vanguard Value ETF

ETFs
-642
- 2.91%
$175.51 - $186.57 $113K - $120K
21.4K $3.99M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.05K
- 2.11%
$32.78 - $35.79 $34.3K - $37.5K
48.5K $1.73M
EEM
Ishares Msci Emerging Markets

ETFs
-720
- 2.39%
$48.07 - $53.4 $34.6K - $38.4K
29.4K $1.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-59
- 0.45%
$135.0 - $146.02 $7.97K - $8.62K
13K $1.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
-509
- 1.98%
$108.97 - $121.65 $55.5K - $61.9K
25.1K $3.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-638
- 0.69%
$36.04 - $38.78 $23K - $24.7K
92.2K $3.56M
VBK
Vanguard Small Cap Growth ETF

ETFs
-400
- 2.12%
$276.51 - $305.12 $111K - $122K
18.4K $5.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-49
- 0.15%
$282.75 - $294.19 $13.9K - $14.4K
32.3K $9.49M
DFAX
Dimensional ETF Tr
-19.6K
- 3.5%
$29.25 - $31.56 $575K - $620K
542K $17M
AVDV
American Centy ETF Tr Avantis

ETFs
-3.56K
- 1.95%
$79.24 - $89.03 $282K - $317K
179K $15.9M
VUG
Vanguard Growth ETF

ETFs
-132
- 0.28%
$433.97 - $484.08 $57.3K - $63.9K
46.7K $22.4M
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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