Prosperity Planning, Inc. Reduced Holdings in Q1 2025

Prosperity Planning, Inc.

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-3.12K
- 6.14%
$183.02 - $207.75 $571K - $648K
47.6K $8.84M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.09K
- 6.39%
$185.78 - $198.58 $760K - $813K
59.9K $11.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.96K
- 6.94%
$156.61 - $168.02 $621K - $666K
53.1K $8.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.35K
- 24.97%
$120.29 - $134.6 $523K - $585K
13.1K $1.59M
IWN
Ishares Russell2000 Val ETF

ETFs
-263
- 1.32%
$149.27 - $169.4 $39.3K - $44.6K
19.6K $2.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
-21
- 0.08%
$92.45 - $106.69 $1.94K - $2.24K
26K $2.41M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-365
- 1.54%
$117.4 - $131.02 $42.9K - $47.8K
23.4K $2.78M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.76K
- 11.8%
$100.34 - $100.68 $176K - $177K
13.1K $1.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
-59
- 1.25%
$551.42 - $612.93 $32.5K - $36.2K
4.67K $2.61M
IWV
Ishares Russell 3000 ETF

ETFs
-338
- 11.97%
$313.1 - $349.83 $106K - $118K
2.49K $785K
SPYG
Spdr Portfolio

ETFs
-334
- 3.07%
$80.05 - $92.39 $26.7K - $30.9K
10.5K $844K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-44
- 1.34%
$254.58 - $302.92 $11.2K - $13.3K
3.25K $836K
VTI
Vanguard Total Stock Market Et

ETFs
-124
- 3.37%
$271.18 - $303.12 $33.6K - $37.6K
3.56K $972K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-27
- 1.64%
$522.96 - $601.18 $14.1K - $16.2K
1.62K $862K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-34
- 0.48%
$81.62 - $96.63 $2.78K - $3.29K
7K $581K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-978
- 2.63%
$49.42 - $50.43 $48.3K - $49.3K
36.2K $1.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
-149
- 5.57%
$114.9 - $139.6 $17.1K - $20.8K
2.53K $297K
EFV
Msci Eafe Value ETF

ETFs
-1.69K
- 20.29%
$51.88 - $60.73 $87.5K - $102K
6.63K $394K
IWM
Ishares Russell 2000 ETF

ETFs
-23
- 1.44%
$198.1 - $229.79 $4.56K - $5.29K
1.58K $315K
IWS
Ishares Russell Midcap Value E

ETFs
-65
- 1.04%
$122.59 - $135.24 $7.97K - $8.79K
6.16K $770K
IWD
Ishares Russell 1000 Val ETF

ETFs
-188
- 2.06%
$182.82 - $196.21 $34.4K - $36.9K
8.96K $1.67M
USRT
Ishares Core U.S. Reit ETF

ETFs
-117
- 0.18%
$55.14 - $60.29 $6.45K - $7.05K
66.4K $3.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-232
- 1.34%
$49.25 - $50.66 $11.4K - $11.8K
17.1K $847K
TIP
Ishares Tr Tips Bd ETF

ETFs
-576
- 4.84%
$106.22 - $110.65 $61.2K - $63.7K
11.3K $1.25M
VTV
Vanguard Value ETF

ETFs
-268
- 1.19%
$167.73 - $179.21 $45K - $48K
22.2K $3.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 0.99%
$408.78 - $448.82 $3.27K - $3.59K
804 $337K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-235
- 2.12%
$77.7 - $78.94 $18.3K - $18.6K
10.8K $855K
IEFA
Ishares Tr

ETFs
-262
- 8.69%
$69.57 - $78.65 $18.2K - $20.6K
2.75K $210K
DFAE
Dimensional ETF Tr

ETFs
-286
- 1.92%
$24.64 - $26.86 $7.05K - $7.68K
14.6K $380K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-180
- 1.37%
$44.72 - $46.25 $8.05K - $8.33K
12.9K $593K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-467
- 5.16%
$58.01 - $64.46 $27.1K - $30.1K
8.58K $536K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2
- 0.05%
$110.75 - $119.78 $222 - $240
3.64K $424K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-193
- 0.77%
$44.68 - $46.49 $8.62K - $8.97K
24.7K $1.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-246
- 1.5%
$100.59 - $103.38 $24.7K - $25.4K
16.2K $1.67M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-517
- 0.73%
$76.94 - $78.24 $39.8K - $40.5K
70.5K $5.52M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-186
- 0.55%
$71.17 - $73.66 $13.2K - $13.7K
33.9K $2.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-507
- 11.26%
$442.66 - $534.52 $224K - $271K
4K $2.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
-531
- 1.0%
$26.09 - $30.21 $13.9K - $16K
52.4K $1.54M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-8.52K
- 5.32%
$26.71 - $31.58 $228K - $269K
152K $4.63M
DFAX
Dimensional ETF Tr
-10.3K
- 1.7%
$24.45 - $27.2 $251K - $279K
595K $15.7M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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