Prosperity Planning, Inc. Portfolio Holdings
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
Prosperity Planning, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $41.6M, Ishares Tr Msci Eafe ETF with a value of $22.1M, Vanguard Growth ETF with a value of $20.5M, Dimensional ETF Tr with a value of $16.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $15M.
Examining the 13F form we can see an increase of $23M in the current position value, from $307M to 330M.
Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
ETFs: $292 Million
Real Estate: $7.5 Million
Technology: $2.91 Million
Financial Services: $1.94 Million
Healthcare: $821,000
Consumer Defensive: $536,000
Consumer Cyclical: $218,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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