Prosperity Planning, Inc. Portfolio Holdings
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
Prosperity Planning, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $302 Million distributed in 103 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 $37.9M, Vanguard Growth ETF with a value of $18.5M, Ishares Tr Msci Eafe ETF with a value of $18M, Dimensional ETF Tr with a value of $15M, and Vanguard Sht Trm Inflt Prot Fd with a value of $13.6M.
Examining the 13F form we can see an decrease of $6.83M in the current position value, from $309M to 302M.
Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$302 Million
ETFs: $269 Million
Real Estate: $6.48 Million
Technology: $3.36 Million
Financial Services: $2.04 Million
Consumer Defensive: $795,000
Healthcare: $371,000
Consumer Cyclical: $243,000
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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