Prosperity Planning, Inc. Portfolio Holdings
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
Prosperity Planning, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $309 Million distributed in 104 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 $36.3M, Ishares Tr Msci Eafe ETF with a value of $19.3M, Vanguard Growth ETF with a value of $17.4M, Dimensional ETF Tr with a value of $16.4M, and Ishares S&P 500 Value ETF with a value of $14.4M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $290M to 309M.
Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $276 Million
Real Estate: $6.4 Million
Technology: $3.19 Million
Financial Services: $2.07 Million
Consumer Defensive: $613,000
Healthcare: $411,000
Consumer Cyclical: $266,000
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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