Prosperity Planning, Inc. Portfolio Holdings
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
Prosperity Planning, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 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 $40.3M, Ishares Tr Msci Eafe ETF with a value of $20.1M, Vanguard Growth ETF with a value of $16.9M, Dimensional ETF Tr with a value of $15.7M, and Vanguard Sht Trm Inflt Prot Fd with a value of $14.6M.
Examining the 13F form we can see an increase of $5.16M in the current position value, from $302M to 307M.
Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$307 Million
ETFs: $272 Million
Real Estate: $6.55 Million
Technology: $3.07 Million
Financial Services: $2.1 Million
Consumer Defensive: $495,000
Healthcare: $373,000
Consumer Cyclical: $229,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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