Prosperity Planning, Inc. Portfolio Holdings by Sector

Prosperity Planning, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ISTB EFA VUG VTIP AVDV IGSB IVE GNMA 85 stocks	$289,083 94.63% of portfolio	35	39	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$6,103 2.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,123 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,941 0.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,451 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,397 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,011 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology TYL 1 stocks	$790 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive NWL 1 stocks	$536 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$375 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$335 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$218 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ICCC 1 stocks	$111 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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