Prosperity Planning, Inc. Portfolio Holdings by Sector

Prosperity Planning, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ISTB EFA VUG AVDV VTIP IGSB GNMA IVE 88 stocks	$306,691 94.46% of portfolio	27	45	3	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$6,863 2.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,635 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,008 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,567 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,475 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$999 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology TYL 1 stocks	$697 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive NWL 1 stocks	$520 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$447 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$328 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$247 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$214 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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