Prosperity Planning, Inc. Portfolio Holdings by Sector

Prosperity Planning, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ISTB VUG EFA VTIP IVE IGSB AVDV GNMA 83 stocks	$266,215 94.46% of portfolio	30	37	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$5,396 1.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,591 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,041 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,260 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,082 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,066 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive NWL 1 stocks	$795 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology TYL 1 stocks	$769 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$289 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$243 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ICCC 1 stocks	$82 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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