Prosperity Planning, Inc. ETFs

Prosperity Planning, Inc.

$330 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VWO Vanguard Ftse Emerging Mkts Et	$0	$794,000 0.24% of portfolio	16,072	Q2 2025 Reduced 3.27%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$785,000 0.24% of portfolio	30,909	Q2 2025 Added 1.63%
VCIT Vanguard Intermediate Term Cor	$0	$745,000 0.23% of portfolio	8,987	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$638,000 0.19% of portfolio	7,019	Q2 2025 Added 0.34%
IVV Ishares Core S&P 500 ETF	$0	$594,000 0.18% of portfolio	958	Q2 2025 Reduced 34.83%
IUSB Ishares Core Total Usd Bond Ma	$0	$576,000 0.17% of portfolio	12,465	Q2 2025 Reduced 3.48%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$570,000 0.17% of portfolio	22,085	Q2 2025 Added 0.56%
VXUS Vanguard Star Fd Vanguard Tota	$0	$567,000 0.17% of portfolio	8,209	Q2 2025 Reduced 4.32%
IJH Ishares Core S&P Mid Cap ETF	$0	$552,000 0.17% of portfolio	8,908	Q4 2024 Reduced 1.48%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$515,000 0.16% of portfolio	21,248	Q2 2025 Added 2.5%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$515,000 0.16% of portfolio	20,475	Q2 2025 Added 2.49%
EFV Msci Eafe Value ETF	$0	$508,000 0.15% of portfolio	8,003	Q2 2025 Added 20.75%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$504,000 0.15% of portfolio	21,241	Q2 2025 Added 2.5%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$471,000 0.14% of portfolio	3,512	Q2 2025 Reduced 3.54%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$449,000 0.14% of portfolio	19,254	Q2 2025 Added 2.9%
VV Vanguard Large Cap ETF	$0	$419,000 0.13% of portfolio	1,471	Q2 2025 Reduced 1.74%
DFAE Dimensional ETF Tr	$0	$417,000 0.13% of portfolio	14,420	Q2 2025 Reduced 1.49%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$354,000 0.11% of portfolio	804	Q1 2025 Reduced 0.99%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$352,000 0.11% of portfolio	15,781	Q2 2025 Added 3.69%
VT Vanguard Total World Stk Index	$0	$343,000 0.1% of portfolio	2,669	Q2 2025 Added 2.26%
IWM Ishares Russell 2000 ETF	$0	$339,000 0.1% of portfolio	1,575	Q1 2025 Reduced 1.44%
IWP Ishares Russell Mid Cap Growth	$0	$339,000 0.1% of portfolio	2,450	Q2 2025 Reduced 3.09%
VO Vanguard Mid Cap ETF	$0	$330,000 0.1% of portfolio	1,181	Q4 2024 Reduced 1.58%
IFGL Ishares International Develope	$0	$327,000 0.1% of portfolio	14,432	Q2 2025 Reduced 1.73%
INDA Ishares Msci India Index Fund	$0	$326,000 0.1% of portfolio	5,858	Q4 2020 New
QUAL Ishares Msci Usa Quality Facto	$0	$325,000 0.1% of portfolio	1,781	Q2 2025 Added 1.14%
IJT Ishares S&P Small Cap 600 Grow	$0	$314,000 0.1% of portfolio	2,361	Q2 2025 Added 0.94%
IBTJ Ishares Tr Ibonds Dec 2029 Tre	$0	$306,000 0.09% of portfolio	13,984	Q2 2025 Added 4.28%
VNQ Vanguard Specialized Funds Van	$0	$299,000 0.09% of portfolio	3,359	Q2 2025 Reduced 6.9%
IBTF Ishares Tr Ibonds Dec 2025 Ter	$0	$279,000 0.08% of portfolio	11,955	Q2 2025 Added 4.69%
IEMG Ishares Inc	$0	$274,000 0.08% of portfolio	5,110	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$267,000 0.08% of portfolio	2,003	Q2 2025 Reduced 0.4%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$242,000 0.07% of portfolio	4,444	Q2 2025 Reduced 0.4%
IEFA Ishares Tr	$0	$211,000 0.06% of portfolio	2,535	Q2 2025 Reduced 7.95%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$203,000 0.06% of portfolio	7,826	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.