Prosperity Planning, Inc. Portfolio Holdings
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
Prosperity Planning, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $290 Million distributed in 102 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 $34.9M, Ishares Tr Msci Eafe ETF with a value of $17.9M, Vanguard Growth ETF with a value of $17M, Dimensional ETF Tr with a value of $15.8M, and Ishares S&P 500 Value ETF with a value of $14.8M.
Examining the 13F form we can see an increase of $1.31M in the current position value, from $289M to 290M.
Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.